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- IT Service Management
- Get started
Get IT Service Management running in four steps.
Begin with a small service scope and verify the first operating handoffs.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up IT Service Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open IT Service Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to open IT Service Management. Use Proto to set up the service records, people and roles for your team. Start with services whose owner and criticality are clear.
Prepare the first operating cycle
Choose an interruption that needs triage, a request with a due date and a change needing a CAB decision. Add the relevant assets and service links. Agree who acknowledges the incident, who decides the request and who reviews the change. Give each person the access required for their action.
Review before release
Ask a second person to trace the incident from first response through resolution. Confirm the request’s completion time, the change decision and the affected service’s deployment outcome. Check the service condition, the outage’s restoration time and the owner of published guidance. Continue through implementation and roles for the full setup rehearsal.
Set up IT Service Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.