Time tracking your techs can keep up with
Build a small, consistent time-entry habit that supports client and capacity reviews without turning entries into a scoreboard.
Role path / Tech lead
Tech lead
Turn repeat decisions into standards and testable changes.
Who this is for
For the person responsible for technical standards and repeat engineering decisions in an MSP, whether that is your whole role or one of several responsibilities.
Automate before you hire
Which repeated technical decision can become a reviewed standard before you add another pair of hands?
Start here
- Choosing the first workflow to automate
Compare repeatable workflows by input quality, error cost and review burden before testing one small candidate.
- Secure your own MSP tools first
Review the access, integrations, alerts and recovery paths around your RMM, PSA and documentation systems, with a usable evidence sheet.
- Write technical standards a team can use
Write testable standards with evidence, exceptions and support instructions, rather than a list of preferred products.
- Measure automation savings without double counting
Count distinct work, active human effort, exceptions and maintenance, then separate existing savings from a proposed scenario.
Guides for this role
Guide · 6 minService manager, Tech lead, Service desk & technicians→
Client onboarding after go-live: the first 90 days
Turn post-go-live findings into owned fixes, standards exceptions and an agreed client roadmap.
Write technical standards a team can use
Write testable standards with evidence, exceptions and support instructions, rather than a list of preferred products.
Measure automation savings without double counting
Count distinct work, active human effort, exceptions and maintenance, then separate existing savings from a proposed scenario.
Choosing the first workflow to automate
Compare repeatable workflows by input quality, error cost and review burden before testing one small candidate.
Secure your own MSP tools first
Review the access, integrations, alerts and recovery paths around your RMM, PSA and documentation systems, with a usable evidence sheet.
Build a read-only Copilot Studio procedure finder
Design an authenticated knowledge agent that answers from a small approved procedure library and refuses unsupported or unauthorized requests.
Design a Rewst approval gate before a service-desk write
Build a dry-run request-to-approval workflow with verified organization context, duplicate controls and a separately gated write stage.
Use Claude to draft a procedure change review
Compare two fictional procedure revisions in a private, bounded draft workflow and produce a source-checked change note without rewriting policy automatically.
Evaluate a community script or GPO change before the lab
Turn a discovered script or policy suggestion into a reviewed provenance record, a bounded lab plan and an evidence-based accept or reject decision.
Working sheets
Post-go-live 30/60/90 checklist
For Service manager, Tech lead, Account management, Service desk & technicians
Technical standard and exception fields
Time-entry standard and quality check
Automation savings review note
For Owner, Tech lead, Automation & AI
Automation candidate and pilot sheet
For Automation & AI, Tech lead, Service manager, Service desk & technicians
MSP tooling access and recovery review
For Cybersecurity, Tech lead, Owner, Service desk & technicians
Copilot Studio procedure finder design and test sheet
For Service desk & technicians, Automation & AI, Tech lead, Cybersecurity
Rewst approval and duplicate-control worksheet
For Automation & AI, Service manager, Tech lead, Service desk & technicians
Claude procedure change-review worksheet
For Tech lead, Service desk & technicians, Service manager, Automation & AI
Script and GPO candidate review worksheet
For Service desk & technicians, Tech lead, Cybersecurity, Automation & AI
Tools for the decision
T-03FREE
Capacity Decision Lab
Compare current workload with an automation scenario. Separate existing from proposed savings, include exceptions and maintenance, and record an owned next step.
HTMLXLSX
For Owner, Service manager, Automation & AI, Tech lead
Contents & limits →