Product Updates

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 will have all the technical deets. It’s seriously intuitive though, so we’ll add the article once it’s ready.  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. 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! 

We’re excited to announce that ControlMap has been selected by GTIA (formerly CompTIA) as a featured platform in their GTIA Cybersecurity Trustmark Program. What is Trustmark?Trustmark is a cybersecurity certification program designed specifically for MSPs. Unlike traditional enterprise-focused standards, Trustmark is built to reflect MSPs’ unique realities and needs.It offers a streamlined, auditable, and cost-effective path to certification, blending elements from multiple established frameworks—including ISO 27001, CIS, and NYDFS—into one cohesive standard. The goal? Helping MSPs demonstrate their security posture without the cost and complexity of something like SOC 2. ControlMap is now listed in the GTIA Trustmark Marketplace.  Want to Get Started?ControlMap users will see the Trustmark framework appear in-platform in mid-April 2025. To use the framework within ControlMap, you’ll first need to register for the Trustmark program through GTIA. You can learn more and submit your interest directly through their website: 👉 Learn more about Trustmark 💡 Already enrolled in Trustmark?GTIA offers a transition window for MSPs currently working with other approved platforms to migrate to ControlMap.Book a demo if you want to migrate to ControlMap or explore how we support Trustmark certification—we’re happy to help.

Dear Valued Partners,We want to inform you about an update to how AvePoint Cloud Backups are displayed within Backup Radar. This update is designed to improve the accuracy of backup identification within your environment.What is Changing?If the AvePoint backup notification emails contain a Region or a Backup Scope Name field, Backup Radar will use this information to populate the Device Name field. Previously, the Device Name was listed as the Company Name for all AvePoint Cloud backups. If the Region or Backup Scope Name fields do not exist in the email, the Device Name will remain unchanged and no action will be required.How Does This Impact You?Most partners will not be impacted. However, if you are, then proceed as follows. If you notice duplicate backups, you will need to take action to consolidate the results.Steps to Address Duplicate Backups:Activate the new backup result. For detailed instructions on activating a backup, please refer to our support article: How to Activate a Single Backup Merge the old backup result into the new result to maintain historical tracking. For detailed instructions on merging backups, please refer to our support article: How to Merge Backups Retire or delete the old backup result if no historical tracking is required. For detailed instructions on retiring backups, please refer to our support article: Retiring Your Backups We recommend monitoring your AvePoint Cloud Backup results to ensure a smooth transition. If you have any questions or need assistance, please reach out to our support team - support@backupradar.com.Thank you for your continued partnership!

You Asked, We DeliveredWe’ve just deployed an improvement to our Quoter-HubSpot integration — we now push the line item price after discounts are applied. Made a ton of sense to have this accurate post-discount price be the one that pushes to the CRM, and thanks ​@Darryl for the Product Idea:  Just Show Me What’s New, Slick.Fair. Here’s a short video:You can see we now have the specific line items if you drill down into a deal that’s been pushed to HubSpot: Screenshot detail showing Line items after discounts How Do I Integrate Quoter with HubSpot?Lots of MSPs just use their PSA as their source of truth for customer contacts, but for those who use CRM systems, HubSpot is a popular choice (we use it here at ScalePad too), especially when communicating with prospects who haven’t joined yet. Here’s our Help Center article on how to set this integration up: https://help.quoter.com/hc/en-us/articles/32086028571803-Integrating-with-HubSpot-CRMOur HubSpot integration is available as an add-on, or included in our Enterprise plan.Already have it and want to understand which Quoter fields map to which ones in HubSpot? Look no further: https://help.quoter.com/hc/en-us/articles/32086225071387-HubSpot-CRM-Field-Mappings FinWatch this space for more Quoter enhancements coming out later this month! 

