Product Updates

New in Lifecycle Manager X PDFs in Deliverables, Assessment Imports and Initiative to Meeting Links  We’re excited to share three updates that make it easier than ever to prepare, deliver, and personalize client conversations in Lifecycle Manager X. These enhancements are designed to help you showcase value, stay aligned with clients, and bring your proven processes into the platform. Add Custom PDFs to Deliverables Partners can now create truly comprehensive and branded deliverables that reflect all the insights and resources they want to share with clients.With this update, you can enhance your deliverables by including custom documents and reports alongside your LMX-generated content:Add branded cover pages to templates. Insert executive summaries or third-party reports as pages of individual reports. Apply your logo to maintain visual consistency throughout.Many partners told us they missed this from Lifecycle Insights. We listened. This update provides you with more flexibility, enabling you to prepare for client meetings without any friction.  Import Assessment Templates Partners can now quickly bring their existing assessments into LMX and start using them without rework.Upload JSON templates directly into Lifecycle Manager. Review and edit them in the familiar LMX Assessment UI. Convert assessments from your Excel tracker, Lifecycle Insights or other assessment tools and convert them into a Lifecycle Manager-supported format in minutes. Bonus: You can even use the GPT to get started on creating new assessment templates. This makes it easy to migrate from another platform or standardize internal assessments within Lifecycle Manager.   Link Initiatives Directly to Meetings Your account team can now seamlessly connect initiatives to client meetings, documenting the meeting's focus. You can link Initiatives directly to the Meetings where you plan to review them:Connect one or multiple Initiatives to a single meeting. Reuse Initiatives across multiple meetings for ongoing discussions. Keep meetings structured with a clear agenda tied to client outcomes.This ensures that every client conversation is focused, transparent, and aligned with progress toward initiatives.  Available Now! These features are live today. Log in to your LMX account and try them out! 

Content Blocks Are The FutureWe recently introduced Content Blocks, a more flexible way to manage quote content. Instead of static sections tied to a single template, Content Blocks can be created once and reused across multiple templates, making it easier to standardize, update, and pull content into your quotes. Content Blocks are a better way to build and manage reusable content in Quoter. Deprecating Cover Letter and Appended ContentWith Content Blocks in place, the legacy Cover Letter and Appended Content sections in templates and quotes have become a solution without a problem. We will continue to have both Content Blocks and the legacy Cover Letter and Appended Content sections for now, but we have decided to deprecate them in approximately six months’ time (March 2026). Quoter Partners will have until March 2026 to move any existing content into Content Blocks. How do I migrate to Content Blocks?To migrate your content, we recommend the following:Open your current Cover Letter or Appended Content section. Click the Code button in the WYSIWYG toolbar, copy the HTML, and then paste it into a new Content Block (also using the Code view). To ensure your changes are saved click the Code button again to get out of Code view. This approach guarantees there are no formatting differences when copying and pasting. You can also copy and paste without using the Code view if you prefer; this should work fine in most cases, but keep in mind there’s a little risk of losing formatting versus copying the code.Here’s a quick video showing how you can do this in a template without using the Code view; just a simple copy-and-paste:  Don’t forget to hit Save Template to apply the changes! Modular OptionsWhen migrating, consider splitting larger sections into multiple modular Content Blocks. For example, if your cover letter currently has three main sections and you may want to reuse or rearrange them separately in the future, it’s best to create three Content Blocks. If those sections will always be used together, then one Content Block is sufficient.  Get Started with Content Blocks TodayDon’t wait until next year in March; get started using Content Blocks right away. They’re designed to give you more flexibility, efficiency, and consistency in managing your quote content. We see Quoter Partners have already created dozens of Content Blocks, and we’re excited about this better way to build and manage quotes.Please leave your feedback below. We’re here for your questions. 

Now Available in BetaWe’re excited to announce the beta launch of the ScalePad Core API: a new way for ScalePad Partners to access, share, and act on their data directly within their own workflows and tools.The Core API is designed to give you greater flexibility with the data you already manage in ScalePad. Whether you’re building custom dashboards or reporting, connecting to internal systems, or automating client workflows, the Core API gives you the power to make it happen. What you can do todayDuring beta, Partners will be able to:Retrieve asset data, including warranty details. We’ve come a long way since Warranty Master but we remember our roots! Connect ScalePad data with client records in your existing tools. Data like: Clients Contacts Contracts Hardware Assets Members SaaS Tickets Opportunities And of course, active hardware lifecycle records from Lifecycle Manager Filter, sort, and paginate data for flexible queries  Because this is a beta, you will see some limitations. The beta API is read-only, but more functionality is planned for the full API release, including scoping and read-write capabilities. Additional endpoints will be added to the documentation as we move forward towards a full release; check back frequently, as you’ll see more and more added.Please see our FAQ at scalepad.com/API for more information, or read our full documentation at developer.scalepad.com.  Getting startedIt only takes a few minutes to start working with the Core API:Sign in to the ScalePad Hub. Click API (BETA) on the top menu. Create a new API key: give it a name, set the expiry (default is two years), hit the + Generate button, and copy it for use.Click +New API key, name it, and + Generate to create your key and get startedNote that the keys are per-user, not per account, so you’ll have to have administrator permissions. Our Help Center has this article to help you get set up.Learn more about how to get started with the aptly named Getting Started section right in our API documentation found at developer.scalepad.com.  What’s nextThis beta is just the beginning for API connectivity with ScalePad. We’re working on expanding endpoint coverage, and enabling scoping and read-write functionality as mentioned above. Your feedback will help us shape the roadmap, so we’d love to hear what you build and what you’d like to see next. Build with the ScalePad Core API todayGenerate your first API key and start experimenting with your data. We can’t wait to see what you create. Please join us in our API discussion area to share what you build and to pick up tips and best practices from others. Final note: the Core API is available exclusively to ScalePad Partners. If you’re not a Partner yet, join us for a demo to get started, or join our Product team live at one of our October Product Studio sessions to learn more (details coming soon!).   

Seven for Cognition360Not quite as many updates as we had in June, but our September update has new data / columns / pages / filters on several reports that add useful capabilities. Read on to get the details! As always with our Cognition360 updates, we don’t push them, and only send them out on request. Please use this Jotform to ask for any or all of the reports here to be updated for you. Which reports have seen updates?Without further ado… there are seven updates across these five reports: Sales Dashboard (Sales workspace). There are four available updates to the Sales Dashboard alone. Opportunity Dashboard (Sales workspace) Ticket Audit Analysis Report (Service Delivery workspace) Configurations Report (Service Delivery workspace) Configuration Tickets Report (Service Delivery workspace) You’re certainly using the Sales and Opportunity Dashboards (really should be if you’re not; they’re core reports for a reason…), and there are multiple updates on these Dashboards. Really, we’ve added some interesting capabilities across the board here, and feel we’re scoring a perfect 5/7. Christy Strickland and I collectively decided it’d be better to dedicate a future session of our Cognition360 Learning Lab (linked here so you can register) so you can ask questions instead of dropping in a video. The session later this month (September 24, 2025) is going to be on Ticket Labor Analysis and Ticket Lifecycle, so this What’s New session will be happening October 22, 2025.  Did you miss our June update? Request those reports here, or check out the details on what was new.  What has been updated?New Sales Projection page 📊A new Sales Projection page has been added to both the Opportunity Dashboard and the Sales Dashboard.  Opportunity Dashboard | Sales Projection page The new Sales Projection page shows the weighted projections for current month, next month, and next 2+ months by both Sales Rep and Customer, at both a summary and detail level.Sales Dashboard | Sales Projection page, Probability filter highlighted We think you’ll get the most value from the projections by using the probability filter. This allows you to include or exclude opportunities in your projections that meet a selected cut-off threshold. Most MSPs will only choose to include an opportunity in their projection if it has >70% probability of closing. Our example above would only have three opportunities that would meet this threshold, so the filter gives you a much better projection on expected business. New filters for Company Team information 🧑‍🤝‍🧑Company Team info has been added as filters to the Sales Dashboard:Company Team Role Company Team User Company Team Contact  Sales Dashboard | Closed Summary page, Company team filters added and highlighted The purpose here is to be able to filter an opportunity by any member of the team. Suppose five new clients came on; which account manager / lead engineer should they be assigned to? If you have teams set up in CW, this should be useful for you. You can also use this filter to audit Company Team in just one screen, saving you a lot of time and effort versus doing this one-by-one in Manage. You can also dig into the data in reverse, and examine all tickets that had no time, and get into why – is the team missing adding time entries that should be there?Final important note: if you have renamed the Account Manager Role in Company Team to anything other than 'Account Manager', please reach out to our Support Team. We can then ensure it’s mapping properly. New filter for New Business Flag 🚩New Business Flag has been added as a filter to the Sales Dashboard. The 'New Business Flag’ is calculated using days from when a company has been acquired (Company Acquired Date) to when it has become a lead in opportunities. Sales Dashboard | New Business Flag shown in data model There are a few intricacies on using the New Business flag and getting it set up. First, there is a requirement of a days threshold business rule to be set up before the flag will work correctly. This is a business rule set up in the Cognition360 report database by our team, and there will be a little back-and-forth required communication wise on this – our Support team will need to know the threshold for us to set it up for you. If you choose to add the New Business Flag, you will need to contact our Support team directly.That caveat aside, the Flag adds some useful filters. For example, you could look at every new client that came onboard last year / quarter / month / week  and see what they’ve bought. Won | Loss (Sales Date) 📆We’ve added a new page called Won | Lost (Sales Date) to the Sales Dashboard:Sales Dashboard | new Won | Lost (Sales Date) page The new page shows Won and Lost Opportunity revenue and number of Opportunities within the closed date time period. There’s also a handy graph in the bottom left where you can see the ratio to compare won to lost opportunities charted by month in our example. Board Movement for Ticket Audit Analysis 🎫The Board Movement page of the Ticket Audit Analysis report has been enhanced for better analysis. Ticket Audit Analysis | Board Movement page The report now includes the number of tickets and average time by month and week, by ticket type and subtype, and by technician when tickets are moved from a source board to a destination board. We’ve added “Avg Hrs To Move Board” and “Tickets”.The granularity provides a lot more sort options, and you can now see the average time that each ticket sits on a board for. This is a great enhancement to your analysis of service delivery; for example, looking at moves from Help Desk to Escalation. How many escalation tickets did we move?  How long did it take to escalate from the source Help Desk board?  How long were we sitting on the Help Desk ticket? If you use a ‘Triage’ board as a single intake point, this addition can assist as a useful efficiency measure to see how your dispatcher / service coordinator is doing in assigning out tickets. Ticket Type (ActiveType) to Configuration Tickets Report 🎟️The data model for the add-on Configuration Tickets Report has added a new dimension:Configuration Tickets Report | Ticket Type added to data model Visually, not a ton to see here as we don’t have configuration tickets populated in our demo environment, but this will allow users to identify the ticket configurations by Reactive or Proactive. Was this a maintenance ticket, or did the client call in about their configuration? Filter out all the Proactive Ticket Types and look at how your team is handling the Reactive Tickets, or vice versa. Device Survey in Configurations Report 📋We’ve updated the Device Survey in Configurations report:Configurations Report | Device Survey page, added Question and Answer Questions and Answers from the Configuration Survey are now pulled in, making this report a whole lot more useful… as long as your linked documentation is up-to-date. See all the details on an individual machine’s configuration, right here in Cognition360. If you’re not familiar with this report, it’s an add-on available on request, and not one of our standard reports. The Configurations report is designed to provide a view of configuration data assigned to tickets. See which configuration is generating the most tickets and labor. Have a complete look at our available reports here in our Help Center. Power Up Your Reporting This SeptemberWe’re closing out the summer / previewing fall with these seven fresh enhancements to Cognition360 reporting for you, our partners. Please fill out this form and our support team can add the updated reports you want.Already a Cognition360 partner? We’d love to hear from you here. Most of these upgrades were inspired by partner input, so your voice makes a real impact. Share your challenges and goals in a comment below; our team is here to help you overcome said challenges and reach those business goals.Haven’t joined us yet? Sign up for a tailored demo or watch this overview to see how Cognition360 can reveal the story in your ConnectWise PSA data and help you build a more profitable MSP. 

