IT Document Management in a Single Platform

Gives you a real-time graphical overview of your business’s state of affairs; charts, graphs and other metrics detailing the combined statistical information of all of the companies in your book of business.

A quick look at all the backups recently performed by all clients. It includes charts and graphs with all the information you need.

An area which allows users to select, modify, and store document templates they can customize for their specific needs.

A list of all the articles and documents available in your knowledge base, made available for your immediate reference.

Shows you, on average, how happy your customers are. Indicated with “faces” that show Impressive (dark green happy), Good (light green happy), Okay (blue neutral), Bad (orange frustrated), and Worst (red sad).

Lets you create a template from the ground up. Very helpful if you have very specific needs.

A handy system which allows you to import documents – either individually or in groups – to your ITBoost KB.

Access granted by an Administrator which allow certain accounts to be able to access and perform specific, sometimes authoritative, functions.

Like the Global Dashboard, the Company Dashboards also give you a real-time graphical overview – but of a specific client’s state of affairs – including charts, graphs and other metrics detailing combined statistical information specific to that client.

A hierarchy of folders and sub-folders which allows you to easily organize your KB documents into groups of your choosing.

Start typing anywhere on practically any page on ITBoost, and a search will instantly populate, showing you search results such as Companies, Contacts, Locations, SSL & Domain Tracker, Assets, Passwords, and Knowledge Base.

Gives you a quick look at dates and other information regarding the general state of current asset warranty.

Allows you to build your own KB document from scratch, with drag-and-drop sections to customise them to your liking.

Allows a user to pull up, view, edit, or even alter another user’s password. Helpful if a user is locked-out of their account.

Lets you quickly see how many open, waiting, and closed tickets you currently have, and details about each.

A settings function on your dashboard which lets you customise the look of the layout in an easy drag-and-drop format to make it appear as you wish.

A quick list of the total configurations managed by you, and their most basic information.

A more in-depth look at individual configurations you manage, giving you a more granular look at each configuration and all the available data about it.

A dashboard that becomes available for servers and workstations that are already integrated with the RMM, detailing charts, graphs and other metrics detailing combined statistical information specific to that configuration.

A quick list of contacts at a client’s business, and their most basic information.

A more granular look at each individual contact within an organization, including as much information on that specific contact as is available.

An area where all passwords are kept; accessible only by Admins.

Allows you to generate a report on the activity of the password audit trail for each account, including date, user, and type of activity.

A domain dashboard including info on WHOIS, DNS, A Records, MX Records, PTR Records, SPF Records, TXT Records, as well as a website screenshota domain dashboard including info on WHOIS, DNS, A Records, MX Records, PTR Records, SPF Records, TXT Records, as well as a website screenshot.

Tracks SSL Certificates in order to keep tabs on expiration dates.

Sends you notifications via email or submitted ticket when expirations are approaching, allowing you or your team to promptly address them before expiration.

A tab on the Side Pull (three-lined menu in upper-right corner of most pages) allowing you to immediately pull up an overview of all managed companies, each being clickable for further information.

A tab on the Side Pull (three-lined menu in upper-right corner of most pages) allowing you to immediately pull up an overview of all activities within your business, sorted by dates and labeled with categorical icons, all of which can be filtered to your needs.

Allows you to mandate a multi-factor authentication for your users when logging into ITBoost.

Where you can enter all your specific information through Integrations Management to integrate with ConnectWise Control.

Matching rules help to identify any existing records in your PSA – such as Location, Contact, Configuration, etc. If existing records are found, ITBoost will update the missing records on your PSA, and vice versa.

Used to hold deleted items for a period of time in case of accidental deletion; documents and data accidentally deleted can be recovered here.

“View Pages” for each company configuration, contact, location, password, knowledge base, and domain tracker will feature an expandable green sidebar allowing for quick reading, writing, and attachments of pertinent information.

A feature which forces the next team member(s) who opens the company dashboard to be met with a popup featuring important information or data regarding the specific entry being accessed.

Lets you track, edit, and restore all assets, passwords, domains, SSLs, KB articles, documentation, etc…