Buying

Ten questions to ask every RMM/PSA vendor (including us)

Feature matrices reward whoever wrote them. The questions below cannot be answered by a checkbox, which is why they are useful. Bring the list to every call on your shortlist and write the answers down in the vendor’s own words. Ours are here, and three of them are a no.

1. When your AI takes an action, what stops it doing something destructive?

Ours: three approval modes per conversation, a floor that unattended mode cannot cross, the risk and the exact command shown first; skip, reorder, redirect or stop mid-run.

2. Which AI vendor are you sending my data to?

Ours: none. Open-weight models on infrastructure we run, or yours. No OpenAI, Anthropic or Azure OpenAI account anywhere in the product.

3. Can a technician connect to a machine without being shown its password?

Ours: yes. Credentials are injected server-side from the vault; the plaintext never reaches the browser.

4. Is the device list in your service desk live, or synced overnight?

Ours: live. We retired the sync; nothing is duplicated, so nothing drifts.

5. What inbound firewall rules does the agent need?

Ours: none on a managed endpoint. Optional, scoped listeners for a collector and an SNMP trap receiver.

6. What exactly is in your audit trail, and can it be edited?

Ours: sign-ins immutable; service desk history append-only, enforced by the database; every credential reveal recorded. Append-only, not hash-chained; we will not call it tamper-proof.

7. Is my data in a shared instance?

Ours: no. Single-tenant per customer, always.

8. Can I generate my recurring agreement invoices automatically?

Ours: not today. T&M and project billing work; automated agreement billing is on the roadmap.

9. What does it cost to move off you?

Ours: your single-tenant database, the audit trail and documentation export. You cannot take one module elsewhere.

10. Is there a bulk importer for my documentation?

Ours: not yet. If you are migrating a large documentation estate, this shapes the timeline.

When we are not your answer

If recurring agreement billing is your month-end, if you are migrating thousands of articles, or if you want to buy one module and keep the rest of your stack, we are probably not your answer yet. Better to know now than three months into an implementation.

And when we probably are

Your network is the hard part. You are tired of the seams. You want automation you will actually enable. If one of those is you, the linked-records argument is not marketing; it is the reason to switch.


The list as a PDF

Each question with why it matters, what a good answer sounds like, and ours. Bring it to every call on your shortlist.