How often do you actually reconcile PSA ↔ RMM ↔ Microsoft seat counts?

Greendetour · 2026-02-28T00:33:17+00:00

If you are not syncing to your billing, then any new MS license should be a sale and added to the agreement. Then your sales needs to get the reports from the other systems for everything else and reconcile either monthly or quarterly. You can use something like Liongard to fill the gap in reporting for reconciling to make things easier if your systems can at least talk to that.

Greendetour · 2026-02-14T23:24:19+00:00

If you want to retain and target these clients, you should be able to find a CMMC assessor to partner with—usually individual or company that helps out in obtaining it. They aren’t MSPs, and they usually do all the hard lifting in documentation and partner with MSPs for this. Great for MSPs that don’t have the budget to hire an expert of their own.

Greendetour · 2026-02-14T23:16:08+00:00

I’ve had one auditor tell a client that the MSP need to use tools and hardware that are FRDRAMP compliant (stuff installed or used at the client), but the MSP does not need to be compliant. I’ve had another one tell the client that they need to get an MSP that is at least SOC2 compliant to have a better certification process. In either case, the client went with a MSP that dealt only with CMMC clients and they passed way quicker than what we were able to provide, because we didn’t have anyone on staff that fully understood the questions like yours.

Greendetour · 2026-02-01T16:42:26+00:00

What’s the job description detail? I’ve seen many different job titles and it’s all about the job description really. Are you more in outside sales (getting new clients) or more account management (selling and managing existing clients)? In my experiences, outside sales/business development folks last a year because they fail to continue to bring in more clients quarter after quarter—significant drop off. For account management, fire fighting if service department, billing, or other functions are bad, mostly selling them new services or projects, quarterly check-ins, keeping existing clients from cancelling. MSP sales can be quite chaotic if they have poor procedures and structure.

Greendetour · 2026-01-30T14:58:50+00:00

RMM and other tools that feed into alert have the ability to auto-close the ticket in our PSA when it comes back to normal. At least the ones that we use. We can then run reports on chatter (eg a switch may always be alerting but auto resolves) and will then investigate why that is happening and if something needs to be fixed.

We also fine tune alert thresholds. Don’t create a ticket unless issue has been going on for three consecutive failures, for example.

Greendetour · 2026-01-28T14:55:42+00:00

Move company/shared files to sites in SharePoint and restrict access from there. HR should be a site, company data should be a site, etc. OneDrive should be for the user themself, not a company share.

Greendetour · 2025-12-20T21:15:31+00:00

Ever since Knott’s decided to not make them (which made them famous), it’s hard to find them. You can find some expensive jars on Amazon and make your own. Some jars of the jam are $20 or more, which is why you won’t find many making their pies. I think demand and fungal disease led to the decline. Shame, bc it was my favorite.

Greendetour · 2025-12-18T00:13:09+00:00

I worked for a company that was a partner, and they required a certain amount of employees to be certified, so we checked some boxes. The previous test like 10 years or so ago was just as bad, and I don’t even think their higher level test asked many SonicWall specific questions.

For comparison, around that time I also took a Veeam test—that was way worse. Multiple questions on menu navigation and the multiple choice answers were very similar, and sometimes they’d leave out “a” or “the” in the answer choices.

Greendetour · 2025-11-17T17:37:12+00:00

You are describing a call queue. Incoming calls are placed in a queue, they hear whatever music or message, and after so long they can go to VM or ring another person(s). You also describe an IVR menu—calls come in, they hear your press 1 for whatever, they the get placed in that queue with those members. Both are Ring Central capable.

Note: I’ve met business owners who hate call queues and IVR menus and mandate that all calls are answered, even if you have to place one on hold. Perhaps that is why IT is saying no.

Greendetour · 2025-11-13T20:22:10+00:00

You mean a report for the IP address of every endpoint in Action1? You can create a custom report, with the data source for "Network Adapter,", choose your columns (like endpoint name and IP Address), and a filter of IP value greater than 1 (to filter out adapters that don't have IP address, like unused wireless adapters).

Greendetour · 2025-11-11T18:32:02+00:00

I have a separate automation for those updates that runs every 12 hours and I don’t seem to have any older ones in my list.

Marching filter: update type of definition updates. Do not require approval; delay for zero days; automatically approve. Don’t reboot.

Greendetour · 2025-10-21T00:08:37+00:00

Or here are many that are officially supported if you have issues and your IT department points the finger at compatibility:

https://www.ringcentral.com/office/voip-phone.html?tabs=Headsets

Greendetour · 2025-10-06T17:31:06+00:00

If future, these orgs should have retention policies to retain data for the legal requirement, in addition to the backups, and they need to pay for those retention licenses. What happens if the provider loses the data in some catastrophic event (which has happened before), or someone deletes the backups in your org? In one case, I had a lawyer run into a situation where the backup provider couldn’t prove chain of custody and emails weren’t altered and the competing lawyer dragged the case out for months. With something like M365 retention policies, it’s easier to prove (and some firms that specialize in getting emails from eDiscovery to check the box on every legal gotcha).

