Features

Everything Solidlio does, one page per capability

Explore support, technology records, delivery, business operations and integrations. Search for the capability you need, or choose an area below. Each page explains the workflow and links to the relevant guide and plan comparison.

63 of 63 shown

Service desk

Tickets, queues, SLAs, the customer portal and the knowledge base.

Calendar

A shared service calendar for MSPs and their clients, with each person's own copy synchronized two ways against their Microsoft 365 mailbox.

Custom forms

Custom forms for MSPs and the organizations they support: build the extra questions a ticket, change, asset, site or project needs, attach them by rule, and keep every answer against the version of the form that asked it.

Customer Portal

A self-service portal for the people your clients actually employ — one place to raise a request, see their own devices, read the answer, and pay the bill.

Email Management

Every email your service desk sends and receives — templated, branded as your company, legally identified, and accounted for — from one place.

Knowledge Base

One place to write down how things work, versioned so nothing is lost, with a visibility model precise enough that an MSP can publish the same article to its technicians, to one client, or to all of them — and each client decides how it appears to their people.

Notifications

Real-time in-app, browser and mobile notifications for the work your team is already doing in Solidlio, with per-person control over what arrives and when.

Queues and Teams

Ticket routing, workload distribution and access control for helpdesks — built so an MSP and its clients can share one queue without sharing everything.

Scheduling and dispatch

Plan and assign technician time — appointments, maintenance windows, on-call shifts and time off — across your own team and, for an MSP, across every client it services.

Service levels and escalation

Track response and resolution against your working calendar, and hand requests to the team or provider that can help.

Ticketing

Service desk ticketing for MSPs and the organizations they support, where one ticket is shared by the end user, their IT team, and the provider behind them.

Projects and change

Projects, change approvals, time tracking, signatures and onboarding.

Change Management

ITIL change enablement for IT teams and the MSPs who co-manage them — with an approval trail you can hand to an auditor.

Client Onboarding

Everything between winning the account and the client's first login — company, agreements, signatures, portal access — tracked as one record for every client you onboard.

Dashboards and reporting

Live cross-client dashboards and downloadable PDF, CSV and Excel reports for MSPs and the organizations they serve — with every number traceable to the record it came from.

Document Signing

Send your MSA, NDA and onboarding paperwork for signature from inside the same system that runs the account — and keep the evidence of who signed what.

Projects

Project delivery for MSPs and IT teams — scope, schedule, people, risk and billing on one record, from the signed Statement of Work to the final invoice.

Proposals and Bid Management

Manage requests for proposals and information, from intake and qualification through response, award and project handoff.

Time Tracking

Records technician time against tickets, projects, customers and escalations, reviews it, and turns the approved billable hours into invoices — for MSPs and the clients they service.

Assets and infrastructure

Hardware, software licences, domains, SSL, renewals, sites and networks.

Asset Management

One record for every piece of technology a business owns — the hardware, the licences that run on it, the rack it sits in, and the address it answers on — for MSPs and the clients they service.

Domain Management

Keep the domain names your organization depends on in view, with ownership, expiry, DNS and health information alongside your IT records.

Locations and Sites

A physical map of everything you manage — buildings, floors, rooms, racks, customer sites and vehicles — with the assets, stock, networks and power that live at each one.

Monitoring and Alerting

Your Zabbix and ConnectWise Automate alerts, attached to the right client and the right machine, raising tickets only under rules you set.

Network and IP addresses

The record of every VLAN, subnet, IP address, DHCP pool and DNS zone you run — for your own network, and for every client network an MSP services.

RMM Integrations

ConnectWise Automate, Zabbix, ScreenConnect and Azure Resource Manager connected to one asset register, one alert queue and one ticket — with remote actions from the ticket a technician is already reading.

Software licences

Track what you are entitled to run, who is using it, and what is actually installed — and see the gap between them before a vendor audit does.

SSL Certificate Management

Track the certificates your organization depends on, where they are installed, whether they are healthy and when they need attention.

Catalogue and sales

Products, services, subscriptions, quotes, orders and purchasing.

Fulfilment

Order approval, manual fulfilment and service-order lifecycle for MSPs who sell hardware and services to their clients from one system.

MSP Store

A branded storefront your clients buy from, priced by rules you set once, with every order landing in your approval queue and invoicing itself on delivery.

Pricing and margin

Turn distributor cost into a sell price with a markup policy you set once, then see the margin left on every line before it reaches a customer.

Product catalog

Find technology products, services and subscriptions in a shared catalog that supports quotes, purchases and customer sales.

Product Enrichment

Turns a distributor part number into a sellable product page — description, grouped specifications, image gallery and manufacturer PDFs — sourced from Icecat and then served from Solidlio's own storage.

Purchasing

Purchase orders, supplier records, goods receipt and accounts payable for MSPs and the clients they buy for — with the approval and the three-way match in the same system as the ticket that caused the spend.

Quoting

Priced, versioned quotes that a client accepts in their own portal and that convert into an invoice in one step.

Service Catalogue

Define what your MSP sells, what it charges, and which clients can buy it — with a cost floor the system will not let you price below.

Service marketplace

A wholesale marketplace where one MSP lists a service it delivers and another MSP resells it to its own clients, with the price floor, the revenue split and the platform fee settled before the first sale.

Storefront and ordering

A client-facing hardware and software store, priced per client organization, that an MSP runs from the same platform it runs tickets and billing in.