Reusable Quote Content Made Simple 🧱Creating accurate, consistent, and professional quotes just got a whole lot easier. We’re excited to announce the release of reusable, movable Content Blocks – a powerful new Quoter feature built to save your team time, streamline your quoting process, and give you more control over the content in your quotes.Content Blocks are live now and can be created, deleted, and updated by Quoter users with Product Manager permissions or higher. Head to the Templates section of your account (specifically to Templates > Content Blocks > + New Content Block) to start creating your first reusable blocks and see how much faster and easier building quotes can be.Link to get started right here in Quoter. Content Blocks are built to be intuitive. That said, never hurts to read the instructions, so here’s the KB with the 411. Also, What's the 411? is the 1992 debut album by R&B singer Mary J. Blige. Certified triple platinum.  Ash has a video walkthrough, showing you how to responsibly create and wield the awesome power of Content Blocks:Let’s get into the why and the how below. We’ll inspire you by starting with why. Why We Built Content BlocksFor many teams, managing templates has always been a balancing act. You want to maintain consistency across your quotes: standard terms disclaimers company boilerplate promotional messagingBut building and maintaining separate templates for every possible scenario is time-consuming and inefficient.With Content Blocks, we’ve eliminated that problem. Now you can create reusable modules of content that can be quickly added to templates or quotes whenever and wherever you need them. The best analogy I / we / the royal we could think of is LEGO bricks: assemble what you want quickly, configure it just how you like it, and you never have to worry about the individual pieces not being consistent. How Quoter Content Blocks WorkContent Blocks make creating content easy, and managing and reusing content effortless:Create reusable content once 1️⃣Users with Product Manager permissions or higher can create content blocks in a simple, intuitive interface under Templates.  Content Blocks are found on the Templates tab Give the block a name (Executive Summary example), write your content, and decide whether it should be editable when added to a quote. Executive Summary example, Lock Editing on Quote checked ☑️ Place blocks anywhere you need them ↕️Add Content Blocks above or below the pricing table on your templates. Reorder them as needed to fit the flow of your quote design. Adding a Content Block below the Line Items pricing table Use blocks on the fly 🪰Need boilerplate text or a product description in a specific quote, but not every quote from a template? You can add content blocks directly to a quote, or even create a new block right from the Quote Editor if you have the right user permissions. Add or create a new Content Block in the Quote Editor. Check the boxes to select and add multiple Blocks at once. More Control for ManagersContent Blocks don’t just make your process faster – they give you control over consistency.Mark important content as non-editable to ensure that key sections, such as legal disclaimers or standard terms, remain untouched, except when it’s time to refresh them. While locked blocks can still be removed from a quote, all users will see a clear warning that non-editable content is restricted and likely shouldn’t be removed. Like Manager Approvals, it’s nice to have the option to add restrictions as you need them. Users with elevated permission levels (Product Manager and above) can: Create Delete Update Add and Remove from Quote Templates Don’t have this permission level? Blocks stay locked. Stay Up-to-Date, EffortlesslyWe know that content evolves — promotions change, terms get updated, and messaging shifts. Content Blocks keep your team in sync while allowing you to make changes across all templates and quotes that use those specific Blocks:If a block changes after a quote is created, the quote will display an “out of date” indicator so it’s clear that a newer version exists. Learn more about Out of Date, Orphaned, and Modified blocks in this section of the Help Center article.Orphaned Content Block warningOut of Date Content Block warningFor now, you can refresh that content by removing and re-adding the block. In an upcoming release, you’ll be able to update content in place without any extra clicks. Do You Love Content Blocks Already?We think Content Blocks offer you a powerful new capability, giving you a quick, flexible way to build and update templates and quotes. The ability to change one reusable block of content, and have the changes reflected everywhere you’ve used it in Quoter, made a ton of sense to our team.We have plans to further extend the functionality of Content Blocks, but your feedback, as always, is much appreciated, and will help guide our further development. Please leave us a comment below. And if you’re not a Quoter partner yet, talk to your ScalePad account manager because you’re honestly missing out. 

It’s a familiar scenario for many MSPs:“We need to be SOC 2 compliant... yesterday.”Whether it’s SOC 2, HIPAA, or CMMC, urgent compliance requests from clients are becoming more common and more stressful. The timeline is tight, the expectations are high, and your team might not be fully equipped (yet). That’s where ControlMap comes in. Start Fast. Deliver Value. Keep the Client.ControlMap is built for MSPs like you, especially when you’re under pressure to prove compliance progress quickly. With ControlMap, you don’t have to figure it out from scratch.Here’s what you can do right away:Run a guided assessment using frameworks like SOC 2, HIPAA, or CIS Identify gaps and risks with clarity, not guesswork Share real-time progress through a client-facing portal Use built-in templates for policies and evidence Generate a professional report to show immediate momentumIt’s everything you need to respond quickly and confidently, all in one place. Start With Free. Scale As You Go.If you’re dealing with your first urgent compliance request, you don’t need to commit to a full solution right away. That’s why ControlMap Free is available. No cost, no contract.With Free, you can:Run one assessment Track up to 10 policies, risks, and evidence items Produce a structured report your client can act onAs your client’s needs grow, you can move up to Essentials or Pro tiers. This gives you more frameworks, automation, and audit readiness without switching tools.  Real-World Tips to Move QuicklyCheck out our new blog:  How to Show Compliance Progress Fast (and Keep Your Client Happy)It outlines practical steps MSPs can take to show progress fast, build client confidence, and keep relationships strong even if you’re starting without a dedicated compliance team. “We used ControlMap internally. We saw the value of it. We saw that it’s very intuitive. It was very easy to pull everything together, have everything sourced." — ​​​​​​Adam Levin, CISO, Network Doctor Explore ControlMapBe ready when your clients need you most.ControlMap helps MSPs respond to urgent compliance requests with speed and confidence, starting with Free and scaling as you grow.👉 Start exploring ControlMap today

You’re not alone and you don’t need to build it all from scratch Many MSPs are already delivering basic assessments or helping clients meet frameworks like SOC 2 or HIPAA. But scaling that into a repeatable, profitable Compliance-as-a-Service (CaaS) model takes the right tools and structure.That’s where ControlMap comes in. Build With ConfidenceControlMap was made for MSPs looking to launch and grow a scalable CaaS practice. It simplifies your delivery and sets you up for long-term success across clients, frameworks, and service tiers.With ControlMap, you can:Standardize how you deliver compliance using prebuilt templates Manage multiple clients from one dashboard Automate evidence collection with 40+ integrations Deliver audit-ready reports and client-facing portals Support 60+ frameworks including SOC 2, HIPAA, ISO 27001, and more“We’ve had pretty great success doing it with people that are not technical at all. So that’s how you know it’s successful.”— Marc Umstead, President, Plus 1 Technology Whether you're launching your first client or scaling your 10th, ControlMap makes it repeatable. Start Simple. Scale Smart.ControlMap offers a tiered model designed to meet you where you are:Free: Run one assessment, generate a report, and prove value without a cost or contract.Essentials: Deliver full compliance services for a single framework.Pro: Manage multi-framework clients, automate monitoring, and prep for audits at scale.It’s built to grow as you do. Your Step-by-Step Roadmap to Launching CaaSLooking to build or expand your Compliance-as-a-Service offering?Our latest blog breaks it down into a simple, proven framework. How to Launch Your Compliance Services: A Crawl, Walk, Run Roadmap for MSPs Learn how MSPs are starting small, gaining traction, and scaling CaaS with clarity and confidence. Explore ControlMapSee how ControlMap helps you launch faster, serve clients better, and grow a scalable compliance practice, no matter where you're starting from.👉 Start Exploring ControlMap Today 

