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Flexible PSA software for
MSPs and school operations

RocketPSA brings service desk ticketing, project management, invoicing, CRM, calendar orchestration, RBAC, password workflows, and Atlas AI into one practical platform.

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PLATFORM

A practical operations hub for
service, delivery, and coordination

Built from more than a decade of MSP experience and shaped around the workflows teams actually need to manage.

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Service desk ticketing

Capture requests, assign technicians, track labor, and keep client issues moving.

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Project management

Roll related work into projects so teams can manage milestones, scope, and due dates together.

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Invoicing workflows

Support billing handoff with invoicing tools and QuickBooks-connected processes.

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CRM and leads

Track clients, contacts, leads, and sales opportunities in the same operational system.

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Calendar orchestration

View tickets, projects, meetings, recurring events, and internal schedules in one place.

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RBAC and security

Use role-based access, 2FA, Entra ID support, and password tools to stay in control.

RocketPSA dashboard

MSP EXPERIENCE

Run service, projects, and client work from one operating view

RocketPSA keeps technicians, coordinators, and managers aligned with shared visibility across tickets, projects, billing, and customer records.

  • Convert ticket demand into managed project work
  • Keep client notes, tasks, and account details connected
  • Make invoicing and operational follow-up easier to manage
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CALENDAR ORCHESTRATION

See meetings, ticket due dates, and project deadlines together

The calendar workflows in the central repo support recurring events, required and optional attendees, and visibility into ticket and project dates so teams can plan work instead of chasing it.

  • Create recurring events for internal teams
  • Keep project and ticket due dates visible on the calendar
  • Coordinate departments, technicians, and school staff with shared scheduling

Expand beyond the help desk without adding more silos

Each workspace supports a specific operational need while staying connected to the same client, team, and permissions model.

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Atlas AI assistant

Support conversational workflows for tickets, clients, projects, leads, and sales updates.

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File system and documentation

Keep company files, project records, and operational documents inside the platform instead of scattered across tools.

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Secure identity and access

Use RBAC, 2FA, Microsoft Entra ID, and password workflows to keep the right access in the right hands.

PLANS

Choose the rollout that matches your operations

Starter

Custom

For teams building around service fundamentals.

Talk with RocketPSA
  • Dashboards, tickets, projects, clients, invoicing, and calendar
  • Great for early MSP or department rollouts
  • Transparent entry into the RocketPSA platform
Recommended

Growth

Custom

For teams that need service and revenue visibility together.

Talk with RocketPSA
  • Everything in Starter
  • Leads and sales workflows
  • Deeper client and revenue coordination

Innovator

Custom

For organizations ready to add Atlas AI into the mix.

Talk with RocketPSA
  • Everything in Growth
  • Atlas AI workflows
  • Advanced operational automation conversations

Bring your service desk, operations calendar, and client workflows under one roof

Tell us whether you are running an MSP, a school department, or both types of workflow, and we will shape the right RocketPSA rollout.

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FAQ

Questions teams ask before moving to RocketPSA

Is RocketPSA only for MSPs?
RocketPSA is MSP-first, but the platform also supports school departments that need structured request intake, onboarding, event coordination, and contact visibility.
What does the platform include in the core workspace?
The core workspace centers on dashboards, tickets, projects, client records, invoicing, and calendar visibility.
Can we manage leads and sales inside RocketPSA?
Yes. Growth and higher-tier workflows expand into leads and sales so teams can keep service and revenue conversations connected.
How does the AI layer work?
Atlas AI and chat features help teams move faster with conversational workflows around tickets, clients, projects, leads, and sales tasks.
Does the calendar only show meetings?
No. RocketPSA can surface scheduled events alongside project and ticket due dates so operations teams can see work and time commitments together.
What about Microsoft Entra ID?
The education and tenant-aware authentication work in the main repo show support for Entra ID configuration at the tenant level.
Can schools use role-based access?
Yes. The central repo includes account and role management patterns for IT staff, administrators, and school-linked users.
Do you support custom integrations?
Yes. RocketPSA includes webview integrations and connected workflows for tools like QuickBooks, Google Drive, and identity providers.