Sidekick for IT Service Providers
Keep projects, field service, support, products, and customer commitments on one record.
Connect inquiries, proposals, orders, projects, tickets, appointments, phone service, inventory, payment, billing, and ongoing account management.
Start with Sidekick for IT Service Providers
Where the day gets stuck
Hardware and service orders lose context
Customer communication is reactive
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Service operations
Sidekick MSP
Run the service desk and the business behind it.
Customer growthSidekick CRM
Know every customer. Move every opportunity.
Business operationsSidekick ERP
Finance and operations on the same record.
Service operationsSidekick Appointments
Make it easy to book and easier to run the day.
CommunicationsSidekick Voice
Business calling with real phones and real help.
Money and commerceSidekick Payments
Take payment wherever the work happens.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Seller configures solution
- 02Technician sees site history
- 03Service manager coordinates work
Workflow 1
quote a mixed hardware and service project
A practical Sidekick workflow that helps the team quote a mixed hardware and service project.
- Capture requirements
- Configure products and services
- Build proposal
- Open delivery after acceptance
Workflow 2
dispatch an onsite technician
A practical Sidekick workflow that helps the team dispatch an onsite technician.
- Resolve customer and site
- Review asset and ticket
- Book qualified availability
- Send prepared technician
Workflow 3
turn project completion into managed service
A practical Sidekick workflow that helps the team turn project completion into managed service.
- Confirm delivered state
- Offer service package
- Activate agreement
- Open recurring operations
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Summarize site and asset context
- Draft project scope
- Identify recurring-service fit