0
Active customers
£0.00
Monthly revenue
0
Open tickets
0
Critical
Activity feed
Quick actions
Customers
Manage your relationships and billing.
Customer directory
| Customer | Open |
|---|
Helpdesk
Track tickets per customer.
Ticket queue
Select a ticket from the list to view its details.
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Customer
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Reporter
—Assigned
UnassignedDescription
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Status
Invoicing
Manage invoices and automation.
Monthly automation
Run scheduled invoices for fixed retainers.
Last automatic run —
Automation pauses
Months that will be skipped.
No pauses configured.
Invoice history
| Select | ID | Customer | Date | Status | Amount | Actions |
|---|
Reports
Build helpdesk, invoice, and customer exports with one click.
Invoice report
Revenue, payments, and overdue amounts.
| Invoice | Customer | Date | Status | Amount |
|---|
Customer report
Active accounts, MRR, and outstanding work.
| Customer | Contact | Retainer | Open tickets | Open invoices |
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Admin console
Team logins and visibility.
User management
| ID | Role | Last login | Actions |
|---|
Use the “Add user” button to open the user drawer where you can invite new logins or edit existing accounts. Assign modules and customer visibility in the Groups drawer.
Settings
Business identity & profile.
Invoice builder
Tweak headings, colors, borders, and layout. Save settings to apply these defaults across every invoice.
Header left
Header right
Professional Services
Directory sync
Microsoft 365 users
Super Admin only
Pull users from Azure AD / Office 365 via Microsoft Graph (client credentials).
Bulk import
Upload users CSV
Super Admin only
Upload a CSV with columns: email (required), password (optional), role (optional: super_admin, director, engineer, staff, customer).
Timeline