Product Updates

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://quotersoftware.github.io/docs/#quoter-api-reference.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://quotersoftware.github.io/docs/#quoter-api-reference.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. 

Managing Security Awareness Training (SAT) for clients can be a tedious task for MSPs. ControlMap simplifies this by integrating with Huntress Managed Security Awareness Training, a leading SAT platform, allowing MSPs to pull SAT data directly into ControlMap. What can MSPs do with the Huntress Managed Security Awareness Training Integration?Huntress Managed Security Awareness Training delivers engaging, animated episodes designed to educate users on staying secure online. With this integration, MSPs can now pull SAT data into ControlMap, reducing the need for manual tracking. What this means:Automated Tracking: MSPs can monitor which users have completed their required training. Assignment Management: MSPs can view and track assignments from Huntress within ControlMap, helping them ensure their clients are meeting their security training requirements. Automated Data SynchronizationOnce connected, ControlMap pulls the following training data from Huntress Managed Security Awareness Training every week:Training Completion Status Employees Enrolled Training Assignments & Progress Ready to Get Started?Bring the power of Huntress Managed Security Awareness Training and ControlMap together today. Log in to ControlMap to activate the integration. For more information on how this integration can elevate your compliance management, request a demo.

Ever wish you could just hit “copy and paste” for tenant setups? Now you can! With ControlMap’s new tenant cloning feature, you can replicate entire tenant configurations in a few clicks — no more manual setups. The Benefits of Tenant CloningSetting up a new tenant can be time-consuming, but with tenant cloning, you can duplicate entire setups— settings, controls, and policies.Save time: Forget spending hours setting up new tenants. Consistency at scale: Ensure the same setup across all tenants, keeping everything uniform and straightforward. Fewer headaches: Just duplicate, tweak where needed, and you’re ready to roll. Want to Give it a Try?Tenant cloning is available now! Head to your ControlMap dashboard and pick the tenant you want to clone.

ScalePad has launched the next step towards a unified experience across our product suite – the ScalePad Hub. Now, all ScalePad app users have access to all of their products through a single centralized account, which we’re calling the ScalePad Hub. What is the ScalePad Hub? The ScalePad Hub is a centralized portal for all ScalePad apps. It is the entry point into the ScalePad app ecosystem for Partners. It’s the first step in our vision of an integrated product suite that allows the seamless flow of crucial data and information between our apps.  We strive to provide our Partners with the most advanced automation so they can spend less time cobbling together data and more time on high-value work that supports their clients. The ScalePad Hub is a stepping stone into tighter app integrations, expanded automation, and an enhanced experience for all of our Partners – something we’re calling the ScalePad OS. We have lots more in store (read more at the bottom of this update) and the ScalePad Hub is the foundational first step. ScalePad Hub What can I do in the ScalePad Hub?The Hub grants ScalePad Partners the following:Centralized App Access User Management Subscription Management Centralized App AccessPartners with subscriptions to multiple ScalePad applications can now quickly navigate between apps without the need to sign in to separate app-specific portals. Users will only have to sign in to the ScalePad Hub once to have access to all of their apps from their account. By centralizing the access point for all the apps, Partners no longer have to store multiple app-specific credentials or bookmark several sign-in pages – every ScalePad app can be accessed from a single screen (or pane of glass for those who prefer the term… we know it’s polarizing).ScalePad Hub Sign In From within any ScalePad, users can seamlessly navigate to their other subscriptions. Partners only need to click the Bento Box menu in the top nav to open any of their other subscribed apps quickly. A centralized sign-in streamlines app switching as there is no longer the need to enter another set of credentials from another sign-in page. ScalePad Hub with the bento box menu expanded. User ManagementThe ScalePad Hub is the portal for adding new users and granting them permission to access the apps necessary for their role and responsibilities. Admins are able to manage their ScalePad app users from one place, easily update their entitlements, and enforce security settings for MFA and SSO. Individual users can update their profile details, password, and MFA settings all in the ScalePad Hub. Note that access permissions to specific features in each app are still configured in each app. The ScalePad Hub simply adds (or removes) users to each Partners ScalePad account. The individual app-based permissions are still managed in each app. For more details, visit our new ScalePad Hub Help Center. Subscription ManagementWithin the ScalePad Hub, Partners can manage their ScalePad app subscriptions and entitlements. On the Billing tab, you can view details of your current ScalePad subscription, manage your plans, and even add new ScalePad apps to your stack.  Where do I find the ScalePad Hub?The URL for the ScalePad Hub is app.scalepad.com. All users signing into their ScalePad apps will be automatically redirected to app.scalepad.com for sign-in.  From within your ScalePad apps, clicking on the ScalePad icon in the top nav bar will take you back to the Hub. Access the ScalePad Hub by clicking the ScalePad logo in the top nav bar.  I still have questions…We have answers! Visit this FAQ to find the answer all your questions about the ScalePad Hub. You can also find more detailed information in our new ScalePad Help Center or get in touch with our team at support@scalepad.com. What’s next for ScalePad?The launch of the ScalePad Hub sets the stage for unified billing. Over the next few weeks, we’ll be migrating to a centralized billing system so Partners can manage all of their app subscriptions in one place. Keep an eye out for in-app messages as we migrate each app's billing to the ScalePad Hub. At the ScalePad Innovate event in June, we outlined our vision for the ScalePad platform - a deeply integrated suite of apps that helps MSPs truly grow while providing the highest level of service to their clients. The Hub is just the first step towards achieving this vision.  We’ll continue working on the rest of the ScalePad vision, which includes developing the ScalePad OS to unify integrations in the Hub instead of each separate app. This is a critical piece of our platform that will connect your tech stack to all of our apps internally to allow free flow of information to eliminate information silos. Keep tabs on our updates page for more exciting releases as we continue rolling out enhancements to our product suite.  ScalePad will be hosting our next All Partners Conference, Ignition, on January 23, 2025. Join us as we bring insight into the key trends, challenges, and opportunities for MSPs. We’ll also be giving a peek into our 2025 product roadmap. Register here to save your seat for this virtual event. 

