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Website support with fewer loose ends

Adam Leviton

Adam Leviton designed and built the reporting and account access system as part of his website maintenance service. Clients receive automated email reports about hosting, email, backups, and billing and have a dedicated way to request important account information.

Two phones showing sample website-service reports, including hosting status, backup activity, and account-access information.
Sample report data.
Project scope
Design, development, integrations, and ongoing maintenance.
Ongoing support
Custom reporting and account access, built into website maintenance.

Familiar services, brought together

DigitalOcean
Hosting and billing
Dropbox
Accessible off-site backups
1Password
Important account information

A clearer view of ongoing support

The system turns service activity into account-specific reports and notices. Shared reports give clients and their developer the same view of what needs attention. A separate client-access process supports requests for important account information.

Website service reporting and client access DigitalOcean hosting, billing and server status, website email activity, and Dropbox backup activity inform account-specific checks. Routine reports and service alerts give the client and Adam a shared view for support follow-up. A separate client request and access process supports access to important account information maintained through 1Password. From service activity to clear next steps Service reporting DigitalOcean Hosting, billing and server status Email service Website email availability and sending usage Dropbox Offsite backups and file sync activity Account-specific checks Relevant services for each account Readable status summaries Notices and client notes Routine reports Relevant statuses, updates and client notes. Service alerts Email activity that needs attention. Client + Adam Shared visibility and support follow-up. Client access A separate path to important account information. Client request A dedicated client entry for account information. Access process Handles the client's request without routine password sharing. 1Password Important account information for the client's website services.
Website service reporting and client access DigitalOcean hosting, billing and server status, website email activity, and Dropbox backup activity inform account-specific checks. Routine reports and service alerts give the client and Adam a shared view for support follow-up. A separate client request and access process supports access to important account information maintained through 1Password. From service activity to clear next steps Service reporting DigitalOcean Hosting, billing and server status Email service Website email availability and sending usage Dropbox Offsite backups and file sync activity Account-specific checks Relevant services for each account Readable status summaries Notices and client notes Routine reports Statuses, updates and client notes Service alerts Email activity that needs attention Client + Adam Shared visibility and support follow-up. Client access A separate path to important account information. Client request A dedicated client entry Access process Handles the client's request without routine password sharing. 1Password Important account information for the client's website services.
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The useful details, in one email

One email brings together the hosting, billing, website email, and backup updates for each client’s site. There’s room for notes and announcements, too, so clients can catch up without opening several dashboards.

Keeping both sides in the loop

The client and developer receive the same notices, so both can work from the same information. The reports distinguish routine updates from issues that need review, including notices about website email activity.

Account access without the back-and-forth

Clients have a dedicated way to request their website’s account information through a workflow connected to 1Password. It reduces the need to pass sensitive details back and forth during support and gives clients a practical path to information associated with their services.

Built into ongoing website support

The reporting and account access tools are maintained alongside the websites they support. They give clients more visibility into their website services without requiring them to learn the tools behind every update.

Want a clearer picture of your website services?

Let’s talk about what would make your website easier to maintain.

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