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Lifecycle Manager

A space to ask questions, get answers, and engage surrounding Lifecycle Manager

  • 22 Topics
  • 43 Replies
22 Topics
Andrea Ayala
Community Manager
Andrea AyalaCommunity Manager
published in Lifecycle Manager
LMX Discussion Area - Get Your Questions Answered!
LMX Discussion Area - Get Your Questions Answered!

Welcome to the LMX Launch Discussion Hub! We’re excited to introduce LMX — our latest innovation designed to elevate your customer success gmae and help you get even more value from our platform. Whether you’re just getting started or diving deep into the new features, this space is here for you. Before you ask a question - take a look at our launch articles designed to kick off your exploration.LMX FAQ Article LMX Launch Article 🗣 Have questions? Curious about best practices? Want to learn from others?You’re in the right place! Use this thread to ask questions, share insights, and collaborate with other community members and the ScalePad team. We're here to support you throughout the launch and beyond. 🔍 Topics you might want to discuss: Getting started with LMX Feature walkthroughs and tips Troubleshooting and FAQs Feedback and suggestions  🧠 No question is too small or too complex — our team and community are here to help ensure your onboarding and rollout are smooth and su

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Andrea Ayala
Community Manager
Andrea Ayala
Community Manager
Andrea AyalaCommunity Manager
published in Lifecycle Manager
Introducing Lifecycle Manager X (LMX): Elevate Your Client Strategy Game
Introducing Lifecycle Manager X (LMX): Elevate Your Client Strategy Game

We’re excited to announce the official launch of Lifecycle Manager X (LMX) — a powerful new add-on to Lifecycle Manager Pro that transforms the way MSPs and account-facing teams manage client relationships and drive business growth.’What Is LMX? Why LMX Matters Who Is LMX For? Ready to Unlock Strategic Lifecycle Management? What’s Next?What Is LMX?LMX isn’t just an upgrade — it’s a game-changer.Built as an advanced extension to Lifecycle Manager Pro, LMX empowers MSPs to move beyond hardware lifecycle management and embrace a more strategic, holistic approach to client success. Think of it as your central command center for managing client relationships, long-term roadmaps, and business alignment. Why LMX MattersFor years, Lifecycle Manager has helped MSPs stay on top of tactical hardware lifecycles. Now, LMX takes that foundation and elevates it — giving your team the tools to: 🔍 Unify client context across conversations, planning, and services 🎯 Align IT strategies with client go

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Andrea Ayala
Community Manager
JShi
Rocketeer
JShiRocketeer
published in Lifecycle Manager
Lifecycle Manager | Enhancing Client Relations with Scorecards Now and Into the Future
Lifecycle Manager | Enhancing Client Relations with Scorecards Now and Into the FutureF.A.Q.

Quick Reading (TL;DR)Lifecycle Manager Scorecards are created for MSPs to review clients' IT health, useful in business review meetings. They offer a broad view, assessing various IT environment aspects beyond hardware, using both automatic and manual item creation. Scorecards help align MSPs and clients on current IT issues, facilitating proactive roadmap planning. Items are scored for health and prioritized by urgency, aiding in strategic issue resolution discussions. Future Vision for Scorecards: Broaden Scope: Expand use cases beyond hardware, introduce templating and automation for efficiency. Make Proactive: Link with more data points, simplify data collection for earlier issue identification. Integrate with Client Systems: Enhance client service with comprehensive reports and action plans. Progress Tracking: Improve with comparison reporting, for better improvement tracking and forecasting. The goal is to evolve scorecards into a more powerful tool for MSPs, enhancing their a

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Andrea Ayala
Community Manager
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jgedeonNew Member
asked in Lifecycle Manager
How do you reset your multi-factor?

I’m looking to move my multi-factor from one app to another, but I don’t see a way to reset it in my profile. Anyone know how to do that when it’s required by an administrator?Is there a way for another admin to reset it?

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solveitservicesNew Member
asked in Lifecycle Manager
Share Roadmap with clients

I’m new to the product and I’m not sure how to get it working - to share a roadmap with a client.The 2 options available: - Start Presenting … is there a way I can share this link with the client so that they can log in with their own account to see it? Or is the idea only that this link would be used by me during a live presentation?  - Download: doesn’t seem to work. All I get is a download called “undefined” 1KB in size. Thanks!

