Getting Started - Getting Around (the sidebar)

The sidebar is the first thing to know about getting around in Propel Your MSP.

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• Related Articles

• Getting Started - Quick Overview

  General vCIO Process Propel Your MSP's objective is to help vCIOs prepare better strategic "Technology Review" (aka QBR) meetings. We generally recommend iterating through the following 4-step process: Identify infrastructure issues and any ...

• Getting Started - Main Screen - Company List

• Getting Started - Asset Lifecycle - A Quick Tour

  Asset Lifecycle Management Data Origin Propel Your MSP retrieves Assets and Agreements data by importing them from your ConnectWise Manage instance. It also queries some of the major manufacturer`s APIs to fetch Warranty Expiration date and Purchase ...

• Reusing Audit Questions & Client Status

  An update to the Audit Questionnaires has been released to allow reusing the same question in multiple questionnaires. Watch the video to learn more. It is now possible to reuse audit questions and audit sections in multiple questionnaires. This ...

• How to clean up / reorganize your assets

  Often, your RMM does not distinguish between physical servers and virtual servers or from regular laptops and power laptops, etc.. When that happens, your PSA asset types do not identify all the nuances necessary to create a precise budget. In that ...