Article

How we view working in Toolqit vs the legacy PSA

The PSA is a system of record. It hasn’t been the optimal place to work

ConnectWise Manage, HaloPSA and Autotask were built to track time, bill it and store agreements. They do that job well, and it is why almost every MSP relies on one. That said, over the last twenty years, the PSA has also become the place where techs solve tickets and work on projects…and PSAs weren’t built for that.

The market has built workarounds for the status quo. Techs today have a PSA tab, an email tab, the RMM, documentation, the M365 admin center, a remote session, and a time entry they need to fill in. This isn’t the setup that we envision techs using in the future.

Toolqit is the single greatest place where techs do all of their work. We sync with your PSA, but work happens in our single platform. Let’s look at how a ticket looks in TQ vs a legacy PSA setup.

One ticket in a PSA

  1. PSA tab. Open the ticket. Read the one line the user wrote. Set the board, type, priority and status by hand, or leave them wrong because dispatch will fix it later.
  2. Email tab. Search the user’s name to see if they wrote in last week about the same thing. They did. Nobody linked it.
  3. Documentation tab. Open the client’s page. Find the M365 tenant, the admin account, the MFA notes. Copy the tenant name.
  4. M365 admin tab. Sign in. Find the user. See the sign-in log. Spot the stale app password.
  5. RMM tab. Check the device. Confirm Outlook version. Decide whether to remote in.
  6. Remote session tab. Connect, clear the credential cache, re-add the account, test.
  7. Back to the PSA tab. Write the resolution note from memory. Write the customer reply from memory. Fill out a time entry.

Seven tabs, four logins, three copy-pastes. Multiply this by thirty tickets a day. This is not the most efficient way to solve tickets; and, this is a relatively simple ticket at that.

The same ticket in Toolqit

Toolqit autonomously triages the ticket, and fills out the board, type and priority based on training / historical data. We resummarize the ticket, and autonomously run checks across every connected service to figure out the solve. If the ticket has been seen before, run a workflow to solve; otherwise, techs access all tooling directly from Toolqit and solve the problem right there. It’s that simple.

There’s a lot more to it; every single step that previously needed manual work or something rote to be done, has been rethought.

When techs press resolve, Toolqit autonomously works through the time entry and asks techs for confirmation. And there you have it: one tab, no logins, or the like. We’ve made the tech 40%+ faster immediately.

Side by side

StepIn PSAToolqit (autonomous in bold)
TriageTech or dispatcher sets board, type, priority by handSet on arrival, summarized, prior tickets linked
Context (user, device, docs)Three or four separate tools, separate loginsOne view, no logins
Finding the fixTech’s memory, a search, a Teams message to a seniorFix drafted from the ticket, the device and the client’s docs; tech approves each step
Customer replyWritten from scratch at the endDrafted in the tech’s voice, one click to send
Time entryEstimated after the fact, usually shortLogged as the work happens
DocumentationWritten if there is time, usually notWritten on resolve

What the PSA still does, and should

Keep your PSA to store contracts, bills, and reconciliation of all your finances. At Toolqit, we don’t ask you to migrate your PSA; we connect it on day one…our intention is to make you the best at your work.

Value we create

Because of how we’ve built Toolqit, median tech creates 11.5 hours of capacity every week. Techs run 40%+ faster, and they get a magical experience they’ve never had before.

There are a lot more tools and numbers to explore, and we’re happy to chat over them on call.

Getting folks to work somewhere new isn’t easy, but the change we’re making will be a step-function improvement over what techs have had.

Give your technicians their day back.

In a friendly 30-min call, we will transform what you thought a productive MSP looked like.

Book a demo

See Toolqit on tickets like yours.