We’re excited to introduce the Executive Dashboard, a centralized, high-level view for MSPs managing multiple client tenants in ControlMap. This dashboard surfaces the most critical insights across your portfolio, making it easier to drive client accountability, manage workloads, and spot new opportunities for service expansion. The old dashboard will still be accessible via the toggle option at the top right corner of the page. Compliance doesn’t scale well without visibility. MSPs often juggle dozens of client environments, each with its own pace, bottlenecks, and gaps. The Executive Dashboard distills that complexity into actionable insights—giving you back hours otherwise spent digging through tenant workspaces. It’s the foundation for managing compliance-as-a-service at scale. What You’ll See (and Why It’s Useful) 📈 Compliance Health ScoreEvery tenant now has a summarized health score based on framework progress, task status, evidence completeness, and more. It gives you an instant read on overall compliance posture—perfect for spotting red flags or highlighting strong performers.✦ Use case: Use this score to prioritize client outreach, flag accounts at risk, or track improvement over time.  ✅ Assessment CompletionGet a clear picture of how far along each tenant is in completing their framework assessments (e.g., CMMC, NIST 800-171). This helps you quickly identify which clients are falling behind, which are ready for audit preparation, and where to prioritize effort.✦ Use case: Build proactive check-in cadences around the slowest-moving tenants to keep momentum up.  📄 Policy ReadinessView each tenant’s policy landscape—how many policies are created, completed, or still pending. Since documented policies are a baseline requirement for any compliance framework, this gives you early visibility into tenants who may be at risk of non-compliance.✦ Use case: Turn policy gaps into consultative conversations and offer white-glove support for policy creation or templating.  📁 Evidence Collection ProgressKnow at a glance how much supporting evidence each tenant has submitted. Since evidence is often where audits succeed or fail, this insight helps you catch missing documentation early and prepare for smoother third-party reviews.✦ Use case: Reinforce platform engagement by nudging clients who haven’t completed assigned tasks.  📅 Tasks: Upcoming & OverdueTrack all upcoming or overdue actions across tenants in one place. This helps your internal team prioritize the most time-sensitive deliverables and address bottlenecks before they affect audit timelines.✦ Use case: Allocate team bandwidth more effectively by planning around due dates across multiple clients.  📊 Framework Adoption & MaturitySee which frameworks are in use across your client base and how far along each tenant is in their journey. This helps with strategic account planning, identifying upsell opportunities, and aligning clients to appropriate frameworks based on their growth stage.✦ Use case: As clients mature, recommend framework expansion (e.g., adding NIST CSF to an existing ISO 27001 tenant).  Looking Ahead📄 Coming Soon: A downloadable, client-ready Compliance Health Report is already in the works. Soon, you’ll be able to export key insights in a polished format—perfect for sharing with clients or using in internal planning sessions. Log in to ControlMap to check out the new dashboard! Not a ControlMap partner yet? Join us for a personalized demo, or check out this quick overview here.

Windows 11 Readiness Just Got Easier in Lifecycle Manager Windows 11 is coming fast — and now, so is your plan to handle it. We're excited to launch Windows 11 Insight in Lifecycle Manager, a new feature that gives you a clear view of which devices are eligible for upgrade and which ones are headed for retirement.Instant Compatibility Checks The Windows 11 Insights add several new flags to your client overview dashboard — giving you clear, actionable data on upgrade readiness across your entire fleet. Here are the insights you will see on your dashboard:Windows 11 Compatible: Shows all devices that appear ready for Windows 11 but haven’t yet been updated. We check for a compatible processor, 8GB+ RAM, 64GB+ storage, and a manufacture date of 2018 or later (our stand-in for TPM 2.0).⚠️ We estimate about 80% confidence in this prediction — some manual verification may still be needed.Processor Not Compatible: This one’s critical. If a device has a processor that’s not on Microsoft’s compatibility list, it’s a hard stop — the device must be replaced.   Storage Not Compatible: If a device doesn’t meet the 64GB storage minimum, it gets flagged here. Good news: this is fixable. Freeing up space or upgrading the drive can save the device.   Memory Not Compatible: Devices with less than 8GB RAM will appear here. Again, no need to panic — RAM can be upgraded, so replacement isn’t always necessary.   Age Not Compatible: Devices older than 2018 are flagged here, not because of age itself, but because they’re less likely to support TPM 2.0, which is required for Windows 11. Some exceptions exist, so you may want to manually confirm.No more cross-referencing RMM exports or running scripts. Everything is now surfaced directly inside Lifecycle Manager. New Filter in the Hardware Console We’ve also added a new processor compatibility filter to the hardware console to make sorting devices even easier.This works alongside a collection of new insights that automatically evaluate whether your clients’ devices are eligible for the Windows 11 update — no more toggling between RMM exports or manually checking system specs.Whether you're building a client report or getting a jump on QBR prep, these filters are designed to save time, reduce friction, and make you look like a hero. Built with Community FeedbackThis insight came straight from our community (thanks for the upvotes and real-world feedback 🙌). You asked, we built. Don’t Wait for the DeadlineWith Microsoft's Windows 11 deadline approaching and hardware supply chains tightening, this feature helps you act now — not later.Log in to Lifecycle Manager to try it out today! 

