Sound familiar?
What IT managed service providers tell us before a project starts.
- Onboarding and offboarding requests are an email, then a manual checklist someone has to remember.
- Our monthly invoice does not match the device and user counts in the RMM.
- Tickets arrive by email and phone and a dispatcher sorts them by hand.
- Quarterly reviews mean copying numbers from three tools into a slide.
- Documentation is out of date the day after it is written.
What we build
Each one is a working piece you can open and check when it's done.
New-hire and leaver workflows
A request form that creates the right tasks, tickets and reminders for accounts, devices and access, and tracks them to done.
n8n, Make and Zapier automationTicket intake and routing
Email and form requests turned into tickets with the client, priority and category filled in, then sent to the right queue.
API integrations and data syncBilling that matches reality
Users, devices and licences counted from the RMM and cloud admin tools and compared with what is on the invoice.
QuickBooks, Xero and HubSpot integrations Python scripts and utilitiesClient reports
A monthly summary of tickets, patching and incidents built for each client automatically and sent for your review.
Dashboards and reportingAlert noise reduction
Monitoring alerts grouped, deduplicated and sent to chat with the context a tech needs to act.
API integrations and data syncDocumentation that stays current
Key facts pulled from your systems into the documentation tool on a schedule, so it reflects what is deployed.
Python scripts and utilitiesIT / MSP software we work with: ConnectWise, Autotask, HaloPSA, NinjaOne, Datto, IT Glue, Pax8.
And the general tools around it: Microsoft 365, Slack, Microsoft Teams, QuickBooks, Google Sheets, Power Automate, Zapier, Make, n8n.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Offboarding checklist
Example: an MSP gets a leaver email from a client. A form creates the tasks for disabling accounts, collecting devices and forwarding mail, and tracks each to done.
Form, PSA tickets, Microsoft 365Example project
Invoice check against the RMM
Example: before invoices go out, a script compares each client's billed seats with the users and devices found in the tools, and lists the differences.
RMM export, Python, Google SheetsExample project
Monthly client report
Example: an MSP's account manager wants a one-page report per client with ticket counts, response times and patch status, drafted on the first of the month.
PSA data, a dashboard, PDF outputQuestions people ask first
Do we have to change our PSA or RMM?
No. We connect the ones you already use through the APIs and integrations they support. If a limit gets in the way, we say so in the scope.
Do you need access to client environments?
Only what a piece of work requires, and only with your approval. We prefer to work from your own tools and exports.
Who owns what you build?
You do. It runs in your own accounts, with notes your techs can follow.
How do we start?
Tell us your PSA, RMM and the manual task that annoys your team most. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com