The TruPeer Smart Numbers app is a centralized platform that provides visual representations of your company's data and performance indicators. It provides real-time insights through dashboards and widgets, enabling business owners, service managers, and other stakeholders to make informed decisions, conduct thorough performance evaluations, and take timely actions.
This page compiles the video guides that will familiarize you with the TruPeer Smart Numbers and jumpstart your great MSPbots experience. Let's begin!
TruPeer Smart Numbers App: Onboarding Overview
We'd like to help you set your expectations right. This video maps out the goals and agenda of your TruPeer Smart Numbers onboarding training.
You can also read What is TruPeer Smart Numbers? for more information.
Securing the roles and permissions for setting up TruPeer Smart Numbers
You need the admin role to establish your integrations and configure the TruPeer Smart Numbers settings. The financial role, on the other hand, is required to map accounts and view financial data. Watch this video for instructions on securing these roles.
You can read User Management for instructions on editing users and modifying roles.
Setting up your integrations and core settings
Your Professional Services Automation (PSA) tool and software must be connected to MSPbots before you start using the TruPeer Smart Numbers app. This video shows how to establish these integrations so we can create dashboards for your data.
Visit the Integrations page for the list of supported PSAs and software, including the instructions on connecting to MSPbots.
Mapping your chart of accounts
Account mapping is necessary to show data in the financial dashboards and update this data in real-time. Watch this video for instructions on how to map your accounts to MSPbots.
Read the article What is TruPeer Smart Numbers? for the complete guide for setting up accounting mapping and other details.
Configuring the TruPeer Smart Numbers settings
Once you have connected your PSA and software to MSPbots and mapped your accounts, start setting up some configurations. This video teaches how to configure settings to display and monitor the data and measures in your dashboards.
Refer to the article What is TruPeer Smart Numbers? for the complete guide for configuring the settings.
Validating the dashboard data and mapped accounts
After configuration, check if your dashboards and accounting mapping are correct and adjust if the resulting data does not meet your requirements. Use this video as a guide for validating your data.
Visit What is TruPeer Smart Numbers? for more information.
Monitoring the data
Monitor your data monthly to ensure data for agreements, appointments, contacts, associates, etc. is always complete and updated. This video shows you how to monitor your TruPeer Smart Numbers data.
Visit What is TruPeer Smart Numbers? for more information.
Customizing your MSPbots homepage after signup
You can start customizing your MSPbots homepage for True Peer Smart numbers as soon as you have signed up and connected your PSAs to MSPbots successfully. This video shows how to do this and briefly walks you through your customization options.
Read Mapping your chart of accounts using the Accounting Mapping feature for more help.