Tridacom catalog and distribution

Offer technology products, services and subscriptions to your customers through Solidlio, with distribution managed by Tridacom.

Billing and finance

Invoices, payments, contracts, credit notes and accounting sync.

Accounting Integrations

Two-way QuickBooks Online sync for invoices, payments, credit notes, customers, items, vendors, bills and purchase orders — with sales tax and currency carried across.

Commissions

Partner commission accounting for MSPs who resell Solidlio: what you earn on the clients you bring in, what you owe in platform fees, and one netted payout.

Contracts and recurring billing

Service agreements and the repeating charges that follow from them, for MSPs and the organizations they service.

Credit notes and statements

Apply customer credits against invoices with a per-invoice audit trail, and give every client a monthly statement whose closing balance actually adds up.

Expenses

Capture what your people spend, approve it once, and let that single approval drive both the reimbursement and the client invoice.

Invoicing

Accounts receivable for managed service providers: raise an invoice against a client, issue it, and know exactly what is owedistribution partnerow late it is.

Multi-Currency

Quote, invoice and settle in Canadian dollars, US dollars and euros — with every amount labelled with the currency it was actually written in.

Payments

Card, pre-authorized debit and manual payment capture for MSPs and the clients they bill, reconciled against the invoice automatically.

AI assistance

Triage, drafting, search and an assistant, metered by credits.

AI across the platform

AI is not a module in Solidlio. It is a metered capability wired into ticketing, changes, projects, billing, purchasing, the catalogue and the store — one credit ledger, one model-routing policy, one set of tenant boundaries.

AI Ticket Intelligence

Every ticket is triaged the moment it arrives — categorized, prioritized, summarized and checked against what you have already solved — so the queue a technician opens is already sorted.

Semantic Search

Search that matches meaning rather than spelling — across your knowledge base, your ticket history and a catalogue — with tenant boundaries enforced inside the query, not after it.

Sol, the AI assistant

An assistant that lives in every portal, already knows which ticket, asset or invoice you are looking at, and can read your live data to answer — with every answer bounded by the same permissions the rest of the product enforces.

Security and compliance

Sign-in, roles, the audit trail, privacy rights and data residency.

Audit trail

An append-only record of who did what, to which record, from which address — for your organization and, if you use one, for the MSP that manages you.

Data residency

Solidlio’s core hosting is in Canada. Review the separate data-processing arrangements for AI, email and payments.

Password & Secrets Management

Your client passwords stay in 1Password. Solidlio links them to the assets, tickets, runbooks and sites they belong to — and records who revealed what, when, and why.

Privacy and data rights

Self-service data export, consent management and a documented erasure procedure for every person in the system — with a published, model-by-model record of what gets deleted, what gets anonymised, and what gets kept.

Roles and Permissions

Six levels of access, one tenant boundary, and an audit-ready answer to "who could have done this" — for managed service providers who administer their own staff and their clients' at the same time.

Sign-in and SSO

Give staff and customer users a consistent sign-in, with organization-specific identity controls on eligible plans.

Running an MSP

Co-management, plans, white-labelling, custom domains and setup.

Co-management

Two or more MSPs servicing the same client at once, and a client that can change or drop any of them without moving a single ticket.

Custom Domains

Serve your service-desk portal from your own hostname, with a managed TLS certificate and DNS ownership checks that keep running after go-live.

Guided setup

A blueprint interview that builds your service desk, catalogue and agreements from a handful of answers, a Getting Started checklist that completes itself from live data, and in-app tours that show you where to click.

Plans and limits

Choose a plan for an organization or IT provider, with capacity and capability levels matched to the work you manage.

Switching from another PSA

A live, two-way GLPI integration for MSPs and IT teams running GLPI today — and an honest account of what moves across from every other PSA.

White-Label Branding

Put your company's logo, colours and legal identity on the portal, the emails and the customer-facing pages your clients actually see — with a three-level cascade so an MSP brands every client it onboards at once.

Integrations and mobile

Microsoft 365, identity connections, monitoring and the mobile app.

Smaller things you might be looking for

Covered inside a broader capability page rather than having one of their own.

My Work
A personal day view of assigned tickets, tasks, changes, appointments and running timers.
Satisfaction surveys
A one-click survey link sent when a ticket is resolved, with results on the ticket.
Client contacts
Contact records per client with portal access, invitations and an activity trail.
Support hand-off policy
An organization decides whether tickets pass to its provider by hand or on an SLA breach.
Project portfolio
A delivery view across every client an MSP manages, with health and dates side by side.
Document numbering
Your own prefixes and sequences for invoices, credit notes and purchase orders.
AI credit top-ups and sharing
Buy more credits when you need them, and share an allowance with the clients you manage.
Azure resources and cost
Subscriptions, resources and cost for the organization that owns the Azure connection. Client mapping and Azure Monitor are not included.
Time approvals
Logged time waits for a manager before it can reach an invoice.
Returns and RMAs
Return authorizations tied to the original order and the supplier.
Rack and capacity planning
Racks, power and sensor readings inside the location record.
Credential vault
Device and service credentials stored encrypted against the asset, revealed on demand and logged.

Pick a capability and see it running.

Every page here is available in a live demo against your own workflow.

Book a demo How the platform fits together

A walkthrough focused on the IT work you manage.