The problem
Recurring client work shouldn’t start from scratch every cycle.
Maintenance tracked in calendars
Recurring checks live in reminders and spreadsheets, so nothing shows whether this month’s work was actually completed.
Tickets aren’t projects
Your PSA handles reactive tickets well, but multi-step proactive work across dozens of clients needs structure.
Proof of work is hard to show
At QBR time you need to show clients what was maintained, by whom and when — not reconstruct it from memory.
Example templates
Recurring workflows MSPs automate with Recurmana
Monthly patch management
Monthly- Review and approve patches
- Deploy during maintenance window
- Verify endpoints and servers
- Document exceptions
Backup verification
Weekly or monthly- Check backup job status
- Perform test restore
- Verify offsite replication
- Record results
Security & compliance review
Quarterly- Review user access and MFA
- Run vulnerability scan
- Check firewall and AV policies
- Gather compliance evidence
Quarterly business review
Quarterly- Compile service metrics
- Review lifecycle and renewals
- Prepare roadmap recommendations
- Hold client QBR meeting
How it works
Build the process once. Run it for every client.
- 01
Turn your checklist into a task template with owners and due-date offsets.
- 02
Wrap it in a recurring template: monthly, quarterly, fiscal or custom.
- 03
Attach it to every client that receives that service.
- 04
Recurmana creates each client’s project on schedule, ready to work.
Frequently asked questions
Recurmana for MSPs
What is MSP project management software used for?
MSPs use project management software for proactive, multi-step work such as patch cycles, backup testing, security reviews, onboarding and QBRs. Recurmana focuses on the recurring part, creating these projects for every managed client on schedule.
Does Recurmana replace my PSA or ticketing system?
No. Keep your PSA for reactive tickets. Recurmana handles scheduled, repeatable maintenance projects so they are created, assigned and tracked without manual setup.
Can I apply one maintenance checklist to all my clients?
Yes. Attach one recurring template to every managed client. Each client gets its own project on schedule, and changes to the template carry forward to future runs.
Can I show clients proof that maintenance was done?
Each generated project keeps an activity timeline of status changes, assignments and comments, giving you a record of completed work for each client and period.
Can I limit what technicians can see?
Yes. Role-based access for owners, admins, members and viewers controls who can see and change projects and templates.