For IT service desks

Every ticket is ready before a tech opens it.

It reads every request the second it lands, works out what's wrong, and writes a finished ticket into your ticketing system. Your techs stop chasing details.

Working at Good I.T. today. Nothing reaches a client, or a computer, until a tech says yes.

support@goodit.ca T-0042
Tom Whitfield · Northwind Systems · 8:41 AM "My laptop NW-LT-TOM is almost out of space and Windows keeps nagging me about updates it can't install. Can a tech call me tomorrow between 11 and 3?"

Sorted in 6 seconds

Problem
Running out of disk space
Computer
NW-LT-TOM, 92% full, 14 updates waiting
When
Tue 21 Jul, 11:00 to 15:00 (client local)
Urgency
Medium
Ticket
Written to the ticket system

Held for a person

Tom's reply is written. It sends when you approve it.

Plugs into the tools your team already uses

One helper in front of your service desk. It sorts what comes in, keeps your board current, and asks before it does anything risky.

Your PSA

Your board stays up to date on its own

Ticket T-0042Northwind Systems

New Waiting Client In Progress Complete

Why In Progress Tech booked and confirmed. Nothing left for the client to do.

08:41 Ticket created with the problem, the urgency and the 11:00 to 15:00 slotTriage IT
08:47 Reply approved and sentPriya Raman, technician
08:47 Moved to In Progress and the appointment addedTriage IT
08:52 Appointment confirmed on Priya's calendarTriage IT

A client replies and the ticket comes off Waiting Client straight away, instead of sitting there until someone notices.

It only uses statuses already on your board, and writes a line saying why it moved. It can't close, cancel, or bill anything. If your system is busy, it waits and tries again.

The internal note is written too. A ticket on its way to a tech arrives with the work note and a time estimate already drafted from the conversation, so your tech edits a note instead of writing one. It never goes to the client.

Your RMM

The computer's details are already on the ticket

NW-LT-TOMseen 4 min ago
Disk space92%
Updates waiting
Disk Cleanup and Temp Purge Waiting on a tech

Disk space, missing updates, warranty: pulled from your RMM and already on the ticket when your tech opens it.

It watches your computers too, and opens tickets before clients notice. If there's a known fix, it offers to run it and names the machine. A tech clicks Run, or nothing happens.

Learning

It learns from your techs, not from a list of rules

What your techs decided2,481 decisions so far
Dismissed Kept Incoming device alert

IncomingClose to two your team dismissed and one they kept. Not sure enough, so a tech decides.

A lot of what reaches the queue is not a request: routine device status messages that open a ticket every night, supplier mail, replies with nothing in them. When your techs dismiss the same sort of message a few times, it stops arriving.

Nobody maintains a list. It compares each new message with the ones your team has already decided on, and only sets one aside when it is confident. On day one it is confident of nothing, so everything goes to a person. Correct it once and it remembers.

Approvals

It suggests. Your tech decides.

Reply ready, Northwind Systems T20260721.0042
Hi Tom, I can see NW-LT-TOM is at 92% capacity, which is also why the updates are failing to install. I've booked Priya to call you tomorrow between 11:00 and 12:00.

Once approved

Sent by Priya Raman, 08:47

Anything that reaches a client, or touches a computer, waits for a person. Approve it and the card becomes a record of who said yes, and when.

Where it came fromCan it reply to the client?What happens
Client emailedSent to your support addressYes, once approvedWrites it, waits for you.
Client used the portalLogged a ticket themselvesYes, once approvedSame again. Never sends on its own.
We spotted itYour RMM found the problemYes, once approvedWarns the client early, once you approve.
A tech's own noteTyped into the ticketNoSuggests a fix to the tech. Emails nobody.
Not sureIt cannot tell where it came fromNoFiles it and stays quiet.

In your chat

The whole ticket arrives where your team already works

Service desk8:41 AM

New ticket

Ticket
T-0042 · Northwind Systems
Requester
Tom Whitfield
Problem
Running out of disk space
Urgency
Medium
Category
Workstation · disk

What the client wrote

"My laptop NW-LT-TOM is almost out of space and Windows keeps nagging me about updates it can't install."

Technician handoff

Disk at 92%, 14 updates blocked. Cleanup script matched. Client asked for a slot tomorrow between 11 and 3.

Once a tech clicks

Sent by Priya Raman, 08:47

The buttons go. The card itself becomes the record of who said yes.

Service desk9:12 AM

New ticket

T-0043 · Acme Joinery

"Outlook won't open since the profile move." Your own fix note from March is on the card.

Nobody has to sit watching a queue. Every new ticket posts into a channel you pick, already sorted, with everything a tech needs to decide without opening anything else.

On the card. The ticket number and a link straight to it, the client and who asked, the problem in one line, urgency and category, what the client actually wrote, and the handoff your tech would otherwise have to write themselves.

Decided in the same place. The buttons are on the card. Approve a reply, deny it, or merge a duplicate into the ticket it belongs to, and the card rewrites itself into a record of who did it and when.

