One Platform.
Total IT Control.

Executive Dashboard

Live KPIs with sparklines, anomaly highlighting & drill-down

NOC Wallboard

Full-screen network operations center real-time display

Analytics Hub

Service metrics, response data, and performance history

Anomaly Detection

AI-powered spike and pattern detection across all metrics

Smart Ticket Routing

NLP intent/sentiment classification with auto-routing

Ticket Management

Full lifecycle tracking with SLA timers & bulk actions

Ticket Kanban

Drag-and-drop board view grouped by status or assignee

Dispatch Calendar

Visual technician scheduling with drag-and-drop events

AI Command Palette

⌘K natural language navigation and action suggestions

Smart Notifications

AI-grouped alerts with real-time audio chimes

Presence Indicators

Live 'who's viewing this' collaboration awareness

Saved Filters

Persistent saved filter views for any data table

Workflow Builder

Visual no-code automation: trigger → condition → action

Automated Playbooks

Pre-built response sequences for common scenarios

AI Copilot Sidebar

Context-aware AI assistant inside every ticket and view

AI Pattern Detection

ML pattern recognition across ticket and performance data

Predictive Maintenance

Forecast asset failures before they happen

Auto-Assignment Rules

Round-robin and least-loaded ticket distribution

Recurring Tickets

Scheduled maintenance and review ticket templates

Canned Responses

One-click reply templates with variable interpolation

Escalation Rules

Time-based and priority-based automatic escalation

Predictive Insights Engine

OpenAI-powered anomaly detection and SLA risk forecasting

Stale Ticket Manager

Auto-detect and action dormant tickets past threshold

Email Digest Manager

Configurable digest schedules per admin or client

Volume Prediction

Forecast future ticket volumes by category & priority

Change Management

CAB-reviewed change requests with risk ratings & rollback plans

Maintenance Scheduler

Plan and notify clients of scheduled maintenance windows

Approval Workflows

Multi-step approval chains with status notifications

Webhook Manager

Event-driven integrations with retry logic

Ticket Merging

Merge duplicate tickets with full thread preservation

Ticket Linking

Link related tickets as parent/child or blocked-by chains

Tag Manager

Freeform and system tags with bulk-apply support

Priority Matrix

2×2 impact/urgency visualizer for triage decisions

Ticket Aging Chart

Visual breakdown of tickets by age bucket

Channel Mix

Breakdown of ticket sources: email, portal, phone, chat

Collaboration Layer

Field-level locking and real-time co-editing on tickets

Omnichannel Inbox

Email, chat, SMS & portal messages in one unified view

Video Triage

Screen recordings on tickets with AI-generated summaries

Live Client Chat

Real-time messaging with typing indicators

Staff Chat

Internal team communication with channels and threads

Real-Time Notifications

Live push notifications for ticket updates and messages

Engagement Scoring

Composite score from logins, tickets, CSAT & communication

Health Scores

Real-time client health with leading risk indicators

Health Heatmap

At-a-glance health across your entire client base

Cohort Analysis

Segment clients by behavior, tenure, or revenue tier

Sentiment Timeline

Track emotional tone across all client interactions

Churn Prediction

ML-powered early warning for at-risk accounts

Impersonation Mode

Securely view the portal as any client sees it

Onboarding Manager

Templated onboarding workflows with progress tracking

LTV Engine

Lifetime value segmentation: Champion, At-Risk, New

Client Growth Chart

MRR trajectory and account expansion over time

Referral Manager

Track, reward, and attribute client referral programs

Employee Requests

Onboard/offboard staff with equipment and access lists

Broadcast Campaigns

Targeted multi-channel communications per segment

Client Branding

Per-client portal colors, logos, and custom domains

Sales Pipeline

Visual deal pipeline with drag-and-drop stage management

CRM Contacts

Centralized contact database linked to clients and deals

Vendor Management

Track vendors, partners, and supplier relationships

Quote Builder

Create professional quotes with product catalogs and line items

Product Catalog

Managed catalog of services and products for quoting

Purchase Orders

Hardware ordering, vendor tracking & delivery status

Lead Scoring

Qualify leads with quiz assessments and engagement data

Revenue Forecast

Predictive revenue modeling with confidence intervals

Revenue Attribution

Map revenue back to services, teams & campaigns

Client Profitability

Per-client P&L with cost-per-ticket drill-down

Cost per Ticket

True service delivery cost analytics

Invoice Management

Create, track & automate billing workflows

Recurring Billing

Automated recurring invoice generation and tracking

Contract Tracker

Renewal dates, auto-renew status & revenue impact

Vendor Scorecards

Rate and compare vendor performance & pricing

Wave Billing

Native Wave accounting integration for client invoicing

License Manager

Software license inventory with renewal tracking

Expense Tracking

Per-ticket and per-project expense logging with receipts

What-If Planner

Simulate staffing, pricing & churn impact scenarios

CMDB

Configuration Management Database with CI tracking

CI Relationships

Map parent/child and dependency relationships between CIs

Problem Management

Root-cause tracking linked to incidents and CIs

Service Catalog

Publishable service catalog with request workflows

SLA Definitions

Define, manage, and enforce SLA policies per client tier

Script Library

Centralized script repository for automation and remediation