TL;DR: What’s New For Cognition360?Spring is a time of growth and renewal, and the Cognition360 team has sprung into action release enhancements to four reports for Cognition360, providing your MSP with improved analysis of your operations and financial situation. Because we don’t just roll out updates willy-nilly, you have to ask for the reports to get them. A quick form fill and our Support team will have them in place for you. Let’s jump in and take a quick look at each to see exactly what’s been enhanced. Which four reports have been updated?Here’s the spring list 🌸: Agreement Profitability  Invoice Payments Tickets KPI Ticket SLA Insights (report hasn’t changed; data model update only) Agreement Profitability is where most of our partners start with Cognition360, and the others are key core reports as well. Let’s dig into what’s new with each of these improved reports. How does one access these updated reports?The Cognition360 Support team kindly set up a request form (thanks again Marnel for setting this up so quick), as we’ve found it worked well the last couple updates we did.  Please fill in this form and request the reports you want to have updated to the latest version. 🧨💥and you’re in and using them. What’s new-and-or-improved in each of these reports?We’ll go through the four of these in detail below. 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. You’ll want those ones too. Agreement ProfitabilityThere’s no way to tell how individual departments perform from an Agreement profit perspective… until now!Agreement Profitability | Customer Agreement Profitability page – new Agreement Department filterAdding a Department filter lets you get more granular with Agreement Profitability. Now you can get a more detailed look at exactly which departments may be under or over-performing. Depending on how you have your PSA set up, and how you organize your MSP, this could be useful information for managerial decision-making. Invoice Payments ReportCash flow is the lifeblood of every business, and we have a new filter that can help you identify potential cash flow challenges based on company type. We’ve added a Company Type filter to Invoice Payments report to filter Invoice and Payments by Company Type.Invoice Payments Report | Invoices Paid page – new Company Type filterIf you have a lot of clients concentrated in particular industries, having a way to identify a potential issue with payment on your invoices based on what type of companies they are gives you very useful data that will let you take action. This new Company Type filter will make it easier for you to find Invoices for Customers that have a specific Company Type in use in just a few clicks.  Tickets KPI ReportWhen reviewing ticket resolution metrics, it’s difficult to tell which tickets contributed to a client being either under or over-served from a ticket resolution point of view. It’s also a challenge to see which specific tickets were escalated and who the impacted customer was. We’ve added a new view and a new page to our Tickets KPI report to address these needs.Tickets KPIs Report | Resolution Metric page – new drill-through functionality to the Ticket Details pageIn the Ticket KPIs report, we added the drill-through functionality from the Resolution Metric page. This allows users to drill through to the Ticket Details page to check detailed ticket information. Should a particular ticket have been escalated –is your team following SOPs correctly, should you provide more training to lower-level techs to address those kinds of tickets, or is there “VIP” treatment going on that doesn’t align with your SLA? Get into the reasons why a ticket has been escalated, which allows you to make better decisions. Tickets KPIs Report | new Ticket Escalated page – see Escalated Tickets by Board and CustomerA new Ticket Escalated page shows Escalated Tickets by Board and Customer. The drill-through functionality is great at a detail level; this page gives you the bigger picture to find common issues. Note: There is some assembly required for our Support Team to identify what a proper escalation means for your organization. If you’d like to track your escalations please send us a Support Request with your Escalation Process step-by-step so we can configure the report appropriately.  Ticket SLA Insight ReportsNothing specific to show here, but if you’d like Billable Hours added (for custom reporting, for example), we’re able to surface this in an updated data model. Spring has (almost) sprung! 🌱Hope you’ll find these improvements useful; please use the form to request any of these that interest you, and keep a sharp eye out for more enhancements to Cognition360.  If you're already a partner, please check out this post and discuss it here on our Community site. We’d love to get your feedback, so add your comments below. 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. 

