88%supported
Operating system· 28 of 32 current
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
8Core software coverage · 122 of 128 required installs
6 installs need lifecycle attention
Supported · 122Support ending soon · 3Unsupported · 2Unknown · 1
100%supported
Endpoint protection· 32 of 32 protected
94%supported
Office suite· 30 of 32 current
100%supported
RMM· 32 of 32 managed
Products
Search products...
Product ↕Vendor ↕Category ↕Installed ↕Not installedStatus ↕
Windows 11 EnterpriseMMicrosoftOperating system284Supported···
Windows 10 ProMMicrosoftOperating system230Unsupported···
Microsoft Defender for BusinessMMicrosoftEndpoint protection320Supported···
Huntress Managed EDRHHuntressEndpoint protection320Supported···
Microsoft 365 Apps for enterpriseMMicrosoftOffice suite302Supported···
Office LTSC 2021MMicrosoftOffice suite230Review···
ConnectWise RMMCConnectWiseRMM320Supported···
Google Chrome EnterpriseGGoogleWeb browser293Supported···
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
3232
Total assets· across 3 sites
2
Warranty expired· requires review
3
Replacement due· in the current lifecycle plan
Search hardware...
Name ↕User ↕Vendor ↕Model ↕SerialAge ↕Site ↕StatusInitiatives
NB-EXEC-01AMAvery MorganDellLatitude 74507K2D911 yr 4 moPhoenix HQHealthy—···
NB-FIN-04JLJordan LeeLenovoThinkPad X1 Carbon Gen 124N8Q262 yr 1 moPhoenix HQHealthy—···
WS-DESIGN-02PSPriya ShahAppleMac Studio M2 Max9M3A542 yr 8 moScottsdaleHealthy—···
NB-SALES-07MRMateo RuizHPEliteBook 840 G106H1P733 yr 2 moRemoteMonitor1···
SRV-PHX-DC01ITInfrastructureDellPowerEdge R6502R7V184 yr 10 moPhoenix HQReplacement due2···
FW-PHX-01NWNetworkFortinetFortiGate 100F5F9K325 yr 3 moPhoenix HQWarranty expired1···
NAS-PHX-01ITInfrastructureSynologyRackStation RS3621xs+8S4C615 yr 7 moPhoenix HQReplacement due1···
AP-SCT-03NWNetworkCisco MerakiMR46 Access Point3C6L424 yr 6 moScottsdaleWarranty expired1···
SW-PHX-CORENWNetworkCiscoCatalyst 93001C5T876 yr 1 moPhoenix HQReplacement due2···
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.
Acme Corp
Budgets
Search budgets
$721,210
Total budget
$333,190
Agreements
$256,750
3rd party agreements
$388,020
Initiatives
$0
Hardware
$60,101
Monthly avg
Forecast by period
Quarterly view · Q3 2026–Q2 2027
MonthlyQuarterlyYearly
$26,000
Overdue$164,210
Q3 2026$183,000
Q4 2026$174,000
Q1 2027$174,000
Q2 2027InitiativeAgreements3rd Party Agreements
Line item ↕Status ⌃OverdueQ3 2026Q4 2026Q1 2027Q2 2027Total ↕
›Initiatives19 items$26K$88K$102K$84K$88K$388K
›Agreements13 items—$76.2K$81K$90K$86K$333.2K
Total · 4 periods$26K$164.2K$183K$174K$174K$721.2K
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.
Acme Corp
Roadmap
7InitiativesTemplates
7
Total
0
Unscheduled
$29K
One-time
$220K$18K/mo
Recurring
—0 of 7 estimated
Estimated hours
—0 of 7 recorded
Actual hours
Find initiative...
7 initiatives
Q3 2026
2＋···Draft• 1
AAcme Corp
Cloud Cost Optimization
$2,500/Mo
CD34
In Progress• 1
AAcme Corp
Virtual CISO Security Leadership Engagement
$7,500/Mo
BP51
Q4 2026
2＋···Draft• 1
AAcme Corp
IT Asset Management Program
$5,000 + $900/Mo
CD34
In Progress• 1
AAcme Corp
Microsoft 365 Productivity Enablement
$3,500 + $1,200/Mo
BP41
Q1 2027
2＋···Draft• 1
AAcme Corp
Business Continuity & Disaster Recovery Program
$8,000 + $650/Mo
CD62
In Progress• 1
AAcme Corp
Compliance & Risk Readiness
$4,500/Mo
BP42
Q2 2027
1＋···Draft• 1
AAcme Corp
Workforce Technology Modernization
$12,000 + $1,100/Mo
CD51
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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