From 9b4c03612be354b5235342791a38a1b1c363cc5b Mon Sep 17 00:00:00 2001 From: Kyle Spooner Date: Fri, 21 Aug 2026 10:40:54 -0400 Subject: [PATCH] Fix feature id mismatches in the PSA and RMM matrices The PSA vendor files were written against an older vocabulary than psa/features.md defines, so 72 of 270 vendor entries (27%) were silently discarded and most of the PSA matrix rendered as "not supported". Six were naming drift, where features.md already defined the same feature under a different id. Renamed in the vendor files rather than adding duplicate rows: ticket_mgmt -> ticketing project_mgmt -> project_management sla_tracking -> sla custom_reports -> custom_reporting auto_routing -> auto_dispatch invoicing -> invoice_creation Six were genuinely undefined and are now declared next to their logical neighbours: timesheet_approval, recurring_billing, expense_tracking, standard_reports, accounting_integration, email_integration. Also removes a stray "## Other" section in psa/features.md whose only row re-declared mobile_app, and in rmm/features.md removes a verbatim duplicate multi_tenant row and declares four PSA integrations that vendor files already referenced (accelo, computicate, harmony, n-able_msp_manager). All 270 PSA vendor entries now resolve; both matrices load without warnings. Not addressed here: duplicate ids in docs (password_policies), emailsec (compliance_reporting, policy_management) and consultant (change_management). Unlike the ones above, those pairs have genuinely different meanings and need a decision about which vendors meant which before they can be split. Co-Authored-By: Claude Opus 5 --- psa/features.md | 12 ++++++------ psa/vendors/connectwise.md | 12 ++++++------ psa/vendors/datto.md | 12 ++++++------ psa/vendors/freshworks.md | 12 ++++++------ psa/vendors/halo.md | 12 ++++++------ psa/vendors/superops.md | 12 ++++++------ psa/vendors/syncro.md | 12 ++++++------ rmm/features.md | 6 +++++- 8 files changed, 47 insertions(+), 43 deletions(-) diff --git a/psa/features.md b/psa/features.md index f4e9d3c..05cb480 100644 --- a/psa/features.md +++ b/psa/features.md @@ -58,6 +58,7 @@ This file contains features specific to Professional Services Automation (PSA) p | auto_dispatch | Automated Dispatch / Assigning | Assign and dispatch tickets automatically based on different types (Round Robin/Capacity) | | ticket_areas | Ticket Area Type (Boards, Teams) | Organize tickets by boards or teams | | time_tracking | Time Tracking | Track time spent on tickets | +| timesheet_approval | Timesheet Approval | Submit and approve technician timesheets before they are billed | | action_work_types | Action Based Work Types / Automatic Adjustments | Action-based billing or automatic adjustments of time entries to properly match to the business. (After-Hours Calcs, Proper workrole billing) | | sla | Service Level Agreements | Support for service level agreements | | custom_sla | Custom SLA's (Per client, per contact) | Client or contact-specific SLAs | @@ -79,6 +80,8 @@ This file contains features specific to Professional Services Automation (PSA) p | add_products | Add Products to Ticket | Associate products with tickets | | custom_ticket_info | Custom Ticket Information | Customize new ticket forms | | rmm_integration | Deep RMM Integration | Perform RMM actions from tickets | +| email_integration | Email Integration | Connect a mailbox for sending and receiving from within the platform | +| accounting_integration | Accounting Integration | Sync invoices and payments with an accounting package | | ai_ticketing | AI In Ticketing | AI assistance in ticketing in general | | ticket_notes | Public Notes / Private Notes | Support for public and private notes | @@ -153,6 +156,8 @@ This file contains features specific to Professional Services Automation (PSA) p | bill_to_company | Bill To Company | Bill to the client company | | bill_to_different | Bill To Different People | Bill to different contacts or sites | | billing_periods | Billing Periods | Support for different billing periods | +| expense_tracking | Expense Tracking | Record and bill expenses against tickets, projects or agreements | +| recurring_billing | Recurring Billing | Automatically bill agreements on a repeating schedule | | custom_taxing | Custom Taxing | Configure taxes by location | | custom_bill_date | Custom Bill To Date | Set custom billing dates | | bill_types | Bill Types | Support for different billing types | @@ -197,6 +202,7 @@ This file contains features specific to Professional Services Automation (PSA) p | ID | Name | Description | |----|------|-------------| | executive_reports | Executive Reports | Reports for executives | +| standard_reports | Standard Reports | Built-in, out-of-the-box report library | | invoicing_reports | Invoicing Reports | Reports on invoicing | | sla_reports | SLA Reports | Reports on SLA performance | | dashboards | Dashboards | Dashboards for key metrics | @@ -317,9 +323,3 @@ This file contains features specific to Professional Services Automation (PSA) p | project_handover | Project Handover | Formal handover process for completed projects | | project_warranty | Project Warranty | Track warranty periods for project deliverables | | project_maintenance | Project Maintenance | Ongoing maintenance for project deliverables | - -## Other - -| ID | Name | Description | -|----|------|-------------| -| mobile_app | Mobile App | Mobile application for on-the-go access | \ No newline at end of file diff --git a/psa/vendors/connectwise.md b/psa/vendors/connectwise.md index 1da5f27..ad50558 100644 --- a/psa/vendors/connectwise.md +++ b/psa/vendors/connectwise.md @@ -16,20 +16,20 @@ type: psa - multi_tenant: true - mobile_app: true - api: true -- ticket_mgmt: true -- sla_tracking: true -- auto_routing: true +- ticketing: true +- sla: true +- auto_dispatch: true - knowledge_base: true - time_tracking: true - timesheet_approval: true -- project_mgmt: true +- project_management: true - task_tracking: true - gantt_charts: true -- invoicing: true +- invoice_creation: true - recurring_billing: true - expense_tracking: true - standard_reports: true -- custom_reports: true +- custom_reporting: true - dashboards: true - rmm_integration: true - accounting_integration: true diff --git a/psa/vendors/datto.md b/psa/vendors/datto.md index 843e0ea..aefb44c 100644 --- a/psa/vendors/datto.md +++ b/psa/vendors/datto.md @@ -16,20 +16,20 @@ type: psa - multi_tenant: true - mobile_app: true - api: true -- ticket_mgmt: true -- sla_tracking: true -- auto_routing: true +- ticketing: true +- sla: true +- auto_dispatch: true - knowledge_base: true - time_tracking: true - timesheet_approval: true -- project_mgmt: true +- project_management: true - task_tracking: true - gantt_charts: true -- invoicing: true +- invoice_creation: true - recurring_billing: true - expense_tracking: true - standard_reports: true -- custom_reports: true +- custom_reporting: true - dashboards: true - rmm_integration: true - accounting_integration: true diff --git a/psa/vendors/freshworks.md b/psa/vendors/freshworks.md index c311694..f7f6652 100644 --- a/psa/vendors/freshworks.md +++ b/psa/vendors/freshworks.md @@ -11,20 +11,20 @@ type: psa - multi_tenant: true - mobile_app: true - api: true -- ticket_mgmt: true -- sla_tracking: true -- auto_routing: true +- ticketing: true +- sla: true +- auto_dispatch: true - knowledge_base: true - time_tracking: true - timesheet_approval: false -- project_mgmt: false +- project_management: false - task_tracking: false - gantt_charts: false -- invoicing: false +- invoice_creation: false - recurring_billing: false - expense_tracking: false - standard_reports: true -- custom_reports: true +- custom_reporting: true - dashboards: true - rmm_integration: false - accounting_integration: Via Zapier diff --git a/psa/vendors/halo.md b/psa/vendors/halo.md index e943dfa..0fee198 100644 --- a/psa/vendors/halo.md +++ b/psa/vendors/halo.md @@ -11,20 +11,20 @@ type: psa - multi_tenant: true - mobile_app: true - api: true -- ticket_mgmt: true -- sla_tracking: true -- auto_routing: true +- ticketing: true +- sla: true +- auto_dispatch: true - knowledge_base: true - time_tracking: true - timesheet_approval: true -- project_mgmt: true +- project_management: true - task_tracking: true - gantt_charts: Limited -- invoicing: true +- invoice_creation: true - recurring_billing: true - expense_tracking: true - standard_reports: true -- custom_reports: true +- custom_reporting: true - dashboards: true - rmm_integration: true - accounting_integration: true diff --git a/psa/vendors/superops.md b/psa/vendors/superops.md index 5c55565..04f372a 100644 --- a/psa/vendors/superops.md +++ b/psa/vendors/superops.md @@ -20,20 +20,20 @@ type: psa - multi_tenant: no - mobile_app: true - api: true -- ticket_mgmt: true -- sla_tracking: true -- auto_routing: true +- ticketing: true +- sla: true +- auto_dispatch: true - knowledge_base: true - time_tracking: true - timesheet_approval: false -- project_mgmt: true +- project_management: true - task_tracking: true - gantt_charts: false -- invoicing: true +- invoice_creation: true - recurring_billing: true - expense_tracking: false - standard_reports: true -- custom_reports: true +- custom_reporting: true - dashboards: true - rmm_integration: true - accounting_integration: true diff --git a/psa/vendors/syncro.md b/psa/vendors/syncro.md index d553cb1..958825d 100644 --- a/psa/vendors/syncro.md +++ b/psa/vendors/syncro.md @@ -16,20 +16,20 @@ type: psa - multi_tenant: true - mobile_app: true - api: true -- ticket_mgmt: true -- sla_tracking: true -- auto_routing: Limited +- ticketing: true +- sla: true +- auto_dispatch: Limited - knowledge_base: true - time_tracking: true - timesheet_approval: false -- project_mgmt: Limited +- project_management: Limited - task_tracking: Limited - gantt_charts: false -- invoicing: true +- invoice_creation: true - recurring_billing: true - expense_tracking: true - standard_reports: true -- custom_reports: Limited +- custom_reporting: Limited - dashboards: true - rmm_integration: Built-in RMM - accounting_integration: true diff --git a/rmm/features.md b/rmm/features.md index 739ab42..6b65cdb 100644 --- a/rmm/features.md +++ b/rmm/features.md @@ -47,7 +47,7 @@ This file contains features specific to Remote Monitoring & Management (RMM) pro > Some tools offer more advanced monitoring features like application-specific monitoring. | run_scripts | Run Scripts | Ability to run scripts on endpoints | -| multi_tenant | Multi-Tenant Support | Ability to manage multiple clients/organizations within a single instance | + | mobile_app | Mobile App | Dedicated mobile application for on-the-go access | | api_access | API Access | Provides API for custom integrations | | self_service_portal | Self-Service Portal | Portal for end-users to request support or access resources | @@ -139,6 +139,10 @@ This file contains features specific to Remote Monitoring & Management (RMM) pro | tigerpaw | Tigerpaw Integration | Integration with Tigerpaw PSA | | atera | Atera Integration | Integration with Atera PSA | | servicenow | ServiceNow Integration | Integration with ServiceNow | +| accelo | Accelo Integration | Integration with Accelo PSA | +| computicate | Computicate Integration | Integration with Computicate PSA | +| harmony | Harmony Integration | Integration with Harmony PSA | +| n-able_msp_manager | N-able MSP Manager Integration | Integration with N-able MSP Manager PSA | ## Backup & Disaster Recovery