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Dashboard
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🗺 Roadmap
What's shipped, what's coming, and your feedback
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📊 Client Matrix data available to import — Fortinet, Maintenance & Server records
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🔧 Tech Stack
All BSI tools — single source of truth
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💼 Sales Pipeline
All estimates across all clients
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📊 Pipeline
📋 All Estimates
✅ Closed
📄 Agreements
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Clients
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Active
Onboarding
Inactive
Essentials
Professional
Premium
Legacy
T&M
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← Back to Clients
➕ Add New Client
Company Name
Client Type
Essentials
Professional
Premium
Legacy
T&M
Primary Contact
Account Manager
Email
Phone
Address
Status
Active
Onboarding
Inactive
VoIP (Intermedia)?
Yes
No
Contracted Users
Contracted Devices
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Create Client
✏️ Edit Client
✕
Company Name
Service Tier
Unknown
Essentials
Professional
Premium
Legacy
T&M
Status
Active
Onboarding
Inactive
Account Manager
Primary Contact
Email
Phone
Address
Contracted Numbers
Users
Devices
Servers
VoIP
VoIP Subscribed
No
Yes
Plan
Contracted Seats
SLA Response Times
Critical
High
Standard
Low
Onboarding & Contract
Onboarding % Complete
MSA Sign Date (Contract Anniversary)
Price Increase %
💰 MRR / Billing
Base MRR is auto-calculated from tier × contracted users. Override any field for custom pricing.
Base MRR Override ($)
VoIP MRR ($)
Add-on MRR ($)
Notes
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Save Changes
👤 Add / Edit Contact
✕
Full Name *
Title
Role
Primary Contact
Executive
Technical
Billing
Other
Email
Phone
Permissions & Notifications
Can Authorize Spend
— approved to approve quotes, invoices, and work orders
Receives Invoices
— send monthly invoices to this contact
Receives Reports
— send monthly reports and QBR summaries
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Save Contact
💼 New Estimate Request
✕
Title / Description *
Type
Hardware Refresh
New Device
Network Upgrade
Software
VoIP
Security
Cabling
Other
Priority
Low
Medium
High
Urgent
Estimated Value ($)
Stage
Notes
Manager Fields
QBO Estimate #
PandaDoc URL
NinjaOne Ticket #
Client
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Save
🌐 Add Device
✕
Device Name *
Device Type
Switch
Router
Firewall
WAP
NAS
UPS
Other
Manufacturer
Model
Serial Number
Management URL
Purchase Date
Warranty Expiry
📋 UTM / Security License
UTM Provider
License Type
UTM Renewal Date
Notes
Cancel
Save Device
📦 Add Vendor
✕
Name *
Vendor
Category
RMM & PSA
Security
Backup
Identity & M365
Billing
VoIP
Documentation
Line of Business
BSI Internal
Other
Seats / Licenses
Cost ($)
Billing Cycle
Monthly
Annual
Renewal Date
Auto-renews
Login URL
Notes
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Save
➕ Add Tool
✕
Icon (emoji)
Name *
Description
URL
Category
RMM & PSA
Security
Backup
Identity & M365
Billing
VoIP
Documentation
BSI Internal
Other
Active
Assign to Tiers
All Tiers
Essentials
Professional
Premium
Legacy
T&M
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Save Tool
📄 Add Agreement
✕
Agreement Name *
Tier
Essentials
Professional
Premium
Legacy
T&M
BAA
Other
Version
Last Updated
Document URL (Datto/SharePoint/etc)
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Save
💬 Submit Bug or Suggestion
✕
Type
Bug
Suggestion
Question
Title *
Details
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Submit
➕ Add Roadmap Item
✕
Title *
Description
Priority
High
Medium
Low
Status
Up Next
Planned
Done
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Save
➕ Add Release
✕
Version *
Date
Items (one per line)
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Save Release