Introducing Lifecycle Manager X: Built for the Next Era of MSPs We've come a long way together.Since the early days of Warranty Master, the ScalePad community has helped shape Lifecycle Manager into what it is today: a platform that's become central to how many of you track assets and surface risks, and build client trust.Now, we're entering a new era for MSPs, and Lifecycle Manager is evolving with it.Clients want more than uptime. They expect outcomes. That's why we've reimagined Lifecycle Manager to help you lead with strategy, not just service. Meet Lifecycle Manager XThe first all-in-one Customer Success platform purpose-built for MSPs.Lifecycle Manager X brings together six new advanced features designed to help you deliver more strategic value, strengthen relationships, and scale Client Success, without adding friction to your existing workflows.Here's what's new:ClientIQ: AI-powered client summaries that prep you for every conversation Goals: Document business objectives and tie them directly to your Roadmaps Assessments: Evaluate IT environments, identify risks, and track improvements Deliverables: Build flexible, client-friendly reports in minutes Meetings: Organize agendas, notes, and outcomes in one place Budgets: Forecast IT spend and support long-term planning conversationsWant a closer look? Watch the walkthrough video to see what's new and how it fits into your workflow. What does Lifecycle Manager X cost?Lifecycle Manager X is a Pro add-on and requires an active Lifecycle Manager Pro subscription. Pricing starts at $15 USD per client per month, sold in units of 5 clients (that's $75/month for 5 clients).  It’s live in-app and ready to use today, so just log in to upgrade to Pro or add Lifecycle Manager X to your account. We can't wait to see how you put Lifecycle Manager X to work.Thanks for being part of the journey. — The ScalePad Team  

Like the 90s music genre, here’s a great Alternative! 🎸Quoter has expanded its payment options by integrating with Alternative Payments, allowing your MSP to offer a seamless embedded payment experience for clients. Once set up, your clients can conveniently pay any upfront fees via credit card or bank debit/ACH through Alternative Payments. Quoter manages the quoting process, Alternative Payments handles the transactions, and everything syncs directly with your accounting system. Your clients benefit from a polished experience, while you enjoy a simple and dependable way to transition from quote to payment. Everyone achieves Nirvana, if you will. If you’re already signed into Quoter, you can begin by adding Alternative Payments via the Settings page: Add Alternative Payments This integration involves several setup steps, and accuracy matters. We recommend following our detailed guide in the Help Center to get started with Alternative Payments. Walking is great, low-impact exercise, and Ash has created a step-by-step walkthrough guide to help you configure the integration properly. Get your steps in and check this out: Why Integrate Quoter with Alternative Payments?Easy Upfront Payments CollectionsBringing on a new client often involves upfront fees for hardware, onboarding, or implementation. Avoid chasing payments like a collection agency and get the financial relationship off on the right foot by turning accepted quotes into paid invoices in a single step. Clients can accept your quote and complete payment in just a few clicks. Accept Quote in Quoter with Alternative Payments as the integrated payment method Note that you need to have your client set up as a customer in Alternative Payments; guest checkout is on Alternative’s feature development list but was not available yet at the time of this release.ACH and Optional Credit Card SurchargeCredit card fees can erode your margins. While your clients might prefer paying by card for the rewards or convenience, it’s important to maintain your profitability.Alternative Payments offers flexibility. You can enable an optional surcharge for credit card payments to offset transaction fees, while still offering fee-free ACH transfers as a standard option. Clients get to choose how they pay, and you preserve your margins either way.ACH bank transfer (no additional fees)   Credit card (with optional processing fee)  Providing options at a client level while keeping the workflow simple is a great way to deliver a positive client experience with minimal friction. Keeping the Integration SecureSecurity is a top priority for both Quoter and Alternative Payments; both organizations are SOC 2 Type II and ISO 27001 compliant. All communication on the integration occurs over HTTPS, and secure hashed tokens are used for authentication between systems. Alternative Payments does not save any payment card information and continuously monitors their third-party providers used to complete transactions. Setting It Up: A Quick OverviewStart by creating an API key in Alternative Payments (here’s their documentation):Go to Team Preferences > API Keys in Alternative Payments.Alternative Payments API KeysClick Generate API keyNaming the generated API key… probably should have called this one QuoterName the key Quoter. You can edit this later if you did something like name it Mey API Key Name by hitting Edit key name.I’ll rename it later, I promiseCopy the newly-created API key.Don’t forget to copy the key from Alternative Payments!Then, in Quoter:Navigate to Settings > Payment Gateway and Add a Payment Gateway for Alternative Payments (it’s now on the dropdown). You’ll see this: Add a Description, and paste/enter the API access key generated in Alternative Payments. Be sure to follow the complete instructions in the Help Center to ensure everything is connected correctly: ​​https://help.quoter.com/hc/en-us/articles/39316407213083-Adding-Alternative-Payments-as-a-payment-gateway-to-your-Quoter-account.  We Value Your FeedbackIf you’ve read this far, we know you care (at least a little…) and we want to hear from you. Drop your thoughts or suggestions in the comments below. Your feedback helps us improve.Not using Quoter yet? Reach out to your ScalePad Account Manager or request a demo to see how Quoter can help your team close more profitable deals, faster. 

WisePay Comin’ In Hot! ♨️Pairing Quoter with WisePay gives your MSP’s clients a quick ‘n’ easy way to pay right inside the quote. Whether it’s a one-time project or ongoing services, they can settle up instantly with a card or ACH bank debit. Quoter delivers polished quotes for approval, WisePay handles payments (and is already talking to your bookkeeping system), and you get a fast, repeatable path from quote to cash.Sound a bit familiar? This is our third payment integration for Quoter this summer… ☀️😎If you’re signed in to Quoter, get started right here: https://app.quoter.com/admin/payment_gateways  Batteries not included, but instructions are – Quoter Help Center for WisePay Show and tell – Ash, or at least a video of Ash, shows you how to set this up. Important note: you will need to go through the ConnectWise University KB to get things set up on the WisePay side, and Ash does NOT go through all those steps. So even if you watch the video, you will absolutely need to read this to get things set up.Read on for more information, and learn the reasons to... Why integrate Quoter with WisePay?The sweet spot for this integration is onboarding a new managed services client paying an upfront fee, project cost, or hardware invoice. Since you’re not in the banking business (making an assumption there, but pretty sure…), this makes collecting those payments painless: clients can accept the quote and pay right away, without jumping through extra hoops.You’re also able to provide your clients with payment options: ACH bank transfer or credit card payment. WisePay also allows you to choose whether or not you want to pass through credit card fees, or absorb them. Options on how to pay, and whether or not you want to take a margin hit on the CC fees – options are good for both your business and your clients’ businesses.  How is the process secured?Quoter takes security as seriously as you do, so it’s a great question to raise. All data is sent over HTTPS, and the Quoter–WisePay callback is locked down with a secure hashed token.Built-in checks catch obvious setup slip-ups, and if something still goes wrong, we can provide detailed logs to help you fix it. Avoid issues by following our Help Center and the ConnectWise University instructions here:https://help.quoter.com/hc/en-us/articles/39900515286683-Adding-WisePay-as-a-payment-gateway-to-your-Quoter-account for Quoter https://docs.connectwise.com/ConnectWise_Documentation/080/WisePay_for_ConnectWise_PSA/Quote_to_Cash%3A_Quoter_-_WisePay_-_PSA_Integration for WisePay What are the key things to remember in setting this up?Set up is a little involved on the CW / WisePay side of the integration, so again, follow the instructions linked in the KBs above.ConnectWise / WisePay SideYou’ll need to set up a Down Payment Product in ConnectWise PSA To pull in quote payments from Quoter, WisePay must be configured as a proxy You’ll need to configure Event Notifications You’ll need to enable the CPQ Integration, which is a few steps deep (Configure > Merchants, click on the Edit this account Merchant icon, then navigate to the Integrations tab. Under CPQ Integration, click the edit (pencil) icon) Click the copy icon under CPQ Payment Link to copy the API key from WisePay to use in QuoterQuoter SideLot easier here; just go to to Settings > Payment Gateway and Add a Payment Gateway for WisePay (it’s now on the dropdown). You’ll see this:Quoter Payment Gateways setup for WisePay; what you should see after you select WisePay on the dropdown Fill in a description (we used WisePay Demo) and then paste in the API key you generated from WisePay. Check the box for Currencies you’d like to use for this payment gateway, and click Save Payment Gateway.  Your clients will then see this when they go to Accept Quote:Boom, you have WisePay set up as a payment method for Quoter! Clients don’t need to set up a WisePay account to pay me?Seriously, no account needed.Credit cards: your clients can use “Pay Now” and choose to log in, register, or checkout as a guest; one-time payments by card are supported.  Feedback gratefully acceptedWe count on your feedback to shape Quoter solutions that truly support your business. As a member of the ScalePad Community, your voice matters; please let us know what’s on your mind! Drop in a comment below.You’re missing out if you’re not using Quoter. Check out what Quoter has to offer your MSP – speak to your ScalePad Account Manager, or click to request a demo for your team. 

