MSP monthly service report template: what you fixed, in words a client follows

One page the client opens, understands and files: what you did this month and the one thing they need to decide.

October service report — Ridgeview Dental (an invented client)

Prepared Nov 2 · from the PSA and RMM exports added Nov 1

A quiet month. Two incidents, both resolved inside SLA. One thing needs you: the front-desk printer is out of warranty and failing.

Front-desk printer: out of warranty, jammed 4 times this month. Repair costs about the same as a new one; we recommend replacing it. Quote attached.
Two staff still use a shared login for the scheduling app. We recommend individual logins; no cost to us, five minutes per person.

Windows feature update on the 20th, after hours. Backup restore test on the 27th.

Example drafted to Mycel's quality bar. The firm is fictional and every figure is invented.

It leads with what changed for the client, not the count of tickets.
The one decision comes with a recommendation and a cost, so it can be answered in a line.
It lists what you did without asking, so the value of the retainer is visible every month.

01Export the monthTickets from the PSA, patching and threats from the RMM.
02Write the summary lastOne or two sentences: how the month felt, and the one thing that needs the client.
03List decisions with a recommendationWhat, why, what it costs, and what you would do.
04List what you handled and what is comingSo the client sees the work and is never surprised by a maintenance window.

Bring last month's version. Mycel drafts this month's in your style; you approve it, they pay.