You sell automation and managed IT to businesses every day — but inside your own company, your team is manually onboarding clients, chasing tickets, tracking SLAs, and reconciling invoices by hand. We build what you'd build for yourself, if you had the time.
// Your Workflow
Toggle to see which stages Suretek automates and what your team gets back.
5 of 6 stages in your own operations are still manual — the same problem you solve for clients every day.
// What Changes
Based on a typical 5–15 person MSP serving SMB clients in San Antonio.
Don't see your platform? We build custom integrations for any system with an API.
// Why Automate Your MSP & IT Services
San Antonio managed service providers are selling proactive IT management — but if your team is spending hours each week manually generating client reports, running maintenance checklists, sending invoice reminders, and following up on open tickets, you are not as proactive as your clients think you are. Automation closes that gap.
Suretek AutoPilot integrates with ConnectWise, Autotask, Kaseya, and other PSA and RMM platforms to automate client reporting, maintenance job scheduling, ticket escalation alerts, and renewal outreach. Your techs focus on technical work — the automation handles the operational rhythm.
Most MSPs in the 3–25 technician range are running their client operations on a mix of manual reports, calendar reminders, and reactive ticket responses. Automation makes your service delivery proactive and consistent without adding headcount.
We typically have MSP automation live in 5–10 business days. Works with your existing PSA and RMM stack — no switching platforms.
// COMMON AUTOMATIONS FOR MSPS
Automatically generate and send monthly client health reports — uptime, patching status, backup success rates, open tickets resolved. Clients see your value without you manually assembling data.
Automatically schedule and confirm recurring maintenance windows — patching, backups, AV updates. Send client notifications automatically. Log completion and send summaries.
Automatically alert senior techs and account managers when tickets exceed SLA thresholds. Catch breaches before clients do. Protect your SLA metrics.
Automatically contact clients 90 and 60 days before contract renewal. Trigger account manager alerts when a client does not respond. Never lose a renewal to timing.
Automatically generate and track new client onboarding checklists. Send completion reminders to techs. Notify the account manager when onboarding milestones are hit.
Automatically send invoice delivery confirmations and payment reminders at 7, 14, and 30 days past due. Alert your billing team when accounts go 45+ days outstanding.
// Frequently Asked Questions
Yes. We integrate with ConnectWise Manage, Autotask, Kaseya, Halo PSA, and most platforms with an API. If your stack is not listed, contact us — we build custom integrations.
Yes. Automated monthly reporting is one of the highest-value automations for MSPs. Clients who receive consistent, professional reports churn at significantly lower rates than those who do not.
Most MSP automation setups are live in 5–10 business days. We map your service delivery workflow, configure automations, test in your environment, and hand you a runbook.
Yes. All client-facing reports and communications are branded with your MSP logo and colors. Your clients see your brand, not ours.
An MSP retaining just one additional client per quarter through better reporting and renewal follow-up — at a $2,500/month managed services contract — adds $30,000 in annual recurring revenue. Automation pays for itself many times over in the first year.
Use the Suretek Workflow Wizard to map your internal operations, identify your biggest bottlenecks, and get a custom automation plan — built by people who speak your language.