Unbilled "while-you're-here" work
The fix that takes 4 minutes onsite never gets logged. Multiply that by every visit, every tech, every month. The lost revenue is real — and you already did the work.
Revenue leakYour onsite tech goes in for one ticket and walks out having fixed four — three of which never make it into the PSA. Quick Ticketing lets techs dictate, tap, or text a ticket from Teams, SMS, mobile, or the portal in seconds. No PSA login. No end-of-day reconstruction. No revenue you already earned slipping out the door.
Voice dictation transcribed, seven fields auto-filled, P1 tagged, written straight into ConnectWise. Tech kept walking. Revenue captured.
Onsite techs handle four issues, log one. Field techs answer questions in the parking lot, never make it back to the PSA. Phone-resolved tickets get reconstructed at midnight from memory. Quick Ticketing kills that gap.
The fix that takes 4 minutes onsite never gets logged. Multiply that by every visit, every tech, every month. The lost revenue is real — and you already did the work.
Revenue leakTechs spend 30+ minutes at the end of every day rebuilding tickets from memory. Some details get wrong. Some tickets get skipped. Either way — your dispatch team has the wrong picture.
Wasted time"Open laptop, VPN, PSA login, find client, find contact, fill 7 fields, save." The friction wins every time. Your techs aren't lazy — your tooling is.
Friction killsFive steps, sub-five-second end-to-end. The tech speaks once, the PSA gets a fully-populated ticket — including type, subtype, priority, contact, and service board.
Voice on mobile, slash command in Teams, SMS, portal, or email. Whatever the tech is already in.
AI extracts company, contact, issue, urgency cues. Resolves entities against your PSA records — not generic NLP.
Type, subtype, priority, service board — tagged automatically based on the parsed issue and your taxonomy.
Ticket created directly in ConnectWise / HaloPSA / Autotask. Six to eight fields populated. No PSA login required.
Tech gets ticket number + link back on the channel they used. Revenue captured. Tech keeps walking.
Mobile app, Teams, SMS, web portal, email, or AI voice. No new app for the tech to install. No new login to remember. Same pipeline behind every channel.
Tech holds the mic, talks for 10 seconds, the ticket appears in the PSA before they reach the parking lot. The most popular channel onsite.
Slash command in any Teams DM or channel. AI parses the body, ticket lands in the PSA, confirmation card replies in the thread.
Tech texts a single sentence from their personal phone. AI extracts the entities, ticket lands in the PSA, reply with the ticket number + link.
Tech-only browser portal — speed-optimized, three fields max. For when the laptop is open and PSA login is too many clicks.
Forward any client email to a per-tenant address. AI parses the thread, creates the ticket, links the original email to the ticket record.
Tech calls a dedicated MSP-only number, dictates the issue. Same pipeline, voice-first. Useful when hands are dirty and the phone is on speaker.
Quick Ticketing isn't just transcription. It resolves entities against your PSA records, tags by your taxonomy, and routes to the right service board — without a tech touching a single field.
"Acme" → matched to your Acme Co PSA record. Fuzzy-matched against your tenant list. No re-typing client names.
Auto · 99% accuracy"Sarah K" at Acme → matched to Sarah K. Smith on the Acme contact list. Pulled from your PSA contact records.
PSA-awareFrom the dictation, a clean ticket title is composed: "Network printer offline — invoice printing blocked." Not the raw transcript.
AI-composed"Printer offline" → Type: Network, Subtype: Printer. Tagged automatically per your PSA taxonomy.
Taxonomy-aware"Whole office can't print invoices" → P1. "When you get a chance" → P4. Urgency cues + client tier weighting.
Auto-priorityNetwork issue → Network Operations board. Endpoint → Helpdesk. Routes the ticket to the right queue without dispatch touching it.
RoutedNo middleware ticket queue. No daily sync job. The ticket lands in the PSA the same instant your tech finishes speaking.
Average results across the first 90 days post-rollout.
MSP Process is a fabulous product for any MSP. We integrate with ConnectWise Manage and it works seamlessly — automating a number of our workflows. Patrick and his team are a joy to work with.
Patrick and his team have been where we are and know the challenges of supporting thousands of users across the country. They know that to achieve world-class SLAs you have to meet your customers where they are — in this case, on their mobile. MSP Process makes it seamless.
We found MSP Process while attending a conference last year. From the very first demo to implementation the process was incredibly smooth. We leverage the tool daily — to validate users for support and to communicate with clients who prefer text to email or phone calls.
Book a 30-minute demo. We'll wire your PSA up live and dictate a ticket from a phone — watch the seven fields populate before the sentence ends.