Backup Monitoring

Monitor backup job status, schedules, and failure alerts

RMM Dashboard

Real-time device monitoring with CPU, RAM, disk metrics

Patch Management

Pending patch tracking and deployment scheduling

Asset Topology

Visual network maps of client infrastructure

Time Tracking

Per-ticket time logging with billing integration

Project Board

Kanban-style project tracking with task assignment

Project Timeline

Milestone-based timeline view with progress tracking

Project Expenses

Track costs per project with billable/non-billable splits

Compliance Tracker

Framework-based compliance tracking with evidence capture

Trend Analysis

Multi-period trend visualization with anomaly flags

YoY / MoM Comparison

Historical performance benchmarking side-by-side

SLA Heatmap Calendar

Calendar view of breach risk across all clients

SLA Breach Timeline

Drill into every breach with root-cause tagging

SLA Compliance Gauge

Live animated ring showing current SLA compliance %

Tech Performance

Individual technician metrics and benchmarking

Tech Scorecards

Gamified performance tracking with leaderboards

Tech Utilization

Capacity planning with utilization heatmaps

Staff Workload

Real-time per-technician ticket load and urgency heatbar

Custom Report Builder

Drag-and-drop report designer with scheduling

QBR Generator

Automated quarterly business review decks with AI narrative

Scheduled PDF Reports

Auto-generated reports delivered by email on schedule

CSAT Dashboard

Customer satisfaction trends, scores, and response breakdown

NPS Surveys

Net Promoter Score surveys with trend analysis

Response Time Trends

First-response and resolution time over any date range

Ticket Resolution Rate

Close rate by category, priority, and technician

Email Digests

Configurable scheduled digest emails per admin or client

Zero-Trust Audit Trail

Immutable, tamper-proof logs with cryptographic hashing

Security Posture Card

Scored A to F security grade with per-check evidence

Risk Scoring Engine

Aggregate dark web, login & policy signals per client

Dark Web Monitor

Credential exposure alerts from breach databases

Policy Engine

Configurable security policy enforcement rules

Security Intel Feed

Curated vulnerability bulletins and threat advisories

Outage Intelligence

Vendor outage tracking with client impact notifications

MFA Enforcement

Mandate multi-factor auth per role with status tracking

IP Allowlist

Restrict access by IP range with full audit logging

IP Blacklist

Block suspicious IPs and ASN ranges with threat scoring

Session Manager

View and terminate active sessions in real-time

Login Monitoring

Failed attempt tracking with geo-IP enrichment

Canary Tokens

Insider-threat honeypots that fire on unauthorized access

Compliance Frameworks

SOC 2, HIPAA, CMMC compliance tracking with evidence export

Granular Permissions

Per-feature view/manage permissions for every admin user

Knowledge Base Editor

Admin-side rich-text KB authoring and publishing

Wiki AI Search

Natural language search across all documentation

Runbook Editor

Create and manage SOPs linked to service types

Documentation Vault

Centralized internal documentation per client

Password Vault

Secure credential storage with access controls

Blog CMS

Built-in content management for marketing articles

Corporate Docs

Company-wide document templates and resources

Canned Response Library

Reusable reply templates organized by category

Ticket Wizard

Guided multi-step ticket creation with smart templates

Live Chat

Real-time chat with staff directly inside the portal

Knowledge Base

Self-service documentation with AI-powered search

SLA Performance Dashboard

Client-facing SLA compliance charts and history

QBR Report Viewer

Enhanced quarterly review report viewing and download

Document Vault

Secure upload and access to shared documents

Asset Inventory

Client-visible hardware and software asset register

Asset Lifecycle Alerts

Warranty and EOL alerts for managed devices

Maintenance Calendar

Upcoming and past maintenance event visibility

Wave Billing Portal

View invoices, balances and payment history

License Management

View and manage assigned software licenses

Employee Request Form

Submit onboard/offboard requests directly from portal

Approval Requests

View and respond to pending approval requests

Referral Form

Client-submitted referrals with reward tracking

Client Reports

Downloadable SLA and activity reports from the portal

Onboarding Checklist

Step-by-step guided onboarding flow for new clients

Runbook Library

Client-visible SOPs and how-to guides

Portal Search

⌘K command palette to search tickets, invoices, and navigate

Notification Center

Real-time notification feed with ticket and invoice alerts

Portal Theme Editor

Client-configurable portal color scheme and logo

Account Management

Profile, password, MFA, and contact info management

Two-Factor Setup

Self-serve TOTP/authenticator enrollment in portal

Profile Management

Edit personal details, contact info, and avatar

RMM Integrations

Connect Datto, NinjaRMM, ConnectWise Automate & more

PSA Integration

ConnectWise & Autotask bi-directional sync

White-Label Studio

Full branding customization with live preview

Workspaces

Multi-tenant environment management

Mobile Admin

Swipe-action ticket cards and FAB for on-the-go ops

Portal Feature Toggles

Enable or disable portal features per client

Keyboard Shortcuts

Full power-user shortcut system with overlay guide

Error Diagnostics

Self-healing error boundaries with AI root-cause analysis

Error Reports Dashboard

Track, diagnose, and resolve platform errors in real-time

Database Backups

Automated backup management with restore capabilities