Home Docs Community

Sign In Get Early Access

Documentation

Everything you need to get the most out of SailMSP.

Getting Started

Introduction
Quick Start Guide
Initial Setup

PSA & Ticketing

Tickets
Time Tracking
Dispatch Board
SLA Policies
Automations & Workflows
Email Integration
Response Templates

RMM & Remote Management

Agent Installation
Remote Desktop
Patch Management
Monitoring & Alerts
Script Execution
Backup & Restore
Network Discovery
Device Groups

CRM & Sales

Leads
Pipeline & Opportunities
Quotes
Activities
Marketing Suite

Documentation

Knowledge Base
Custom Doc Types
Password Vault
SOPs & Checklists
Domain Monitoring

Finance & Billing

Products & Services
Agreements & Contracts
Invoicing
Purchase Orders

Communication

Unified Messaging
Customer Portal
Internal Chat

Platform

Microsoft 365
AI Assistant
Connected Accounts
Roles & Permissions
Cloud Storage
Multi-Tenant Architecture