Billing and reporting
MSP billing, invoicing and activity reporting
For MSPs who want the work their technicians log to become the bill without re-entry. Ticket time is the source of truth, work is billed when the ticket is resolved, the invoice is raised at your own payment processor, and the customer gets a report of what was done.
What it does
One record, from timer to payment.
01 / TIME
Time becomes the invoice.
Logged ticket time is what gets billed, counted when the work is resolved. Remote sessions are attributed to their ticket, not billed twice.
02 / PROCESSOR
Your processor raises it.
Invoices are pushed over the API to Stripe, Square, PayPal, Alternative Payments or QuickBooks Online. The processor emails it, hosts the payment page and reports the status back.
03 / QUOTES
Quotes that convert.
Send a quote from the catalog. The customer accepts it on a public page, and the accepted quote converts into an invoice.
04 / CATALOG
A service catalog.
Price services and parts once and add them to invoices and quotes. Import products from Stripe, Square or QuickBooks.
05 / TAX
Tax and terms.
Tax tables by state with ZIP code overrides, frozen onto the invoice when it is sent, and a payment method chosen per customer.
06 / BRAND
Your branding.
Logo, business details, accent color and footer on every invoice, quote and exported document.
How it works
The work is already logged. Bill it.
01
Log
Technicians run the ticket timer or add time by hand. Remote sessions add their measured minutes to the ticket.
02
Resolve
When the ticket is resolved, its logged time becomes billable.
03
Invoice
The invoice is created at your processor over its API, and payment status comes back.
04
Report
An activity report for the period is attached to the invoice and published in the customer's portal.
Reporting
Show your work.
ACTIVITY REPORT
Everything done, in one PDF.
Cases, the tickets under them with their time, and each action taken on the customer's devices, timestamped with the technician who did it. Work you do not charge for is listed too, so subscription customers see it itemized at no charge.
METER
A billable activity meter.
One count of billable activity across tickets, remote sessions, deployments and scripts.
COMPLIANCE
Evidence gathering, not an audit.
17 automated checks and 4 attestations per customer, mapped to PCI DSS, the HIPAA Security Rule, CIS Controls and NIST CSF. Attestations stay separate from the automated checks, and the export says plainly that it is not an audit.
CHARGEBACK
License chargeback.
Devices you hold as the provider, such as a jump box, can be marked as yours and are left out of the customer's count.
Limits
What it does not do yet.
Limits
- Stripe is the processor in field use with our first design partner. Square, PayPal, Alternative Payments and QuickBooks Online are built, with limited field use so far.
- Products import from Stripe, Square and QuickBooks only. Nothing is pushed back to the processor's catalog.
- Compliance reporting gathers evidence. It is not an audit or a certification.
- Not for you yet if your billing runs on contracts, agreements or procurement that must live in the same system today.
Not in the product today: customer-facing outcome reports, and third-party integrations.
Questions
Good to know.
Stripe, Square, PayPal, Alternative Payments and QuickBooks Online. Stripe is the one in field use with our first design partner; the others are built with limited field use so far.
No. The invoice is created at your own processor, which emails it, hosts the payment page and reports the payment status back.
No. Remote sessions attribute their measured minutes to the ticket they belong to, and the ticket's logged time is what gets billed.
Tax tables by state, with ZIP code overrides. The rate is frozen onto the invoice when it is sent.
No. It gathers evidence from 17 automated checks and 4 attestations and maps it to common frameworks. It says so on the report.
Yes. The activity report lists every action, including work you do not charge for, itemized at no charge.
Keep exploring
Limits, checked daily
Not in the product today.
Each line below is a gap recorded against this capability in the product's own feature record. A line leaves this page by itself on the next daily run once that record says the gap is closed, so the list cannot fall behind what we ship. The rest of this page is written by hand.
- Reports are the ones the product ships, with snapshots and a document export; building your own report and having it emailed on a schedule is not available yet.
- Billing covers recurring plans, metered usage and recorded time; prepaid blocks of hours or money are not built yet.
Next step
Bring us last month's billing run.
Half an hour on a call. We will walk through how the same work would reach an invoice here.
