A-10728

Notes:

Mark Projects

Project Review Board (progress in Notes)

Moovila Adoption Updates/Action Items

Mark got a feature update from them – sync the schedule piece with Autotask.

Pull Autotask Resource management reports

Emphasis on us using this more

Resource Management

Nothing for next week.

Wanson 11/28, 12/1

Mark – out all next week except Monday – for thanksgiving week.

Doug Dec 2^nd and 5^th off.

Wes 12/19

Sam 12/15-12/19

Doug off week of the December 22^nd, back on Friday the 2^nd of January

Ethan is off week of the 29^th of December

Mark Goals for this week (11/17/2025)

Have a call with Zach re: Exchange projects

Jen has responded she needs to walk over there and look at things. Sam addressed in person last week. – Laughing under her breath.

Getting Security initiative off the ground

SaaS Alerts

Need the Unified piece implemented. Advanced SIM piece we don’t currently license for, Nic wants us to do it. Waiting Kaseya to give us licensing to start using it.

Pro Services team – receive feedback from CruHu from customers.

Surveys as well – and can we do anything with CruHu.

Tams are more 1 dimensional that it can map back to a single ticket, making CruHu a good option but Pro Services project team CruHu is the wrong tool to measure their successes and criticisms.

Communication to clients on the Signs offs and Surveys. 

Report doesn’t have project name

Wanson – might be able to show project names via MSPBOTS vs. built in Autotask report.

Creating an Off-Boarding template –

Done

Project Notes:

Community Honda – UPS – Approved – $4k – for two circuits. Talked to Shannon – he said he needs to talk to Tom who is in Florida and follow-up Tuesday next week.

Community Honda – SaaS Alerts Implementation Quote – Sent over reports to review.

Doland Engineering – Network is up – Completed – They want to wait until Fiber from Comcast is turned on. – So not closing out after all. Circuit to be installed on the 12^th.

Hiller Ford PC Refresh – We have to purchase 1 new computers that won’t support – no quote yet for the 1 new PC. 2 of the computers that need an upgrade people are not actually using, so going to take them out of production. 3 other devices Ethan is scheduling to get connected to their computer for manual upgrade.

Loeber – CoPilot implement – Purchased Copilot for Shartega – Time to schedule kick off call w/ Client. Email Mike & Jen and try to get kick off call this week.

Lucid – NDWC Devices – to LMS. Scheduling close out – Macbook was sent back.

Mazda Orland Park – m365 implementation – Wes and Doug onsite tomorrow weather permitting.

Audi HP Service Expansion – Still on hold. Emailed on Friday to see if there is an update.

Exchange – Highland Park – Service expansion – On Hold

Exchange PC Refresh – Successful PC Refresh training occurred. Ethan been onsite all week – 50 machines were staged. 8 are now complete. Kevin has not been helping with anything so far. Ethan is scheduled out this week to help. About 80hrs are left for this project.

Exchange Porche Service Signal – Needs to see what the signal strength is now. David sent quote – prepping for Zach for approval – Still not sent to Zach. GPS is installed, Cellular not installed until this quote is approval. – Still not approved from Friday email.

Reviewed Quotes. (This is a standing note – only listing challenges going forward for Quotes)

Shartega Projects – are stacking up a little – need to keep these paced.

Action Items:

In-Line

Completed by: George Fassett