Their success is your success.

Are you an AI Consultant or an IT Service Provider? David is built with support partners in mind. We give you the tools to set your clients up, work right alongside them, and see them succeed, all the way.

Here's what your journey as a partner looks like.

Set their environment up.

Create the client, connect their apps, load their brand and policies, and add the skills you start every client with. They log in to a David that already knows them.

New client · NorthwindAcme IT
  1. Terms accepted by Northwind's MDSigned
  2. Microsoft 365 connectedMicrosoft 365
  3. Xero connectedXero
  4. Brand loaded from SharePointBrand
  5. Expenses and holiday policies loadedPolicies
  6. Your six starter skills addedYour standards

Ready. 14 people invited.

Log in right there with them.

With the client's permission, you work right alongside their team: answer a question, set something up, show them how. Access ends when they say, and everything you do is logged.

Northwind · Finance

Ben from Acme IT joined, with Northwind's permission. Access ends in 7 days.

Jo · Northwind · Finance

Can David send me the overdue invoices every Monday?

Ben · Acme IT

Setting that up for you now.

David
  1. Reading overdue invoicesXero
  2. Saving it as a routineEvery Monday, 8:00

Done. Jo gets the list every Monday at 8:00.

Ben · Acme IT

If you ever want a different day or another column, just ask David here.

Jo · Northwind · Finance

Brilliant, thank you.

Ben left the workspace. Everything he did is in Northwind's activity log.

Set the standards.

Your ways of working, in every client: how you write to them, what a new starter gets, the reports every client receives. Improve one, and every client gets the better version.

Your standards · Acme ITUsed by 12 clients
  1. 1How we write to clientsWorldview
  2. 2What every new starter getsSkill
  3. 3Monthly IT reportSkill
  4. 4Security habitsWorldview
Changed at one client

Calder & Moss edited the Monthly IT report.

See the changeKeep theirsUse yours

See every client at a glance.

Who's using David, what's working and what needs you, across every client you look after.

Your clients · Acme IT12 clients
  1. Northwind9 of 14 active
  2. Calder & Moss22 of 25 active
  3. Globex3 of 12 activeXero disconnected
  4. Initech7 of 8 active
  5. UmbrellaNot startedGo-live booked for Monday
  6. Hooli15 of 18 active

and 6 more

Make sure nobody's left behind.

Right down to the one person who hasn't started yet. Book fifteen minutes, show him the ropes, and watch him take off.

Tom · Northwind FinanceLast 2 weeks
  1. Tom · Northwind FinanceHasn't started yet.
  2. YouBooked 15 minutes with him, Thursday 10:00.
  3. ThursdayHis first request: reconcile this supplier statement.
  4. This week9 jobs, and his first saved skill.

Grow with them.

From the first five people to every department. David drafts each client's review, so you walk in knowing what's working and what's next.

Northwind · Q3 reviewDrafted by David
People using David
5 → 14
Jobs this quarter
1,120
Most used
Overdue invoices, client reports, meeting notes
Next
Bring in Operations
EditSend to Northwind

Safe to put your name on.

Your clients trust you. David is built to keep it that way.

  • You get in only with the client's permission.They choose who, and for how long.
  • They can end your access at any time.One click, from their side.
  • Everything you do is in their activity log.They can see every change, and who made it.
  • Each client's data is kept apart.No client can see another's, and neither can you without permission.

Fits how you already work.

One console for every client

Every client, their health and their usage, in one place.

Problems arrive in your desk

Issues raised in David land in the ticket system your team already works from.

Health at a glance

Broken connections and failing routines show up before the client notices.

Simple to fold into what you already offer. See pricing

Start with your own team.

Run David in your own business first, then bring it to your first client.

Become a partner Book a call