A better way is the new default way to view created quotesAs people of culture (or possibly aging Simpsons fans), I’m sure you are already aware that default is the two sweetest words in the English language. We’ve been beta testing and tweaking our enhanced Quotes list for the past several months, and we’re now ready to officially make the new version of the Quotes list the default that you will see when you access Quoter.Some of you will want to dive right in – this link will take you right to the new Quotes List view. Ash recorded this quick Loom video on how to get the most out of the new Quotes List if you want the best-of in 3 minutes:   Some of you will want to read the documentation – this Help Center link will give you the specifics on exactly what’s new and changed. Some of you hate reading, so here’s a short YouTube video where Ash and I go through the new Quotes list. Skip to a minute in and we’ll show you what’s changing.For everyone else who wants to know what’s new, read on! What is better in the new default Quotes List?The Quoter team has made a whole slew of updates that will improve your experience vs the legacy list view. Let’s dive into a few.Retrieve relevant quotes without manual filteringThe old quotes list required you to manually filter and sort quotes each time you came to the quotes list. The inability to save filtered views meant pulling up the time-consuming and repetitive.That’s old and busted.With the new Quotes List, you can save filters to create the Saved Views you want. No more starting from scratch each time. Here are  7 essential views we recommend MSPs build out first – save time, close faster, and stay laser-focused on what matters most (thanks for these ​@Ash Welsh and I stole these from your post): 💡 1. Sent Quotes — Expiring Soon 📅 Filter: Stage = Sent, Sort by Expiry Date (Asc), Show Column: Expiry DateCatch quotes before they expire and go cold. This one’s a lifesaver for closing deals in time. 💡 2. Draft Quotes 🎯 Filter: Stage = Draft, Filter by Owner/sGives sales managers an instant view of which reps need a nudge to get quotes finalized. 💡 3. Published but Not Sent 🚨 Filter: Stage = Published, Sort by Created Date (Desc), Show Column: Created DateAvoid dropping the ball. This shows every quote that’s ready but hasn’t been sent out yet. 💡 4. Expired Quotes — Recently Expired First 🔄 Filter: Stage = Expired, Sort by Expiry Date (Desc), Show Column: Expired DateRe-engage or reissue quotes that just expired. Perfect for pipeline cleanup or second chances. 💡 5. High-Value Sent Quotes 💰 Filter: Stage = Sent, Sort by Upfront Total (Desc)Keep your biggest deals front and center. Great for high-touch follow-up. 💡 6. High-Margin Recurring Quotes (Won) 📈 Filter: Stage = Won, Sort by Recurring Margin (Desc)Highlight your most profitable recurring deals—ideal for forecasting, renewals, and team recognition. 💡 7. Quotes for a Specific Organization 🧠 Filter: Organization = [Client Name]For managing renewals, upsells, and any account-specific quoting activity. Customize the quote list New fields to filter the list include:Quote Owners – previously you could filter by one; now you can filter by multiple quote owners. Look at a view to sort by sales managers and then on potential deals by sales representatives, for example. Custom Quote Number (fallback to Quote Number if this isn’t present) Recurring and Upfront MarginMargins are also green-red colour-coded to highlight your most profitable and least profitable deals. Customize columnsFixed columns limited your flexibility to include the most relevant data… so those are gone. Now you can select which columns to display when viewing the Quotes List, and there’s a whole list to choose from: Owner Number Customer Location Name Stage (more on stages below… we think these are super important) Total Cost Created Date (the date filters are very flexible… there’s a huge list) Expiry Date Won DateOnce you’ve selected the columns you want, just click Done and you’ve saved your choices. Your new layout saves with the filtered view, so you’ll have the columns you’ve set there when you load a saved view.Whether you want to take a 30,000 foot view of every potential piece of business that’s in the pipeline, or zoom down to just see what needs to be followed up from, say, a specific week in December 2024 for one of a key customer’s locations, Quoter has you covered.Identify quotes at different StagesWe learned that users were tracking quote stages manually outside the Quoter system, leading to inefficiencies and missed opportunities as quotes moved (or didn’t move) through the pipeline. Expired quotes had to be manually tracked through external processes, leading to missed follow-ups.Quote Stage fixes that. It’s one of the biggest wins for viewing quotes, as it helps with follow-up actions and decision-making. Stage – what are the Quote Stages that you can select?Sorting quotes into Stages is a much more granular way to view quotes. This allows you to prioritize tasks effectively: Finishing Drafts to get them Published Getting Published quotes out the door Ensuring they’re delivered Following up or setting automated follow-ups on Sent or Expired quotes Fulfilling won orders Learning from Lost deals We think Stages are a better way to look at Quotes because you can make better managerial decisions when you see them from this view. Filter and select by these Stages:Draft Published Sent - Undeliverable Sent - Pending Sent - Delivered Sent - Opened Sent - Clicked Expired Won - Accepted Won - Ordered Won - Fulfilled LostColour-coded progress bars in the list help identify key actions that may be needed. This Help Center article has all the details about how these Stages are created. Setting and moving quotes between Stages happens automatically behind the scenes by Quoter.Is there anything missing from the new Quotes List that was in the old list?The only feature that has not been replicated from the old list is the ability to export a Line Item .csv file. You can still access it from the legacy Quotes List tab item.Why so confident that this should be the new default?TL;DR your team will be more efficient working from the new default view. The ability to customize columns, refine quote filtering by Status and Stage, and most importantly save the views that you create should be a huge aid to anyone using Quoter, whether you’re managing your own work or managing multiple teams. Quickly access relevant quotes without repetitive manual filtering, further streamline your workflows, and gain deeper insights into quote performance. Like what you see? Absolutely hate this change? Let us know what you think in the comments. You’re a ScalePad Partner, and we want to hear from you.  

