Welcome to MyITSpend, designed to support Managed Service Providers (MSPs) in efficiently managing customer relationships and contracts. With MyITSpend, visualize your customers' setups within your NaviStack and streamline contract management in just a few clicks.
Note: Administrator privileges are required for effective management of MyITSpend.
If you're seeking to establish your profile, please refer to the Setup Guide for Service Provider (MSP) Profiles guide.
In this guide:
Vendor Contracts
After building your stack of products, you’ll likely want to understand expenses by vendor or category (e.g., Cyber Security).
The MyITSpend dashboard offers a unified view, providing insights into your spending across vendor contracts. When adding contracts, you can:
- Set up reminders for notice periods or renewals.
- Attach contract documents for easy access.
Customers
The first step to utilizing MyITSpend is to add your customers. Without customer profiles, you won’t be able to use all available features.
You can add customers in two ways:
- Manual Entry: Enter essential details for each customer.
- CSV Import: Quickly import multiple customers by uploading a CSV file that includes only the company name
Customer NaviStack
While individual customers don’t have their own NaviStacks, you can still track the products deployed for each client, providing a clear view of service rollouts.
After adding products to your NaviStack, you can review which customers are using each product. If your stack is already built, simply update it to reflect the products rolled out to specific customers.
Inviting Customers
To give a customer access to their own profile, invite them to create an account within MyITSpend.
With access, customers can independently manage their company profile details and contracts.
Customer Contracts
Managing customer contracts is straightforward, whether you handle them yourself or customers manage their own.
Similar to managing your own contracts, customers can:
- Set up reminders for notice periods or renewals.
- Attach contract documents for easy reference.