Security Roadmap
12d$2,900 + $420/Mo
SRSam Rivera
HighSOC 2
Asset ManagementTurn IT asset management into relationship intelligence.
Asset Management gives MSP teams a cleaner system of record for client hardware, software, warranty status, lifecycle risk, and the next conversation worth having.
Software
ManageReview installed software, version status, risk, and cleanup actions for Acme Corp.
Search installed software...
PublisherTitleCategoryVersionInstallsStatus
CLIENT SYSTEM OF RECORD
Unify the asset picture in one Hardware Console.
Client asset data usually lives in too many systems, with duplicates and stale fields weakening every downstream conversation. Lifecycle Manager brings those records together so the team can see what each client owns, what is aging, what is under warranty, and what needs attention.
Hardware
ManageView managed devices, status, ownership, and lifecycle details for Acme Corp.
Search devices...
Device NameStatus (Last Seen)TypePurchased
Los Angeles 10
New York City 6
Hardware Console
See client devices in one place with age, warranty status, replacement needs, and the context needed to explain risk quickly.
Hardware Reports
Generate client-friendly hardware reports that show which assets are healthy, at risk, or ready for replacement.
Lifecycle insights
Surface old hardware, unsupported systems, and coverage gaps before they turn into surprise downtime.
Connected source data
Pull hardware and software context from PSA, RMM, and documentation tools instead of maintaining another isolated spreadsheet.
LIFECYCLE VISIBILITY
Spot refresh risk before it becomes a budget surprise.
Asset Management turns age, warranty, purchase date, and refresh timing into planning signals. AMs and vCIOs can see what is due soon, what can wait, and where the client needs a proactive replacement conversation.
Better asset visibility is what turns a hardware surprise into a planned business decision.
Budget
PlanForecast Acme Corp spend by quarter across contracts and planned initiatives.
ForecastContracts
Search budget items...
2026 Q2
Showing Overdue through 2027 Q1
Budget Forecast
Acme Corp lifecycle spend by quarter
ContractInitiative
US$360kUS$270kUS$180kUS$90k
US$70k
Overdue
US$129k
2026 Q2
US$235k
2026 Q3
US$340k
2026 Q4
US$86k
2027 Q1
NameOverdue2026 Q22026 Q32026 Q42027 Q1
ContractsUS$0US$33.4kUS$33.4kUS$291.9kUS$37.2k
InitiativesUS$69.9kUS$95.6kUS$201.4kUS$48.4kUS$48.4k
TotalUS$69.9kUS$129.1kUS$234.9kUS$340.4kUS$85.6k
Refresh windows
Identify aging hardware and future replacement moments early enough to plan the spend and sequence the work.
Risk flags
Surface lifecycle and coverage risk in language clients understand so recommendations feel grounded rather than reactive.
Budget-ready signals
Feed replacement timing into budgets and roadmaps so the client sees the financial path before the quote arrives.
FROM RECORD TO ACTION
Move asset insight into roadmaps, tickets, and quotes.
The value of asset data is not the inventory. It is what the team does next. Lifecycle Manager connects asset risk to initiatives, client reviews, PSA work, and suite workflows like Quoter so recommendations keep moving.
Asset Management is the operational foundation beneath Roadmaps, Budgeting, Deliverables, and client success planning.
Roadmap
8Initiatives organized by quarter, priority, and client-ready next steps.
InitiativesTemplates
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Q2 2025
Showing Q2 2025 roadmap initiatives
Backlog
$30,040 / 3 queued
Server Replacement
19d$3,500 + $600/Mo
JDJohn Devlin
MedDigital Transformation
Database Upgrade
24d$4,800 + $550/Mo
ECEmily Chen
LowModernization
Drafts
$36,400 / 3 in build
Cloud Integration
4d$4,200 + $700/Mo
ETEmily Tran
MedAI Readiness
Data Warehouse Setup
9d$5,000 + $800/Mo
RPRaj Patel
HighAI Readiness
Regional Expansion
15d$3,200 + $500/Mo
MWMia Wong
LowModernization
Client Review
$22,940 / 2 meetings
AV Upgrades
2d$1,900 + $320/Mo
JLJordan Lee
LowModernization
Endpoint Refresh
7d$6,400 + $900/Mo
PNPriya Nair
MedDigital Transformation
Initiative-ready findings
Turn lifecycle risk into roadmap items and strategic recommendations instead of leaving it buried in an inventory screen.
PSA-connected follow-through
Create tickets or opportunities from recommendations so the client conversation connects to operational execution.
Suite workflow foundation
Use asset lifecycle signals to support budgeting, QBR deliverables, and future quote workflows across ScalePad products.
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