Features
Everything your MSP needs to
deliver with confidence
From monthly reports to signed agreements — one platform for every client touchpoint.
Monthly Reports
Generate professional monthly reports for every client. Pull in ticket data, SLA metrics, and asset health from your PSA automatically. AI writes the executive summary — you review and send.
- checkAuto-populate from Syncro, HaloPSA, or ConnectWise
- checkAI-generated executive summaries (Claude)
- checkCarry-forward templates from month to month
- checkExport as branded PDF or share via client portal
- checkTrack report history and versioning
Quotes & Proposals
Build quotes with live distributor pricing, intelligent markup rules, and a seamless e-signature flow. When a report surfaces a hardware refresh, generate a quote right there.
- checkProduct catalog with Icecat data
- checkLive pricing from Ingram Micro, TD SYNNEX, D&H
- checkMarkup rules engine (by SKU, vendor, category, or global)
- checkClient e-signature acceptance
- checkReport-to-quote workflow — one click from aging assets to proposal
Invoices & Payments
Convert accepted quotes to invoices in one click. Clients pay online via Stripe. Set up recurring invoices for managed services contracts.
- checkOne-click conversion from accepted quotes
- checkStripe-powered online payments
- checkRecurring invoices (monthly, quarterly, annually)
- checkAutomatic overdue reminders
- checkBranded PDF export
Agreements & E-Signature
Manage MSAs, SOWs, SLAs, and NDAs with built-in templates, dynamic field insertion, and e-signature capture with full audit trail.
- checkBuilt-in templates (MSA, SOW, SLA, NDA, AUP)
- checkDynamic {{variable}} field insertion
- checkE-signature with IP, timestamp, and document hash
- checkRenewal tracking with automated reminders (90, 60, 30, 7 days)
- checkOne-click renewal from expiring agreements
Quarterly Business Reviews
Build QBR decks automatically from your monthly report data. AI summarizes the quarter, surfaces wins and challenges, and generates strategic recommendations.
- checkAuto-pulls from last 3 monthly reports
- checkAI-generated executive summary for client meetings
- checkHealth score trends and ticket analytics
- checkPresent in-browser or export as PDF
- checkStrategic recommendations engine
Email Triage
Forward client alerts to a unique MSPDock email address. AI classifies each alert by severity and routes critical issues to your team via Telegram, Teams, or Slack — in real time.
- checkUnique inbound address per client
- checkAI severity classification (Critical / Warning / Info / Noise)
- checkRoute to Telegram, Teams, Slack, or email
- checkCustom classification rules and quiet hours
- checkTriage dashboard with override/training
PSA Integrations
Connect your PSA and let MSPDock pull in clients, tickets, assets, and contacts automatically. Full sync daily, incremental sync every 4 hours.
- checkSyncro (Phase 1), HaloPSA, ConnectWise
- checkOne-way sync: PSA → MSPDock
- checkConfigurable field mapping
- checkManual sync available anytime
- checkAutotask, Kaseya BMS, SuperOps (Phase 2)
Client Portal
Give every client a branded portal where they can view reports, sign agreements, accept quotes, and pay invoices — all under your MSP's brand.
- checkYour logo and brand colors, not ours
- checkClient login or public link access
- checkView reports, sign agreements, pay invoices
- checkCustom domain support (Business plan)
- check"Powered by MSPDock" removable on Business plan
HR & People Management
Manage your team alongside your clients. Applicant tracking, offer letters with e-signature, onboarding workflows, time & attendance, performance reviews, and compensation tracking — all without a separate HR platform.
- checkApplicant tracking with pipeline stages and email
- checkOffer letters with e-signature acceptance
- checkNew hire onboarding document packages and checklists
- checkTime & attendance for hourly employees
- checkPerformance review cycles with self-assessment and manager review
- checkEmployee directory with compensation and benefits tracking