Tickets, devices, projects, quotes and invoices for every client you look after, in one place. Each client keeps its own account and grants you access to it, which is why a client will let you in alongside their current provider.
Each link goes to a page that describes the capability in detail, including what it does not do.
Win the work
Send a priced quote the client approves in their own portal, then turn it into an invoice in one step. Agreements go out from your own templates and come back signed, with a record of who signed, when and from where. Portal access can wait until the paperwork is done, then open on its own.
Run the desk
Requests arrive by portal, email or monitoring alert and are assigned by round-robin, by load or by hand. SLA clocks follow the client's working hours and holidays and warn before a breach. Share a queue into a client organization and both teams work the same tickets without the client getting into your helpdesk.
Know the estate
ConnectWise Automate, Zabbix, ScreenConnect, Azure and GLPI feed one asset register and one alert queue. Software licences are compared with what is installed, per product and per client, so you find the gap before the vendor does.
Sell hardware and services
Ingram Micro and TD Synnex price lists load into one catalogue of more than 600,000 products, with photos and specifications filled in. Your markup rules, contract prices and margin floors are applied once, so the storefront, the quote and the invoice agree. List your own services for other MSPs to resell, or resell theirs.
Bill and collect
Approved time, contract charges and orders become invoices in the client's currency, with the right provincial tax. Clients pay by card or bank debit from their portal. Balances are recalculated from the payments and credits behind them, and QuickBooks Online stays in step both ways.
Make it yours
Set your logo, colours and legal identity once and they carry through the portal, every email and the sign-in page. Serve the portal from your own hostname with a managed certificate, and let clients set their own brand on top if they want to.
Co-management is included on every plan, including Free, with no limit on collaborating providers.
It makes the relationship rest on the work rather than on the data. A client who can leave and chooses not to is a reference. It also works in your favour when you are the one walking into an account beside an incumbent: you do not have to ask them for access to their system.
Yes. A managed client with no plan of its own is covered by its primary provider's plan, so you can create the client, its contacts, contract and agreement pack before any money changes hands. When the client wants a plan of its own, it buys one directly.
On Starter and above, commission accrues on the subscriptions of the clients you brought in. Earnings, platform fees and the netted payout are shown per client so you can check the figures.
An afternoon for the basics. Pick the business blueprint closest to how you work and Solidlio creates your queues, SLA tiers, ticket categories, canned responses, agreement templates and business hours. A getting-started checklist tracks the rest and ticks itself off as you go.
GLPI is a live two-way integration: tickets sync in both directions, and assets, software, contacts and suppliers come in. For other service desks, the migration guide sets out what can be imported and what cannot.
Yes, through ScreenConnect or ConnectWise Automate, from the ticket they are already reading, with the affected devices linked to it.
The one with two providers, a spreadsheet of assets and an invoice dispute. We will walk it through end to end.
