Tech & IT

IT Support & Managed Services

The all-in-one platform to manage client sites, support visits, contract records, and recurring maintenance. Spend less time on admin and more time doing what you love.

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Small IT providers run on contracts and callouts to a handful of business clients whose setups you are expected to remember perfectly. Which switch, which password policy, what you replaced last year β€” that knowledge is the service. Clienteka keeps the site record and the visit history on each client.

Also known as: IT support Β· managed service provider Β· IT consultant Β· network support Β· business IT services Β· IT maintenance contract

How IT Support & Managed Services use Clienteka

1

Keep a site record per business client

2

Track contract visits against callouts

3

Keep a history of what was installed and when

Everything your IT Support & Managed Services business needs

Client Management

Keep detailed profiles for every IT Support & Managed Services client. Track preferences, visit history, and notes all in one place.

Appointment Scheduling

Manage all your IT Support & Managed Services appointments in one calendar. Avoid double bookings and reduce no-shows β€” you stay in control of the schedule.

Invoicing & Payments

Create professional invoices for your IT Support & Managed Services business. Track payments, issue credit notes, and stay tax-compliant.

Team Scheduling

Manage your IT Support & Managed Services team with schedules, leave tracking, and role-based access control.

Notes & History

Keep detailed notes for every IT Support & Managed Services client. Record preferences, history, and important details that matter.

Smart Reminders

Reduce no-shows and keep your IT Support & Managed Services clients coming back with automated appointment reminders.

Common questions

Can I keep a record of each client setup?

Yes. Notes live on the client profile alongside the visit history, so what is installed at a site and what you changed last year is readable before you drive out to it again.

Can I separate contract work from ad-hoc callouts?

Yes. Each is a service with its own price, so a contracted maintenance visit and a chargeable emergency callout are recorded and invoiced differently on the same client.

Can I track hardware supplied to a client?

Yes. Hardware is recorded as products on the visit, so what was supplied and when appears on the invoice and stays on the client history for warranty questions later.

Can several engineers share the same calendar?

Yes. Each engineer has their own column and their own working hours, so a day across four client sites is planned per person without two visits landing on one engineer.

Should I keep credentials in here?

No. Clienteka is not a password manager and notes are not designed for secrets. Keep credentials in a dedicated vault and use the notes for configuration and history instead.

Start managing your IT Support & Managed Services business today

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