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MSP client portals: tickets, assets & monthly reports

MSPs: show clients the value every month. Tickets, assets and reports in one portal.

Clients unsure what they pay for, reports assembled by hand and tickets in many channels. We build client portals for MSPs.

Looking for an MSP client portal?

MSPs keep clients when they see the value. We build portals that show tickets, assets and monthly reports.

Wollopit builds client portals, quoting tools, billing systems and integrations for MSPs around how your business actually works. We connect the tools you already use, replace the ones holding you back and look after the lot on our own servers, so your team can focus on clients instead of shuffling data between apps.

01The problems

What we hear from MSPs

Does your managed service provider have these problems? Here's how we'd fix them.

Most MSPs we talk to are running on a stack of subscriptions that almost talk to each other, glued together with copy and paste.

  • The problemClients unsure of valueChurn risk.
    How we fix itMonthly value reports.
  • The problemReports by handTime.
    How we fix itAutomated reports.
  • The problemTickets in many channelsLost.
    How we fix itTicket portal.
  • The problemAsset visibilityClients ask.
    How we fix itAsset views.
  • The problemOnboardingMessy.
    How we fix itOnboarding checklists.
  • The problemProject workQuotes by email.
    How we fix itProject quotes.
02What we build

Solutions

What we build for MSPs. Usually all talking to each other.

Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.

01

Client portal

Tickets and assets.

02

Value reports

Monthly.

03

Ticket intake

One channel.

04

Asset views

Devices and status.

05

Onboarding

Checklists.

06

Project quotes

Approved online.

03How it changes

Before and after

A contract renewal, wolloped.

Here's how a typical day could change. Every business is different, so we map yours first.

Before

  1. Client questions value
  2. Report assembled
  3. Tickets everywhere
  4. Renewal shaky

After

  1. Client sees monthly report
  2. Report automatic
  3. Tickets in portal
  4. Renewal easy
04Services

Everything under one roof

Software, websites and systems for MSPs.

Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.

Custom software for MSPs

Built around how your managed service provider actually runs: client portal, value reports and the admin in between, in one system you own.

Websites for MSPs

Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.

Managed service provider system upgrades

Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.

Apps and portals for MSPs

Ticket intake and asset views: customer and staff portals that work on any phone without an app store.

Integrations and automation

We connect Xero, Stripe and HubSpot so information moves on its own and nobody retypes it.

Hosting, support and care

Managed hosting, updates, backups and security for your managed service provider, looked after by the people who built it.

05Integrations

Connections

Plays nicely with what you already use.

We connect to the tools you rely on, work alongside the ones you're happy with or replace the ones holding you back.

  • Xero
  • Stripe
  • HubSpot
  • Microsoft 365
  • Google Workspace
  • Slack
  • Jira
  • Zapier
  • Twilio SMS
  • Calendly
06How we work

The process

Some people dip their toe in. We turn up in a rebreather.

We get properly below the surface of your managed service provider: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.

  1. 01

    Think

    We spend time with the people doing the work, see where the hours go and work out what's actually slowing you down.

  2. 02

    Archi-tech

    We plan it before writing code: your data, customers, payments, the tools you keep, hosting and cost.

  3. 03

    Build

    Real engineering, shown to you early and often. Usually the most painful bit first, so you get a win quickly.

  4. 04

    Look after

    We host it, maintain it and keep improving it. When something breaks you call the people who built it.

07Questions

FAQ

Things MSPs ask us.

Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.

Can reports pull from our tools?

Yes, where tools offer APIs. We pull data into branded reports.

How much does it cost?

It depends on what you need, so we quote up front once we understand your managed service provider. No surprise invoices, no lock-in and you own what we build.

Can you replace some of our subscriptions?

Often, yes. If you're paying for several tools that each do a bit, we can build one system that does exactly what you need. We'll show you the numbers first.

Can you integrate with our existing stack?

Yes. We connect to common platforms and APIs so data moves on its own instead of being copied between tabs.

Who looks after it once it's built?

We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.

We already have systems. Can you upgrade them instead of starting again?

Usually, yes. Most MSPs we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.

Contact

Got a managed service provider problem? Consider it wolloped.

Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.

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