Introducing ControlMap Free and Essentials. These new tiers remove cost and complexity barriers for MSPs delivering compliance as a core service. ScalePad Announces Free GRC Platform Built for MSPs We’ve launched two new tiers of ControlMap, Free and Essentials, to make it easier than ever for MSPs to start delivering compliance as a core service.ControlMap Free lets you launch client-facing compliance programs at zero cost with guided assessments, risk identification, and reports using popular frameworks like NIST CSF, HIPAA, Cyber Essentials UK, and more. ControlMap Essentials takes you beyond assessments into ongoing vCISO services for a single framework, with unlimited policies, risks, evidence tracking, and full compliance dashboards.These tiers remove traditional cost and complexity barriers, helping you build recurring revenue and deliver measurable value from day one. 🔗 Read the full press release 

FlexPoint In the House! 🏘️Quoter has further extended our payment options by adding an integration to FlexPoint, enabling you to create an embedded payment experience for your MSP’s clients. Once integrated, your clients can pay all up-front fees in FlexPoint via credit card or bank debit/ACH. Quoter handles the quotes, FlexPoint takes care of the payment side, and everything syncs right into your bookkeeping system. Your clients enjoy a professional experience and you get a reliable, hassle-free way to go from quote to cash without mistakes.All business, all the time; here’s how you get started:If you’re signed in to Quoter, go right to Settings and add FlexPoint: https://support.quoter.com/admin/payment_gateways/add  There are set-up steps involved, and you want to do this right. Check out our Help Center article for setting up FlexPoint. Ash has a walkthrough on setting up the FlexPoint integration: Answers to questions you might have are found below. Also, please leave your thoughts in the comments below; we’re always looking for feedback from our partners. Why integrate Quoter with FlexPoint?Upfront PaymentsWhen you're kicking off with a new managed services client, it’s entirely reasonable for them to incur an upfront fee for hardware, an implementation project, or onboarding. Unless you’re a lot more diversified than most, your MSP isn’t in the finance business (though you could be if you get into leasing or Hardware as a Service… conversation for another time), so you shouldn’t have to chase payments like a collections agency. This integration with FlexPoint makes it simple to turn quotes with upfront charges into real payments, letting new clients accept and pay in one simple step. ACH support, or add an optional credit card surchargeCredit card merchant fees can become death by a thousand cuts. Your B2B clients may love collecting rewards and enjoy the convenience of credit card payments (and to be fair, it is good to get paid quickly), but I don’t have to be Gary Pica to tell you that you need to protect your margins for the sake of your MSP’s long-term success. Get paid, and don’t lose a few points here or there if you can avoid it.Setting up a Customer Surcharge in FlexPoint FlexPoint allows you to add an optional credit card surcharge to cover transaction fee costs. ACH without the fee is always an option, or customers can choose CC payment and accept the card processing fee. They make the choice that suits their needs, and you have margin protection however they choose to pay.Client can select to pay by credit card or ACH bank transfer in FlexPointBig Purchase? FlexPoint has financing for thatFor quotes over $10,000, FlexPoint allows you to offer your MSP’s clients the option to pay via flexible financing (up to 12 months), while your business gets the full amount upfront. You don’t see it in the $299.60 Payment Method example above because the option doesn't show up under the $10K minimum.If a new client requires major projects, you can remove a potential roadblock to completing the deal by providing your clients with a way to finance the up-front cost over time while collecting the payment you need.  Can I process payments directly through Quoter?No, you cannot process payments directly through Quoter. The integration is set up to redirect and receive callbacks from FlexPoint; while it’s nearly seamless, we are not processing transactions inside Quoter.  How does Quoter keep the connection process secure?Security is a priority for both Quoter and FlexPoint, and this is a critical consideration. All data is transmitted over HTTPS, and the callback between the two systems is authenticated using a secure hashed token. To help prevent any configuration errors, validation checks are in place during setup. In the event of an issue, detailed logging is available to assist with troubleshooting. We recommend reviewing the step-by-step instructions in our Help Center article to ensure a smooth and accurate integration process: https://help.quoter.com/hc/en-us/articles/39028601291675-Adding-FlexPoint-as-a-payment-gateway-to-your-Quoter-account  How do I set this up exactly?Please follow the setup steps in the Help Center article linked above. You’ll need to start by creating an API key in FlexPoint. This is under Payment Terminal > API:Name the FlexPoint-created key QuoterYou’ll then see the Quoter listed:FlexPoint Payment Terminal screen showing the Quoter API keyAnd in Quoter, to add FlexPoint as a Payment Gateway:Add the API access key you created in FlexPoint here in Quoter Again, please follow the specific steps in the Help Center and it’ll work. We Welcome Your ThoughtsIf you didn’t care, you wouldn’t have read this far down the page. Feedback is welcomed, and please comment below to let us know we’ve hit the mark. Still using a different CPQ tool? You’re missing what Quoter has to offer your MSP – speak to your ScalePad Account Manager, or click to request a demo for your team. Quoter makes it easy for your whole team to quote so you can win more profitable deals. 

Managing Recurring Revenue Opportunities Just Got EasierWe’ve just Managed (see what I did there?) to roll out two improvements that tighten the handshake between Quoter and ConnectWisePSA, giving you cleaner opportunities, fewer manual edits, and rock-solid margin visibility.Below you’ll find a quick walkthrough of the two new items, why they matter, how to set them up, and possibly more dad-level Manage jokes depending on what I can manage to get away with.Here’s a quick Loom from Ash:  Don’t forget that you’ll need to set up the custom field first, so read on for more details! New Quoter Custom Field: Push Exact Cycle Counts to OpportunitiesBilling a service monthly for exactly 12 cycles (or 36, or 60, or… some larger multiple of 12) is now as easy as filling out a single dropdown on your quote. Add the new custom field to your template (“Billing Cycles” in our example below, but you could use “Term Months” or whatever makes logical sense), and Quoter will pass the precise value to the ConnectWise Opportunity Product.Set up the custom field that you’ll use first. This is under Templates > Custom Fields. Three important things to remember: You need to build the custom field in advance of adding it to the ConnectWise integration,  It needs to be a dropdown, so select that in Type, and  The options must only be non-decimal numeric values. No weird 0.5 months, please. Where do I add this field?Go to Integrations, find ConnectWise in the list, click the pencil icon ✏️ , and scroll down to this section; possibly way down. Even I eventually managed to find it:Quoter Custom Field to CW Opportunity Billing Cycles MappingAdd the new custom field to your quote template, and when you publish your quote, Quoter will handle the rest during the push to ConnectWise PSA. Why you’ll love itThe big win is that this stops / fixes the default “1 cycle” problem that forces you to edit each Opportunity by hand in ConnectWise PSA. Recurring items will now correctly recur for the number of cycles that you’ve selected.  This works whether the line item originates in Quoter or is pulled from the ConnectWise Product Catalog. Additionally, if a catalog item uses Unit of Measure: Each, Quoter automatically flips the Recurring flag on your behalf if you set the line item as recurring in Quoter. Remember, it’s default off for recurring, so don’t forget to set this. Cycle Values Now Persist Across Quote RevisionsYour account managers or other team members may iterate on quotes all the time: pricing tweaks, additional seats, you name it. Historically, every revision risked resetting the cycle count in ConnectWise, throwing off MRR, ARR, and margin views. Not anymore.Quoter now remembers and preserves the specified cycle value each time you re-push a revised quote.   Opportunity recurring revenue and costs stay accurate from Draft to Closed-Won. Profitability reporting and analytics will work the way you intend them to work.   Your finance and service delivery teams no longer need a “Was this really a 36-month deal?” huddle. Big deals will be as big as intended. Try it todayThese enhancements are live now for all partners on all plans (big and small) using the Quoter - ConnectWise integration. Head to Settings › Integrations to configure your custom field mapped to the CW PSA Opportunity Billing Cycles and you’re started.This request came from a Quoter partner who specifically mentioned their struggle, so please keep providing us with feedback so we can keep providing you with better software. Your feedback really helps!Still not using Quoter yet?  Speak to your ScalePad Account Manager, or click to request a demo for your team. Would love to show you what you’re missing. 

Available now as a public beta for all Quoter users!Our all-new drag-and-drop Line Item Editor is ready for the world, and creating quotes in Quoter is about to get even easier and more intuitive. You now have the capability to:Drag and drop anywhere: Sections, section groups, bundles, and line items can all be repositioned freely in quotes (above, below, or inside other structures). And speaking of structures… Flexible structuring: Move quote line items into bundles, automatically adopting bundle recurrence settings as applicable. Reorder content intuitively: No more hard-coded order restrictions. You have control over your quote layout.Lotta brainpower and hard work has gone into developing and internally testing out our drag-and-drop Line Item Editor, and we’re looking forward to your feedback as we move forward to the full release. Please give it a try; looks like we have a winner! Help Center has all the technical deets. It’s seriously intuitive though, but here it is for your edification. Shout out to Devin Cook, who’s put in a ton of effort on the development side. He joins ​@Ash Welsh in this video walkthrough.  I normally tell you to read on, and you should because it’s that good, but the 7 minute video is honestly the best way to see how this actually works. Please watch Devin and Ash’s video, and then see below for more information. Why put in all the effort to build a new Line Item Editor?To be fair, it’s not like Quoter’s existing Quote Editor was poorly designed or didn’t work well. It’s good, right?However, users like you have pointed out limitations that we wanted to address and improve upon:The previous editor was somewhat restrictive in its structure and there was a learning curve required to get up to speed. The less charitable said it wasn’t intuitive, and the restrictions made it tricky to structure quotes flexibly. Complex quote structures commonly used by advanced Quoter users (sections, bundles, line item groups, recurrence, hidden items) required a smarter system to handle rules and prevent invalid configurations. Screen space wasn’t optimized, especially again for users leveraging custom fields and item options.All in all, a good place to build from, but there were places to improve. So we’ve improved them with this redesign.If you want to get into the complete story, and you have a little more time, Ash and Devin went into a deeper dive with background and more details on changes from the existing UI. Many small iterations happened along the way with the existing line item editor too before we landed here with the all-new one.   What’s better now after the redesign?In short, the new Line Item Editor provides a cleaner, more intuitive interface with better use of screen space. A more optimized drag-n-drop experience for you, dear user. A sticky header that aligns consistently with data fields, even in deeply nested structures like bundles or line item groups. Speaking of nested structures… how about bundles inside line item groups? If you want or need your client to select from a bundled group of items, you will want to take advantage of this.Bundle inside a line item group section. Also, click ‘Provide Beta Feedback’ and let us know what you think!Visual and structural clarity ensures users understand the impact of their changes, reducing mistakes when building quotes. Templates already prevent errors, but we wanted to provide users flexibility without adding complexity. Fully backwards compatible, ensuring existing templates, quotes, and workflows remain intact. This was critical, because you have your templates set up the way they are for a good reason. The new Line Item Editor builds on what you have working well already. Discount selection drop-downOption selections on Section Groups – single-select sections: It’s clearer in the UI that the client must select one option.  Added a radio button.  Visually grouped them into a more logical, complete way to make them easier to understand.  You can also move the entire group.  Single-select section options Opinions WantedWe’re releasing this as an open beta to see what you like, what you don’t, and what we can enhance further. The rest of the Quoter team and I feel like we have a winner… but if this doesn’t work for you, it’s just “new” but not “improved”.  Please give it a try and see if it’s better for YOU. Yes, of course we check analytics on feature usage. You know what’s even better than usage data? Hearing what you think. Usage data alone can’t tell us if we hit the mark on adding flexibility without complexity. We will listen. Leave your comments below or click the blue Provide Beta Feedback button right in the Line Item Editor’s UI. The purpose for this beta release is to refine the new Line Item Editor further based on your usage and feedback. July 16 update – thank you to the 27 partners who have left feedback thus far; please keep it coming! Not using Quoter yet? Jump on it! Speak to your ScalePad Account Manager, or click to request a demo for your MSP and get your whole team quoting. 

