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Context:

Tracking how far you've driven to go to an on-site visit is a frustrating experience for many technicians. Some use notebooks, others send text messages to themselves for tracking purposes, and other call it in. There are many ways of doing it, but it feels like none of those methods work really well.

The MSP Process mobile app has a mileage tracking feature that is easy to setup, simple to use, and generates consistent, repeatable Expense Reports for you in your PSA. In this KB article, we talk about how to configure and use the Mileage Tracking feature.

 

Supported PSAs:

  • Autotask
  • ConnectWise

 

Prerequisites:

You must link your MSP Process user account to either an Autotask Resource or a ConnectWise Technician. Here are the KB articles that outline how to do that:

Choosing Miles vs. Kilometres

You can specify whether you want your trips to be tracked in Miles or in Kilometres. The first time you start a Mileage Tracking trip, the app will ask you which unit of measurement you want to use:

If you need to change that setting later on, you can do so by going to the Home page of the MSP Process app, and clicking on the Settings icon in the top-right hand corner of the UI:

On the Settings page, click the Edit Profile option, and then switch between Miles or Kilometres using this toggle:

Initiating Mileage Tracking

  1. Open the MSP Process app
  2. Open the Tickets module
  3. Click into a Ticket
  4. At the top right-hand corner of the app, click on the Pin icon:

    •  
  5. Click the Start Trip button to begin tracking the distance you travel:
  6. You can stop tracking your mileage at any time; or, when you're within 100 metres of your destination, the app will prompt you to stop the trip
  7. The app will then submit an Expense Report for you, under your name:

Introduction:

The MSP Process app allows technicians to quickly and easily view, triage and update tickets. One of the great new features introduced in the app is the ability to simply dictate a new time entry to the app, and have it create the time entry on your behalf.

This new capability is supported for ConnectWise and Autotask; let's dive in and see how it works.

Accessing the Voice-to-Time Entry Feature:

In the MSP Process app, go to the Tickets feature, and edit a ticket.

Click into the Time Entries section:

At the top of the Time Entries section, click the Microphone button:

Dictating a Time Entry:

Click the Microphone button to start dictating the time entry to the MSP Process app:

Reviewing and Processing your Transcription

Once you've finished dictating the ticket to the app, you'll have the opportunity to review what was transcribed before submitting it.

Once you've reviewed the transcribed text, click the Process button; the app will take 15-20 seconds to finish processing your submission, as it needs to query your PSA for Time Entry-related properties, such as Boards/Queues, Sources, Priorities and more.

Submitting the Time Entry

You'll have one final opportunity to review the properties of the ticket that is to be created; once you're happy with how everything looks, just click the Save button!

Introduction:

The MSP Process app allows technicians to quickly and easily view, triage and update tickets. One of the great new features introduced in the app is the ability to simply dictate a new ticket to the app, and have it create the ticket on your behalf.

This new capability is supported for ConnectWise and Autotask; let's dive in and see how it works.

Accessing the Voice-to-Ticket Feature:

At the top of the Tickets feature, click the Microphone button:

Dictating a Ticket:

Click the Microphone button to start dictating the ticket to the MSP Process app:

Reviewing your Transcription

Once you've finished dictating the ticket to the app, you'll have the opportunity to review what was transcribed before submitting it:

 

Processing the Transcription

Once you've reviewed the transcribed text, click the Process button; the app will take 15-20 seconds to finish processing your submission, as it needs to query your PSA for ticket-related properties, such as Boards/Queues, Sources, Priorities and more.

Submitting the Ticket

You'll have one final opportunity to review the properties of the ticket that is to be created; once you're happy with how everything looks, just click the Create Ticket button!