SuiteDash for MSPs and IT service providers
Support tickets, client portals, recurring billing and onboarding, so every client request is tracked.
Sound familiar?
- Support requests arrive by phone, email and text, and some get missed.
- Clients can’t see what you did for them this month.
- Monthly managed-services invoices are still created by hand.
Five workflows we would build for your MSP
Support tickets
One place for client requests, with categories, assignment and status updates.
Client onboarding
A FLOW for access details, staff lists, agreements and the first invoice.
Recurring billing
Managed-services subscriptions invoiced automatically every month.
Quotes and approvals
Hardware and project quotes approved and signed in the portal.
Client reporting
Documentation and monthly summaries shared in each client’s portal.
What your clients would see
A sample portal for a made-up IT services company. Click the sidebar to look around.
Welcome, Marcus!
- Lakeside DentalPrinter offline, front desk0% completedPending
- Lakeside DentalNew starter laptops (2)33% completedWorking
- Parkway RealtyEmail migration60% completedWorking
- Ridge AccountingFirewall renewal100% completedCompleted
- $890.00 USD · Lakeside DentalC-5530Open balance: $890.00OpenDueNov 1
- $1,340.00 USD · Parkway RealtyC-5526Open balance: $1,340.00OpenDueNov 1
- $2,100.00 USD · Ridge AccountingC-5498Open balance: $2,100.00OverdueDueOct 15
Support Requests
- New ticket: printer offlineLakeside Dental8 min ago
- Quote Q-2291 approvedParkway Realty1 h ago
- Staff list updatedLakeside DentalYesterday
- IWDr. Irene WalshPractice owner · Lakeside DentalManaged services
- PGPaul GrantOffice manager · Parkway RealtyManaged services
- NTNina TorresPartner · Ridge AccountingProject
- LMLeo MartinOwner · Martin LawQuote sent
- Printer offline, front deskLakeside Dental · due TodayPending0 of 2 (0%)
- New starter laptops (2)Lakeside Dental · due Nov 6Working1 of 3 (33%)
- Email migrationParkway Realty · due Nov 14Working3 of 5 (60%)
- Firewall renewalRidge Accounting · due Oct 29Completed2 of 2 (100%)
- C-5530$890.00 (USD) · one time · Lakeside DentalOpen
- C-5526$1,340.00 (USD) · one time · Parkway RealtyOpen
- C-5498$2,100.00 (USD) · one time · Ridge AccountingOverdue since Oct 15
- C-5471$890.00 (USD) · one time · Lakeside DentalPaid
- My Files
- Staff Files
- Company Files
- Contact Files
- Tickets
- File Requests
- Documents
- IWDr. Irene WalshNewPrinter againThe front desk printer dropped off the network again this morning.Today
- PGPaul GrantEmail cutoverFriday evening works for the switch. Staff are aware.Oct 30
- NTNina TorresRe: firewallRenewal approved, thanks for the reminder.Oct 28
Automations
- Ticket raisedAssign technician, confirm to clientOn
- Ticket resolvedAsk client to confirm and rateOn
- Managed servicesInvoice all contracts on the 1stOn
- Quote approvedCreate project with install tasksOn
Welcome, Irene!
Raise tickets, approve quotes and see your invoices.
- Due TodayPrinter offline, front desk0% completedPending
- Due Nov 6New starter laptops (2)33% completedWorking
Showing 2 results
- $890.00 USDC-5530OpenDueNov 1
- $890.00 USDC-5471PaidDueOct 1
Showing 2 results
My tickets
- Printer offline, front deskDue TodayPending0 of 2 (0%)
- New starter laptops (2)Due Nov 6Working1 of 3 (33%)
Billing
- C-5530$890.00 (USD) · due Nov 1Open
- C-5471$890.00 (USD) · due Oct 1Paid
- My Files
- Shared with Lakeside Dental
- File Requests
- Documents
Messages with Cobalt IT
Marcus WebbThanks, we have what we need for now. We’ll update you here as soon as there’s news.
Dr. Irene WalshThe front desk printer dropped off the network again this morning.
A sample portal for a made-up IT services company, laid out like a real SuiteDash build. Switch between the owner’s dashboard and the client’s portal, and click the sidebar to look around.
IT & MSPs: common questions
Can SuiteDash replace a help desk for a small MSP?
For many small MSPs, yes. SuiteDash has a support tickets toolkit on the Pinnacle plan, so requests can be logged, assigned and tracked alongside billing and client files. Larger MSPs with RMM-driven workflows may keep a specialist PSA and use SuiteDash for the client portal and billing.
Does SuiteDash have support tickets?
Yes. The support tickets toolkit is included on the Pinnacle plan. We set up categories, assignment and statuses so every request is tracked, and clients can raise and follow tickets from the same portal where they see invoices and documents.
Can SuiteDash bill managed-services contracts?
Yes. Managed-services fees work as subscriptions that invoice automatically each month, with payment reminders. One-off projects and hardware are quoted and invoiced separately, and clients see everything together in the portal.
Can clients approve quotes online?
Yes. Quotes can be sent as proposals or documents that clients approve and e-sign in the portal. Approval can then create the project and tasks automatically, so work starts without a handoff email.
Does SuiteDash replace our RMM or PSA?
Not usually an RMM. For small MSPs it can replace a basic PSA for tickets, billing and client communication. If you depend on a specialist PSA, we keep it and use SuiteDash where it adds most: the client portal and billing.
SuiteDash services behind every industry setup
Also set up for: medical & radiology practices, agencies, coaches & consultants, accountants & bookkeepers, law firms, wellness practices.
Let’s set up SuiteDash for your MSP
30 minutes. No obligation. You’ll leave with a plan.