IT Pro Dashboard PSA Software Features

Complete Professional Service Automation Software For Your IT Business.

Task Management

Never miss those important tasks again.
IT Pro dashboard makes task management for any size IT company smooth and easy.

IT Pro PSA Software - task management
Schedule, assign, reassign
service tickets to engineers
Assign multiple engineers
to a ticket
Load balance with drag and drop
of service tickets between engineers

Help Desk Management

Providing an outstanding level of customer service is key to every IT service company. A detailed ticketing system quickly and efficiently
tracks and responds to new service requests and ensures the appropriate
response by managers and technical staff.

Receive service requests from clients
via email, client portal of phone calls
Drag and drop received ticket to
assign or schedule to engineers
Multitask between tickets

IT Pro PSA Software - help management
IT Pro PSA Software - mobile

Tickets processing on the go

IT Pro Dashboard’s Mobile App is compatible with all smart phones such as iPhone, Android and Windows based phones as well and variety of tablets. Engineers can have access to everything they need while on the road to process tickets.

IT Pro PSA Software - ticket processing

PSA Software Billing

Using IT Pro Dashboard™, business owners and managers have an automated, easy-to-use solution that provides a real-time view of the hours engineers and technicians are spending on each service request off-site and other projects. You will know immediately how much revenue is expected,
and how many hours your staff has worked. Seamless integration with QuickBooks also facilitates faster invoicing and eliminates time consuming data entry and human error.

Review and export tickets to QuickBooks
or other accounting software
Instantly prepare and send
invoices and improve cash flow
Include inventory and non-inventory
parts in tickets/invoices

Document Management

IT Pro Dashboard stores and organizes client’s documents and files in any formats under their own accounts. You can also save a link to the documents
if you prefer to keep some of the documents accessible only by management or specific users that should not be shared by other staff. These stored documents can be accessed anywhere and by any devices (mobile devices, remote laptops, …) used to log onto IT Pro Dashboard.

Upload and organize client related
documents under each client

Access documents anywhere on yourdesktops, laptops or mobile devices

Attach relevant documentsto tickets

IT Pro PSA Software - document management

PSA Software Alerts Management

Alerts management is a powerful function
of IT Pro Dashboard. IT Pro Admin can
setup up variety of email and/or SMS alerts being triggered by various conditions.

IT Pro PSA Software - alert management
Send email alerts to clients
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Receive email or text on requested
or scheduled service tickets
Schedule alerts for upcoming events
such as renewals and upgrades

IT Pro PSA Software - alert management 2

PSA Software CRM

Client Relations Management (CRM) functionality of IT Pro Dashboard consists of many features designed around each client. The CRM by no means is suitable for prospecting, however it covers all the areas that
are necessary to keep track or clients activities.

Track service history of clients
service request and projects
Monitor actual client service
hours against monthly forecasts
Track contracts
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PSA Software Contracts

IT Pro Dashboard has the following built-in IT industry standard contract. We can even design and add your specific contract types.

IT Pro PSA Software - contracts

Define and add various typesof contracts for each client

Track block of hours or retainer balanceand receive alerts if below threshold

Track service hoursagainst each contract

Client Portal

Client portal is customizable with
your company logo and marketing or
announcement messages.

Clients view their IT assets, blockof hours or retainer balances

Clients issue service requestson their client portal

Clients review their service ticketsstatus and history

PSA Software POS

Use IT Pro Dashboard at the counter to accept PCs, printers or laptops for repair and print a customer receipt.
Sell items and generate invoices including the description of the products or services provided,
total services hours, service fees, products prices and sales tax. Export invoices to QuickBooks with a few keystrokes.

Issue receipts for incoming
products for service
Convert receipts to actual invoices
for products pickup
Sell parts and prepare invoices.
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Reports and Analytics

Currently there are 18 interactive reports are included with IT Pro Dashboard. Each of these reports has a set of filters allowing users to define, sort and group data as required.
Additionally each of these reports can be exported to various file formats such as Excel, CSV, Word, PDF, XML, MHTML and Tiff, enabling users to modify and create their own customized reports. Additionally, Karisoft will provide services to design and add your specific report as defined by you.

IT Pro PSA Software - reports and analytics
Run reports on various
operational metrics
Print report with tables,
graphs and charts
Export reports to various formats,
such as Excel, Word, PDF, etc

Take your IT business to a new level