Track Your Deals Your Own WayYou’re not operating a thrift shop, but if you want to pop some tags onto your quotes (or even better, onto templates so the right tags are on EVERY quote…), you now have another tool in your Quoter toolbox to identify and track any subset of your deals that you like. The ‘thrift shop’ bit was a Macklemore reference. Not every reference here is from the 90s… wait, Thrift Shop is from 2012, and that’s 13 years ago now?! Anyhow, so much for being current. Just think about how many quotes your team will close over the next 13 years 💵💶💷💰.Quick 2025 hits that get to the point:The specifics of documentation – Help Center has the KB details on the ins and outs of Quote Tags. We recommend beginning your journey with Quote Tags at a Template level, but you can also add them via the Quotes List.Keep reading to see how these work, and why you might want Tags.Quote Tags on TemplatesQuoter is built around replicable templates, and you can start with Tags right at the template level. Two Quote Tags created (‘SMB’ and ‘Private Sector’) If applied to a quote template like this, all future quotes created from that template will get the Tag(s) you’ve specified. Here are a couple example scenarios where quote tags could help:Maybe you have a template that your field or support techs use when they quote quick replacements for failed hardware – a specified Tag on the template could make it easy to filter these for an account manager / admin / procurement specialist to do follow-up. Having a quote tag right on the templates the techs are using means you would have an error-free consistent view to create this follow-up process.  Perhaps you have (or would like to create) a commission / bonus / incentive to encourage your teams to create more sales opportunities and quote more often. Tags could be applied to templates used by individuals or particular teams. Remember, you can clone templates and just change the quote tag.One of the biggest benefits of quote tags, like using templates, is consistency. Consider how they could help refine your own processes or provide you with new capabilities to manage.  What kind of tags can I create with Quote Tags?The sky isn’t the limit, but there are a lot of options, as Quote Tags are very flexible. Set the industry, term, type of quote, etc. – freeform text, up to 30 characters.Tags shown as the 4th column here in the Quotes List. You can also add and create tags from inside the Quotes List:Typing in ‘Service’ in this example will prompt you to select an existing Tag (‘Service Renewal’) or create a new Tag if desired.  This quote above already has three Tags added to it, and you can set up filtered views in the Quotes List to see just quotes with the Tags you want.The types of Tags you might want to use for your business are limited only by your imagination… and the 30 character input limit 😅. We deliberately chose NOT to populate this with our suggested Tags, as it seemed likely that some MSPs would choose to get more granular and that coding in defaults could get messy. But as thought-starters, we’ve categorized and listed some ideas for Tag names:Industry VerticalsHealthcare Legal Construction Retail Manufacturing Education Non-Profit Government (federal, state/province, local/municipal/city)Client Size / TypeSMB Mid-Market Enterprise Public Sector Private SectorService TypesMSA  Project Co-Managed IT Legacy/Break/Fix Where can I view and filter my tagged quotes?The Quotes List, as shown below! Quote Tags are the newest addition to the attributes that you can use to build and filter your quote list, and as with any of the other attributes, you can set up and save filtered views based on Quote Tags. Click the Columns icon to select which columns you want to show, and click Tags to add it to the Quotes List.Adding the Tags column to the Quotes List Combining Quote Tags with stages and dates gives you not only useful managerial oversight, but can empower your team to track and manage their own pipeline and take action to close more deals faster.  Feedback, please!Quote Tags – how do you feel about what you’ve seen? Please give it a try and see how it might be useful for your MSP’s workflow. We believe that the addition of Tags helps us move closer to our goal of creating the best-in-class quote management tool for MSPs, but our beliefs don’t really matter… it’s your opinions that we care about.  We’re always working to improve things, and your feedback helps us zero in on what matters most to your business. Not using Quoter yet?  You’re seriously missing out. See what Quoter has to offer your MSP – speak to your ScalePad Account Manager, or click to request a demo for your team. Could be the best business decision you make today! 

The Quoter to Benji Pays integration enables a seamless, embedded payment experience for your clients. When a quote includes one-time or recurring services, clients can pay all up-front fees directly via credit card or bank debit/ACH, immediately and securely. Professional-grade quotes from Quoter, your preferred payment gateway via Benji Pays (already integrated directly into your bookkeeping system, right?) – your clients get a top-tier service experience, and you get a slick, error-free replicable process to go from quote to cash.A little done with me including 1990s-era musical references in updates? That’s phair. Here are some quick 2025 hits that get to the point:Signed in? Go right to Settings to …set… this up and add Benji Pays: https://support.quoter.com/admin/payment_gateways/add  It’s in the manual – Help Center for the Benji Pays integration. Because there are a few other steps involved to get this set up. Show and tell – our own ​@Ash Welsh shows the new integration in action. Just push play! If you’re more of a reader, then read the details below with answers to your potential questions. So Quoter will be processing my payments now?Hard no.To be clear, we are only redirecting and receiving callbacks from Benji Pays, not processing transactions ourselves. We are NOT handling payments directly within Quoter, nor are we becoming a payment provider or processor. We’re just going to keep doing more of what we do best with Quoter, and working with accounts receivable automation folks like Benji Pays who do what they do best. Why integrate Quoter with Benji Pays?Getting Started with New ClientsThe biggest use-case we see, and the biggest win for partners like you, is when you’re getting started with a new managed services client that is paying an initial one-time fee, or project cost, or for hardware that’s arriving soon.Your MSP is not a bank or finance company, and this will make it easy to not only quote but now collect on those up-front quotes and turn them into payments. Let new clients accept and pay a quote in one motion, without redirects or confusion on payment.Client Accept Quote view – Benji Pays as Payment Method Optionally adding a credit card surchargeEvery dollar counts, and credit card merchant fees can eat into your margins on every transaction. Clients may love the convenience of credit card payments, and it’s great to get paid quickly, but you’re running a business at the end of the day and protecting your profitability is important. Benji Pays | Optional credit card surcharge to reimburse your MSP for transaction fee costsIf you have it set up in Benji Pays, you can add a credit card surcharge to reimburse the transaction fee costs. Your client then has the option to pay by credit card with the fee, or by ACH/EFT without the fee, providing them with choices and you with the margin protection regardless of how they elect to pay. How does Quoter keep this process secure?Like you, Quoter is security-focused and this is an important question to ask. All data transfers use HTTPS, and the callback between Quoter and Benji Pays includes a secure hashed token for authentication. Validation checks prevent obvious set-up errors, but we can provide detailed logging to help partners debug issues if there’s a misconfiguration. Please follow the steps in our detailed Help Center article here to avoid any set-up errors.  How do I set this up exactly?Follow the setup steps in the Help Center article linked above. There is setup needed in Benji Pays under Settings > Integrations:Benji Pays Settings > Integrations page; click Configure to begin connecting to Quoter And in Quoter, to add Benji Pays as a Payment Gateway:Add the API access key from Benji Pays here in QuoterAgain, just follow the steps here: https://help.quoter.com/hc/en-us/articles/38393968544795-Adding-Benji-Pays-as-a-payment-gateway-to-your-Quoter-account. What’s coming next?We’re going to continue to work with Benji Pays to make your workflow faster and easier. Our next step is to enable seamless reconciliation of your customer's payment with your invoice in Xero or QuickBooks Online, all facilitated by Quoter.This will be Phase 2 on the integration, so not there yet, but we would like your… Feedback please!Your specific, constructive feedback helps us focus on solutions for your business needs. You’re part of the ScalePad Community, or you wouldn’t be here, so please tell us what you think! Is our next move to enable reconciliation between our quotes, Benji Pays payments, and invoices the right one? Or is there something else we’re missing for you? Not using Quoter yet?  You’re seriously missing out. See what Quoter has to offer your MSP – speak to your ScalePad Account Manager, or click to request a demo for your team. Could be the best business decision you make today! 

Backup Radar has entered the Closed Beta phase on a big development that reimagines the way you schedule backups to be monitored, and the outcome of that monitoring. Backup Plans is a project that seeks to unify the Partner experience of more intuitively mapping your monitoring schedule with your existing backup tool backup plan, and bringing in important components like backup SLA monitoring, RPO mapping, and real-time alerting. Backup Plans are the next generation of Backup Radar monitoring and alerting, and we’re eager to have existing Backup Radar Partners join this Closed Beta, and give us your feedback. We want to build the best and most useful tools for our Partners, so your input is essential in helping us ensure a great experience. Long story short, what’s included in this closed beta release:The full end-to-end Backup Plans setup wizard with support for: Granular schedules RPO and SLA configuration Compliance-based real-time ticketing Introduction of a new Daily Activity page (alternative to the current Audit page)More components across the platform are in development for the full release, but If you’re interested in trying out the first phase of the Backup Plans project, please email our Senior Product Manager Jamie Kandola at jamie.kandola@scalepad.com to get started. Once you’re participating in the Closed Beta, you can also join our Backup Plans Beta Group, we can’t wait to get your input!

