Scale Your Recurring Revenue. Protect Margins. Delegate PSA Ticket Triage, License Audits & MRR Invoicing Without Management Overhead.
You build enterprise value by architecting hybrid cloud migrations, winning multi-year managed services agreements, and driving gross margins above 60%. You shouldn't be trapped chasing unbilled technician timesheets, resolving Pax8 / Microsoft CSP seat count discrepancies, triaging ConnectWise ticket noise, or formatting 45-slide client QBR decks. Access vetted, technology-fluent agency operations specialists supervised by a free dedicated project manager.
Dedicated IT Operations PM
Supervising agency administrative queues free
Never pay for engineer downtime, billing lag, or PM management time. Pay strictly for productive, verified agency operational hours.
What Your Managed IT Agency Assistant Executes Daily
Free up 15–30 high-ticket executive leadership hours every week. From SaaS license reconciliation and PSA dispatch cleanups to QBR deck formatting and vendor PO tracking, every deliverable is verified by your Project Manager.
SaaS License Auditing & Monthly MRR Reconciliations
Ending unbilled cloud licenses and margin leakage. Auditing active Microsoft 365, Google Workspace, SentinelOne, and Datto user counts across cloud distributor portals (Pax8, TD SYNNEX, Ingram Micro) against client recurring contract billing.
- ✓ Matching active cloud license seats against PSA client agreements
- ✓ Catching unbilled software adds and user offboardings every month
- ✓ Reconciling distributor invoices before accounting runs debit batches
Technician Timesheet Auditing & Utilization Scrubbing
Protecting engineer billable efficiency. Chasing missing timesheet entries from senior architects, sysadmins, and field techs, checking work role allocations, and preparing weekly billable utilization reports for agency principals.
- ✓ Auditing ConnectWise, Autotask, or HaloPSA labor time logs
- ✓ Flagging unassigned tickets, stale work entries & non-billable creep
- ✓ Preparing weekly technician billable realization summaries
QBR Preparation, SLA Metric Harvesting & Executive Decks
Ending late-night slide assembly before key client reviews. Extracting incident trends, patch compliance rates, ticket resolution speeds (MTTR), and backup verifications from RMM tools to compile polished Quarterly Business Review decks.
- ✓ Compiling PowerPoint / Think-Cell QBR presentations for C-suite clients
- ✓ Charting SLA compliance percentages, security posture & ticket trends
- ✓ Highlighting upcoming hardware end-of-life (EOL) upgrade roadmaps
Hardware Procurement, Distributor POs & RMA Tracking
Ensuring project hardware arrives on schedule without margin erosion. Sourcing quotes from distributor portals (Dell Expert Network, Cisco, Lenovo, D&H), logging Purchase Orders, tracking shipment tracking numbers, and filing warranty RMAs.
- ✓ Entering purchase orders in ConnectWise Buy or QuoteWerks
- ✓ Reconciling hardware receiving slips against project milestone bills
- ✓ Coordinating vendor return merchandise authorizations (RMAs)
Client Onboarding, Asset Tagging & IT Documentation
Eliminating disorganized client networks. Assisting with new client technical onboarding: populating IT Glue / Hudu documentation assets, recording network IP ranges, warranty expiration dates, and software licensing records.
- ✓ Maintaining IT Glue / Hudu / IT Boost asset records and configurations
- ✓ Logging server warranties, firewall serials & domain expiration dates
- ✓ Managing client new-hire and departure ticketing workflows
MSA Contract Renewals, Price Adjustments & AR Hygiene
Protecting your agency valuation and cash flow. Monitoring Master Services Agreement (MSA) renewal dates, applying annual CPI inflation price increases, formatting SOW proposals, and recovering overdue client invoices.
- ✓ Tracking upcoming 90-60-30 day contract renewal milestones
- ✓ Formatting professional Statement of Work (SOW) upgrade proposals
- ✓ Following up on aging accounts receivable and processing AutoPay setups
IT Agency, MSP & Cloud Tools Our VAs Master
Factually accurate, industry-standard professional services automation (PSA), cloud distribution, and IT documentation systems used by modern technology agencies.
How SageDoer Manages Your IT Agency Operations Desk
No hiring headaches. No ramp-up on MSP terminology or PSA software. Your dedicated Project Manager oversees deliverables, verifies license reconciliations, and ensures QBR deadlines are achieved.
Submit Requirements
Share your PSA/RMM platforms (ConnectWise, Autotask, HaloPSA), cloud distributor setup, active client roster size, and administrative bottlenecks via Email, Form, or WhatsApp.
Finalise the Deal
Our dedicated Project Manager connects with you to establish mutual confidentiality NDAs, review your billing SOPs, configure restricted sub-user platform seats, and schedule weekly capacity.
