For managed service providers
Make recurring service work easier to hand over.
Tickets, alerts, client records, runbooks, remote tools, notes, time, and agreements sit across different systems. Orchard records the repeated route through them and proposes supervised Playbooks for the work your team chooses to standardize.
The shape of the problem
Where the hours actually go
The procedure disappears into the ticket
The route through the alert, client record, runbook, remote tool, notes, and time entry closes with the work instead of becoming an operating asset.
Every ticket crosses another set of systems
Tickets, RMM, documentation, identity, client systems, and vendor portals each hold one part of the answer.
The agreement is one record. The evidence is everywhere.
Time, covered work, recurring services, tickets, invoices, and client reporting are cross-checked across PSA and finance views.
What the record holds
See the patterns behind the work.
- The route from an inbound request through the service board, client record, documentation, notes, and time entry
- How an RMM alert moves between device context, PSA tickets, runbooks, remote tools, and ticket notes
- Which onboarding and offboarding screens repeat across identity, productivity, RMM, asset, and documentation systems
- Where maintenance and change work pauses between dashboards, runbooks, client communication, and service records
- How agreement, time, recurring-service, invoice, and reporting views are cross-checked before review
What the record can hold while an MSP works across PSA, RMM, documentation, and client systems.
The work
Service delivery and client operations
The repeatable route through the service desk, learned from your own technicians rather than a generic runbook.
- Working tickets through the same evidence path
- Carrying alert context into service records and documentation
- Preparing client onboarding and offboarding administration
- Reviewing time, agreements, and recurring-service records
How it learns the work
Monitor the work. Choose what happens next.
Monitor the work you choose
Define the teams, supported systems, and activity included in your monitoring scope. Orchard brings employee activity, software usage, and AI adoption into view while your teams work in their existing tools.
Repeated work becomes evidence
See where time goes, how work moves between teams, and which steps repeat or slow down. Compare patterns across the activity available to Orchard and explore exceptions without losing their context.
Explore the evidence with Isaac
Ask Isaac about the work behind a finding. Explore supporting activity, compare strategic scenarios, and see the evidence and assumptions behind each view. Build dashboards in Studio around the information that matters to your business.
Choose what runs and when
Record a task, review its procedure, and configure and test supported automation steps. Set available approval and execution controls, inspect run history, and pause when needed. Estimated time and labor value depend on the manual baseline and cost rate you provide.
Where this work happens today
Understand the work across your existing tools
- ConnectWise PSA
- Autotask
- HaloPSA
- N-able
- NinjaOne
- IT Glue
- Hudu
- ScreenConnect
- Microsoft 365
- Entra
- QuickBooks
These are examples of tools used for this work, not a list of guaranteed integrations. Orchard monitors activity across supported applications within your configured scope. Confirm the coverage and deployment requirements for your environment during your demo.
Control before autonomy
Your hand stays on the controls
- Choose the systems, teams, and activity included in your monitoring scope.
- Explore the evidence, context, and assumptions behind findings and modeled possibilities.
- Give leaders and teams access appropriate to their responsibilities.
- Choose and enable automations, set review requirements, and pause workflows when needed.