Your team on the road.
Your service desk with them.
Bring AI automation to your team's field work, with tickets, schedules, text messages and on-call alerts together in one app. Every interaction logs to your PSA, your professional services automation system, in real time as your team handles client requests.
- MSPs using the app
- 500+
- Text messages in your PSA
- 100%
- Your schedule, kept in sync
- Real-time
READY TO PUT TO WORK
Your work in the field.
Your tools in one place.
Your team can handle tickets, check appointments and chat with clients from their phone, with each update connected to your PSA.
New tickets from the field
Your technician creates a follow-up ticket onsite using a template, with the customer, asset, contract tier and service level agreement already filled in.
- Custom templates for onsite tickets
- Customer and asset details included
- Contract and service agreement details
Client conversations from your phone
Your team can chat with clients, add notes and change ticket status from the app, with messages logged and status updated in real time.
- Client chats from the app
- Messages in your ticket log
- Ticket notes and status updates
Client texts through your number
Your team sends and receives text messages through your PSA-connected number, with conversation history kept when a technician leaves.
- Your shared client texting number
- Text history in your PSA
- Conversation records after staff changes
Your schedule on the road
Your team sees appointments, drive-time gaps and client service windows, with reminders at 24h, 1h, and 15 minutes and reschedules synced automatically.
- Your full day of appointments
- Drive-time gaps between client visits
- Automatic calendar updates after rescheduling
Updates for the right technician
Your technician gets alerts for assigned tickets, client replies, on-call requests and onsite appointments in 15 minutes, routed to those who need to act.
- New ticket and reply alerts
- Reminders before your onsite appointments
- On-call alerts for assigned technicians
Your on-call work at hand
After-hours calls and priority one (P1) alerts reach your on-call technician through push notifications, text messages and Teams, with snooze, acceptance and escalation logged.
- Calls and alerts after hours
- Logged responses and escalation actions
- Quiet phones for off-duty technicians
SEE IT AT WORK
Describe the client request.
Review the ticket details.
When a client needs a follow-up during an onsite visit, your technician dictates the issue and Alpha fills in the ticket for review.
A ticket from any screen
Your technician taps the floating action button from Tickets, Home, or Schedule to start logging the client's follow-up request.
The request in your words
Your technician holds the microphone button and describes the client's issue aloud, bringing the details into the app without typing.
Your dictation for review
Your technician reads the verbatim transcript, edits any details that need changing, then taps Process for Alpha to fill the ticket.
Ticket details filled by Alpha
Alpha fills in the priority, summary, description, company, type and sub-type, leaving each field editable for your technician to review.
Your ticket in your PSA
The ticket is created in ConnectWise / HaloPSA / Autotask with a synced, audited record, ready for your team to take on.
LESS TO DO LATER
Your time between tickets.
Less paperwork after tickets.
Drives between tickets log automatically with start, end, distance and time, while a receipt photo captures each expense along the way. At month-end, the app builds expense reports from approved trips and receipts and syncs them to your PSA.
Trip logging in the background
When your technician leaves a client site, the app detects the drive and starts recording the trip in the background.
Each trip against its tickets
The app matches recorded distance to the tickets your technician worked on, attributing each stop to the right client for billing.
Receipt details from a photo
Your technician photographs a parking, toll, gas or parts receipt, and the app reads its details into a line item attached to the ticket.
Your monthly report, already assembled
At month-end, the app gathers approved trips and receipts into each technician's expense report, applying your Internal Revenue Service mileage rate.
Expenses in your connected systems
Mileage and expenses post as billable lines to ConnectWise, Autotask, or HaloPSA, with an export to QuickBooks for payroll reimbursement.
WHAT CHANGES FOR YOU
More than an app.
Your team has their tools.
Bring the tickets from your laptop, the texts from your phone and your on-call schedule into one place your team can use onsite.
Without the tech app
The current state of "mobile MSP"
Unknown caller
Says: Luke F., Northwind Dental
- 01
SMS lives on personal phones.
Conversations vanish when techs leave. Compliance auditor takes one look and shuts you down.
- 02
Tickets get logged later.
Tech finishes onsite, drives back, opens the laptop, types the notes. Hours of context evaporate.
- 03
No real-time client comms.
Tech replies from a personal number that never reconciles to the ticket.
- 04
On-call is a guessing game.
Phone rings, tech wakes up, fumbles for laptop just to see what's happening.
- 05
Schedule changes don't propagate.
Dispatcher reshuffles in PSA, tech finds out at the door of the wrong client.
With MSP Process Tech App
Field work that actually feels modern
Unknown caller
Says: Luke F., Northwind Dental
- 01
Every SMS lives in the PSA.
Branded sender, full thread, audit-ready. Techs leave and the history stays.
- 02
Tickets logged in real time.
Tech updates from the chair next to the server, with photos and voice memos attached.
- 03
Client chat without the laptop.
Live chat, status updates, secure file sends, all from the tech's phone, all synced.
- 04
On-call alerts that explain themselves.
The push tells the tech what, who, and how urgent. Snooze, accept, escalate.
- 05
Live schedule with reminders.
PSA reshuffles propagate instantly. 24h, 1h, and 15-min reminders fire to the right tech.
FROM TEAMS USING IT
Your team's field work.
Their experience with the app.
- 92%
- Less text message history lost
- Personal phones replaced by branded sender, full audit trail.
- 3.4×
- Faster ticket logging onsite
- Real-time entry from the field, no end-of-day backlog.
- 100%
- Each interaction synced to your PSA
- SMS, chat, ticket updates, all written back automatically.
- $0
- Licensing for each technician
- Included with every MSP Process Pro and Pro + AI plan.
“Our techs used to text clients from personal phones and log tickets at the end of the day from memory. Now every interaction is in the PSA before they leave the parking lot. Compliance got easier. Onboarding got faster. New hires are productive on day one.”
Gary Allen
Director of IT, David Allen IT Solutions
LET'S TALK AUTOMATION
Your team's next client visit.
Less work to bring back.
In a demo, we'll show the Technician App with a sample PSA ticket and field-work flow, then outline onboarding for your first technician. Your team can use it on iOS and Android, with no per-tech license fees as you bring more technicians onto the app.
Walkthrough
Product walkthrough
Your quote
Bring us the process you most want to stop doing by hand.