Meet the new Lifecycle Manager — a unified place to assess, plan, implement, and measure meaningful changes for your clients. 

With Lifecycle Manager for client engagement, MSPs of all sizes can improve the quality and productivity of their interactions with clients, including QBR/vCIO preparation and managing the entire client lifecycle at scale. We’ve made it possible to cut QBR prep to minutes, not hours, so all MSPs, regardless of operational maturity, can reinforce their position as a strategic partner to their clients with efficiency and professionalism. 

“It’s super-exciting for us to bring a platform to market and iterate that platform to solve the rapidly growing challenges of being an MSP in this highly competitive industry,” said Chris Day, ScalePad Founder and Chief Product Officer. “Rallying around their biggest asset — their people, both within their organization and their clients — to drive positive change and true impact is essential to scaling an MSP and retaining happy clients,” he continued. 

The new Lifecycle Manager includes an updated interface, enhancements to existing features, and game-changing additions to bring client-focused tasks to the forefront, helping you improve client experience and reinforce your position as a strategic partner. Here’s a closer look at what you get in the new Lifecycle Manager: 

Get to client details faster 

We’ve overhauled the dashboard to prioritize client activity. Elements such as the Client tab now sit along the top of the dashboard, saving you time with a more efficient client-focused workflow. These small yet mighty changes help streamline how you keep a pulse on the technology health of all of your clients.

Familiarize yourself in seconds

Become an expert on every one of your clients. Our enhancements to the client strategy dashboard give you a central hub for engagement and strategy on a client-based level. The information you need to inform your next QBR or vCIO meeting is at your fingertips.

Complete tasks without switching apps 

The new client strategy dashboard lets you log meeting notes, store and update key contact information, and publish Action Items that can be automatically submitted as tickets in your ConnectWise Manage PSA. With these updates, we’ve eliminated the need for toggling between your PSA, notebooks, and other tools for tracking and executing meeting follow-up tasks.

Streamline how you create and share technology plans 

We think getting buy-in from your clients on strategic initiatives should be easy. With a new layout that integrates Initiatives into Roadmaps, you can create crystal-clear plans that are easy for non-technical clients to understand and view at a glance in the day-to-day maintenance of client experience. 

You can plan up to five years on Roadmaps, which our Partners love for helping their clients prepare their budgets and anticipate what comes next. By bringing Initiatives into the roadmap view, we’re helping you create those plans ever faster by simplifying the workflow. You can drop new Initiatives into existing Roadmaps, letting you respond quickly to client needs and maintain accurate work plans. 

New sharing tools let you publish and send customizable Roadmap PDFs, giving you control over the level of detail displayed and a real-time presentation mode for screen sharing. 

When everyone understands, everyone wins

The new Lifecycle Manager enables MSPs of all sizes to communicate efficiently using a simplified data-driven approach with their clients, encouraging trust and collaboration on strategic initiatives.

“You know you’ve achieved successful client engagement when your clients start saying yes to the obvious things that are better for them (and by proxy, you),” said Day. “It’s when your team and your clients are on the same page about what is happening now, what needs to happen, and how you will get there together.” 

We’ve made it possible to prepare for your next strategic conversation in a few clicks. Try out the new Lifecycle Manager today.  

ScalePad now supports Microsoft Surface PCs as part of its Workstation Assurance extended warranty service inside Lifecycle Manager for US-based Partners. Coverage for Surface devices was in high demand by Partners and their customers. 

“The ability to offer Workstation Assurance as a service for Microsoft Surface devices is a huge win for our Partners,” said Dan Wensley, CEO of ScalePad. “The MSP community has asked us to add support for Surfaces — we’ve listened, and our team worked to make it happen. Adding coverage for Surface devices to Workstation Assurance provides our Partners with an additional  multi-million dollar revenue opportunity and increased value to  clients.”