Microsoft Teams, Slack, and Google Chat. Pick the channel. A quiet desk stays quiet; nothing is posted twice.

Also in chat

The desk runs from the same window

Service desk7:30 AM

This morning

4 tickets are at risk of breaching today. 3 appointments, the first at 09:30 with Priya. Two clients haven't replied since Friday. NW-SRV-02 backup is still failing.

Asked in the channel

Where did T-0042 get to?

Disk at 92%, cleanup script proposed, waiting on Tom to confirm 11:00.

Tickets arriving in chat is half of it. The rest of the day's running happens in the same place, so nobody opens the board to find out where things stand.

A briefing before anyone starts. One short write-up of the day: what is close to breaching, today's appointments, what is ready for a tech, what has been escalated, who hasn't replied since last week, and anything your monitoring has turned up. It reads the queue and writes it up. It changes nothing.

Ask it about any ticket. Type the question in the channel and get the answer from the ticket itself. It answers from what is on the ticket and nothing else, and if it doesn't recognise the one you named, it says so rather than guessing.

Pull a ticket up for review. Ask it to review a ticket by number and the approval card comes back, whether or not it was posted the first time round.

Chasing and closing

The tickets nobody wants to keep touching

No reply since Friday

T-0038 · Acme Joinery

One nudge written, waiting on a tech to send it.

Held for a person

Client confirmed the fix

T-0031 · "That did it, thanks"

Closed itself, with the reason on the ticket.

Closed

Every desk has the same two piles: tickets waiting on a client who has gone quiet, and tickets that are finished but still open because nobody pressed the button.

One nudge, not five. A client who hasn't come back gets a single chase after a set number of hours, written and then held like every other client email, so a person still decides it goes. Longer still and the ticket is parked rather than left rotting in the queue.

Finished tickets close themselves. When a client replies to say the fix worked, the ticket closes, and the reason it closed is on the ticket.

Nothing happens quietly. Both leave a line in the trail, so the answer to "who closed this?" is never "the system, at some point".

Appointments

The soonest time that actually fits

Times offeredT-0042
Priya
Tue 21 Jul, 11:00 to 12:00 (client local)
Sam
Tue 21 Jul, 14:30 to 15:30
Both
Inside this ticket's resolution target

All held

Reserved until the client picks, so no second ticket is offered the same hour.

It reads your techs' real calendars and looks for the earliest gap long enough to hold the work. Whoever that gap belongs to gets the job. Something urgent takes the next slot on the desk, not the next one someone gets round to.

One time per technician, not two from one diary. Every tech who can take the job offers their soonest opening, so the client picks between people and a client who can't do the morning doesn't cost you a day of emails.

Never a time that misses the deadline. Options that land past the ticket's resolution target aren't offered at all, because booking one would guarantee the breach. If nothing fits, that's a flag for a person, not a slot for the client.

Nothing is offered twice. Every time offered is held the moment it is sent, and the ones the client doesn't take are freed the second they choose. Two tickets drafted a minute apart can't be given the same hour.

Outlook and Google Calendar. Times are shown to the client in their own local time, and the appointment lands on the tech's real calendar once it's agreed. Working hours come from Outlook itself, so a tech sets their hours once, where they already set them, and time off is just what's on their calendar.

The invite is safe to send. The client is an attendee, so what your tech writes internally would land in their calendar. It doesn't: the invite restates only what the client told you. The strategy, the time estimate, the priority flags and anything about other clients stay in the handoff your techs see.

Per client

It works the way each client works

Acme Dentalwhat it knows
Hours
Patients 08:00 to 17:00. No reboots while the clinic is open.
Outages
A full outage stops check-in and billing. Treat as critical.
Software
DentiCloud practice management, vendor support by portal.

So

A reboot is never offered at ten in the morning, and "the system is down" is critical here from the first line.

Every client is a little different, and the difference is usually the part a new tech gets wrong. What you know about an account is kept against the account and read on every ticket that comes from it.

What it holds. Working hours and when you may not touch anything, what counts as an emergency there, the line-of-business software and how its vendor is contacted, how remote access is allowed to work, who signs off on licences, and whatever else your techs have learned the hard way.

It changes the answer, not just the notes. The same request from two clients can come out with a different urgency, a different time offered, and a different reply, because their rules are different.

You can read every word of it. It is written down against the client and edited by your techs, not learned in the dark. A whole client can also be flagged priority, so nobody there waits behind a busy queue.

When it's an emergency

An outage doesn't wait behind a password reset

Service desk9:04 AM

Asking to move an appointment

Urgent
T-0051 · Acme Dental · whole practice offline
Soonest free
Today 15:00 (six hours out)
Would move
Priya Raman, 11:00 to 12:00, your most senior on the desk
Whose slot
Northwind Systems · Tom Whitfield · new laptop setup

If you confirm

Tom's calendar invite is cancelled, the outage takes 11:00, and an apology asking him for new times is written for a tech to check. Nothing is sent yet.

