Keep the clients running. Let the reporting run itself.

FAQ

Does this replace my PSA or RMM tool?

No. Keep monitoring and ticketing where they are. Vorker is the layer on top that reads across your email, calendar, documentation and accounting, then produces the reports, the invoicing run and the follow-ups. Forward it an export or tell it the numbers and it builds the deliverable from that.

How good is the monthly client report?

Good enough that you edit rather than write. It works from the real month: the ticket threads, what you noted you changed, and the numbers you gave it. You get a branded PDF with charts. You still own the tone and anything commercially sensitive, and nothing reaches the client before you approve it.

Can it actually catch renewals before they lapse?

Yes, if you tell it the dates once. Vorker keeps the renewal and contract dates in its memory of your business and runs a recurring check on the schedule you choose, so you hear about an expiry weeks ahead instead of when something stops working.

Will it email a client or post an invoice without me seeing it?

No. Every email, report, invoice and accounting entry is prepared and then waits for you. You can read it, edit it, reject it, or approve it and schedule it for later. Approve the report now, send it on the 1st. Everything sensitive is approval-gated by design.

We are three consultants, not an enterprise MSP. Is this overkill?

The opposite. Vorker is built for businesses of one to ten people, where there is no service desk manager to hand the reporting to. Most teams start with one thing, usually the monthly report or the invoicing run, and add more once they trust it.

Can it handle documentation for each client?

Yes. It can read and write client documentation in Notion or Drive, so the change you made on Tuesday is written up while it is fresh rather than reconstructed six months later when someone asks why the firewall rule exists.