You can now generate polished, client-facing reports directly from the Executive Dashboard in ControlMap. These Compliance Health Reports are purpose-built for QBRs (quarterly business reviews) and status updates, helping you clearly communicate completed work, current status, and areas that need attention. Each report combines assessment progress, framework completion, documentation, risk posture, and upcoming tasks, giving your clients a comprehensive view of their compliance journey without manual tracking or formatting. Reports can be customized and automated to save you time and help improve your engagement with your client. Just customize your content how you like, set a schedule (weekly/monthly, etc.), save, and go! What’s Inside📊 Compliance Health ScoreThe report opens with a single score out of 100, summarizing overall compliance posture. This number reflects a combination of assessment results, documentation status, and evidence completeness, providing an instant snapshot of performance over time.  📉 Health Score HistoryA timeline view shows changes in the compliance score across the past several months. These trendlines make it easy to highlight progress or identify periods where efforts may have stalled. 🚨 Top Risks and Risk DistributionThe report summarizes the most critical risks by severity and visualizes how risk exposure has shifted over time. This section also includes counts of increased or decreased risks, giving you a way to frame both wins and areas of focus for the next period. 📚 Framework Progress TrackingProgress toward each active framework, like NIST 800-171, ISO 27001, or HIPAA, is broken down by percentage and tracked over time. This helps reinforce the specific frameworks each client is working toward and how close they are to completion. ✅ Assessment CompletionThis section shows the number of assessment items marked as Yes, Partially, No, or Not Applicable, paired with historical trends and a list of recent changes. 🎯 Objectives ProgressDisplays the current status of objectives across Compliant, Partially Compliant, Not Compliant, and other states. Progress is graphed over time, helping visualize how maturity is evolving. 🛠️ Action Items ProgressThis section tracks the status of all action items across the organization, highlighting how many are completed, in progress, in review, or not yet started. Showing trends over time helps teams stay accountable and aligned on what’s been done—and what still needs attention. 📂 Evidence CollectionThis section shows how many pieces of evidence have been collected, are in progress, or remain incomplete. Since documentation is a critical component for audit readiness, this section helps identify where gaps still exist. 📁 Policy & Document StatusTracks how many documents are in draft, under review, in progress, or fully approved. A separate table outlines recent updates to help teams track change activity. 📅 To Do: Top Priority Action ItemsThe report closes with a summary of high-priority action items, including objective references, current status, assignees, and deadlines. How to Use ItExport reports as Word DOC or PDFs from the Executive Dashboard to share during client meetings or reviews. Use month-over-month trend visuals to show progress and highlight upcoming needs. Share framework-specific insights to support strategic compliance planning. Reference open risks and outstanding tasks to guide next steps and follow-ups. Customize your content with a built-in editor and customization options.  Schedule for recurring automatically to self or client as desired Available NowCompliance Health Reports are now live within Reports and the Executive Dashboard in ControlMap. Log in now to try it out—or book a demo to see how it works. Coming SoonWith the new reporting design and technology introduced with the Compliance Health Report, the existing Assessment Report in ControlMap is also getting a visual refresh to match the new, polished look. While the content and structure will remain familiar, the updated design brings visual consistency across reports, making everything look sharper for client-facing use. For more details on updates made in ControlMap, view the full release notes.

Three New Enhancements to Improve Your Quoting WorkflowWe're excited to roll out three powerful enhancements in Quoter: two in our Quote List, and one to Quote Reminders.Quote Reminders – removed hard-coded “Reminder” prefix text Quote List – included Last Sent Date for quotes that have already been published Quote List – added the ability to set customizable default viewsBe proactive with clients, maintain quote visibility, and personalize your quoting process. ☑️✅✔️​@Ash Welsh has kindly created this video walkthrough that we’ve added to YouTube, and it’s a great 6 min walkthrough on what’s been updated:  Readers, let’s dive into what’s new. 1. Customizable Quote RemindersWe’ve upgraded the Quote Reminders feature to give you more control over the messaging sent to clients. Previously, reminder emails reused the subject and body from the original quote email, with a hardcoded “Reminder” prefix. This hardcoded prefix limited flexibility, especially for teams working in multiple languages or wanting different tones for follow-up messages. I’m reminded that the Dutch word for “reminder” is herinnering, for example, so now our Quoter partners in the Netherlands can set a follow-up herinnering with exact wording they want. You can too!Quote Reminders – now with no hardcoded “Reminder” prefix!Customize the complete subject line and body of Quote Reminders. No more hardcoded Reminder prefix! Use mail merge fields to personalize messages. Craft messages in any language or style to match your brand voice.Quote Reminders can be configured to send relative to the quote’s sent date or expiry date. These reminders are only triggered if the quote is still open – meaning it hasn’t been accepted, expired, or marked as lost – ensuring your follow-ups are relevant and timely.This enhancement ensures your quotes stay top-of-mind with clients while you maintain full control over communication. If you need any help, KB is here for you: https://help.quoter.com/hc/en-us/articles/32085771622811-Automated-Quote-Reminders  2. Improved Visibility with Accurate “Last Sent” DatesStaying organized with versioned quotes just got easier. In the updated Quotes List, you’ll now see the last sent date even for quotes that are already in a published stage, but had been sent in a previous version.Say you’ve sent a quote, made a minor change like extending the expiry date to keep it active, and republished it. The new version may not have been resent to the client, but the client might still act on the older version they received (because you’d extended the expiry date). With this update:The last sent date from any previous version of a quote will now display in the Quotes List. You won't miss quotes that were previously sent, even if their latest version wasn’t re-sent. Filters like “sent this month” now work as expected across versions.  This gives you a clearer picture of your quoting activity and ensures that no quote falls through the cracks. 3. Set Default Views in the New Quotes ListSaving the best for last… you’ve had the ability to save filters and layouts in the new Quotes List, but now, you can take that a step further by setting a saved view as your default. See exactly what you want to see when you go back to the List without having to click a saved filter to bring it up – it’ll just be there for you. New saveable Default View in the Quotes ListSave a filtered, sorted, and customized view of your quotes list. Set it as your default, so it loads automatically every time you access the list. Your default view includes: Any filters Custom columns Your preferred sort order Want to change your default? You can easily swap views or reset to Quoter’s default (sorted by last modified, no filters) at any time.This enhancement ensures that when you log in, you're seeing the most relevant data for your workflow, right from the start. Help Center is just a click away: https://help.quoter.com/hc/en-us/articles/32085662242843-New-Quotes-List  Couple Cans Short of a Six Pack?Or do these land? Even if you’re not Bill Paxton (or is it Bill Pullman…?), we’d love your feedback! Please share your thoughts below, and let us know if and how these updates are working for you.Not quoting with Quoter yet?  Speak to your ScalePad Account Manager, or click to request a demo for your team. We’re continuing to add new enhancements we hope our partners will love. 

A Perfect 10/10 for Cognition360There are a whole lotta updated reports and data models for Cognition360 – ten of them! Lot to go through, a lot to unpack, and a whole lot that you’re going to want for your organization. No huge changes, but valuable, incremental improvements that add some new capabilities – additional filters, new data / columns / pages, and some data model enhancements too. As always with our updates, they’re on a request basis. Please use this Jotform to request any or all of the reports we go through here be updated for you. Which reports have seen updates?Sunshine list is here! 🌅 Customer Review (Customer workspace) Agreement Addition Billing (Finance workspace) Agreement Profitability (Finance workspace) Sales Dashboard (Sales workspace) Opportunity Dashboard (Sales workspace) Products Received Not Invoiced (Procurement workspace add-on) Active Tickets (Service Delivery workspace) Technician Efficiency (Service Delivery workspace) Ticket Labor Analysis (Service Delivery workspace) Work Type Usage (Service Delivery workspace) Some of these are our best-loved / most popular reports (Agreement Profitability and Technician Efficiency are near the top of our Top 10 for sure) are included here. We were looking at including a video, but I went through these with the wise and powerful Christy Strickland, and we’ve decided it’d be better to dedicate a session for our Cognition360 Learning Lab on this – little more interactive so you can ask your questions. The June edition is already spoken for, so this session will be happening July 23, 2025.  If you’re not already joining us for our Learning Lab, get on this – it’s essentially a C360 peer group led by an expert MSP consultant, well worth your time. Usually it’s the inimitable Christy, but sometimes someone imitates her. How does one add the updated reports?Please request the reports you want to have updated to the latest version via this form fill and you’re off to the races 🏇. Not sure if they’re both running in the Belmont Stakes, but Sovereignty and Journalism are the 2025 horses to beat! I assume a lot of people come here for racing tips, so here’s me telling you about the obvious favourites. If you missed our March update, get them added with this Jotform instead. Did you take advantage of the last reports that we updated back in December? If you missed out, here’s the form to get the updates from December.  What’s new-and-or-improved in these ten reports?Gonna dive right in – lots to cover: Customer ReviewAdded a "No Time Entry" filter to Customer Review report.  Customer Review | Summary page, No Time Entry filter added As the name of this added filter suggests, the No Time Entry filter makes it easy to stop tickets with no time entries from displaying in the report – alert tickets that close, for example.  Or dig into the data in reverse, and examine all tickets that had no time, and get into why – is the team missing adding time entries that should be there? Agreement Addition BillingAdded current month data into Current vs Previous page in the Agreement Addition Billing report. Agreement Addition Billing Report | Current vs Previous page The Current vs Previous page was not bringing in current data (non-invoiced amounts), so this is more of a fix; the page was not populating, and now it is. Current vs Previous gives you an idea on what’s been invoiced, and what’s still open so you can check it through to verify accuracy and THEN invoice it out – added or removed users, for example.We know some partners had been using a client-by-client or month-over-month after invoicing check. This report page provides a better workflow. Agreement ProfitabilityAdded a new Agreements Over Time page which shows the change in agreement count over time to the Agreement Profitability report. Agreement Profitability report | new Agreements Over Time page Trending is here! This allows you to see at a glance how many agreements you started and ended the month with, and view these in different categories. Looking at these by Agreement Types is where you can see where you’re growing, flat, or contracting.  In this screenshot example, Web Hosting had a jump in April, whereas Office365 has been flat over the past year… and things aren’t looking too hot for Security. Because security is standard, right? Shouldn’t have it separate anyway. Sales DashboardAdded Opportunity Age in days to Sales Dashboard. Sales Dashboard with Opportunity Age (Days) highlighted This one is super useful – your MSP’s sales manager and leadership will want to see how long opportunities are taking to go from Created to Closed status.The only way to do this previously was to get data from the Sales Dashboard (looking at the closed date) and the Opportunity Dashboard, and calculating the delta. Now you can see your sales cycle length at a glance. Opportunity DashboardA new Pre-Sales | Resources page has been added to Opportunity Dashboard (and the Sales Dashboard too… pulled a polite Steve Ross-level sneaky on you there!). Opportunity Dashboard | new Pre-Sales | Resources page Pre-Sales | Resources reports on time recorded from (Work Type="Pre-Sales" Activities) time entries applied to Opportunities. The purpose is to show the impact on Opportunity Win Rate from the pre-sales time spent on the opportunity – it’s a measure of sales win efficiency. Like many reports, this is predicated on entering time accurately, which might require a change for your sales team if this isn’t typically part of their process.From a managerial standpoint, it’s probably most useful for looking at over the long term, depending on your typical sales cycle length, but it could be handy to find outliers (huge deals that close with minimal resources, or not-so-amazing deals that required too much effort) or give you another data point if you’re managing a large sales or account management team. Products Received Not InvoicedAdded Vendor Invoice Number to the add-on Products Received Not Invoiced report Heavily redacted Products Received Not Invoiced | Summary page, new “Vendor Invoice Number” column The data here is all redacted, but the Vendor Invoice Number will pull from purchase order information, allowing you to to reconcile products received that you’ve yet to invoice against the vendor invoices. Not familiar at all with this report? It’s in our Add-On Workspace. Might take a little extra time to get it deployed for you if you would like to add it and don’t have it already, as there is some additional data that will need to be loaded. Active TicketsAdded Actual vs Budget Overage to the Active Tickets report’s Ticket Details page.  Active Tickets report | Ticket Details page, new “Actual - Budget Overage” column The Actual - Budget Overage column data shows how many actual hours a technician worked on specific active tickets over the pre-determined budgeted hours.   If there’s a budget assigned to a ticket, you can sort / filter to see active tickets way over budget. This could be useful for ticket escalations, or reconciling when things are off track and conversations need to be had with your client, your team, or both. Another useful tool for managerial control on service delivery. Technician EfficiencyAdded an "Avg. Time Entries (Day)" column to the Technician Efficiency report’s Technician Details page. Technician Efficiency report | Technician Details page highlighting new Avg. Time Entries (Day) column There wasn’t a Day column here before; one was only able to view the average per week or per month. This is one of those managerial measures your team will either love or hate, but it’ll give you an accurate measure of who’s putting in the most time entries on average each day, and that can be a necessary evil. Ticket Labor AnalysisA Child Ticket Flag has been added as an all page filter to the Ticket Labor Analysis report.  Ticket Labor Analysis Report | Type | Subtype Analysis page – Child Ticket Flag filter highlighted Suppose you had a large / common incident – an ISP connection or server goes down, and you’re inundated with tickets. You create a main ticket for the incident, and bundle the rest as child tickets. The new Child Ticket Flag filter allows users to include or exclude these child tickets from common issue reporting. Work Type UsageAdded Ticket Contact Details information to the Work Type Usage Report data model.  Work Type Usage data model update Visually, not much to show here, but we’re making it easy to filter to get contact details associated with the ticket. If you’ve had a client who’s submitted 50 tickets in short order, this will get you into who is submitting them when looking at the work types reported by your tech team. Sun’s Out, Reports OutThat does not roll off the tongue quite as well as sun’s out, guns out, but the team continues to apply muscle to enhancing Cognition360 reporting for you, our partners. Please use this form to have our support team add all or some of these enhancements to your C360 reporting! If you’re already a Cognition360 partner, please leave us a comment below – always love to get feedback. Most of these updates came from support requests, solving problems for partners who requested them. Don’t hesitate to leave us your feedback or let us know what your needs are; we’re here to assist you and help grow your business. Not a Cognition360 partner yet? Join us for a personalized demo, or check out this quick overview here. We’d love to help you unlock insights hidden in  your ConnectWise PSA data so you can make better decisions and grow a more efficient and profitable MSP business. 