According to a Mordor Intelligence report (Surface Computing Market Insights, n.d.; 2024), the total Surface computing market is expected to grow from $81.94B in 2024 to an estimated $370.58B by 2029, with Microsoft as a dominant player in this space. As clients transition from traditional desktop workstations to mobile devices like Microsoft Surface PCs and pricier AI laptops, MSPs have sought ways to protect their clients’ investments. Adding protection for Surface PCs to ScalePad’s Workstation Assurance service closes a potential gap for MSPs and their clients.

ScalePad’s Workstation Assurance product solves three challenges for MSPs: complete protection and replacement for client devices, streamlined in-app warranty procurement and service requests, and the opportunity to generate revenue beyond device replacement. Workstation Assurance includes accidental damage protection, and with the addition of Microsoft, it now protects devices from over a dozen different OEMs. 

“Thousands of ScalePad partners use Lifecycle Manager to manage, protect and extend the service life of IT assets,” stated Wensley. “Adding extended protection for Surface PCs to our Workstation Assurance service is just another way we help MSPs manage and mitigate risk for their clients by providing cost certainty, and extending the useful lifespan of these devices is the right choice for the environment too.”

Click here to get started with Workstation Assurance

Cybersecurity is one of the most important things MSPs need to consider in their service. With cyber threats more present than ever, making sure a client’s employees are secure can save businesses a lot of money and time. 

With more cyber attacks focusing on less secure small-to-medium sized businesses, MSPs need to ensure clients are training their employees to security standards.

Training your client’s employees in security measures can be the difference between a data breach and secure operations. 

That’s why Lifecycle Manager is integrating with Breach Secure Now, the channel leader in cybersecurity and HIPAA compliance training.

Why Integrate with Breach Secure Now?

By integrating Lifecycle Manager with Breach Secure Now, MSPs can now monitor security training from a single location.

Breach Secure Now offers in-depth training and security monitoring features to MSPs. The training features make it easy for MSPs to manage, automate, and empower employees to bolster defense of their data.

Employees are encouraged to become cyber secure by seeing how they play a role in their businesses’ security. 

What can MSPs do with this integration? 

Now, MSPs can manage their clients’ assets and people in one place. 

All you need to do is sync data into Lifecycle Manager from Breach Secure Now and data will populate in the People tab of the Client Strategy dashboard.

On the new People tab, MSPs are able to see a list of clients’ employees that include:

*Note for partners that do note have Breach Secure Now integrated, only the Name, Email, and Role columns will be populated if they exist in an integrated system.

MSPs can sort and filter the data to identify clients’ employees that require more training to keep the business secure.

They can also view Security Insights on the Client Strategy Dashboard including:

Note for partners that do not have Breach Secure Now integrated, these Insights will not be populated.

Breach Secure Now benefits for your MSP

The new integration saves MSPs time by automatically populating training results in Lifecycle Manager. This allows staff to prepare for client meetings with comprehensive information on a clients assets and the people that use them from one, easy to use, app.

Clients can maintain a better security posture and expand the visibility of their clients beyond assets, including people and security.

Get started today by signing into Lifecycle Manager and integrate Breach Secure Now.

Asset management can be a huge challenge for MSPs of all sizes. That’s why so many use Lifecycle Manager as a way to automate the monitoring process and keep track of workstations, servers, and networking devices. 

Automated asset monitoring saves your staff time and your business money, by keeping accurate records of everything in your clients’ IT environment. 

Now, Lifecycle Manager is integrating with Fortinet’s FortiGate Cloud service to allow Partners to more effectively and efficiently track their Fortinet networking devices. 

FortiGate Cloud is one of our Partners’ primary tools for tracking their clients’ network devices. With this new integration, Lifecycle Manager is expanding to give MSPs a more holistic view of their clients’ assets. 

What can MSPs do with this integration?

Or better yet, what can MSPs stop doing with this integration?