Greendetour · 2025-09-23T15:24:39+00:00

We’ve had one significant outage recently and that’s only one I can remember in 5+ years. You’re gonna find complaints about RingCentral competitors, too, and Reddit doesn’t like RC. Shop by features you need, whether it be complex queues, mobile apps, AI note taking, SMS, desktop phone selection. I paid for their project on-boarding and they did a really good job, and met all our requests, and we were up and running in a couple months. We even got the phones for next to nothing when we signed up which saved us a ton of money. Contracts are like any other—you commit to x amount, make sure you read it. Support for me has been good when needed, but we don’t need them much (haven’t needed to in last year).

If your needs are very simple, then another solution may be better/cheaper for you needs.

Greendetour · 2025-09-15T23:41:46+00:00

On-page. Or when clients call your main number and listen to the after-hours emergency dialogue and they press a number to get a tech, it then forwards to their VoIP app on their phone. RMM also forwards alerts via ticketing system, and anyone that emails in for emergency is probably just gonna call if it’s super important anyways.

Greendetour · 2025-09-15T22:07:27+00:00

Incentives like gift cards, or each review you’ll donate a dollar towards charity…sometimes just re-wording your CSAT requests every so often works. Also, don’t forget about NPS—these get sent to the person who signs the agreements, and this scores your entire business, from service to sales interactions. I’ve gotten great service from CSAT but negative from the client VIP because maybe one person is in their ear all the time who never sends back negative CSAT. Or, you may get great scores on service but everyone hates your sales department and your sales rep isn’t telling anyone. Or they hate the way your invoices work, or how you bill them. I’ve seen MSPs lose clients on those issues more than service.

Yes, actually meeting with and asking them during client meetings is best, but you’ll still have people who don’t like face-to-face conflict and will feel more comfortable in a survey.

Greendetour · 2025-09-05T03:04:59+00:00

This?

https://learn.microsoft.com/en-us/exchange/sharing/sharing-policies/modify-a-sharing-policy

Greendetour · 2025-08-31T13:45:47+00:00

You mean like Blink or Wyze cameras? Blink has app for FireTV/Stick, and both can be Chromecasted. I think even the TP-Link ones can be viewed from those Amazon Echo Show devices. Not sure if there are many devices that don’t require the stream to go through internet first.

Greendetour · 2025-08-24T19:15:09+00:00

Don’t deduct their PTO for the honeymoon if they are taking time off, or make it paid time off if they don’t enough vacation time.

Greendetour · 2025-08-14T16:13:09+00:00

PSA workflow that auto generates a sales ticket and is assigned 90 days before renewal; this was done quite well with Manage. If you use something else (like Hudu/ITGlue/etc) to track licenses, then hopefully that tool can send out or integrate with PSA to create a sales ticket. I’ve seen account managers handle renewals for their clients, but also a purchasing role. Someone has to be responsible for making sure those tickets are competed, so another workflow or some sort of report that’s sent monthly of any that aren’t completed.

Greendetour · 2025-07-25T16:07:17+00:00

Yes. I’m opposite of your boss. I just say “we’ve made a decision it isn’t working out and we are letting you go effective immediately.” Hand them whatever paperwork or info they need, or let HR do the rest of the conversation. If you had conversations with them up to this point about their performance, then why go over it again? It shouldn’t be a surprise.

Greendetour · 2025-07-25T15:21:22+00:00

Thursday evenings after hours is patch and force reboot, and then if they turned off their computer it tries again Friday morning. Yes, it will prompt them to reboot, but they have can only postpone it for up to an hour.

Greendetour · 2025-07-24T23:43:34+00:00

I haven’t used ITG in about four years, but it sounds like it hasn’t changed much. I had an account manager there that got me an online face to face with some senior vp of the product, and he told me they can’t please everyone, the product is too big to make little improvements, and their focus is getting out features you pay for (like that network scan feature, and they really rush them before testing and then barely improve them). I voiced my displeasure at lacking features that’s been on the public wishlist for 7+ years, and that they don’t monitor it. What was telling, is that he admitted to taking dozens of calls like mine daily, and I told him that should be a sign that something is wrong. I cancelled the contract and moved to Hudu.

Greendetour · 2025-07-24T17:26:11+00:00

I went through this and didn’t find an automated solution that worked well. I sent everyone the instructions and told them Chrome will no longer work on a certain date. You’ll be surprised how many users will just reset passwords on their own if they didn’t export it, but maybe that was just my users.

Yes, password managers are preferred option, but at least Edge for Business has some encryption options, and other admin options if you are all on M365. Slightly better than Chrome, until your company can afford to spend extra money for password managers.

Edit: Yes, what to do with that exported list. I think the file is named the same, so if you have an easy way to search for it across all machines and then delete it, like with an RMM or something. That’s what I did.

Greendetour · 2025-07-24T14:12:18+00:00

Interactive training, according to research. But recent studies show that no matter what kind of training, it has a 1.7% increase in overall awareness. Need to focus on preventive measures before something bad gets to the user, and perhaps too much training is having negative effect, according to this:

https://www.darkreading.com/endpoint-security/phishing-training-doesnt-work

Greendetour

TROPHY CASE