Automated intelligent backup monitoring meets next-level backup and recovery with Backup Radar and Slide   A partnership forged out of the desire to give MSPs something new, next-generation, and revolutionary in the BCDR space, the pairing of Slide and Backup Radar is a big deal for MSPs. Backup Radar seamlessly connects to Slide through direct API integration, allowing automated intelligent backup monitoring and reporting on your entire backup estate, centrally. Slide’s state-of-the-art box makes server and workstation backups easier and faster than ever before. Our ScalePad CEO Chris Day says it best: “By integrating deeply with Slide’s API, we’re delivering our most advanced Backup Radar experience yet—giving MSPs unmatched visibility, automation, and confidence that every backup is accounted for, secure, and recoverable when it matters most.” What’s great about this integration?Slide is an MSP-only, simple and easy to use block-level Backup and Disaster Recovery solution for servers and workstations. The speed and security-first architecture of the Slide appliance-based server and workstation backups coupled with Backup Radar’s unmatched automated backup surveillance means next-generation BCDR protocol. Your client backups have never been in better hands than with using these tools together!  Use Backup Radar’s comprehensive reports and visualizations to look for trends and anomalies in your Slide 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. Seeing is believing, so check out this integration walkthrough video with Senior Solutions Engineer, Tulsie Narine showing you just how incredibly easy it is to get set up (takes just 60 seconds) and take a quick tour of the power of this integration.  Eliminate dangerous backup gaps with full backup environment monitoringStay vigilant when migrating backup systems. Whether you’re switching backup tools, like adding Slide 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.Exciting Feature EnhancementsWe have a few enhanced integration features that will make it easier and faster to get the information you need, when you need it, right in the Backup Radar portal:Run Slide backups on demand with 1 click from the Backup Radar portal, reducing friction in your workflow and reducing the need to toggle back and forth.Slide sidepanel for Backup Radar integration – the exclusive link between Slide and your PSASee key Slide appliance details directly in Backup Radar: dive into key details about each agent and device without having to leave Backup Radar.  Backup Radar links Slide with your PSA, more why that’s a huge win for you below, but it’s another example of how Slide and Backup Radar are a perfect pair for your unique data protection needs. Slash backup ticket noise by 90% and get hours back in your technician’s dayBackup Radar is the exclusive direct link between your Slide backups and your PSA – see only actionable backup tickets directly in your PSA. Backup Radar’s automated intelligent ticketing logic opens, groups, and closes backup tickets right in your PSA. Intelligent automatic ticketing opens, appends, groups, and closes resolved tickets related to your Slide 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, as demonstrated in the above video it takes about 60 seconds to integrate. Just generate your API token in the Slide portal, input into Backup Radar, activate your backups, and you’re up and running! Here’s a simple step-by-step guide. Not yet signed up for Backup Radar? We can fix that! Reach out to your Partner Success Manager, or book with a product expert to get a personalized demo and get Backup Radar working for you. Please leave us your comments below – we’re excited to share this new integration and new partnership with Slide. 

