For managed service providers
Do it once. Own it forever.
Tickets, alerts, client records, runbooks, remote tools, notes, time, and agreements sit across different systems. Orchard records the repeated route through them and proposes supervised Playbooks for the work your team chooses to standardize.
The shape of the problem
Where the hours actually go
The procedure disappears into the ticket
The route through the alert, client record, runbook, remote tool, notes, and time entry closes with the work instead of becoming an operating asset.
Every ticket crosses another set of systems
Tickets, RMM, documentation, identity, client systems, and vendor portals each hold one part of the answer.
The agreement is one record. The evidence is everywhere.
Time, covered work, recurring services, tickets, invoices, and client reporting are cross-checked across PSA and finance views.
What the record holds
Everything above is already happening. None of it is written down.
- The route from an inbound request through the service board, client record, documentation, notes, and time entry
- How an RMM alert moves between device context, PSA tickets, runbooks, remote tools, and ticket notes
- Which onboarding and offboarding screens repeat across identity, productivity, RMM, asset, and documentation systems
- Where maintenance and change work pauses between dashboards, runbooks, client communication, and service records
- How agreement, time, recurring-service, invoice, and reporting views are cross-checked before review
What the record can hold while an MSP works across PSA, RMM, documentation, and client systems.
The work
Service delivery and client operations
The repeatable route through the service desk, learned from your own technicians rather than a generic runbook.
- Working tickets through the same evidence path
- Carrying alert context into service records and documentation
- Preparing client onboarding and offboarding administration
- Reviewing time, agreements, and recurring-service records
How it learns the work
Watched, learned, proposed, then armed by you
It starts by watching
Install quietly and keep working. Every five seconds Orchard records which application has focus and what was done inside it: the screen, the control, the value in the field, what was copied and where it landed. Never a screenshot, a printable keystroke, or a password.
Repeated work becomes evidence
One desk generates thousands of observations a day. Across weeks they resolve into the shape of the job: the steps, what varies each time, what never does, which exceptions are real rather than noise, and what the whole thing costs in hours. You do not have to know what to automate first.
It asks before it acts
When the evidence is strong enough, Orchard proposes the piece of the work it is ready to take on, with the receipts underneath it. Nothing runs until someone on your team arms it.
Supervised first. Autonomy earned.
Armed work runs supervised: outward writes wait for approval, every run keeps a step-by-step record, and your team decides when a proven Playbook has earned more room.
Where this work happens today
It records in the systems you already use
- ConnectWise PSA
- Autotask
- HaloPSA
- N-able
- NinjaOne
- IT Glue
- Hudu
- ScreenConnect
- Microsoft 365
- Entra
- QuickBooks
Orchard records at the interface, on the same screens your team already uses. No API, no integration project, and no system that has to expose its data before Orchard can see the work happening in it.
Control before autonomy
Your hand stays on the controls
- Not employee surveillance: Orchard keeps task structure, decisions, and outcomes — never screenshots, printable keystrokes, or passwords.
- Nothing acts unreviewed. Work begins supervised, and approvals sit in front of anything that leaves your systems.
- Autonomy is chosen, not assumed — and your team can pause everything at any time.
- Your business owns the result: the Playbook, its procedures, and the record of every run.