IT services and MSP blueprint

Tickets, agreements and retainers on one pane of glass.

Managed service providers, computer repair shops and IT consultancies running support agreements and recurring retainers. Repairs, builds and managed assets each get their own record type.

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Sound familiar?

01

Support breaches found out late

With no deadline timers, the first you hear of a missed target is an angry email.

02

RMA tracking in inboxes

Warranty repairs bounce between supplier emails with no status anyone can check.

03

Retainers billed by hand

Monthly agreements invoiced manually, so they go out late, inconsistent, sometimes not at all.

The IT services and MSP blueprint

What installs when you pick IT services and MSP.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages IT Sales Pipeline

  1. 1New Enquiry
  2. 2Qualified
  3. 3Quote Sent
  4. 4Approved
  5. 5Scheduled
  6. 6Completed

Custom fields on top of the standard ones

FieldType
Number of Seats / Usersnumber
IT Contract End Datedate
Support Hours Banddropdown
Included Devicesnumber
Resolved Remotelyyes/no
Billable Time (mins)number

Starter catalogue one click seeds these as real products and services

  • Business Laptop (i5/16GB)
  • Managed Firewall Appliance
  • PoE Network Switch 24-Port
  • Managed IT — Per Seat
  • Managed Server
  • Microsoft 365 Business Standard
  • Cloud Backup 1TB
  • Onsite Support (hourly)
  • and 1 more

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the IT Services / MSP blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the IT Services / MSP blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The IT Services / MSP Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the IT Services / MSP blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The IT Services / MSP Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the IT Services / MSP blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The IT Services / MSP Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how IT services and MSP actually work.

  • Support tickets with SLA timers and a priority matrix
  • Recurring subscriptions you set up create a draft invoice for every managed agreement on its cycle
  • Onsite dispatch with technician scheduling and job checklists
  • Emails, SMS and calls made with click-to-call logged against the client record

Blueprints stack. Run IT services and MSP alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.

Related blueprints

Telecom and ISP6 stages · New Enquiry → Activated Creative agency5 stages · New Enquiry → Won Consulting5 stages · New Enquiry → Engagement Active

See all 25 blueprints →

Your IT services and MSP workspace, live in about two minutes.

Choose IT services and MSP when you sign up and start the 21-day free trial. No card needed to look around.

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