IT & Managed Services on AtlasOS
AtlasOS adapts to the way MSPs and IT support firms operate — replacing scattered PSA tools with a single platform for SLA management, fleet operations, service ticketing, retainer billing, and customer relationship management.
Who is this for? Managed service providers, IT support companies, cybersecurity consultancies, and any firm delivering ongoing technology services under service-level agreements.
Terminology
AtlasOS maps its universal concepts to MSP language:
| AtlasOS Concept | IT / MSP Term |
|---|---|
| Entity | Customer |
| Engagement | SLA (Service-Level Agreement) |
| Compliance | SLA Deadlines |
| Service | Service |
You will see these labels throughout the sidebar, dashboards, and reports.
Enabled Modules
The IT / MSP vertical ships with the following modules enabled by default:
| Module | Purpose |
|---|---|
| Smart Inbox | Route support emails to the correct customer, technician, and priority queue |
| Tasks | Track service delivery work items and internal tasks |
| Client Portal | Give customers visibility into ticket status and SLA performance |
| Time Tracking | Log billable and non-billable hours per customer or project |
| Billing | Recurring retainers, per-device billing, ad-hoc project invoicing |
| SLA Tracking | Define and monitor response time, resolution time, and uptime targets |
| Project Milestones | Manage larger engagements (migrations, rollouts) with phased milestones |
| Contracts | Store and manage MSAs, SLAs, and service agreements |
| Onboarding Forms | Collect customer information during onboarding |
| Chat | Internal team communication |
| AI Agents | Autonomous workflow assistance and intelligent triage |
| Broadcasts | Bulk communications to customer segments |
| RMM+ | Level.io integration for remote monitoring and management |
What is NOT enabled
- Compliance Calendar is disabled for this vertical. SLA Deadlines replace statutory compliance tracking.
- There are no compliance bodies or obligation types configured by default.
Entity Types
| Entity Type | Use Case |
|---|---|
| Company | Business customers with SLAs |
| Sole Proprietor | Individual contractors or small business customers |
Default Landing View
When you log in, AtlasOS opens to the Tasks view — your active service queue.
Getting Started
- Create your practice and select IT / Managed Services as your firm type during the setup wizard.
- Import your customers via CSV or add them manually. Each customer record holds contact details, SLA tier, and service agreements.
- Configure SLAs — define response time targets, resolution windows, and uptime commitments per customer or tier.
- Connect Level.io for RMM+ — link your Level.io account to enable endpoint fleet management, alert ingestion, and automated remediation directly within AtlasOS.
- Invite your team and assign roles (technicians, account managers, administrators).
- Start delivering — incoming emails auto-route via Smart Inbox, tasks populate your queue, and SLA clocks begin tracking.
Next steps: Read the IT / MSP Overview for the full configuration reference, or jump to SLA Tracking to configure your service-level agreements.
For shared platform features (Smart Inbox, Documents, AI Advisory, Practice Admin, Dashboard), see the Shared Features page which links to the main Accounting documentation.