Nobody is dropped quietly

T-0044 · Northwind Systems

The bumped ticket goes back to the channel with the team tagged, the apology ready to read, and a new time to offer.

Waiting on a tech

Off limits

  • Anything starting in the next two hours
  • Another emergency
  • Anything on your tech's calendar that didn't come from here

A practice with no computers should not be offered the same three o'clock everyone else is offered. When the desk is booked solid, the only way to see an outage sooner is to move something, and moving something means telling a client. That is a decision with a person's name on it, so it is put to one.

It only asks when it is worth asking. A bump is proposed when it gets the emergency seen meaningfully sooner than the next free gap: an hour or more by default. If waiting costs ten minutes, nobody is moved.

Most of the time nobody is moved. Moving a client is the last resort, not the trick. First it tries to hand the routine job to a front-line tech at the same hour. Same time, same day, different name on the calendar, so there is nothing to apologise for. Then a front-line tech who can do it sooner. Only when neither exists does anyone's appointment shift.

Seniority is a thing it knows. Mark each tech front-line through to most senior. Emergencies go to the most senior available; routine work goes to the front line wherever it can, so the bench you need in a crisis is already free before the crisis arrives.

Pushing back never eats the SLA. If a job has to move later rather than sideways, it moves to the latest time that still clears its resolution target with the warning margin intact, and the client is told the new time, not asked to start again.

What it will never touch. Another emergency. Anything starting within the next couple of hours, because that client can't react in time. And anything on your tech's calendar that Triage IT didn't book. Their dentist appointment is not a slot to be won.

The client who was moved is somebody's job. Their ticket goes back into the channel with the team tagged, so nobody assumes it was handled. The apology is written (urgent incident, no other client named, what times suit you) and it waits for a tech to send it like every other client email. From the same card a tech can offer a new time, or claim the client and pick the phone up instead.

First six seconds

What happens the moment a request lands

New email8:41 AM

Once it knows who and what

  1. Looked up the computer in your RMM
  2. Spotted the deadline
  3. Joined up the duplicates
  4. Booked the call
  1. 01Work out who it is from Matches the sender to a client and a contact.
  2. 02Read anything attached Screenshots, a forwarded thread. The wording lands on the ticket.
  3. 03Work out the problem and how urgent One line saying what is wrong, and a priority you can argue with. Plain rules run alongside the judgement, so someone who has clearly had enough is escalated the same way every time, whatever the model makes of the wording.
  4. 04Check your own fix notes Searches what your techs wrote up last time this happened, and the tickets they already solved that look like this one.
  5. 05Look up the computer in your RMM Disk space, updates and warranty for the machine they named. If the telemetry already explains it, it stops there rather than thinking harder about a question the machine has answered.
  6. 06Spot the deadline "Tomorrow between 11 and 3" becomes a real slot on the ticket.
  7. 07Join up duplicates Four people, one outage, one ticket.
  8. 08Book the call Reads your techs' real calendars and offers the soonest gap long enough for the job, whoever it belongs to. Something urgent gets the next slot there is, not the next one someone gets round to.

Every step is written down, so you can see what it did.

Also included

The rest of the desk, quietly handled

We spotted it

NW-SRV-02 backup has not completed in 6 days

Heads-up written, waiting on a tech

Written up after the fix

"Email will not open after a profile move"

Keep it or bin it

Joined up

4 reports of one outage, 1 ticket

Watching. Opens tickets before clients notice, heads-up already written.

Screenshots. A client photographs the error. The exact wording lands on the ticket.

Duplicates. Reports of one problem join into one ticket.

Notes. Solved a ticket? The fix is written up to keep or bin.

Starters and leavers. Collects the whole checklist up front.

Calendars. Looks across every tech's real calendar, offers the soonest free gap that fits the work and a second time as a fallback, and holds both so the same slot is never offered twice.

Reporting. How many tickets it handled, and the hours that saved. Each client also gets a monthly write-up you can send them, every figure in it measured from your own ticket timestamps and audit trail rather than estimated. A tech reads it before it goes anywhere.

For your sales team

Every option on the ticket, before anyone quotes

NW-LT-TOMcovered to 29 Oct

Options for the client

  1. Claim it: covered, no parts cost
  2. Replace the part under cover
  3. Swap the whole unit under cover
Your rep decides
NW-SRV-02out 26 months

Options for the client

  1. Replacement on a refresh quote
  2. Fold into a fleet refresh
  3. Paid repair to defer the spend
Your rep decides

On a hardware ticket it reads the machine's make, model, serial and cover date from your RMM, checks the cover by serial number, then writes out every route open on that machine: claim it, replace the part, swap the unit, refurbished, new, or fold it into a refresh.

It chooses none of them and it never quotes a price. The full set goes to your sales team, who decide what to put to the client.

Machines long out of cover are marked as refresh work rather than support time, so they stop quietly eating hours. There's a list of them by client.

Next step

See it on your own tickets.

Forty minutes. Send one messy email, watch it turn into a finished ticket waiting on your approval.