Phase 2 – ContractsHaloPSA Contracts are here! Following on from last month’s improved HaloPSA integration that brought the ability to create HaloPSA tickets and opportunities from inside Lifecycle Insights, the LCI development team has added the ability to bring in Contracts too. Give your vCIO / Account Management / Customer Success team using LCI full visibility into what was sold, when it renews, and what gaps exist, and have better budgeting/planning conversations with your clients. Raring to go and already signed in? https://app.lifecycleinsights.io/contractManager and get started! If you didn’t set this up last month with our Phase 1 update, this link will take you right to where you’ll need to update your settings. We've added these Help Center articles documenting how to set this up:  https://help.lifecycleinsights.io/hc/en-us/articles/17948288941851-Integrating-with-HaloPSA for general Halo integration set up Specific guidance on Contracts: https://help.lifecycleinsights.io/hc/en-us/articles/37282938251163  Prefer a quick video? Here’s how HaloPSA contracts work in LCI, ably presented by legendary VP Product Adam Hert: Read on to see what’s new. Are the prerequisites the same as for HaloPSA tickets and opportunities?Exactly the same, and if you set this up already last month, you will be able to bring Halo contracts in by going to Contracts on the menu (https://app.lifecycleinsights.io/contractManager) and clicking the large green IMPORT FROM HALO download button if it’s all enabled correctly.If you have not set this up yet, you will have to enable Lifecycle Insights as an integration on the HaloPSA side, and then configure data points in Lifecycle Insights. Please read this Help Center article with specific instructions on how to do this: https://help.lifecycleinsights.io/hc/en-us/articles/17948288941851-Integrating-with-HaloPSA for general integration set up and to unlock and set the correct API permissions in Halo.You may need to go back into Integrations > PSA Integration > HaloPSA and select the checkbox for Contracts: HaloAPI Credentials checkboxes – you’ll likely want to activate all three And don’t forget to hit Save Settings!What does Phase 2 add here?Short answer is nightly syncing of client contracts from HaloPSA to Lifecycle Insights. See exactly what was sold, and budget and plan with your clients for renewal inside your LCI-driven business reviews. Hit the green download icon to import each contract as desired. Why can’t I see a particular contract for a client?We require the Next Due Date field be added, and a modal will pop up to prompt you to add the Next Due Date if it’s not present.  Next Due Date missing modal (Dark Mode) HaloPSA contracts are also set to sync nightly. If you want/need one immediately that you’ve just added, hit the top-right refresh icon to open the Data Sync Manager; there you can perform an on-demand sync and pull the new contract into LCI. Can I build Contracts in Lifecycle Insights and then sync them back into HaloPSA?Like our integrations with ConnectWise PSA and Autotask, the HaloPSA contract sync is one-way only, from Halo to Lifecycle Insights. Contracts that you build in LCI will not sync into any integrated PSA. What does sync back to HaloPSA?After you’ve imported a contract into Lifecycle Insights, you can link it to a specific asset. These synced assets will link back (they’ll either be picked up on the nightly sync, or the next time you run a manual sync). Feedback Helps!Did we hit the mark? We want to hear from ScalePad Partners like you. Please leave us a comment below and share your thoughts. Want to check out what Lifecycle Insights can offer your MSP? Reach out to your ScalePad Account Manager, or request a demo today. Happy Lifecycling! 

The highly requested integration of Backup Radar and Redstor is here!In the modern MSP stack, backups are table stakes, but making sure you have full proactive oversight is the real differentiator. With rising client expectations, tighter compliance pressures, and increasingly complex environments, “set it and forget it” is a liability. That’s why the new Backup Radar + Redstor integration isn’t just a convenience, it’s a competitive edge.Backup Radar seamlessly connects to Redstor through direct API integration, allowing automated intelligent backup monitoring and reporting on your entire backup estate, centrally.What’s great about this integration?Many MSPs are drowning in backup alerts, toggling between dashboards, or worse, trusting that “no news” means everything’s fine. That’s a recipe for missed failures and lost trust. This integration allows standardized monitoring and reporting on all Redstor (and more) backups, while eliminating ticket noise,Use Backup Radar’s comprehensive reports and visualizations to look for trends and anomalies in your Redstor backup statuses so that you can proactively remediate issues before they arise. See if backups are failing regularly over time or in a certain environment and quickly fix the issue before it becomes a problem.Eliminate dangerous backup gaps with full backup environment monitoringStay vigilant when migrating backup systems. Whether you’re switching backup tools, like adding Redstor backups to your client environments, with Backup Radar there’s no need to manually portal-hop to keep your backup statuses accounted for. Backup Radar compiles everything conveniently into one place for monitoring. Monitor everything from physical and virtual servers, to mailboxes, phone systems, NASes, and more. We keep saying monitor everything easily from one place, and we mean it! No-results backup monitoring alerts you quickly to any missing or hung backups. See beyond just success/fail alerts. Backup Radar links Redstor with your PSA, more why that’s a huge win for you below, but it’s another example of how Redstor and Backup Radar are a perfect pair for your data protection needs. Slash backup ticket noise by 90% and get hours back in your technician’s dayBackup Radar’s automated intelligent ticketing logic opens, groups, and closes backup tickets right in your PSA. Automatically open, append, group, and close resolved tickets related to your Redstor backups. You set the ticketing parameters on what and when you will be notified about something, and Backup Radar will take the stress and tediousness of sifting through ticket noise. How do I get started?If you’re already a Backup Radar Partner, it only takes about 60 seconds to integrate Redstor with Backup Radar. Here’s the simple step-by-step guide. Not yet signed up for Backup Radar? We can fix that! Reach out to your Account Manager, or book with a product expert to get a personalized demo and get Backup Radar working for you. 