Quoter just released their October Product Update which includes recent product release updates, wins, and Partner impact. Delivered straight from the source – Ash, Quoter’s Senior Product Manager.  Our team has been busy in October making the Quoter product better.  Some highlights from this month’s release:Some highlights from this month’s release: Support for Bundles in our single-select Sections: Even more updates to our HaloPSA integration: Streamline ACH payments with Quoter + QuickBooks Online integration: Have your zero-value unit prices recognized in quotes as zero: Send quotes from your Android device with ease: Support for Bundles in our single-select Sections: This update allows you to package up hardware, software, or other services in Bundles and then provide those to the end customer within single-select Section options. It’s convenient for you and gives customers more flexibility to customize the deal. Even more updates to our HaloPSA integration: This month, we released an update that populates our Quote Line Item description on the corresponding Notes field of the line item on the Halo Quote. When there’s a match to an existing product in Halo, we’re following the same logic and using Quoter’s Line Item description as the source of truth for what we’re populating in the notes field of the Halo Quote’s line item. This provides more robust continuity between the Quoter and Halo Quotes. We’re working hard to get complete parity between the two Quotes — stay tuned. We’re now setting the income and expense accounts on new Halo products we create on push when we create a new product based on the Halo product group. We are now attaching the Quote PDF to the Halo Quote and Opportunity so you can access it in both locations to see exactly how it looks on the Quoter side of things. Streamline ACH payments with Quoter + QuickBooks Online integration: For our Partners utilizing the Quoter + QuickBooks Online (QBO) integration, we’re now recognizing ACH (Automated Clearing House) settings in QBO, so when an invoice is generated from Quoter, you won’t have to go in and modify the invoice in QBO to allow ACH payments. Instead, it will be created with ACH as the default setting. Have your zero-value unit prices recognized in quotes as zero:  CSV line item import tool now respects zeros on unit price, which means no more manual edits to those fields after the import is complete. We know this will save some valuable time for our Partners using our CSV Line Item Import tool. Send quotes from your Android device with ease: The mobile experience for our Partners who view and send Quotes from their Android devices wasn’t quite up to par — the responsiveness wasn’t ideal, and the experience could be better. This month’s mobile optimization release solves those minor workflow challenges, so it’s much easier to review and send Quotes while you’re on the go with your Android device.  Read the full article and learn more about October releases: https://www.quoter.com/quoter-product-update-october-2024/