Prior to this new integration, Lifecycle Manager Partners were required to manually add Fortinet FortiGate Cloud networking devices manually to their PSA. Once devices were added, we would bring this device information back into Lifecycle Manager. We understand that while the method worked, it wasn’t very scalable for MSPs managing several clients with dozens to thousands of assets, so we found a better way to do things.

This integration will also enhance MSPs’ ability to track warranty information and the ability to push this data back into their PSAs and RMMs via a two-way sync. This has been highly requested by Lifecycle Manager users.

By integrating both services, MSPs can see a comprehensive view of their clients’ assets all in one place and, of course, significantly faster and easier.

Devices tracked include:

Why did Lifecycle Manager integrate with FortiGate Cloud?

FortiGate Cloud is a premier provider of networking devices to MSPs and managing these devices is essential to delivering superior service to clients. The ScalePad Way is to automate as much mind-numbing work for our MSP Partners as possible, so they can focus on what’s important.

Also, FortiGate Cloud was a highly requested integration by Lifecycle Manager Partners. Our in-app “Feature Request” board received hundreds of requests to include network device warranty information and hardware details into Lifecycle Manager. You asked, we listened.

Get started by signing into Lifecycle Manager and integrate FortiGate Cloud today.

From asset data to compliance controls, MSPs are tasked with providing their customers with the best support for their operational information. To add to the complexity, MSPs already have too many systems and programs, and it takes manual work to integrate these unique applications. 

So, how can MSPs harmonize asset and company data with security operations? 

Enter: A ControlMap and Lifecycle Manager integration. 

Cross-platform collaboration with Lifecycle Manager and ControlMap

Within the ControlMap platform, users can connect to Lifecycle Manager (via their ScalePad account). This enables users to sync both asset data and company data to a robust compliance operations application, streamlining the process for applying cyber security controls to the applied data.

Upon successfully connecting ControlMap to Lifecycle Manager, customer data populates in a dashboard, showing all information in a single view.

This data can then be mapped to certain controls within the ContolMap platform. Moreover, compliance checks for antivirus, warranty, encryption, and patches will indicate whether assets pass or fail. 

ScalePad’s Lifecycle Manager provides dozens of powerful integrations to RMMs, PSAs, and other tools that make MSP life easier. ControlMap now leverages these integrations to ingest company and asset data into the ControlMap platform and apply GRC workflows to this data. 

Why integrate with Lifecycle Manager?

By connecting Lifecycle to ControlMap, users will be able to sync company and asset data from PSA and RMM systems. Savvy MSPs want their unique systems to connect, saving time and modernizing operations. The integration between ControlMap and Lifecycle Manager allows users to leverage data from both systems, attributing assets and company data (within ControlMap) as evidence for their compliance program. 

Additional benefits include: 

  1. Allows users to continuously monitor data and assets, supporting MSPs with assessing risks across clients. 
  2. Automates compliance and audit evidence collection by syncing asset inventories and other asset-related controls from a Scalepad account.
  3. Provides an enormous reduction in effort for partners when ScalePad products work together flawlessly.
ControlMap asset check

Get started with Lifecycle Manager and ControlMap

Integrating both platforms helps MSPs provide a top-tier service to clients. This integration will help build a trusted and reliable relationship with your clients, boosting compliance operations an

Want to get started? Sign in to ControlMap to integrate Lifecycle Manager (via your ScalePad account). Not currently using Lifecycle Manager? Sign up for the Free Edition of Lifecycle Manager today.

Disposing of old hardware can be a time-consuming process for MSPs. The effort required to go through the disposal process can lead many MSPs to put it off. That’s why so many MSPs end up with the dreaded “back room” full of old hardware.

On top of that, MSPs are stuck using prehistoric methods for data destruction. Now MSPs have a modern solution to clean out those stockpiles and solve this age old problem.

ScalePad is proud to announce our new and improved IT Asset Disposal service. The asset disposal service in Lifecycle Manager now does all of the heavy lifting for you.

What’s new with ScalePad’s IT Asset Disposal?


