User manuals

CRM

Orbit

Clients, contacts, tickets, recurring work, knowledge base and server monitors.

Read the manual → Help desk portal

Ping

How your users open and follow tickets. No password or Microsoft account needed.

Read the manual → Time & billing

Tempo

Logging time and expenses, after-hours work, travel and timesheets.

Read the manual → Operations

Helm

The manager's view: tech scoreboard, open work, client health and the monthly report.

Read the manual → Knowledge base

Note

Search and write how-tos, fixes, manuals, diagrams and photos, including the words inside files.

Read the manual → Leads, quotes & recruiting · Coming soon

Radar

New business leads, quotes and contractor recruiting in one place, filled in from email and PDF.

Read the manual → Billing & contractor documents · Coming soon

Meter

Contractor documents and pay rates, the Timesheet Importer, and hardware and software invoices for QuickBooks.

Read the manual → Proposals & billing · Coming soon

Quotes

Build, approve and send proposals, then follow each sale through delivery, invoice and commission.

Read the manual → Managers

Timesheet Editor

Load, correct and save technician timesheets stored in SharePoint.

Read the manual → Billing

Billing Processor

Turn timesheets into QuickBooks invoices, a Tech Hours report and contractor pay.

Read the manual → Server monitoring

Agent Monitor

The CCI Server Agent and the live health card for every client Windows server.

Read the manual → Administrators

Admin guide

App registration, technician group, SharePoint lists, notifications and security settings for Orbit.

Read the manual →

Free · Windows

RebootGuard

Postpone Windows update restarts while long-running work finishes.

Read the manual → Free · Outlook · Beta

WT-JunkCleaner

Safely unsubscribe from and delete Outlook Junk Email, and list persistent spam domains.

Read the manual → Microsoft 365 admin

WT-O365-MailboxManager

Bulk mail operations, audits and security investigations through Microsoft Graph.

Read the manual → Microsoft 365 migration

WT-O365xO365

Tenant-to-tenant migration of mail, calendars, contacts, rules and OneDrive.

Read the manual →