The IT person at a small company
The IT person at a small company looks after its devices and mail.
Managed IT providers and IT consultants
Each client sends requests on its own form, and your time is billed at their rate. Their devices and logins are on record.
A consultant working alone uses Magpie in Personal. A provider with technicians works in one Magpie team.
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This combination of six Magpie areas fits a managed IT provider.
- Issues
- Issues takes each client's requests on a form of their own.
- Time Tracking
- Time Tracking records your time against each client, at its rate.
- Invoicing
- Invoicing bills each client's monthly fee, and the hours you tracked.
- Client Portal
- Client Portal gives each client a page with their plan, files and invoices.
- Asset Tracker
- Asset Tracker keeps each client's devices on record.
- Password Vault
- Password Vault keeps client logins encrypted in your browser.
Each client sends requests on its own form, into its own project.
Issues tracks every client's requests, each with an ID, a priority and an assignee. A form can send its requests to one client's project, through Triage.
A timer starts from an issue, so the time lands on the right client. A saved view keeps each client's open requests one click away.
Your time is tracked against each client, at its own rate.
Time Tracking runs a timer that keeps going after the browser closes. Each client's project has its own rate, rounding and budget of hours.
Reports total the hours by client and project, and export as a CSV file.
Each client's fixed fee bills itself, and your extra hours go on an invoice.
Invoicing repeats a client's fixed fee as a recurring invoice, issued and emailed on its date. Extra work goes on an invoice of its own.
Add unbilled time puts the hours you tracked for that client onto it as lines. Clients pay by card from the email, with no Magpie fee.
Each client has a portal with their plan, files and invoices.
Client Portal gives each client a page of their own. It holds a plan with goals and steps, the files you share and their invoices.
A shared Issues project shows its status and target date there. Clients sign in with a link or a code sent by email.
Each client's devices are on record, with their warranty dates.
Asset Tracker keeps each client's devices with their tags, serial numbers and locations. Purchase and warranty details are seen by admins only.
A device can be assigned to someone at the client, or lent with a due date.
Client logins are encrypted in your browser, in your own vault.
Password Vault keeps logins with their two-factor codes, API credentials, SSH keys and recovery codes. Each item is encrypted in your browser before it is stored.
The vault is yours, not shared with your team. A tag for each client keeps their items together.
Four more areas cover your own mail, your domain, runbooks and how-to videos.
- Mail gives your firm's domain its mailboxes, such as support@.
- DNS
- DNS hosts your domain's records, and Mail and Websites add theirs.
- Documents
- Documents holds a runbook for each client, with named versions.
- Screen Recorder
- Screen Recorder records a how-to for a client's staff, with a link to share.
A client's request goes from their form to an invoice.
The request
Someone at the client fills in their support form.
Triage
You accept it into the client's project, with a priority.
The work
A timer started from the issue records your time.
The invoice
The hours you tracked go onto the client's next invoice.
The payment
The client pays by card from the invoice email.
Setting up takes four steps.
Add your clients
You add each client as a contact. Help: Keep a contact list.
Give each client a form
You make a project and a form for each client. Help: Triage and public issue forms.
Set up the monthly fee
You make a client's first invoice repeat each month. Help: Recurring invoices.
Open each client's portal
You choose what each client sees. Help: Create a Client Portal.
Plans
A consultant working alone fits Pro, for your own work in Personal. A provider with technicians fits the Team plan, each a member of the team.
Clients who send requests or open their portal are not added to your team. Magpie adds no fee to invoice payments, and Stripe's processing fee is taken from each one. Prices are on the Pricing page.
Other people who look after systems have pages of their own.
Web designers and developers
A web designer builds clients' websites and hands them over.
Consultants
A consultant scopes, delivers and bills client work.
Questions managed IT providers ask
Can each client have its own request form?
Yes. A form can send its requests to one client's project. Requests wait in Triage, with the sender's email, until you accept them.
Can I track time against each request?
Yes. A timer starts from an issue and records time against the client's project. The project's rate and rounding apply.
Can I invoice each client every month?
Yes. A recurring invoice repeats a client's lines every month, quarter or year. On each date, Magpie issues it and emails it to the client.
Can I bill the extra hours?
Yes. On an invoice, Add unbilled time lists the hours you tracked for that client. Each one you choose becomes a line, at its rate.
Can clients pay online?
Yes. Clients pay by card from the invoice email, into your own Stripe account. Magpie adds no fee to the payment.
Can clients see what I am working on for them?
Yes. Their portal shows the plan's goals and steps. A shared Issues project shows its status and target date. Their invoices and shared files are there too.
Can I keep each client's devices on record?
Yes. Each device has a tag, a serial number, a location and its warranty details. You can import a client's devices from a CSV file of up to 5 MB.
Can I keep client passwords encrypted?
Yes. Password Vault encrypts logins, API credentials, SSH keys and recovery codes in your browser. Tags keep each client's items together.
Can I write a runbook for each client?
Yes. A runbook is a document with headings, tables and numbered steps. Named versions keep each revision, and it exports as PDF.
Run your clients' support from Magpie.
Create a Magpie account and add your first client.