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adamlopardo
adamlopardo
adamlopardoNew Member
asked in Lifecycle Manager
Renaming a client in Lifecyle Manager nerfed all our Roadmap Data?

Hey everyone,I wanted to see if anyone else has run into this problem with ScalePad Lifecycle Manager.We recently had a client rename in ConnectWise, and noticed that Lifecycle Manager essentially treated it like a brand-new client. I reached out to ScalePad support, and their response was that the product is working as designed and we should just rename the client back.Yeah… that ain’t gonna work.Here’s why: The Client ID in ConnectWise doesn’t change when a company is renamed. That’s the persistent identifier that tools like Lifecycle Manager should be keying off of, not the display name. Telling us to “rename it back” completely breaks operational workflows. Clients rebrand, get acquired, merge, or simply change names — and reverting back is not an option in the real world. This creates unnecessary data fragmentation and additional manual cleanup in Lifecycle Manager. I’m curious — has anyone else run into this issue? How are you handling it?In my opinion, ScalePad should fix th

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adamlopardo
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twimprineitcNew Member
asked in Lifecycle Manager
API Access

I would like to be able to query the Lifecycle manager data from a REST API - We are trying to build automated data driven reports and need the data to parse the data from other tools and portals. I don’t see any documentation for the ScalePad API and was hoping I am just missing it. 

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Brian_J_Weiss
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cmorgan007New Member
asked in Lifecycle Manager
Scheduled Reports

I can’t tell if they’re running or not, because I’m not receiving the Test message.  Do I need to configure something in the system settings?Thank you 

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Andrea Ayala
Community Manager
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tonytechbitNew Member
asked in Lifecycle Manager
Saas Feature

We are working on setting up the SaaS feature for one of our tenants to explore how this new feature functions. However, no information is currently displaying. Could we schedule a call to learn more about how it works and how we can implement it for our clients?Thank you.   

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Andrea Ayala
Community Manager
Andrea Ayala
Community Manager
Andrea AyalaCommunity Manager
published in Lifecycle Manager
Marketplace Rewards Is Here!
Marketplace Rewards Is Here!

We launched our Lifecycle Manager Marketplace Rewards Program in 2024 with a simple premise, to give back to our partners for protecting their clients. ScalePad Marketplace gives MSPs instant access to value-added services within Lifecycle Manager. These services include Infrastructure Protection (formerly Warranty Services), Workstation Assurance, and IT Asset Disposal. Each leverages automation to ensure you can deliver a better client experience while offering robust protection for their critical assets and infrastructure. For every Infrastructure Protection purchase, you’ll receive a $10 gift card to popular merchants. For every Workstation Assurance purchase, you’ll receive a $5 gift card to popular merchants. There’s no limit to how many gift cards you can earn, so you can keep racking up those rewards for every purchase you make. How do you get started? 1. Register for Marketplace RewardsSubmit the sign-up form, and you’re in! Your registration is automatically connected to your

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Andrea Ayala
Community Manager
darrinpio
darrinpioNew Member
posted in Lifecycle Manager
Lifecycle Manager -> Quoter

We are a long time Quoter user - since Socket - and would love to beta test the integration between Lifecycle Manager and Quoter for Workstation Assurance packages.Thanks 😍

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darrinpio
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ehill77New Member
asked in Lifecycle Manager
Scalepad reconizing VSAX as RMM?

Thank you for the ability for DATTO EDR logging into the reporting.  Now I am noticing Scalepad does not recogonize VSAX not being picked up on the reporting.  I know our clients have the RMM installed, but Scalepad show it does not.  This still prevents me from sending reports to clients.  Do we have a timeframe for VSAX recognized as RMM installed on devices?

