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Create Compatible MSP360 Recovery Image

Workstation Lifecycle: The Image Playbook Restore

For Use with MSP360 Backup Restores (DTC Standard)This guide walks you through creating a USB recovery image using DTCBSure Cloud Backup. This recovery environment allows you to boot into a live system and restore images backed up by MSP360. It’s ideal for sta...

🧹 MSP360 Cleanup

Workstation Lifecycle: The Image Playbook Deploy

Deleting Retired “Staging” Workstations and Their Backup DataUse this procedure once a workstation swap is fully verified and its image is no longer needed. The steps below erase both the computer record and all cloud/SMB backup data tied to the staging@dtctod...

Upgrade To Windows Supported OS

Workstation Lifecycle: The Image Playbook Deploy

🚀 Windows OS Upgrade — Self‑Service GuideChapter “Upgrade” — Workstation Lifecycle: The Image PlaybookUse this procedure to run a hands‑off, in‑place upgrade to Windows 11 23H2—our current standard build—using the NinjaRMM script Windows 11 Upgrade. The script...

ZeroTier End User Guide

ZeroTier

ZeroTier is used for secure network access to connect devices anywhere in the world as if they were on the same physical network. This guide outlines how to sign in for the first time and how to reauthenticate. First Time Sign In Follow these instructions ...

Contractor Functionality Overview

HaloPSA Agent Handbook Contractors

Our aim is simple: use on‑demand contractors from Field Nation to deliver DTC’s limited on‑site services while keeping every job, update, and cost inside HaloPSA’s standard ticket flow—no extra licences, no scattered emails, and no lost details. To achieve tha...

Import HaloPSA Purchase Orders to Quickbooks as Unpaid Bills

HaloPSA Agent Handbook Organization Financials

Please note the following must be performed on the Quickbooks Desktop Azure Virtual Desktop (AVD) host(s) via the "Windows App". You can download and install the Windows App from the Microsoft Store if it isn't already preinstalled. CSV To Quickbooks IIF setup...

Welcome to DTC’s Knowledge Base 📚✨

Intro to DTC's Knowledge Base

This is the go-to place for all things DTC tech — from everyday IT basics 🖥️ to advanced specialties like Dell SANs 💾. You’ll find professional, reliable documentation and insights that power our teams and keep us on point. ⚠️ Can’t see some documents or gett...

Client Portal Beta Test User Guide

DTC's Client Portal Public Resources

DTC Beta Tester User Guide Welcome to the DTC Beta Testing Program! We’re excited to have you help us refine and improve our new tools. This guide will walk you through what to assess, how to provide feedback, and what you can expect from us during the beta...

DTC Client Portal Testing Scenarios

DTC's Client Portal Public Resources

Hi Beta Tester! Thank you again. Here are a few scenarios we'd like to encourage you to explore during the Beta Test phase. The goal here is to: Validate usabilityPerformance, and Functionality  1. First-Time Client Login  Receive welcome email → Set pas...

Site & Users - Adding Assets and Network Login to Users

HaloPSA Agent Handbook Clients in HaloPSA

Summary The goal of this document is to explain the process for adding an Asset and/or Network Login to specific Users under Clients in HaloPSA. Some offices will have users that have specific workstations they work at all the time. Additionally, some users w...