ControlMap has introduced dark mode, designed to enhance your experience by providing a more comfortable and customizable display option. Dark mode offers an alternative view that can make longer sessions on the platform easier on the eyes.  How to Enable Dark Mode1. Click on the profile icon in the top right corner.2. Click on appearance.3. Select the appearance option – dark mode, light mode, or match system settings.  Get Started TodayTurn on dark mode in ControlMap and enjoy a more customizable, user-friendly experience.

These days, anything that will help an MSP do their work better and faster is a winning solution. Users of the BCDR tool Axcient x360Recover can now automate the monitoring of their x360Recover backups using a new and improved API, which was recently announced at the Axcient Xperience Summit event on October 3! Integrating Backup Radar and Axcient x360Recover collects backup results directly from the Axcient cloud portal for monitoring. See high-level backup trends, uncover risky, unreported backups, and report on results for your clients.This integration marks an expanded partnership with the Axcient ecosystem and allows an improved experience for our Partners using Axcient’s BCDR tools for their client’s data protection needs. Enhanced integration also enables MSPs to drastically reduce ticket noise from their backups, with integration to your PSA. Intelligent automatic ticketing opens, appends, groups, and closes resolved tickets related to your Axcient 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. What can you do with the Axcient API Integration with Backup Radar?This integration marks an expanded partnership with the Axcient team and allows an improved experience for our Partners using Axcient’s BCDR tools for their client’s data protection needs. This integration also enables MSPs to drastically reduce ticket noise from their backups, with intelligent automatic ticket opening, appending, grouping, and closing resolved backup-related tickets. 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 off of your, or your technicians’, plate. By using Backup Radar and Axcient together, MSPs can access the full suite of solutions available in Backup Radar to automate reporting, ticketing, alerting, dashboards, and our audit screen to review their clients’ backup data or take remedial actions. Use Backup Radar reports and visualizations to look for trends and anomalies in your Axcient 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. You can start monitoring your Axcient x360Recover backups now by integrating in a few easy steps! Not yet signed up for Backup Radar? We can fix that! Let’s have a chat and get Backup Radar working for you. 