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Evie Muir
Community Manager
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alleneagleNew Member
asked in Lifecycle Manager
Missing features

When we first signed up for this service a couple of months ago I had the ability to create a new initiative based on an insight (workstations over X years old) and spread the workstations across X amount of quarters. I was then able to move computers between those quarters. I no longer see this functionality. Is it removed or has it been moved somewhere else? This is a basic function that sold us on the platform in the first place. The program is not much use if we cannot easily and intuitively plan out our equipment lifecycle. Thanks

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Andrew Day
Community Manager
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Un1teeeVisitor
asked in Lifecycle Manager
Scalepad not syning all assets from ITG

I don’t do this very often. I’ve noticed that not all my client companies are syncing over from ITG. I’ve checked the sync status and everything seems correct. Is there someplace that filters on specific companies to sync? None of my new clients show up in Scalepad. 

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Andrea Ayala
Community Manager
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Brad KVisitor
asked in Lifecycle Manager
Vendor End of Support

Can Lifecycle Manager show the vendor’s end of life date in addition to the warranty date?     My industry has moved to focusing on EOS/EOL as the key to whether they replace  vs just warranty or age.     Having this readily available in the reporting would be amazing.    

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Shay Macgabhann
Rocketeer
S
StuHNew Member
asked in Lifecycle Manager
How to remove a client and related assets

Anyone able to share how you remove a client and the associated assets?  I believe I have looked all over but just can not see how you remove a client and or assets.  

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Shay Macgabhann
Rocketeer
Andrea Ayala
Community Manager
Andrea AyalaCommunity Manager
published in Lifecycle Manager
How to Bake Critical Infrastructure Protection into your MSP
How to Bake Critical Infrastructure Protection into your MSPNews

 You hold your MSP to high standards, and so do your clients. That’s why Infrastructure Protection should be a non-negotiable for engaging your MSP. The top 1% of MSPs don’t sell warranties — they bake critical infrastructure protection into their Master Service Agreement (MSA) instead. Learn the the not-so-secret protection strategy of top MSPs here: https://www.scalepad.com/lifecycle-manager/add-infrastructure-protection-to-msa/

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Andrea Ayala
Community Manager
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Craig LNew Member
asked in Lifecycle Manager
New Dashboard sucks. Give us back a desktops/Servers out of warranty

As the title says. Give us back the basic features we signed up for.I report weekly on how many desktops & servers are out of warranty. I used to be able to log in, see this information, and log out. Please give us back the BASIC functionality so we can see at a glimpe how many desktops & server are out of warranty, without having to deep dive into all the BS. 

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JShi
Rocketeer
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StuHNew Member
asked in Lifecycle Manager
Issues caught do not take you to the item(s)

Has anyone else got the issue, where the issues warning does not take you to the asset when you click on it?  You have to go digging to get the asset(s) in question.  

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ScalePad Support
Community Manager
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Jason-ForeverOnNew Member
asked in Lifecycle Manager
Scalepad Sync with Datto RMM

We have an integration with Datto RMM enabled and there is a problem with the syncing. Last month we purchased an extended coverage for a couple computers in an organization and when it synced the updated warranty information it put the date the transaction was made, not the new warranty expiration date. I can see in the configuration history that the sync was performed specifically by the scalepad API. Is there an issue with this functionality or some other setting we need to adjust?

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ScalePad Support
Community Manager
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bsianiNew Member
asked in Lifecycle Manager
Optimization of Display for Essential Runtimes on Front-Facing Clients

Is there a specific reason why older runtimes is displaying in red, even though it has the latest support version? These runtimes are essential for applications that require them, and although we can't remove them from computers due to application dependencies, the red color may convey an unsupported status. How can we present this more positively for front-facing clients?

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Andrea Ayala
Community Manager
Andrea AyalaCommunity Manager
published in Lifecycle Manager
Lifecycle Manager Overview

For emerging & growing MSPs that need a system to manage their clients' assets, Lifecycle Manager is an asset lifecycle management platform that automatically analyzes asset status. Unlike any other tool, Lifecycle Manager helps MSPs increase revenue by generating simple, client-facing collateral and providing access to competitively-priced value-add services for warranties & workstation assurance, and free IT asset disposal. Lifecycle Manager is the one platform to manage all your clients assets.Lifecycle Manager helps you elevate your client experience game while finding new ways for increased revenue and margins. Check out our overview document below!

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Andrea Ayala
Community Manager
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