// Industries · IT services and MSPs
Your tickets already tell the story. Most MSPs never read it back.
Every ticket, tech note and runbook is a written record of how your team solves problems. Years of it, in a PSA you've used since day one, is the kind of trail evaluating parties review. We check whether yours is ready and walk you through it.
The systems your team already writes in
Nothing new to install. What counts is years of work on the same systems, connected across them.
// Your written record
Years of connected work
7 systems, one trail
What's in, and what stays out
Typically licensable
- Tickets with tech notes and resolutions
- Internal runbooks and SOPs
- Project records
- Internal chat about how work gets done
Stays out
- Client credentials and passwords
- Client personal data
- Anything held in client environments
Who counts toward the 30
Count techs, dispatchers, project managers and admin who work in the PSA and email daily. Field-only installers don't count toward the 30.
Questions owners ask
- Our clients' data is in our PSA. Is that a problem?
- Client personal data and credentials stay out; that's agreed in writing before anything moves. What's licensed is how your team works.
- We switched PSAs two years ago.
- Only years on the current system count. Two can work; three or more is strong.
- Does this put client contracts at risk?
- Your attorney reviews your client agreements against the scope before anything is signed. If a contract restricts it, that portion stays out.
Book your data consultation
Tell us about your company. A data specialist calls you by the next business day. Nothing you tell us commits you to anything.