MSPs and IT services
Concorbit reads Autotask while you migrate, so tickets keep flowing on both sides until you decide to switch the old one off. You can run a single queue here for a fortnight and change nothing else.
| Concorbit | PSA + RMM + docs + billing | |
|---|---|---|
| One customer record and one bill | ✓ | ✕ |
| Contract hours draw down as time is logged | ✓ | checked by hand |
| Statuses you name and give behaviour to | ✓ | ✕ |
| Portal users for your customers cost nothing | ✓ | per seat |
| Cancel from settings, export with you | ✓ | 3-year term |
| Metered capabilities you resell at your own price | ✓ | ✕ |
Companies, contacts and contracts come across and stay readable. Nothing in Autotask changes.
Bring your whole set across, then decide what each one does: whether it pauses the clock, whether it notifies, whether it can be closed from it.
Pick a queue and a couple of engineers. Leave everything else where it is. A fortnight tells you more than any trial period.
Run a full billing cycle in parallel and compare it to what you invoiced. Only move when the two agree.
Export it first, properly, and keep the export. We will help you do that even though it is the last thing a competitor would offer.
Retainers, blocks of hours and unlimited agreements, each with the hours consumed against them in real time, and a warning before they run out, so the conversation happens before the overage rather than in the invoice dispute afterwards.
Log time from the ticket in one click, with work type and contract already chosen. Whether it is billable is decided by the contract rather than by whoever is reading the timesheet on Friday.
The vault sits on the same record as the tickets, so the engineer working the problem has what they need without pasting anything into a chat window.
On your domain, with your branding. They raise tickets, see where they are, read their documents and pay their invoices. However many of them there are, they are not seats.
Not a marketplace of half-finished connectors. The systems an MSP actually runs, wired to the one record you bill from.
Every PSA you have ever bought was a cost per seat. Some of Concorbit meters by use instead, at cost: what the storage and delivery cost us is what they cost you. Each of those capabilities is a managed service your customers already need, and the margin on the service is yours.
Your customers assume 365 is backed up. By default, it is not. One admin consent per customer tenant and the backups run to encrypted storage outside 365. You pay cost for what is held; the monitoring, the restore when someone deletes the wrong folder and the test restore you put in the contract are priced by you.
The backup pageMost of your customers need Cyber Essentials and will not get there alone. Run your own in it first, then run theirs: registers that stay live, evidence that cannot be quietly edited, gaps that become tickets with owners.
The compliance pageThe client's event needs a booking page by Friday. The hosting, the domain, the certificate and the booking flow are already the platform's; the afternoon of assembly and the six weeks of running it are yours to charge for.
The websites pageOn the agency tier, each customer runs in their own tenant under your branding, and you bill them from yours: the helpdesk, the portal, the vault, as a service you operate. £49 per user for your team, £29 a month per customer workspace, one bill to you.
The agency tierAt cost is what you pay us. It is not what your customers pay you. There is no revenue share and no automated markup: the meter settles what you owe us, and what a customer pays you is a line on your own invoice.
You'll see what maps cleanly, what needs deciding, and what we cannot do yet.