Client records
Account, location, contact, vendor, domain, network, and environment details that service teams can reuse.
TAHAI IT Docs gives MSPs a live documentation foundation for client records, procedures, project context, handoffs, approved client-facing material, and the records Operational Intelligence needs to show readiness.
Start with IT Docs for records and procedures, then connect that documentation to PSA workflow and Operational Intelligence.
Account, location, contact, vendor, domain, network, and environment details that service teams can reuse.
Runbooks, escalation paths, implementation notes, repeatable steps, and closeout instructions.
Decisions, blockers, change notes, approvals, handoffs, and completion records that should survive the project.
Approved external visibility without exposing internal operational records, secrets, billing context, or staff workflows.
Documentation loopback that helps resolved service work improve the next ticket, project, or QBR.
Operational Intelligence depends on clean records to show gaps, readiness, posture, and decisions with context.
Core IT Docs is listed at $10 per internal user per month. Owner and Staff accounts are billable seats. Client View is read-only and allowance-based for approved client-facing material.
View pricing snapshotUse IT Docs for the record, PSA for service workflow, and Operational Intelligence for the full operating picture.
The documentation path is clear: keep records in IT Docs, run workflow in PSA, and use Operational Intelligence for the operating view.