Send only the quotes you want to only the (integrated) tools you want​​​​​​​ We're making pushing quotes to integrations more flexible by including a per-status push toggle:Push on Status Change checkboxes for Quoter PSA and CRM integrations We’ve heard you. There are times when you don't want to update your PSA or CRM with quote details from Quoter. When a quote is first created and is in Pending status, there's no need for this information to be in your PSA because there’s no action to be taken. At this point, it’s just clutter. Some organizations use statuses such as Ordered or Fulfilled differently, and don't want these to push to one or more of their CRM/PSA integrations. This feature puts the power in the hands of your MSP to determine when quote details should be pushed to your integrations. Push only quotes in relevant statuses and cut the clutter. Does per-status push work with every CRM or PSA that Quoter integrates with? Almost! Toggling per-status push quotes works with these: PSAs:ConnectWise PSA (Manage), Autotask, Kaseya BMS, and HaloPSA. The latter already had the ability to push Won Quotes (quotes in a status of Accepted, Ordered, or Fulfilled), but all other native Quoter PSA integrations always pushed quotes to the integration independent of the status they are moving into. Now there’s flexibility. CRM systems:Salesforce, Zoho, Hubspot, and Pipedrive. For Pipedrive and Hubspot, the push by quote status can also be configured by Pipelines (shown in the screenshot above). Not in scope:The only integrated PSA and CRMs that per-status push will not work with are Syncro, Agile, Nutshell, Highrise, and OnePage.  What are the status options that you can select?Any Won Quotes can be selected; these are quotes in a status of Accepted, Ordered, or Fulfilled. Is it all really that simple?Truly. Here’s a Help Center article on how to get it set up, but it’s as easy as going into the settings for the desired integration under Settings > Integrations > Edit Integration and selecting the checkboxes you want. Please let us know what you think in the comments below; did we hit the mark with the selectable push quotes? We want to hear from you.

Enhancing Automation in QuoterQuoter has expanded its API capabilities by introducing new endpoints for Quote Templates and Quotes. These additions enhance integration options, streamline workflows, and improve quoting efficiency for businesses. Don’t care about the backstory? Reference documentation for v0.1.0 of the Quoter API is here: https://docs.quoter.com/api (note the updated URL).If you joined us for Ignition, it’s no secret that ScalePad is building deeper integrations between its own products. The Quoter API functionality here is a foundational first step towards bringing Quoter’s capabilities into Lifecycle Manager to create quotes from Initiatives, a win for users of both products. This full functionality is not there yet, but you can see what we’re building towards.With that caveat in mind, let’s dive into the features, use cases, and current limitations of these Quoter API endpoints. Quote Templates EndpointAs the name suggests, the Quote Templates endpoint enables users to retrieve a list of existing quote templates. This feature provides a standardized foundation for creating quotes, ensuring consistency across the organization.Key EndpointList Quote Templates: Fetch a list of all available quote templates.How It Can Be UsedThe List Quote Templates endpoint is ideal for identifying and applying the right template for specific quotes. MSPs offering varied products or services can leverage this to ensure all quotes align with pre-approved formats and branding.LimitationsCurrently the API only supports retrieving quote templates. Creating, updating, or deleting templates must still be done via the Quoter web interface. Quotes EndpointsThe new Quotes endpoints provide tools for programmatically creating and retrieving quotes, making it easier to integrate Quoter with external systems and automate workflows.Key EndpointsList Quotes: Retrieve all existing quotes for management or reporting purposes. Create Quote: Automate the creation of new quotes. Create Quote EndpointThis is an early-stage piece that, as the name suggestions, creates draft quotes. Remember up at the outset when we mentioned this API was part of what we’re building out to create quotes from Lifecycle Manager Initiatives? Create Quotes is a key part of that first step. Looking for other creative ideas? Look no further:How it Can Be UsedCRM-Driven Quoting: Does your MSP rely on a CRMs to manage client interactions and track opportunities? When a deal reaches a specific stage, the external system can send all relevant line items to Quoter to generate a draft quote. Your MSP’s account manager can focus on managing sales and client relationships, while Quoter handles quote delivery, approval, and payment. Custom Quoting Logic: MSPs may choose to build custom tools for calculating pricing and margins based on unique metrics like device counts, service tiers, or usage. These tools can push the calculated line items directly to Quoter for creating client-facing quotes.This allows your MSP to retain full control over custom quoting logic while leveraging Quoter’s delivery and transactional capabilities. Automated Service Renewal Quotes: For recurring services or licensing, MSPs can use external systems to automate the creation of renewal quotes by sending renewal details directly