Quick Tips
Custom GPTs
At PropelYourMSP, we’re all about making you more efficient as a vCIO. That’s why we’ve created 3 Custom GPTs designed to save you time. Whether you’re putting together client current situation and vision slides, building audit questions, or setting ...
Ensure PSA-Imported Agreements Are Properly Budgeted
When importing agreements from your PSA into PropelYourMSP, It's crucial to ensure your PSA-imported agreements are accurately reflected in your client’s budget. Here are two common challenges and how to address them: 1. Agreement End Dates If your ...
New Asset Categories for Better Client Presentations and Budgets
Creating asset categories in PropelYourMSP is a simple yet powerful feature that enhances your IT planning and presentations. Here are two key reasons why you should consider leveraging this capability: Highlight Key Assets During Presentations ...
Tips for Fixing Missing Asset Information (purchase & expiration dates)
Step 1: Check for Missing Asset Information When starting a new budget, first review the Assets section of the budget. A “Missing Info” section will automatically appear if any assets have incomplete information. This feature flags issues (missing ...