Keep live service work visible across every customer without mixing tenant data.
0
Active customers
£0.00
Monthly revenue
0
Open tickets
0
Critical
Activity feed
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Quick actions
Customers
Manage your relationships and billing.
Filters
Target segments fast.
More filters
Customer directory
Click a card to preview. Double-click to open the full profile.
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Helpdesk
Track tickets per customer.
Select a ticket from the list to view its details.
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Company
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Opened
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Reported by
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Owner
Unassigned
SLA
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Description
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Recent tickets
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 |
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Reports
Build helpdesk, invoice, and customer exports with one click.
Helpdesk quality
SLA hit rate and backlog age.
SLA hit rate
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Backlog age
Comments + attachments export
Invoice report
Revenue, payments, and overdue amounts.
No data yet. Run the report to populate results.
| Invoice | Customer | Date | Status | Amount |
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Customer report
Active accounts, MRR, and outstanding work.
Run the report to see your customer breakdown.
| Customer | Contact | Retainer | Open tickets | Open invoices |
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Admin console
Team logins and visibility.
User management
Create logins, set roles, and assign customer/module access.
| ID | Role | Status | Last login | Actions |
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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.
Event log
Auth, user administration, and settings changes.
| Time | Actor | Action | Resource | IP | Details |
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Settings
Business identity & profile.
Invoice builder
Tweak headings, colors, borders, and layout. Save settings to apply these defaults across every invoice.
Template & branding
Look & feel
Choose the shell, brand colors, and default template.
Header & layout
Copy, alignment, placement
Content & visibility
Toggle optional sections
Hide/show bank details, notes, or terms. Pick a badge for the preview.
Header composition
Drag blocks into the header
Header left
Header right
Invoice
INVOICE
Professional Services
INV0042
Draft
£0.00
Description
Qty
Rate
Amount
Payment details
Notes
Thank you for your business.
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).
System health
Checks & metrics
Super Admin only
Timeline
Recent updates, newest first.
Mentions