The onboarding platform that keeps your team, your PSA, and your clients in sync — from kickoff to go-live.
Monday.com, spreadsheets, and sticky notes don't talk to your PSA. Things fall through the cracks.
Your team logs time in Monday.com, then re-enters it in Autotask. Notes get copied and pasted between systems. Every entry is a chance for errors.
Without a living template, each onboarding is a fresh start. Steps get skipped, things get forgotten, and the client notices before you do.
Every tech runs onboarding differently. There's no single source of truth, no repeatability, and no way to know what's actually happening across clients.
Purpose-built for MSP teams who want a repeatable, trackable, connected onboarding process.
Build your onboarding process once. Every new client gets the same proven playbook — and when you improve the template, every active onboarding updates automatically.
Notes and time entries push directly to Autotask. No copy-paste, no double entry. Your PSA stays accurate without extra work.
Schedule internal work on your Outlook calendar and client meetings through TimeZest — right from the task. No tab-switching, no scheduling emails.
Your team gets nudged when tasks are due or stuck. Managers see the big picture across every active onboarding. No one has to ask "where are we?"
When nothing falls through the cracks, your clients trust they made the right call. They see a team that's organized, responsive, and in control — because you actually are.