Work logged on site.
More time for your clients.
Luke F.
Northwind Dental
- 00:00
Voice, Teams or SMS
Your tech describes the issue from the channel they're already using, ready for Quick Ticketing to handle.
- 00:18
+2 stepsTicket #5849 created in 4.6s.
Your onsite tech goes in for one ticket and fixes four; Quick Ticketing helps capture all four in 5 seconds per ticket. Dictate, tap or text from the channels your team uses, with no login to your PSA (professional services automation).
- Average ticket creation time
- 5s
- Channels for your team
- 6
- PSA logins needed
- 0
WHAT IT HELPS WITH
The work you handle.
The record to match.
Your onsite techs handle four issues and log one, while phone fixes and parking lot conversations wait until later. Quick Ticketing brings that work into your PSA while the details are fresh, so your dispatch team can see what's been handled.
Your extra onsite work
Quick Ticketing helps your team log the fix that takes 4 minutes onsite, ready for billing alongside the planned work.
- Extra requests during client visits
- Onsite fixes ready for billing
- Ticket details captured on site
Your notes, still fresh
Quick Ticketing helps your techs capture details as they work, instead of spending 30+ minutes rebuilding tickets from memory.
- Details recorded during the visit
- Phone fixes logged after calls
- Current records for your dispatchers
Tickets within easy reach
"Open laptop, VPN, PSA login, find client, find contact, fill 7 fields, save." Quick Ticketing gives your techs a shorter route through the channels they're already using, with ticket fields filled automatically.
- Voice dictation from your phone
- Ticket creation through familiar channels
- Automatic fields from your description
FROM REQUEST TO RECORD
Describe the work.
Let the ticket follow.
Five steps, sub-five-second end-to-end: your tech describes the work once, and Quick Ticketing creates a ticket with the details filled in.
Capture the request
Your tech describes the issue through mobile voice, a Teams slash command, SMS, the portal or email.
Match the details
We use AI to pick out the company, contact, issue and urgency, matching the details against your PSA records.
Apply your categories
Quick Ticketing uses the issue details and your categories to set the type, subtype, priority and service board.
Create the ticket
Quick Ticketing writes directly to ConnectWise, HaloPSA or Autotask, with Six to eight fields populated and no PSA login required. We also connect with ServiceNow, SuperOps and Syncro, bringing ticket creation into the PSA your team already uses.
Return the confirmation
Your tech receives the ticket number and link in the channel they used, ready to continue with the visit.
PUT IT TO WORK
Your familiar channels.
Your work, captured.
Six entry channels bring requests into the same ticket process: mobile app, Teams, SMS, web portal, email or AI Voice.
Dictation from your phone
Your tech speaks for 10 seconds in the mobile app, and Quick Ticketing creates the ticket in your PSA.
- Voice notes during onsite visits
- Issue details captured by dictation
- Tickets written into your PSA
Quick tickets in Teams
Your tech uses /quickticket in a Teams direct message or channel, and AI creates the ticket and returns a confirmation card.
- Slash command in your conversation
- Ticket details from your message
- Confirmation card in the thread
Tickets from a text
Your tech texts a sentence from their personal phone, and AI creates the ticket and replies with its number and link.
- Requests from your personal phone
- Ticket details from a sentence
- Ticket number and link reply
Tickets from your browser
Your tech opens the technician-only web portal and fills three fields max, with no need to log into your PSA.
- Browser access for your technicians
- Short forms for ticket creation
- Ticket entry without PSA login
Tickets from client emails
Your tech forwards a client email to your dedicated address, and AI creates a ticket with the original email linked.
- Dedicated address for your MSP
- Ticket details from the thread
- Original email linked to ticket
AI Voice for intake
Your tech calls a dedicated MSP-only number and dictates the issue, with AI Voice handling ticket creation while the phone stays on speaker.
- Dedicated number for your MSP
- Spoken requests with hands occupied
- The same ticket creation process
WHAT GETS HANDLED
Your ticket fields.
Already filled in.
Seven fields bring the request into your PSA, with Quick Ticketing matching records, applying your categories and choosing the service board.
Your client, matched automatically
Quick Ticketing matches "Northwind" to your Northwind Dental PSA record, using approximate name matching against your client list.
- Company names from your description
- Matches against your client list
- Existing records in your PSA
Your contact, matched automatically
Quick Ticketing matches "Sarah K" at Northwind to Sarah K. Smith, using the contact records in your PSA.
- Contact names from your description
- Matches within the client's records
- Contact details from your PSA
A clear ticket title
Quick Ticketing turns your tech's dictation into a title that describes the issue: "Network printer offline, invoice printing blocked."
- Clear titles from spoken descriptions
- Issue details at a glance
- Client impact in the title
Your type and subtype
Quick Ticketing reads "Printer offline" and applies Network as the type and Printer as the subtype, using your PSA categories.
- Issue types from your PSA
- Subtypes matched to the request
- Automatic categories from issue details
Priority from the request
Quick Ticketing uses urgency cues and client tier weighting to assign priority: "Whole office can't print invoices" becomes P1; "When you get a chance" becomes P4.
- Urgency cues from the request
- Client tier in priority weighting
- Automatic priority on the ticket
Your service board routing
Quick Ticketing routes network issues to Network Operations and endpoint issues to Helpdesk, without your dispatch team assigning the queue.
- Service boards from your PSA
- Queue selection from issue details
- Automatic routing for your dispatchers
Your existing PSA. Your tickets, written directly.
WHAT TEAMS SEE
Work your team handles.
Results your team can see.
- +38%
- Onsite work logged
- Tickets that previously walked out the door
- 85%
- Less manual data entry
- AI fills 6 to 8 fields per ticket
- 5s
- Average ticket creation time
- From spoken sentence to PSA-ready
- 0
- PSA logins required
- Tech never opens the PSA to log a ticket
FROM OUR CLIENTS
In their own words.
From a team using it.
“MSP Process is a fabulous product for any MSP. We integrate with ConnectWise PSA and it works seamlessly, automating a number of our workflows. Patrick and his team are a joy to work with.”
Gary Allen
Director of IT
“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.”
Hunter Thevis
COO
“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.”
Jeff Wilder
President
LET'S TALK AUTOMATION
Bring your everyday work.
See the ticket follow.
Book a demo, and we'll walk through dictating a sample ticket from a phone. You'll see the seven fields populate as we speak, with a ticket created in a representative PSA workflow.
Walkthrough
Product walkthrough
Your quote
Bring us the work your team wants to spend less time logging.