IT Asset Disposal is now free for our Lifecycle Manager Pro users based in the United States (on a current term subscription). There are no hidden shipping charges, no upcharges for white-glove service on bulk disposals. You book it all in-app, so disposal is now easier than setting up a local pickup.

Support for Additional Asset Types 

We’ve expanded support beyond just workstations. IT asset disposal now supports workstations, servers, tablets, hard drives, switches, network devices, IP phones, monitors, scanners, and UPSes. No more need for a parallel disposal process; we handle it all.

Full Service IT Asset Disposal Option (white-glove bulk disposal)

If disposing of more than 30 assets, you will now have a “full service” option where we’ll coordinate to have someone come onsite, bring any necessary packaging materials, equipment, and even help collect and pack up loose equipment. You don’t have to worry about shipping labels for full service – the shipping company will bring these onsite at the scheduled pickup time. 

From acquisition, to maintenance, and now disposal, MSPs can have full control of their assets without taking on huge operational effort.

This full set of new features allow MSPs to take control of their assets and provide better service to customers.

What can MSPs do with IT Asset Disposal?

Create new revenue

With ScalePad’s IT asset disposal, you aren’t just saving money, but creating opportunities to generate new revenue. With efficient disposal, your team can focus on projects that create revenue. Because asset disposal is free, MSPs can earn revenue by including it as a line item for all new assets (like a recycling fee), or by adding a disposal fee as part of the replacement process for end-of-life assets. 

Secure data destruction

ScalePad provides a validated certificate of destruction at the end of the process. MSPs can trust that any data on the assets is being erased to NIST 800-88 standards. The certificate can be viewed in the Lifecycle Manager dashboard once the process is complete. All assets are disposed of at an R2 certified facility, ensuring that data is disposed of effectively. 

Fill a forest, not a landfill

Help contribute to the reduction of e-waste all while disposing of your old hardware. ScalePad has partnered with veritree to plant a new tree for every asset disposed of. Lifecycle Manager even tracks the amount of total trees your account has planted, as well as other stats, right in the dashboard.

How does it work?

In the Disposal tab in Lifecycle Manager, identify all the asset types you want to dispose of and if disposing in bulk, select the service type: self service or full service. Then all you need to do is schedule the time for pickup. Once assets are disposed of, you can generate a certificate of disposal.

Want to get started? Sign into Lifecycle Manager to begin your first free disposal order. now integrates with Lifecycle Manager.

Managing the ins and outs of daily operations can be a difficult task. With many tools and processes, MSPs can have their hands full trying to track everything.

To help MSPs get the most out of their tools, Lifecycle Manager now integrates with is a unified PSA-RMM platform. That means it has the functionality of two of the most critical pieces of software MSPs use daily. 

How does work?

With, MSPs are able to use RMM functions, such as:

All the technical work needed for clients’ devices. 

They can also use PSA functions such as: unifies all these features into a single platform, improving ease of use and clarity. MSPs no longer have to use a confusing combination of several old tools to keep operations running.

Why integrate with

Both and Lifecycle Manager users have wanted to integrate the tools. We are happy to announce this integration to answer those needs. 

Now partners can leverage the functions of both platforms together. By doing so, MSPs can make the operation and management of their business easier than it ever has been. 

SuperOps dashboard

Lifecycle Manager uses data in to surface critical asset insights. And then it helps to measure the health of client infrastructure. 

Within Lifecycle Manager, you can access data to: 

Lifecycle Manager also pulls workstation, software, and other IT data from to populate the dashboard. MSPs can be confident they are making informed decisions with accurate data reflected across both monitoring platforms.

Get started with and Lifecycle Manager

Integrating both platforms helps MSPs provide a top-tier service to clients. This integration will help build a trusted and reliable relationship with your clients.

Want to get started? Sign in to Lifecycle Manager to begin integrating Not a Lifecycle Manager Partner? Sign up for the Free Edition of Lifecycle Manager today.