For MSPs

SOPs for your techs, always current.

Patterns turns the tickets your techs work into step-by-step SOPs, client quirks included. Updated automatically every week.

Install once and forget. No writing or recording SOPs

Before you ask: here’s what Patterns can and can’t see.

  • Passwords and personal information are redacted from every SOP.

  • Anonymous by design. You see which team did a task, never which tech.

  • Techs stay in control. They can pause capture anytime and block sites. Non-work activity is ignored by default.

  • Encrypted in transit and at rest, with SSO, MFA and a full audit trail. Designed around SOC 2 controls.

  • Nothing inside remote sessions. Patterns can’t see inside RDP sessions, so nothing on your clients’ machines is captured.

Your documentation is only as good as the last tech who updated it.

You pay for a documentation platform. You’ve asked the team to document. But tickets come first, so procedures fall behind — and it snowballs.

  1. New techs can’t trust the docs, so they escalate tickets they could solve.
  2. Your senior techs become the help desk. When one leaves, their client knowledge goes too.
  3. Nobody has time to document, let alone automate the repetitive tickets.
  4. So the docs fall further behind.

Your techs work tickets. Patterns writes the procedures.

Patterns documents work done on your techs’ own machines: admin portals, your PSA and RMM, the browser. It can’t see inside RDP sessions, and your configs and passwords stay in your documentation platform.

1

Bulk-deploy.

Push Patterns to your techs’ machines through your RMM. It runs quietly in the background.

2

First SOPs in 7 days.

Any ticket type your techs handle at least twice becomes a step-by-step procedure: user onboarding and offboarding, license changes, password resets, client-specific steps in admin portals.

3

Updated weekly, approved by you.

New client variations are added every week. Approve changes or set them to auto-approve, edit anything, and roll back anytime.

Every step of every ticket, from the techs who work it.

Patterns follows each ticket type from start to finish, across every app your techs touch, with nothing to integrate. So every procedure matches how tickets really get closed, client quirks included.

Better margins on the same MRR.

Fewer escalations.

L1 techs follow the steps your senior techs actually use, so more tickets close at first touch.

New techs productive sooner.

Procedures for every common ticket type from day one, built from your team’s best runs.

Senior techs get their time back.

Fewer “quick questions.” More project and billable work.

Easier to run without you — and easier to sell.

When know-how is written down, the shop doesn’t depend on any one person.

Turn your most repetitive tickets into automations.

Current SOPs show where your techs’ hours go. Patterns ranks your repetitive ticket types by hours per month, and our team can build automations for the ones worth it, quoted up front. Fewer tickets, same MRR.

Scribe needs a tech to hit record. Your techs won’t.

Recording tools only capture what someone remembers to record, one run at a time. Patterns documents tickets as they’re worked, learns from every run, and keeps each client’s variations up to date.

FAQ

Can I deploy it through my RMM?

Yes. Bulk-install on as many machines as you need.

Does it work with our PSA, RMM and documentation platform?

It works in any desktop or browser app your techs use, so there’s nothing to integrate. PDF export works today; IT Glue and Hudu integrations are in development.

What about client credentials on screen?

Passwords and other personal information are redacted from every SOP. Patterns also can’t see inside RDP sessions, so nothing on a client’s machine is captured.

Will my techs feel watched?

Patterns documents tickets, not techs. You see which team did a task, never which person, and techs can pause it anytime.

How soon will I see SOPs?

Within 7 days. A ticket type needs to be handled at least twice, so daily work shows up first.

What does it cost?

Regular price: $50 $25 USD per seat per month on early access. Start free with up to 3 seats.

Want to offer Patterns to your clients?

Your clients have the same problem: stale SOPs and staff turnover. Our MSP partner program, for reselling Patterns to your clients, is coming soon. Join the waitlist to be first in.