Available now as a public beta for all Quoter users!Have a preferred supplier, but they’re not connected to Quoter via API? What if I told you that Quoter’s new SupplierSync will let you automatically ingest data from any of hundreds of suppliers globally via CSV feeds, allowing you to not only get real-time product pricing and availability, but also pull in descriptions and images from GtK Etilize via Quoter’s Product Cloud?I would be telling you the truth. Check it out now.Get started – here’s a link to Settings>SupplierSync so you can jump right in. Want to get into the details? Read the documentation – this Help Center link will give you the specifics on exactly what’s new and how this all works. This is a beta product so there are a few limitations. I get it, I get it… we all learn from videos. Here’s not-quite seven minutes in heaven with Ash going through SupplierSync in detail:  Early feedback from early beta users has been super positive, but we want to hear from you too so please add your comments to this post.  Read on for more positive truth bombs. Why should I care about SupplierSync?If you already get everything you want / need in Product Cloud for real-time pricing and product availability from distributors such as:Ingram Micro Tech Data Dicker Data D&H Distributor SynnexMaybe this isn’t for you.BUT if you’re one of our MSP partners who uses OTHER distributors like:Blue Chip  Leader Computers  Streakwave  XITYou should be very interested indeed, because your Quoter life is about to get a whole lot better.How does SupplierSync actually work?If your favourite supplier can generate a CSV file, we’re at the starting line. Custom field mapping will transform and standardize the supplier data you supply,making it instantly usable in Product Cloud once it’s been set up.📄 Supplier whitelistWe believe there are potentially hundreds of distributors that you might want to use with SupplierSync; so many, in fact, that we’re likely not aware of them all. SupplierSync with supplier feeds added from Streakwave, Leader, and Blue Chip To ensure security, we whitelist domains; if your preferred supplier isn't listed, please let our team know at support@quoter.com – we will add in their domain so you can add your supplier. Apologies for the inconvenience, but we care very much about what data sources get into Quoter. 🗺️ Setting up field mappingThere is very, very little that needs to be done to get started, though again, it’s worth reading the Help Center article to get into the details. You'll be asked to enter the required and optional Field Mappings for your feed: SupplierSync Field MappingThese fields will be displayed in Product Cloud to show the unit cost and Manufacturer Part Number (MPN).  🪄✨ The magic happens in Product CloudIf you weren’t using Product Cloud before, Quoter has recently activated it for all users; it uses the GtK Etilize product catalogues for Australia, Canada, the UK, and the US markets to provide standardized product data feeds for more than 20 million products worldwide.The MPNs from your distributor are now used in Product Cloud, and when you search, you’ll find your products listed… along with the availability and pricing. You can see that I don’t know how to spell Ubiquiti in my search, but Quoter does!Product Cloud with Leader Computers added via SupplierSync, pulling real-time pricing and availability at various Leader warehouse locations Pretty cool, eh? No more manual work to quote with confidence from your preferred distributors. Product images and descriptions that can be added right into templates and quotes.  ✊ The power of templatesWith SupplierSync, you can add Product Cloud items to your current templates.  This means that when you’re creating a new quote using one of those templates, we’ll go out to your now-integrated distributor to get pricing and availability, and help you rapidly source the best / lowest cost available items for the quote for your clients. We want your feedbackWe know that SupplierSync isn’t built for everyone, but for those using regional or country-specific distributors that we weren’t able to connect with before… what do you think? SupplierSync is in beta because we’re looking to make further improvements to make it even better for you, so please leave your feedback here (and feel free to @ mention legendary Product point man on Quoter, ​@Ash Welsh for attention).If you’ve read this far, thank you, and we’ll be bringing some enhancements to the UI on our Quote Editor soon too, so watch this space! 

We’re excited to share that Quoter has joined Lifecycle Manager, Lifecycle Insights, Backup Radar, and ControlMap in reaching SOC 2 and ISO 27001 compliance! It’s a big step forward in our mission to keep your data safe and sound here at ScalePad. How did we do it?Using ControlMap, the same tool that we recommend for you to help your own clients on their compliance journey.     ControlMap also makes it (relatively) easy and painless to collect evidence to maintain compliance for our other ScalePad products that were already compliant, showcasing controls and evidence and sending that data to our third-party auditor. Haven’t checked out ControlMap yet? Talk to your account manager, or fill this form and we’ll reach out. If you’re curious about Compliance-as-a-Service as an opportunity to grow your MSP, definitely take the time to go through ScalePad's free Compliance as a Service Boot Camp and learn more. The opportunity is massive for those willing to dare. What does this mean for you, our ScalePad Partners?It means we’ve been through the serious annual audit and evaluation process, ensuring Quoter, Lifecycle Manager, Lifecycle Insights, Backup Radar, and ControlMap meet top-tier global standards for keeping your data secure.With these certifications in place, you can feel confident knowing your MSP’s data is protected from threats and vulnerabilities, allowing you to stay focused on growing your business. Where can I learn more about product security at ScalePad? Head over to scalepad.com/security to confirm these words for yourself. Grab our updated Security Whitepaper, ISO certificate, and SOC 3 Report and verify we’re walking the talk.

Phase 1 – Tickets and Opportunities Appreciate that it has been a minute, and HaloPSA shops using Lifecycle Insights, your patience has not gone unnoticed.  The LCI development team has what you need – a revamped and vastly improved integration with HaloPSA that will speed your team’s workflow by allowing you to create HaloPSA tickets and opportunities from inside Lifecycle Insights, as well as view linked HaloPSA data inside LCI. Want to dive right in without any guidance? This link will take you right to where you’ll need to update your settings. Want to read the documentation? There are a couple of tweaks you’ll have to make in Halo. These Help Center articles will show you what you’ll need to do to enable this: https://help.lifecycleinsights.io/hc/en-us/articles/17948288941851-Integrating-with-HaloPSA Specific guidance on creating HaloPSA tickets (https://help.lifecycleinsights.io/hc/en-us/articles/35591485413787-Creating-HaloPSA-Tickets) and opportunities (https://help.lifecycleinsights.io/hc/en-us/articles/35592976340379-Halo-Opportunity-Integration) are linked here. Did you get this far, but still hate and fear reading? YouTube videos is how I learn too, so check this 5 minute one out where man / myth / software development legend ​@Dylan Stocking walks through what you need to know once you’re set up: Read on to see what’s new. Are there prerequisites to set this up?Indeed there are; you will have to enable Lifecycle Insights as an integration on the HaloPSA side, and then configure data points in Lifecycle Insights. Please read this important Help Center article with specific instructions on how to do this: https://help.lifecycleinsights.io/hc/en-us/articles/17948288941851-Halo-PSA for general integration set up and to unlock and set the correct API permissions Are all the missing pieces of the puzzle here 🧩?Getting really close! Here’s what’s included in the scope of this update: HaloPSA data available under ‘Linked PSA Data’ Tickets Opportunities Create HaloPSA Opportunities from LCI Recommendations Create tickets from LCI Assessments Create tickets from Asset list / detailWe’ve called this Phase 1 because we wanted to bring these pieces to you as soon as we were able. Phase 2 is already in development, and that will include contract syncing. Where’s my HaloPSA data?You’ll find this under vCIO > MSP Reports > Linked PSA Data (https://app.lifecycleinsights.io/linkedpsadata) at the bottom of the left-side menu.Click, and within you will find both Linked PSA Tickets and Linked PSA Opportunities:  Dark mode Linked PSA Tickets and Linked PSA OpportunitiesThe Ticket Id and Opportunity Id fields (third column from the left on both the https://app.lifecycleinsights.io/linkedpsatickets and https://app.lifecycleinsights.io/linkedpsaopportunities pages) will have links to your respective HaloPSA tickets and opportunities. We know there is a lot of value in linking PSA tickets to the assessments, business reviews, and recommendations you make in LCI, and having PSA opportunities linked to recommendations too. Depending on your workflow, having these linked from LCI is probably the best way for your team to take action on items that come from planned client conversations.This is at the end of the video (4:11) but thought it was worth showing you where everything linked resides first. What Can I Do Now That I Couldn’t Before?Create Tickets from LCI Asset ListDepending on your workflow, you may want to create tickets right from the Asset List in LCI (https://app.lifecycleinsights.io/assetlist). You can now create tickets on assets from the List, and then have them tied in to the specific asset in HaloPSA.Click the green CREATE PSA TICKET for a new ticket 🎟️. Two other existing linked tickets are in blue. Tickets are two-way synchronized – if you’ve created tickets on assets in HaloPSA, the same tickets will appear listed against the assets in LCI as well. Keep in mind that a PSA ticket can only be created if a single asset is selected in the asset list, so if you’ve selected more than one asset from the list you’ll be prompted to deselect until you just have one.Want to read all about HaloPSA ticket creation in Lifecycle Insights? This Help Center article has you covered: https://help.lifecycleinsights.io/hc/en-us/articles/35591485413787-Creating-HaloPSA-Tickets  Create Tickets from LCI AssessmentsAssessments establish the baseline, and help track moves from a starting point to a target so you can help your clients achieve their business goals. You and your team can now create HaloPSA tickets right from Assessments:Click the green CREATE PSA TICKET for a new ticket 🎟️ on this Assessment Event When would we see you using this? Something minor at a ticket level, or something that’s not billable outside the agreement are where you’d likely want to take action right from an Assessment without going through a full-on Recommendation (and creating the associated Opportunity in PSA). Create Opportunities from LCI RecommendationsYou’ve taken your clients on an assessment journey, built a plan, and created recommendations for follow-up action. To get these moved ahead, you likely want to create opportunities in your PSA, and we now Halo users can do this in LCI too. Here’s how they appear in the Recommendations list:Halo Opportunity column second from right – two existing linked Opportunities, and the green CREATE button to add another When you’re in an LCI Recommendation, you can either create a ticket – perhaps for something minor, like you would on a specific asset – or create a PSA Opportunity:Create a ticket or an opportunity from within a Lifecycle Insights Recommendation Avoid suffering the slings and arrows of outrageous fortune, and keep your reviews and recommendations linked in PSA. Specific guidance on linking (and unlinking, if you like, because you can only have one linked Opportunity per associated Recommendation) is here in our Help Center: https://help.lifecycleinsights.io/hc/en-us/articles/35592976340379-Halo-Opportunity-Integration  We’re not hanging the Mission Accomplished banner yetWhat’s up next for Lifecycle Insights? HaloPSA contract syncing is in Phase 2, and that is underway now; barring disaster, you will see that complete in May. And yes, for the cynics out there, that’s next month in May 2025.  Like what you see? Feel like we’re still missing something? Please let us know what you think in the comments below. You’re a ScalePad Partner, and we want to hear from you.  Not a using it yet and want to see what you’re missing with Lifecycle Insights? Speak to your ScalePad Account Manager, or request a demo today. Happy Lifecycling!