Document how-tos, policies and runbooks once — then let agents and clients find them fast. Publish to the client portal for self-service, and track what's actually helpful.
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Organize knowledge into sections and pages with fast full-text search, so answers are seconds away.
Readers vote articles helpful or not, so you know what to improve and what's working.
Beyond articles, build custom data tables and compliance checklists — inventory, vendors, control matrices — linked to your work.
Yes — publish articles to the white-label client portal so clients self-serve common questions and your queue stays focused.
Workbooks are custom, structured data tables you build inside Vertask (inventory, checklists, compliance records) — a companion to the article-based knowledge base.
Vertask is far more than a ticket queue. Here's everything you can run in one place — no bolt-on subscriptions.
Not an RMM and not accounting software — Vertask focuses on the service-desk, PSA and asset/facility side, and syncs with the tools that do the rest.