IT documentation checklist for every client
What to document for each client, in the order that pays off fastest, and which parts your tools can fill in for you.
MSP client onboarding checklist
A step-by-step plan for the first 30 days with a new client, from discovery to a documented, secured and monitored environment.
MSP documentation best practices
Ten habits that keep client documentation accurate, findable and trusted by the techs who rely on it.
How to document a client network
What to record about internet connections, firewalls, VLANs, switches and Wi-Fi, and how to keep the diagram from going stale.
Password management for MSPs
How to keep client credentials safe without making them impossible to find when they're needed.