Very very nice to have. Thanks!

I think a recurring invoice would accomplish the billing side. But I think there's more to it. An area to setup contracts (separate from tickets or invoices) would allow an MSP to create a custom contract per customer. When tickets or requests are opened for that clients the time can be either put against an existing contract or optionally a new billable ticket. This way reports can be built showing tech time against any contract.

To make things easy it would be nice just to see the recurring invoices stream on the client page, with a big red, "Recurring" marked on it or something. The invoices that are listed there now are nice but it would be nice to see with an quick glance that they had some kind of recurring invoice/s coming up etc.

When people have to reference the clients info it helps to get a full idea of the type of engagements we are having with them.

Get it out of our heads and into RSr.

Thanks!!

@Troy, I think showing recurring invoices and contract under a clients detail page would be a great start. I think the custom icons also have promise here, although you'd then need to make sure everyone know whats the icons mean (i.e. a heart means they have the unlimited plan, a smiley face means they only have the monitoring plan, etc.). which has its own problems.

Maybe if there was some way to tag these types of client with a label thats clearly written when you open their detail page (I.e "MSP unlimited", "MSP monitoring", etc.) that might help.

+1 for MSP feature

+1 for MSP feature

I just saw the other post....we can't all wait until it is prefect. It would be very nice to see some MSP functions added as we go....We really don't want to have to use more tools. The MSP model is here to stay and almost every shop we've worked with has some level of this kind of service now.

Baby steps...give us the basics for billing and fill the rest in as we go.

I agree, we have services we use that we sell monthly subscriptions for, or Monthly MSP agreements. For example....we sell a monitoring package for $99/month which we would want setup to get pulled out of the clients account automatically.

Break Fix is nice but is going away....we really need to look forward to some of the MSP ideas...

We also have a residential plans that are $99 or $198/year. If we use the pay pal model to bill those clients we would loose 1/2 of them each time that billing goes out. We want these services to be more like a subscription, automatically billed each year or month.

With a two week prior email reminder specific to the service they will be billed for, this is their reminder to cancel if they choose so once we bill them two weeks later we don't have to refund anyone that didn't get the reminder.

If a card needs to be updated clients on recurring billing plans could get a reminder to update the card via the portal....etc.

Then on the billing date, their CC or Checking account would get billed automatically.

We also have a General Servcie agreement we send to all Business clients to sign. It would be nice to add a place for that agreement in the system so once a client has signed electronically we have that stored. We would wan them to be able to view the agreement in their client portal.

We would also like clients to be able to sign up for our Subscription services online and deliver our installer so we could automate that system and have it fully integrated with the RS and Xero.

We have been using Rerun for the automatic recurring billing but it is poorly done and we would love to see a better option.

https://www.rerunapp.com/

We are about to Jump on board with RS but we hope there is some growth and change for small MSPs and the automated billing.

Just an FYI on this - Chuck and I have both collaborated with Troy and Robert on the idea of MSP via email and phone on multiple occasions. At this point in time, the dev team is focusing on improving/perfecting the break-fix features of RS before beginning the MSP features.

As per an email with Troy (paraphrased): "I would suggest you add a Project Management system into your workflow for large clients. Our MSP shop used redbooth.com and trello.com for managing larger projects with our bigger clients. We had about 4 clients that comprised most of our MSP work, and RepairShopr is not going to have tools to handle those types of "Projects" for a while. You can try to keep it all in RepairShopr, but if you are frequently doing "Projects" that have many tasks, like an exchange migration, we are not optimized for that. Our tickets are really optimized for a single task, or single simple repair. We will address that this year, but nothing is imminent - and some of the project management tools are just really great for that."

Hope this helps. And don't hate on them for specializing and perfecting. Bottom line: once break-fix is perfect, they'll be 100% on MSP until it becomes perfect, too.

We are trying to push the MSP model to our customers. With a decent amount of take-ups it would save so much time to be able to do these things.