I often see posts asking how MSP’s can leverage Spiceworks in their environment to take advantage of its features and amazing price point. As a new MSP myself, and SpiceU teacher, I definitely use Spiceworks in my own organization. So this How-to is how I setup my Spiceworks install and use it for my own use and clients. Hopefully this will be of great help to my fellow MSP colleges who are wanting to use Spicworks but not sure how. This document can also apply to others, however, it is designed more as a reference for MSP’s.

Please note that this how-to is written as a guide not a complete step by step procedure. The reason is because each installation has its own unique requirements and going through each step would take far to much time. Also in order to not duplicate work links to all features, documentation, and plugins mentioned are located at the bottom of this document under the References section.

Step 1: Planning

As with any application that is critical to a business proper planning goes a long way. You need to decide exactly how you plan on using Spiceworks. Your implementation will depend on how you manage your business and your clients.

I have a verity of clients that I manage. Some want inventory reports, others don’t. The helpdesk I use just internally for my own time tracking and reporting.

I’ll now walk you through how I configured my Spiceworks install.

Step 2: Help Desk Configuration

A ticketing system is pretty critical to any business but more so for MSP’s since tracking billable time is always critical.

Some of the things I do are:

  • Change my email Template
  • Customize my User Portal
  • Configure a company email address
  • Create custom forms in my user portal so my clients can get me all the information I need from them for various standard tasks (New hire setups, need equipment, etc) I put these in various tabs to keep things organized and simple for my clients.
  • Install several plugins so I can make the most of my helpdesk system. These plugins include Remove Ticket Comment, Bulk Delete and Close/Open Ticket(s), Help Desk PowerPack, Ticket Check Lists, Help Desk Responses, and Portal Tweaks.

Links for all the customization and plugins I use are in the References section of this document.

I also create a separate ticket queues so I can keep Trouble tickets, project tickets, & Change Management Tickets separate. This is all done through ticket views, rules, and custom attributes.

Step 3: Inventory

Keeping track of a Clients assets as well as their licensing can help you sell your services to them. And helps retain existing clients because they know you are working for them by monitoring their systems.

I track inventory in a couple of ways depending on client needs and size. For smaller networks I use the Spiceworks Remote Agent. Its quick and easy to deploy for companies who only have a handful of machines.

For larger clients I install a Remote Collector and have it point back to my install. This gives the client their own helpdesk portal as well as I can control when it calls home in order to keep bandwidth utilization down.

For my largest clients or for clients that just want their own Spiceworks system I build a system completely separate from my own. This allows them to have their own system that they can manage and work out of.

Depending on how I deploy the inventory system to my clients will depend on what groups I create for them. I usually have one master group for each client and mange all their assets through it. I use custom attributes to ensure the proper assets are in their correct group. This can take a little work in the beginning depending on your clients network size but well worth it.

The only plugin I use for inventory is the Dynamic Troubleshooting Action Link. This allows me to link my own tools.

Step 4: Custom Attributes

This is the most important step out of any customization work you perform. They allow you to organize your inventory, purchases, and help desk data so you can easily build reports.

Some of the custom attributes I build are:
– A list of all my clients leading with a blank default value and duplicate this list so it applies to Devices, Tickets, and Purchases
– Related Tickets text field on tickets so I can track multiple tickets to a master and once the project is complete easily merge them.
– Client Ticket, should my client have their own ticket system I can then put the ticket number into my ticket to cross reference.
– Ticket Type list with Trouble, Project, and CM as options. I leave Trouble as the default value.

Their may be some additional attributes I may add in the future but for now this works pretty well for me.

Step 5: Remote Inventory and HelpDesk Collection

It isn’t practical to collect inventory information remotely. Thankfully Spiceworks makes it easy for us by allowing us to take advantage of Remote Collectors.

Remote Collectors are a separate Spiceworks install that you can have at each of your clients. That Spiceworks install will perform all the heavy lifting of inventory collection, as well as run a separate helpdesk which report back to your main install. This drastically increases the speed at which inventory information is gathered since it is local to your clients network. And cuts down on wan utilization since it only sends bad a summarized report.

The best part of this feature is how it organizes the data at your central server. Each location has a separate helpdesk queue (however all are managed from the central install) and inventory is grouped by client name automatically.

Remote Collectors also allow you to take advantage of customizing your scans according to each of your clients as well has a custom web portal.

Remote collectors are ideal for clients that have 15 or more devices on their network. For smaller networks you can use the remote agent.

I hope you find this simple guide helpful as you build your business.

Please spice up and add any comments/suggestions you have in the comments section below.

60 Spice ups

great work
very helpful
thx for sharing

Good thoughts, number one is especially important. Planning should never be over looked, sadly it is all too often. But to successfully use Spiceworks as an MSP, or even internally for that matter really, does take some planning.

Remember Alex, this was written by a man who works for a company called Turkey Systems. LoL

Respect the bird. :smiley:

/me makes fun of Jim for naming his company KIT

Very impressive James - great write up!

Hi, I’ve never been able to use spiceworks successfully.
I really don’t see the point on it. Yes the idea is great, but in practice it’s about useless.
For small companies, the info I get is not import enough to make a difference.
The Antivirus reports are always wrong. I get a “no antivirus” warning on machines that have antivirus and have it updated. I get a “Norton warning” when I don’t even have Norton on the machine.
The scans don’t scan properly no matter what ports I open. Some pcs never get scan. and I always have to work on making spiceworks access the machines. It ends up being way too complex. And at the end it’s never perfect no matter what I do.
I wonder if the paid software from other companies is this bad.
Another problem I have is having multiple clients under one account.
I wish I was as excite it about spicewoks as other users are. To me it just doesn’t deliver. And the most excited guys are the ones who work at spiceworks.

Do you guys have any advice for me?
I’m not trying to put spiceworks down so please don’t get defensive.
I just wonder if there is one guy out there who’s been able to by chance make this complex never 100 percent software work close to its advertising.

Thank you guys.

You need to attend SpiceU:
http://community.spiceworks.com/group/421-spiceworks-university

It will help you understand how Spiceworks works.

Great overview.
How do you handle reemote support in your installations?

Teamviewer, Logmein, etc

Spiceworks is only for inventory, helpdesk, and purchase tracking for my clients.

Thanks for sharing. Good points and something to think about.

We are close to the same setup with our MSP. How do you handle your time tracking and billable time?

Our method has been to create a Helpdesk Tech called “Closed Tickets” that tickets get assigned to once they are completed. Techs enter the stop and stop times in the ticket body itself in a pre-defined format at the top of the ticket response. Then the Billing Admin looks at everything assigned to that user and adds them to quickbooks one at a time in the QB time entry, then closing the ticket.

Has there been anymore movement/development on getting SW to work for an MSP, yet? I’ve tried several different platforms (LPI, Labtech, GFI) and they are all good, but not one of them has as much collection of information as SW. I would REALLY like to find an MM that worked as well as SW, for a reasonable pricepoint for the micro business, such as myself, to support my clients in the ways they want.

I’m using Spiceworks in conjunction with ManageEngine Desktop Central MSP and have found both to collect information that the other one might miss. Pretty much if I need something and can’t find it in one package, the other will most of the time have it.
ManageEngine is pretty affordable for my operation. I’m only managing about 150 seats with ME so the price to the client is reasonable.
I use ME for the automated routine maintenance after work hours and Spiceworks for the daily tasks like service tickets, purchasing and system monitoring. Also best for research if I run into any problems.