TL;DR: What’s New For Cognition360? 🎃Cognition360 has released enhancements to five reports that provide your MSP with improved analysis of your operations and financial measures, including four of our core reports. Just like the set of several reports we updated in March, and the four more we updated in July, however, you have to ask for them to get them. Let’s take a quick look at each of the new-and-improved reports and see exactly what’s new and improved.  Which five reports exactly?Here’s the list: Fixed Fee Tickets Report (add-on) Ticket Daily Stats Report (core) Customer Profitability Report (core) Time Entry Benchmark (core) Project Summary Report (core) You might not be using all of these reports now, but they’re all well worth a second look. How do I gain access to these reports?The Cognition360 Support team has just what you need. If you know exactly what you want, you can fill in this form and request to have the reports you want updated to the latest version. Next step, you’re in and using them. What’s new-and-or-improved in each of these five reports?Once again, the official word from our Product team is that “these improvements will improve customer retention, enhance your quality of life, and empower you to make more informed and strategic business decisions.”  Did you take advantage of the last reports that we updated (by the way, here’s the form if you missed out last time, and a link to read what you missed)? Did they enhance your life’s quality? These ones just might. Read on to learn more… and FYI, the best is saved for last.  “Save The Best For Last” was also a huge hit song in 1992 for actress, pop star, and former Miss America winner Vanessa Williams.   Fixed Fee Tickets ReportSpeaking of 1992, do you remember the 1992 Disney film Aladdin, when the titular character sang about “a new fantastic point of view” in the film’s Oscar and Grammy-winning signature song “A Whole New World”? Well, now in 2024, we’ve added a whole new Billable Technicians page that will give you a new fantastic point of view – the technicians who worked on those tickets, including the billable hours and the billable amount. Fixed Fee Tickets Report – new Billable Technicians page All the ticket details are linked here, along with bar charts for the number of billable tickets per technician, the billable hours per technician for these tickets, and the associated billable amounts.  You can also see in the table on the top right how many techs worked on bigger tickets, and this can help you find oddities… like our example, where 6 techs worked on a fixed-fee workstation update for 68.68 billable hours and billed nearly $10,000. Hopefully you don’t find alarming examples in your own business… feels like the client relationship could be in “A Whole New World” of pain. 😬 Tickets Daily Stats ReportThis is just a quick clean-up to the Entered | Resolved page: Ticket Daily Stats Report – Entered | Resolved page The Entered | Resolved page will now show tickets entered vs tickets resolved on the same date range selected for an easier visual comparison. Strongly recommend getting this fix as it makes the page much more useful. Customer Profitability ReportThe Customer Profitability Report has been updated with a new filter for Technical Account Manager added: Customer Profitability Report – new Technical Account Manager filter Technical Account Manager has been added as a filter just below Account Manager on the Summary page of the Customer Profitability Report. If your organization has both AMs and TAMs, with different customer responsibilities or lines of reporting, this will allow you to see how profitable each TAM’s portfolio of accounts is by month. Time Entry BenchmarkAn incorrect URL on the Report Information page had been used (which you’d find if you drill down), and refreshing the report with this updated one will correct the error. This one is just a fix so nothing is broken. No screenshot, but we’ll update it for you. Project Summary ReportSaving the best for last, but unrelated to Vanessa Williams, three enhancements have been made to Project Summary Report’s main Project Details page that improve oversight for projects: Billable Budget Hours Remaining and Billable Budget Hours % Remaining Added Engineer Hours and Project Management Hours Added a With Opportunity filter Project Summary Report – Billable Budget Hours highlighted Billable Budget Hours Remaining and Billable Budget Hours % Remaining have been added to the Project Details page of the Project Summary report. These two measures will indicate the Billable Hours compared to the budgeted hours for the project. This shows at a glance whether billable hours are over or under budget, how many billable hours are still left in the budget, and the percentage of remaining hours of budget.  This enhancement is useful for MSP project managers to communicate with stakeholders, allowing them to quickly highlight projects in the portfolio that are going well and get ahead of issues that have arisen on others (perhaps scope issues with the client, or resource challenges with internal team members). Project Summary Report – Project Management Hours & Engineer Hours added We’ve also added Project Management Hours and Engineer Hours to the Details page of the report. Again, this is great for portfolio-level project oversight – understanding overhead requirements / overruns and getting an at-a-glance look at the technical resources individual projects have consumed versus estimates / budgets for each. Take action on any projects that are moving in the wrong direction before they’re on fire . Project Summary Report – new With Opportunity filter A new With Opportunity filter has been created, which will allow you to view only projects with associated Opportunities that have been created in your PSA, or see those that don’t have any Opportunities at all. This will let you see projects that just got missed on updating Opportunities on the sales process side (or just aren’t linked correctly), or if you’ve moved ahead with a client-sourced project that wasn’t “sold” and never had an Opportunity at all (like a surprise office move).  And That’s The End of That ChapterSummer is over here in the northern hemisphere, so these are the last updated reports of the season. Please use the form to request any of these that interest you, and keep an eye out for more enhancements to Cognition360.  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 your ConnectWise PSA data to make better decisions and grow a more profitable MSP business. 

Quoter just released their September Product Update which includes recent product release updates, wins, and Partner impact. Delivered straight from the source – Ash, Quoter’s Senior Product Manager.  Some highlights from this month’s release:Quoter Editor Enhancements for Nuanced Pricing Display: This month, as part of our larger Quote Editor enhancement project, we’ve released the ability to have bundles within single-select item groups. Coming (Very) Soon: Profitability Reporting, Leaderboard Updates: First up: salesperson Leaderboard updates. We’re enhancing the interface so that instead of just displaying the top 10 salespeople, the entire sales team is visible at a glance. Next: line item profitability reporting. We’re making it easy to know which products have the highest and lowest profitability to help you flag products to focus on selling or discontinuing.  Get Excited: Quoter + ScalePad Hub Is In Progress: For our Partners who use other ScalePad products, such as Lifecycle Manager or Backup Radar, centralized management is headed your way: Quoter’s integration with the ScalePad Hub is set to launch in the last quarter of 2024.  Read the full article and learn more about September releases:  https://www.quoter.com/quoter-product-update-september-2024/