Expert Execution
Your Project Manager directs our vetted IT agency assistants, supervising license audits, timesheet scrubbing, QBR deck compilation, hardware POs, and CRM data hygiene.
Pay Only for Output
We track and bill solely for the virtual assistant's pure working hours. Your dedicated Project Manager's supervision, deck audit, and QA checks are completely free.
Managing $100k+ in MRR or an engineering team of 15+ technicians?
Schedule a call with our solutions director to structure dedicated agency operations and license reconciliation pods.
Traditional Platforms vs. The SageDoer Advantage
Why IT services agency owners, MSP founders, and technology executives choose SageDoer over unvetted freelancers on Upwork or Fiverr.
| Operational Factor | Traditional Platforms (Upwork / Fiverr) | SageDoer Managed Model |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, client transaction fees, and recurring memberships | ✓ 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must chase, train, and supervise freelancers while pitching prospect CIOs and handling server escalations | ✓ Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Unverified credentials leading to wrong license audits, missing SLA breaches in client decks, and invoice disputes | ✓ Internally vetted, rigorously trained technology agency operations specialists |
| Hiring & Deployment Speed | Weeks of reviewing resumes and negotiating NDAs while end-of-quarter billing deadlines slip | ✓ Instant delegation. We deploy the right operations specialist within 24 hours. |
| Billing & Invoicing | Complex, multi-freelancer invoices with international currency fees | ✓ Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Freelancers disappear right in the middle of month-end billing or during major project cutovers | ✓ Seamless internal replacements with zero workflow disruption |
Flat Hourly Pricing. Zero Management Cost.
No lock-ins, no unexpected platform markups, and no recruiter fees. Your dedicated project manager is included 100% free with every plan.
Part-Time
Ideal for emerging IT agencies and boutique MSPs needing weekly license reconciliations, timesheet scrubbing, and monthly billing prep.
- ✓ Pay only for hours of pure work
- ✓ Dedicated Project Manager included
- ✓ Free management supervision & QA
- ✓ Zero setup or onboarding fees
- ✓ No monthly membership charges
Full-Time
Complete 160 monthly hours of dedicated support for mature MSPs, multi-tier cloud solution providers, and fast-growing systems integrators.
- ✓ Pay only for hours of pure work
- ✓ Dedicated Project Manager included
- ✓ Free management supervision & priority turnaround
- ✓ Zero setup or onboarding fees
- ✓ No monthly membership charges
Managing multiple IT agency branches or need dedicated billing & procurement pods? Talk to Samrat Pal (Our Solutions Director) →
Trusted by MSP Founders & IT Services Agency Leaders
Hover over any testimonial card to pause the continuous feed.
"We manage 60+ recurring MSP clients across ConnectWise. Unbilled Pax8 licenses and Microsoft 365 seat count mismatches were leaking nearly $4,000 every single month. Our SageDoer assistant audits every client agreement monthly and recovers our software margins completely."
"Chasing engineers for missing timesheets was exhausting. SageDoer audits our Autotask labor entries daily, confirms billable project codes, and compiles our technician realization report every Friday. Having the dedicated PM QA everything gives me total operational peace."
"QBR presentations used to take my senior engineers two full days to build from scratch. Our VA extracts SLA metrics, backup success rates, and asset lifecycles into polished executive slide decks. At $6/hour for full-time support, the ROI on billable hours saved is enormous."
"Zero platform fees, no currency conversion friction, and no freelancer ghosting during year-end contract renewals. Having our dedicated PM manage distributor PO tracking across Dell and TD SYNNEX cut hardware delivery delays by more than half."
"We manage 60+ recurring MSP clients across ConnectWise. Unbilled Pax8 licenses and Microsoft 365 seat count mismatches were leaking nearly $4,000 every single month. Our SageDoer assistant audits every client agreement monthly and recovers our software margins completely."
"Chasing engineers for missing timesheets was exhausting. SageDoer audits our Autotask labor entries daily, confirms billable project codes, and compiles our technician realization report every Friday. Having the dedicated PM QA everything gives me total operational peace."
Frequently Asked Questions
Genuine questions MSP founders, IT agency owners, and technology services leaders ask before delegating operational workflows to SageDoer.
Ready to Reclaim Your Agency Leadership Hours?
Tell us about your IT services agency, PSA/RMM tools, monthly recurring revenue volume, or operational bottlenecks. Our dedicated Project Manager will review your workflow and outline a tailored delegation plan.
Submit Your IT Agency Requirements
Tell us about your PSA/RMM stack, client seat volume, or administrative bottlenecks. Your dedicated Project Manager will review and reply within 2 hours.
