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IT Checklists and SOPs your Whole Team Actually Runs

Onboarding, offboarding, device setup, security audits — turn any repeatable IT task into a structured checklist your whole team follows.

based on 350+ reviews on
G2
BetterTracker

Build once. Run consistently.

Turn your standard IT processes into structured checklists any technician can run without asking questions.

Step-by-step tasks with clear completion states
Run the same process multiple times — each run is a separate instance
Assign task owners, priorities, and due dates
Employee onboarding process interface

Processes that live where the work happens

Not in a separate wiki or shared doc — attached to the client record or asset where the work actually happens.

Attach any process to a client, asset, or KB article
Share a real-time status link while a process is running
Build from your own workflows using ScreenCapture
Software installation processes linked to asset record

Execution without inconsistency

  • Nothing gets missed

    Every step stays visible until it's checked off. Incomplete runs don't disappear — they stay open until someone finishes them.

  • Faster onboarding

    New techs follow the same runbooks your senior people built. Less shadowing, fewer questions.

  • Consistent results

    Your standards don't depend on who's on shift. Every technician runs the same process.

  • Confidence during complex work

    Assign processes to specific technicians, set priorities and due dates, and track status through to completion.

One toolkit. Built to work together.

Consistent Layouts

Asset Management

Dual Knowledge Bases

Checklists & SOPs

Password Storage

IPAM & Racks

Photo Gallery

Domains & SSL

Expirations & Alerts

Client Portals

Asset Discovery

Auto-Generated Docs

API & Integrations

Advanced Search

Linked Relationships

RBAC, SSO, MFA

Group Permissions

Version Histories

One-Time Passwords

Flags & Reviews

Templates

AI Assistant

Workflows

Data Import & Export

Reporting

Audit Logs

Mobile Access

Self-Hosting

Stop running your MSP on memory and tribal knowledge

Documented processes keep standards intact when technicians leave or clients change. Your team's knowledge stays with the company.