to Quoter, which creates a templated quote and the ability to accept and pay online.Limitations for Quote CreationWhile the Create Quote endpoint introduces powerful automation capabilities, there are some significant initial limitations to be aware of:Draft Only: All quotes created via the API are saved as Draft Quotes. Line Items: Users can include line items in the POST payload, and these will be added to the draft quote. However, the API does not currently support automatically including line items associated with the supplied Quote Template. File Attachments and Custom Fields: File attachments and custom fields tied to a Quote Template will not be applied to the created quote. Ownership: Draft Quotes are created with the owner set as the user who generated the API key in Quoter. Access Restrictions: Links to created quotes will only work for authenticated Quoter users with Sales Manager or higher permissions. How These Endpoints Can Be UsedThe introduction of these endpoints allows MSPs to enhance their quoting processes in several ways:Improved Efficiency: Automate the creation of quotes and integrate Quoter with other systems, such as CRMs or billing software, to save time and reduce manual effort. Standardized Outputs: Use templates to ensure quotes maintain consistency in structure, branding, and messaging. Enhanced Reporting: With the ability to retrieve a list of quotes, businesses can track quote statuses and generate insights for better decision-making.Want to get started?Keeping in mind that this is all early stage and functionality is limited, if you want to dive in, reference documentation for v0.1.0 of the Quoter API is here: https://docs.quoter.com/api.To get started using the API, everything you need is right in Quoter – all Quoter partners can generate API keys and jump right in. The Road Ahead 🛣These new endpoints mark a significant milestone in Quoter’s API development. While there are some current limitations, they lay the foundation for more robust features in the future. MSPs can begin leveraging these tools today to enhance automation and optimize their quoting workflows. ScalePad is going to use them to bring our product suite together to improve your workflows in our software too.And speaking of the road ahead, while the Bill Gates / Nathan Myhrvold / Peter Rinearson book The Road Ahead is 30 years old now (wasn’t 1995 just 20 years ago? Can’t be 30, can it?), we should not be distracted from the fact that just three years later, in 1998, The Undertaker threw Mankind off Hell In A Cell, and plummeted 16 ft through an announcer's table.Stay tuned for updates as Quoter continues to evolve its API capabilities and unlocks even greater potential for integration and automation. 

You asked, we listened: New plans for Lifecycle Manager  At ScalePad, the MSP community's voices have power. As we continue developing Lifecycle Manager as a client engagement platform, we haven't lost sight of its position as the leading warranty lookup tool, offered initially as a feature set called Warranty Master. The overwhelming community response to the loss of Warranty Master has directly influenced our decision to develop a new offering — Essentials — that returns to those roots in a more thoughtful way.  Along with Essentials, we've sharpened our Pro plan with new tracking features for client engagement (hint: SaaS management and vendor contracts) — more on those below.  As a bonus for our Free and Essentials plan users, we're including all the Pro features to try for one client.  Here's what you need to know about Lifecycle Manager's new plans.  Essentials Just the essentials (clever, right?) for asset management. Automatically track IT assets throughout their lifecycle and get accurate data for strategic planning and client conversations. What you get: Instant warranty expiry date lookups from 40+ OEMs Color-coded asset health Insights Filterable views of asset purchase dates Automated client-friendly hardware lifecycle reports Report-scheduling functionality Infrastructure Protection available in-app Workstation Assurance available in-app Bonus: All Pro Features for 1 Client What it costs: Plans start at $79.00/month for 250 assets Pro The account management powerhouse. Everything you need to elevate your value as a strategic partner for your clients. What you get:Everything in Essentials, plus: 5-year Roadmap project planning Color-coded Scorecards for client-friendly QBR collateral Software and user data reporting 20% off ScalePad Marketplace purchases Free IT asset disposal, available to book in-appWe've also added new features to help Pro users automate a complete view of their clients' operational environment. With SaaS and vendor management, seeing the whole picture is possible with a few clicks. SaaS Management Track your clients' Software as a Service (SaaS) usage and license consumption automatically so you can make informed recommendations for their SaaS license purchases. SaaS Management currently supports integration with Microsoft 365 with plans to expand to other popular applications throughout 2025.  Vendor ContractsIntegrate your PSA with Lifecycle Manager to easily visualize vendor contract details, including costs and renewal dates, in an easy-to-read dashboard view. See the overview. What it costs: Plans start at $149.00/month for 250 assets. Thank you to the ScalePad community for advocating for the solutions they need. We're inspired, and we're listening.  

