About Kaseya 365 Ops

See the topics in this article to learn more about Kaseya 365 Ops.

Already have Kaseya 365 Ops? See Getting started with Kaseya 365 Ops to set up your subscription.

Kaseya 365 Ops includes everything you need to orchestrate, optimize, and showcase IT operations. The components in your subscription work together to do the following:

  • Orchestrate service delivery, cash flow management, quoting, and procurement

  • Optimize workflows with automated IT documentation and network discovery

  • Demonstrate value to your customers with QBR and executive reports

The functionality included with a Kaseya 365 Ops subscription is described in the following table.

Kaseya 365 Ops Subscription
Category Component
Orchestrate Professional Services Automation (PSA)
Cash flow management
Quoting and procurement
Optimize Automated IT documentation
Password management
Demonstrate QBR and executive reports

See the topics below for descriptions of each Kaseya 365 Ops component, along with links to additional information in the modules' online help guides.

Service delivery

Automate workflows, ticketing, service delivery and more with your Kaseya Professional Services Automation (PSA) component. When you purchased Kaseya 365 Ops, you selected one of these PSA modules: Autotask, BMS, or Vorex. Your PSA is the heart of your IT operations center, integrating with other Kaseya 365 Ops modules to enable automations that minimize manual tasks, enhance productivity, and strengthen security and data protection to drive your business forward.

Module Description Learn more
Autotask Autotask PSA is a powerful and intuitive cloud-based IT service management module providing a singular view of your entire operation. Autotask enables you to grow your operations and make data-driven decisions to improve service, productivity, and profitability. Autotask
BMS or Vorex BMS/Vorex simplifies IT service delivery by streamlining complex workflows and leveraging built-in automations to efficiently address service requests, manage incidents, and resolve problems—ensuring faster and more effective outcomes for your IT operations. BMS/Vorex

Cash flow management

Grow confidently, free from financial worries by automating the entire accounts receivable process, from sending out invoices to receiving cash in your bank.

Module Description Learn more
ConnectBooster ConnectBooster automates your entire accounts receivable process so you can get paid on time, every month, with less work. It is a scalable solution that replaces manual billing and collections tasks. ConnectBooster

Quoting and procurement

Transform your sales process and boost revenue with simplified quoting and automated purchasing.

Module Description Learn more
Kaseya Quote Manager Quoting made simple: Kaseya Quote Manager streamlines your workflows and reduces errors, so you can close deals faster with professional, electronic quotes. With its intuitive drag-and-drop editor, creating polished, branded quotes has never been easier.

Boost productivity with automated procurement: Say goodbye to manual, time-consuming hardware procurement. Our automation streamlines the entire process, eliminating rework and enhancing efficiency. Unlike traditional tools that still rely on manual steps, we provide a modern solution with electronic ordering that reduces errors and accelerates your workflow. Supercharge your productivity and save valuable time with every procurement.

 Kaseya Quote Manager

Automated IT documentation

Find, track, and know everything. Enjoy unmatched efficiencies, transparency, and consistency throughout your organization with our award-winning, SOC 2-compliant documentation management component.

Module Description Learn more
IT Glue IT Glue provides a documentation framework that is utilized by thousands of partners, offering you the most trusted and optimal way to organize your information. With built-in automations, you can eliminate hours of tedious documentation and ensure your team has accurate, structured procedures they can rely on — seamlessly, effortlessly, and in real-time. IT Glue

Network discovery

Automate network discovery, documentation, and diagramming with Network Glue.

Module Description Learn more
IT Glue IT Glue's Network Glue component is an all-in-one automated discovery, documentation, and diagramming solution.

Discovery: Leave the site walks to us. The Network Glue collector detects all devices on your clients’ networks, regardless of vendor. It even discovers Active Directory environments including the AD role of each workstation and server, and automatically brings in AD users from on-premises or hybrid environments.

Documentation: Say goodbye to hidden devices and incomplete user information. All network devices are automatically documented and updated in IT Glue. This includes virtual components of networks for Hyper-V and VMware, as well as cloud, hybrid, and on-premises groups and user information from Microsoft Entra ID and Active Directory.

Diagramming: We can’t all be artists. Let Network Glue generate comprehensive network diagrams for you. Unique icons help to quickly interpret network diagrams, and are fully integrated with IT Glue so contextual information is pulled up when a device icon is clicked.

 Network Glue

QBR and executive reports

Showcase IT success and elevate client relationships with myITprocess — an all-encompassing IT strategic planning solution that creates client-facing executive summaries, IT roadmaps, and interactive QBR presentations.

Module Description Learn more
myITprocess Use myIT process to supercharge account planning with a proven QBR process, customizable IT roadmap, and recommendations that you can effortlessly turn into client-facing interactive presentations and executive summaries.

myITprocess