N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
The TruMethods Smart Numbers App is a business management tool that provides a centralized and visual representation of your company's data and performance indicators. Business owners, service managers, and other stakeholders refer to the TruMethods dashboards and widgets to gain real-time insights for informed decision-making, a thorough evaluation of performance, and timely action-taking.
The TruMethods app is designed for TruMethods users and works on PSAs ConnectWise, Autotask, and Kaseya BMS.
What's in this article:
What are the dashboards available in the TruMethods app?
Leadership Dashboard
The Leadership Dashboard contains data for Support Weekly and Monthly Leadership, Centralized Services, Projects, and Technical Alignment. This dashboard hosts widgets like Average Resolution Time, Average Support Tickets Response Time, and Support Tickets Created and Closed.
Service Delivery Dashboard
The Service Delivery Dashboard contains widgets for Support, Centralized Services, and Technical Alignment. Some examples of the widgets are Same-Day Support Ticket Response, Centralized Services Ticket Created, and Managed Service Clients.
The data shown in the dashboards are based on the data you enter in the TruMethods Smart Numbers Settings form. Please see <section> for more information about this form.
How can I start using the TruMethods app?
(diagram)
Installing the TruMethods app
For Sir G: Is TruMethods installed/available by default?
The app is preinstalled already
Connecting your PSAa and software to MSPbots
The TruMethods app work on the following PSAs and software. Click your PSAs and software on the list to view the guide on how to connect these to MSPbots.
| PSA | RMM | |
|---|---|---|
| ConnectWise PSA | Auvik | Kaseya VSA |
| Autotask | ConnectWise Automate | N-able N-Central |
| Kaseya BMS | Datto RMM | NinjaOne |
For Sir G: Should I write "ConnectWise Manage" in the above table?
Configuring and activating TruMethods
Go to Settings...
Verifying your connection and TruMethods activation
Go to Dashboards... Review of the data shown is correct or as yo expected... If not, adjust or review in Settings...
Overview
Content Tools
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!