Files
claudetools/.claude/memory/feedback_psa_default_syncro.md
Mike Swanson 0c000109dc chore(memory): consolidate scattered feedback/project/reference files
Compressed memory store 104 -> 71 files via four passes:

- Syncro: 19 scattered feedback_syncro_* files merged into 3 rule files
  (api/billing/workflow) + an on-demand feedback_syncro_history.md for
  incident detail, quotes, and tech/product ID tables.
- Four near-duplicate merges: Howard paste-safety, Pluto build server,
  Howard backend deferral, IX server access (ssh+tailscale).
- Per-cluster rule/state/history split applied to GuruConnect (2->1),
  Dataforth (3->2), Cascades (7->3), GuruRMM (13->3).
- New reference_resource_map.md: single auto-loaded cheatsheet for
  "do I have access to X and how do I connect from this machine?"
- MEMORY.md rewritten to match the new layout.

Health: broken backlinks 8->7, overlap clusters 12->5, orphans 17->0.
2026-06-01 16:25:45 -07:00

1.3 KiB

name, description, metadata
name description metadata
feedback-psa-default-syncro Syncro is the default PSA for ticketing/billing/customers/scheduling; Autotask (/autotask) is opt-in, only on an explicit request
type
feedback

Syncro is the default PSA. All ticketing, billing, customers, and scheduling go through Syncro (/syncro) unless the user explicitly says to do something in Autotask. Only invoke /autotask on an explicit "in Autotask" / "autotask" request — never route generic ticket/billing/customer work to it by default.

Why: ACG runs both PSAs, but Syncro is the primary day-to-day system. The Autotask integration exists (creds verified, /autotask skill built 2026-05-27) but is secondary. Mike confirmed: "Syncro is the default for ticketing and such; [Autotask] would only be called if there was a 'do a thing in autotask' request."

How to apply: When a request mentions tickets/billing/customers/appointments without naming the system, assume Syncro and use /syncro. Reach for /autotask only when the user names Autotask explicitly. The /autotask skill is intentionally kept local/undistributed for now (not synced to other machines), reinforcing that it's opt-in. See feedback_syncro_billing for Syncro billing specifics (and feedback_syncro_api, feedback_syncro_workflow for the rest).