TL;DR: What’s New For Cognition360?We just released enhancements to four reports for Cognition360, providing your MSP with improved analysis of your operations and financial situation. Four reports for our fourth and final release of 2024 for Cognition360, and just like the previous releases, you have to ask for the reports to get them. Let’s take a quick look at each and see exactly what’s new and improved. Which four reports have been enhanced?Here’s the list: Technology Business Review Project Summary Report Team Utilization Report Work Type Usage Team Utilization is one of our most popular and important reports, and the other three are valuable core reports as well.  Also, there are no references to 90s pop music or films anywhere in this update. Think that was leaned into a little too hard last time around, so we’ll keep it on topic this time. No more 1992 references. At least, not many. Maybe just A Few Good Men references. How does one access these updated reports?The Cognition360 Support team kindly set up a request form (shout out to ​@Marnel Catlett for setting this up in literally minutes!), as we’ve found it worked well the last couple of updates we did.  Please fill in this form and request the reports you want to have updated to the latest version.  Boom, next thing you know, you’re in and using them. What’s new-and-or-improved in each of these four reports?Our running joke is that “these improvements will improve customer retention, enhance your quality of life, and empower you to make more informed and strategic business decisions.” But you know what? In every joke, there’s a grain of truth, and in this case, more than just a grain – the enhancements will help you make more informed decisions for your MSP. We’ll go through the four of these in detail below. Did you take advantage of the last reports that we updated? If you missed out,  here’s the form to get the updates from October. You’ll want those ones too. Technology Business ReviewWe’ve added a new Configuration Type filter to the Computer Information page inside the Technology Business Review.  Technology Business Review | Computer Information – new Configuration Type filter The added Configuration Type filter allows you to quickly filter device data, helping you understand which devices warrant additional attention and discussion with clients during a business review conversation. Lifecycle Manager also helps identify opportunities and provides you with a workflow to renew warranties or replace end-of-life devices, and you should definitely check it out if you haven’t already. There may be problem (or opportunity) areas within specific Configuration Types, and this gives you a way to identify those. You likely already have a plan in place for your MSP to capitalize on opportunities with Windows 10 going EOL in October next year, but here’s a way to identify potential problematic hardware and encourage clients to budget for replacements. Project Summary ReportProject Management Hours are now added to the Project Details Report under the Project Summary in Project Details as a separate column. Project Summary Report | Project Details – new Project Management Hours column It wasn’t straightforward to compare actual project spend vs the budget, schedule, and estimated hours, and project management overhead hours are a necessary evil that need to be tracked and accounted for.  Adding this additional column of data will allow users to understand how many hours a technician spends as a project manager. Ultimately, you need to account for these hours when planning and quoting future projects, so this will provide a useful actual measure on project management overhead for current and past projects. It can be easy to forget about or underestimate management hours when calculating margin at the outset, so we wanted to make this clearer right in the high-level Project Details. Team Utilization ReportA drill-through to the Total Labor per Hour has now been added to the Hourly Labor page in the Team Utilization Report, showing labor per hour by technician.  Team Utilization Report | Hourly Labor – new drill-through to Hourly Labor data This drill-down view lets you see your entire tech team, and how many hours they’re utilized. In the example above, we’ve set the Labor Hours to the time from 08:00 to 17:00, and Joseph, Shon, and Catherina are the highest utilized over the last week. Work Type UsageA yes/no filter for Child Tickets has been added to the Customer page of the Work Type Usage Report. Work Type Usage Report | Customer – new Child Ticket filter The addition of this filter allows you to toggle child tickets off or on when viewing / reviewing your technicians’ work by work type. Some service desk teams make extensive use of child tickets as part of their workflows, but feel these shouldn’t necessarily “count” as they weren’t created by client users. Other times (on projects, for example), including child tickets may be desirable. The addition of this filter gives your team another option on viewing information. Winter is ComingWinter has very much arrived here in Canada, and our American friends have celebrated Thanksgiving now, so as mentioned at the top, these are the last updated reports of the year. Please use the form to request any of these that interest you, and keep an eye out for more enhancements to Cognition360 in the New Year.  If you’re already a Cognition360 partner, we’d appreciate your feedback – start the conversation below. 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 grow a more profitable MSP business in 2025.