ControlMap now includes three additional frameworks. With the addition of NIST SP 800-171 R3, NIST SP 800-161r1, and ISO/IEC 42001, it's easier to address security, supply chain, and AI governance challenges. NIST SP 800-171 R3NIST SP 800-171 R3 focuses on protecting Controlled Unclassified Information (CUI) in nonfederal systems. Released in 2024, it provides comprehensive security controls for managing CUI, aligning with federal standards, and fostering a proactive approach to risk management. This framework supports meeting federal compliance requirements while safeguarding sensitive data.  NIST SP 800-161r1NIST SP 800-161r1 addresses cybersecurity supply chain risk management, offering guidelines for identifying, assessing, and mitigating risks across IT and OT environments. This framework helps improve resilience and reliability by securing the supply chain and ensuring alignment with federal standards.  ISO/IEC 42001ISO/IEC 42001 sets a structured approach for responsible AI management. Released in 2023, it provides guidelines for ethical AI governance, risk mitigation, and building trust in AI technologies. This framework supports aligning AI practices with global standards and regulatory requirements.  Get Started TodayImport these frameworks into client tenants, cross-map them with existing frameworks, and address gaps in compliance, supply chain security, and AI governance.

I'm pleased to announce some recent updates to Lifecycle Insights to improve the user experience and deliver better reporting for your clients. These enhancements aim to make your workflows more efficient and support meaningful client discussions. Let's explore the details of these updates: Save and create multiple recommendations faster: When creating a recommendation, you can save it and immediately start working on another recommendation for the same client. Minimizing the number of clicks will help you save time and reduce distractions.  Group assessment items by recommendation in the report builder: In response to user feedback for more contextual reporting, you can now group assessment items based on the recommendations in the report. This feature allows you to present assessment risks in the context of proposed solutions, making it easier to focus conversations on resolution and demonstrate the value of your work.  Simplified stack alignment table sorting: In the CS Module, you now have more flexibility in sorting the stack alignment table across all clients, enabling you to better understand which clients are showing risks or opportunities.Thank you to our community for your valuable feedback, which helps us continue to improve the Lifecycle Insights product.

Quoter just released their August Product Update which includes recent product release updates, wins, and Partner impact. Delivered straight from the source – Ash, Quoter’s Senior Product Manager.  Some highlights from this month’s release:Moving from CKEditor to Froala as the base of our WYSIWYG editor, which will help improve the usability and functionality of image formatting, pasting content from different sources such as Word or Google Docs, and delivering more flexibility for handling page breaks for PDF generation. We’re now pushing a range of additional fields for our Quoter + HaloPSA users, particularly for products, to help minimize repeat data entry and human error for the records in your HaloPSA account. You can add a rule to require manager approval of new ad hoc line items or bundles. It’s just one more way to ensure quote oversight when delegating the process to other team members.  For Amazon Business account holders (it’s free if you’re not one!), your procurement or ordering process just got an upgrade in speed and convenience.  Via our Quoter + Amazon integration, we now push the ASIN (Amazon’s unique identifier), to Quoter’s Procurement Pick List. With your quotes referencing ASIN numbers, you’ll have a much easier time identifying those products in your Amazon Business account for procurement.   Read the full article here: https://www.quoter.com/quoter-product-update-august-2024/

Calling all managers using Lifecycle Insights: Tracking Assessment Activity just got easier! As a manager, you need to see what is happening across all clients, not one client at a time.  Lifecycle Insights now has an aggregated Assessment view so you can view Assessment events across all clients in one place. Access it from the Assessments page. Where to find the Assessment Events for All Clients This below page can be filtered by team member and time period to ensure each member of your team is completing their client assessments promptly.The Assessment Events for All Clients Screen