Recommendation for managing periodic checkups for clients without a contract.

RangerMSP User Question*

We have clients who are not under contract but would like a quarterly, semi-annually, or annually checkup of their computers
How is the best way to handle this in the RangerMSP?

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* Question received by email and shared here for the benefit of our users.

Answer


The easiest way would probably be to add a recurring Task under the customer Account. Then, once the Task is due you can convert it into a service ticket in one-click. The Tasks details will be copied automatically to the new Ticket

Tasks can then be seen under Account's Pending tab or using the dedicated Tasks tab found under the Calendar/Dispatcher window. There is also a Tasks pane in the Calendar Daily view.