shared-skills

Correlate data across PSA, RMM, documentation, and config monitoring for a unified incident summary

Compare Pax8 subscriptions against Xero or QBO invoices to find billing gaps

Reconcile cloud marketplace subscriptions (Pax8) against accounting invoices (Xero, QuickBooks Online) to identify billing gaps, unbilled subscriptions, and margin discrepancies

Use this skill when correlating data across multiple vendor tools during incident investigation. Combines PSA tickets, RMM device state, documentation platform assets, and configuration monitoring changes into a unified incident summary. Vendor-agnostic workflow applicable to Kaseya, ConnectWise, HaloPSA, Syncro, Atera, and other MSP stacks.

Use this skill when interpreting MSP-specific terminology, acronyms, and concepts. Essential for understanding MSP workflows, tool discussions, and industry-specific language across all vendor platforms.

Use this skill when triaging tickets in any PSA - determining priority, categorization, routing, and initial response. Vendor-agnostic best practices for efficient ticket handling applicable to Autotask, ConnectWise, HaloPSA, and other platforms.