Customer records
Keep organizations, contacts, and locations together so staff can identify who needs help and where the affected system is located.
See what purpose-built software can replace.
If your company depends on spreadsheets, inboxes, and applications that do not share context, FoleyBridge can build one system around the way you operate. Nestogy shows that in practice: it connects the records and actions an MSP uses from the first support alert through customer billing.
Nestogy today
Find current product capabilities, availability, and commercial details at nestogy.io.
Operational problemMSP information split across unrelated tools
Software builtA connected browser-based operations platform
Connected pathService intake through billing and reporting
The system
Give every service event the business context it needs.
A ticket is not useful on its own. Your team also needs the customer, contact, location, agreement, priority, technician activity, time, invoice, and service history connected to it.
Tickets and service timing
Capture the issue, priority, assignment, status, technician activity, and applicable service-level timing in one record.
Agreements
Connect service coverage and renewal information to the customer records and support activity governed by each agreement.
Time, invoices, and payments
Carry recorded time and supported charges into billing records without rebuilding the service history in a separate spreadsheet.
Planned implementations
Organize milestones, tasks, assignments, recorded time, and customer context for changes that extend beyond a single ticket.
RMM connections
Turn supported monitoring events into tickets that already include the customer and device context technicians need for triage.
Operational and financial reporting
Use the same underlying service and billing records to examine activity, technician time, customer history, and financial measures.
Customer portal
Give authorized customers a place to see supported tickets, invoices, agreements, and planned changes connected to their account.
Connected workflow
Preserve context as the record moves through your company.
Nestogy demonstrates how one event can move across operational and financial functions without losing the customer record behind it.
Capture
An RMM event, customer portal submission, email, or staff entry creates the service record.
Connect
The system associates the record with the correct customer, location, agreement, device context, priority, and owner.
Resolve
Technician notes, status changes, time, and completion details remain attached as the issue is handled.
Bill and report
Billing records and operational reports use the service history already captured by the system.
What this demonstrates
Your software can follow your operation instead of forcing your operation into generic software.
Your company may use different records and rules than an MSP. FoleyBridge can apply the same capabilities to the system you need.
Connected business records
Model your customers, locations, people, assets, agreements, transactions, and history so each record has useful context.
Multi-step workflows
Move a record through assignment, review, approval, completion, billing, or another sequence that matches your rules.
System integrations
Receive events, synchronize approved data, and trigger actions across the outside systems your company already relies on.
Staff and customer portals
Give each audience the information and actions it needs without exposing unrelated records.
Operational reporting
Turn the records captured during normal use into views that show volume, status, timing, exceptions, and history.
Financial connections
Connect time, approved charges, invoices, payments, or other financial events to the activity that produced them.
Your system
Show us where your current process breaks.
Describe what starts the process, which people touch it, which records they need, where information is copied by hand, and which systems need to exchange data.
- The spreadsheets, inboxes, or applications your team uses now
- The records that should stay connected from start to finish
- The handoffs, approvals, reminders, and calculations the software should handle
- The portals, dashboards, searches, and reports each user needs
- The existing systems that must send or receive information
Nestogy is the example, not a generic answer for every company. Your software would be built around your operation, terminology, users, records, and required connections.
Explore the example
See the current Nestogy platform.
Nestogy maintains its current capabilities, availability, and commercial information at nestogy.io. Use that site when you want details about Nestogy itself.
Built for your operation
What does your company need its software to do?
Tell us what your team does today, where information gets lost, and what a connected system should handle for you.
Describe the system you need