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12 changes: 6 additions & 6 deletions psa/features.md
Original file line number Diff line number Diff line change
Expand Up @@ -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 |
Expand All @@ -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 |

Expand Down Expand Up @@ -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 |
Expand Down Expand Up @@ -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 |
Expand Down Expand Up @@ -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 |
12 changes: 6 additions & 6 deletions psa/vendors/connectwise.md
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Expand Up @@ -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
Expand Down
12 changes: 6 additions & 6 deletions psa/vendors/datto.md
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Expand Up @@ -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
Expand Down
12 changes: 6 additions & 6 deletions psa/vendors/freshworks.md
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand Down
12 changes: 6 additions & 6 deletions psa/vendors/halo.md
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand Down
12 changes: 6 additions & 6 deletions psa/vendors/superops.md
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Expand Up @@ -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
Expand Down
12 changes: 6 additions & 6 deletions psa/vendors/syncro.md
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand Down
6 changes: 5 additions & 1 deletion rmm/features.md
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Expand Up @@ -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 |
Expand Down Expand Up @@ -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

Expand Down
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