Managed IT / MSP scheduling software
Your quarterly reviews and patching windows lose every week to whatever ticket arrived this morning. Smarfle puts them on the calendar as real commitments generated from each contract, so planned work has somewhere to stand instead of being absorbed.
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Why generic scheduling software fails managed it / msp owners
Generic scheduling tools weren’t built for managed it / msp. Smarfle was.
Generic scheduling software
What everyone else gives you
- Quarterly reviews lose to whatever arrived this morning
- Patching happens in whatever time is left
- Booking a client call takes a round of emails
- Approved maintenance hours live in an old email
Smarfle for managed IT / MSP
Built for your actual workflow
- Each is a dated commitment generated from the contract
- The window occupies the calendar like any other work
- They pick a slot from real availability
- They are fields on the client record
How managed it / msp scheduling works in Smarfle
From the first touch to the closed loop. No missing pieces.
- 1
At onboarding, the cadence is agreed
Each client's quarterly review is set when the contract starts, which is the only point at which anybody has time to set it.
- 2
Patching night, on the calendar like anything else
Maintenance occupies real time, so planned work stops losing every week to whatever ticket arrived at nine that morning.
- 3
When a client needs an hour
They take it from what is open rather than emailing an engineer who is inside a server room and will reply at six.
- 4
A month before the quarter starts
The reviews coming due appear early enough to be spread, so forty of them do not compress into a fortnight.
- 5
The moment a review is closed
The next one is dated, so the cycle continues without anybody maintaining a list of who was last seen when.
Where managed it / msp scheduling breaks down
The friction every managed it / msp owner recognizes.
Planned work loses to the ticket queue
Quarterly reviews and patching windows are always the thing that moves when something urgent arrives, which is every week.
Reviews are remembered, not scheduled
A commitment made at onboarding has no date attached, so a client can go a year without the review they are paying for.
Maintenance windows are agreed and forgotten
The approved hours live in an email from two years ago, so every scheduled change starts with somebody digging for them.
Planned work loses to tickets
Patching, reviews and onboarding are scheduled work that gets eaten by whatever came in this morning. Forty client sites each needing a quarterly review is a hundred and sixty commitments a year that only exist if something puts them on a calendar.
40
Client sites
4
Reviews a year each
160
Commitments a year
Based on typical managed it / msp operations. Your numbers may vary.
Features powering managed it / msp scheduling
Each one a deep-dive in its own right.
Quarterly reviews exist on a calendar
Each client's review is a recurring commitment rather than something that loses to today's tickets every quarter.
Learn moreClients book their own time
A client picks a slot for an onboarding or a project call without an email chain.
Learn morePlanned work is protected
Patching windows and maintenance blocks occupy real time on the calendar, so they are not quietly absorbed.
Learn moreSite contacts and windows are fields
Approved maintenance windows, escalation contacts and site access are recorded on the client.
Learn moreManaged IT / MSP scheduling software questions
Moving your managed IT / MSP scheduling software off another tool?
Most managed IT / MSP businesses arrive at Smarfle from one of the tools below. See a side-by-side comparison.
Other managed it / msp tools
Smarfle ships scheduling software alongside the rest of your CRM.
Scheduling software for other industries
Same scheduling engine, tuned for each vertical.
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