Case Manager

We Build Tools for the Web

Empower your team with a user-friendly interface, powerful features, and streamlined processes, enabling them to do what they do best and deliver exceptional customer service. We are glad to introduce our Case Manager for IT Managed Service Providers (MSPs) to manage support cases effectively. We understand that managing support cases can be a challenging task, and that’s why we have created Case Manager, a powerful application designed to simplify and streamline the support case management process for MSPs.

The Ultimate Solution to Manage Support Cases

Why use our Case Manager ?

Case Manager is designed to address the key pain points faced by MSPs when managing support cases on PSA365. With our application, MSPs can easily action priority support cases, log detailed work entries, and track the progress of their team members. Our application provides a simple, intuitive interface that can be accessed from anywhere, anytime, and eliminates the need for complex navigation and confusing views.

One of the standout features of Case Manager is its intuitive action bar. This bar provides your service team with the information they need to take action on the highest priority support cases or continue working on their own tasks during the day. The action bar is always visible and customizable, so your team can see the information that matters most to them. This feature ensures that your team is always working efficiently and effectively, without being bogged down by unnecessary information.

Another key feature of Case Manager is accurate time entries. With this application, your team can ensure that all their time spent on support cases is accounted for accurately. When a support case is opened, a timer is automatically started, making it easy for engineers to track their time spent on the case. If one timer is not enough, more than one can be added, paused, and removed at will, based on what your team needs. This feature ensures that your team is tracking their time correctly and not missing any billable hours.

In summary, Case Manager is a powerful tool that simplifies the process of using PSA365 as an MSP. Its intuitive action bar and accurate time entries make it easy for your team to take action on support cases and track their time effectively, ensuring that your team is always working efficiently and effectively.

Customisation Options

The Key Features of using Case Manager

In summary, Case Manager is a powerful tool that simplifies the process of using PSA365 as an MSP. Its intuitive action bar and accurate time entries make it easy for your team to take action on support cases and track their time effectively, ensuring that your team is always working efficiently and effectively.

h

Intuitive Action Bar

Provides your service team with the information they need at any given time, allowing them to act on priority support cases 

Automatic Time Tracking

Timers start immediately upon viewing a support case, easy to track time and ensure accurate billing.

i

Uncluttered View

Create time entries and send emails with an uncluttered view, eliminating distractions and improving focus.

R

Accurate Time Entries

Automatically track time spent on support cases with timers, enabling accurate time entries and eliminating guesswork.

}

Time Sheet Tracking

Track time sheets with ease, ensuring accurate billing and eliminating guesswork for clear visibility over cases.

r

Relevant Information

Display only the necessary information on support cases, eliminating confusion and streamlining the support process.

SharePoint Integration

Integrates with SharePoint application for corporate news, making it easy to stay up-to-date with all the SharePoint websites.

l

Time Entry Notes

Automatically add time entry notes to the case resolution, ensuring accurate and complete documentation.

One-Button Communication

Communicate with businesses or contacts  improving response times and streamlining communication.

IT Glue Integration

Integrates with ITGlue for recent asset updates, improving organization and streamlining the support process.

Emails & Audits

Track all relevant information related to support cases in one place, making it easy to stay organized.

In-App Support Case Merge Requests

Get user history of software lisencing and provide relevant access. Restrictions can be placed certain users.

Tailored Solution for your Business

What are the benefits of using Case Manager Application?

Case Manager is the solution you need to take your MSP service to the next level. With its user-friendly interface, powerful features, and numerous benefits, your team can focus on what they do best – delivering exceptional customer service.

With this innovative application, your team can effortlessly tackle priority support cases, track detailed work entries and ensure complete visibility of team member progress, all within just a few clicks. Say goodbye to confusing views and invisible time entries, and hello to an optimized, streamlined service experience for your customers.

Streamlined Support

Eliminates confusion and clutter, providing only the necessary information and tools for effective support.

Improved Efficiency

Simplify your team’s workload by streamlining support case management and tracking detailed work entries. Save time and improve productivity.

Improved Accuracy

Automatic time tracking and accurate time entries ensures accurate billing which boosts the productivity.

Enhanced Visibility

With complete visibility of team member progress, you can measure productivity, track project progress and gain insights to make informed business decisions.

Improved Communication

1-click communication and streamlined support  case processes will improve communication and response times. 

Customised Experience

Optimise the PSA365 experience for your unique business needs, empowering your service team to deliver exceptional customer service.

Get started

Start Connecting With Your Users!

We created PSA365 in order to strengthen an organisation’s ability to improve ICT management and productivity in their work with the same staff or employees on board with the same job duties they perform. PSA 365 provides great visibility and central control in dealing with ICT issues to ensure that businesses suffer no downtime. Collaborate everything in one place and see how you perform better.

Frequently Asked Questions (FAQ’s)

What is Professional Services Automation?

A PSA should be able to do all of the team management duties required to run a successful ICT support department.

-Equipment monitoring
-Alerts for unexpected hardware and software failures
-Patch management
-Software license management
-Resource capacity assessments
-Onboarding procedures

What is Professional Services Automation?

A PSA should be able to do all of the team management duties required to run a successful ICT support department.

-Equipment monitoring
-Alerts for unexpected hardware and software failures
-Patch management
-Software license management
-Resource capacity assessments
-Onboarding procedures

What are the features of the PSA 365 system/tool?

There are some typical features of the tool as listed below

– Software Asset Management

– Inventory Management

– Automated Multi-OS Patch Management

– Endpoint Issues and Patching

– Lisencing and Warranty Management

How secure is PSA 365?

Protecting the data you trust to PSA is our first priority. PSA uses physical, procedural and technical safeguards to preserve the integrity and security of your information. We regularly back up your data to prevent data loss and aid in recovery.

We need to hire new employees. Will it be difficult to onboard them on the tool?

You will be able to add or remove teammates any time from the system. Once the people are updated in your team, we ask that you mach the current usage with the subscription limit or vice versa.

Is there an on-site version of the tool?

We are passionate about the web along with the subscription model and do not plan to offer an internally hosted version of PSA 365.