Run client ops from one
ManagedOS workspace.
Service plans, quotes, reconciliations, Plan-Based Onboarding, team access, and client portal controls live together so MSP teams stop bouncing between spreadsheets and half-connected tools.
Service plans
Name the stack you sell once. Price each device type, list the products included, and assign a plan to every client so Agents and Users know the tier.
NORTHWINDNorthwind IT
InventoryOS
Huntress EDR
DNSFilter
Datto SaaS Protection
ProofpointHuntress ITDR
NinjaOne
ScreenConnectPrice policies
Override default prices for healthcare, nonprofit, or legacy clients without rewriting the base plan. Set PSA labor rate and time rounding in the same place.
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| Name | Inherited from | Overrides | Organizations | Last updated |
|---|---|---|---|---|
| MSP Pricing DEFAULT | - | 0 | 5 | 2 days ago |
| Healthcare | MSP Pricing | 4 | 2 | Yesterday |
| Nonprofit | MSP Pricing | 3 | 1 | 5 days ago |
| Time worked | Billed as |
|---|---|
| 1 - 15 min | 15 min |
| 16 - 30 min | 30 min |
| 31 - 60 min | 1 hr |
DATTODNSFILTERBilling reconciliation
Drop in a QuickBooks or other billing export. Every client shows what to add or remove, and you check each line off as you update it.
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| Software | InventoryOS | Export | Change |
|---|---|---|---|
| Huntress EDR | 28 | 26 | Add 2 |
| NinjaOne | 28 | 26 | Add 2 |
| Software | InventoryOS | Export | Change |
|---|---|---|---|
| Huntress EDR | 131 | 166 | Remove 35 |
| InventoryOS | 126 | 124 | Add 2 |
| NinjaOne | 130 | 170 | Remove 40 |
Usage reconciliation
Line up what each vendor reports, what InventoryOS sees, what the plan covers, and what you billed. Approve the quantity in one click.
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What each vendor reports, what InventoryOS sees, what the client's plan covers, and what you billed.
| Software | Vendor | InventoryOS | Plan | Billed | Bill | |
|---|---|---|---|---|---|---|
| Huntress EDR | 30license sync | 30 | IncludedManaged+ Plan | 26-4 vs vendorexport | 30 Approve | |
| Huntress ITDR | 30license sync | 29-1 vs vendor | IncludedManaged+ Plan | - | 30 Approve | |
 Microsoft 365 Business Premium | 26Microsoft 365 | 26assigned | Not in planManaged+ Plan | - | 26 Approve | |
| NinjaOne | 30license sync | 30 | IncludedManaged+ Plan | 26-4 vs vendorexport | 30 Approve | |
| ScreenConnect | 24license sync | 30+6 vs vendor | IncludedManaged+ Plan | - | 24 Approve |
Margin leakage
See the dollars you lose each month: seats you pay for but do not bill, prices below cost, unused seats, and licensed users who stopped signing in.
NORTHWINDNorthwind IT
Billed at $2.00 a seat but costs you $8.00.
87 seats of 125 are not assigned to anyone. The client pays Microsoft for these directly.
No sign-in for 96 days. Holds Microsoft 365 Business Premium.
PSA health
Flags unassigned tickets, scheduled tickets left open, billing mismatches, long time entries, and tickets nobody has updated.
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Open 3 days with nobody assigned.
Open 2 days with nobody assigned.
Auto-tickets
Open a PSA ticket automatically when an alert fires, like a missing security tool or an offboarded user who still holds a license. Optionally try an RMM fix first.
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A device is still missing a required integration 3 hours after it appeared.
A device is missing software a required software rule expects.
A device has software a blocked software rule flags.
The InventoryOS agent stopped checking in while another connected tool still sees the device.
A new user is still missing a product in their service plan after the onboarding grace window (48 hours).
A disabled account or shared mailbox still holds a license or is still billed in a connected product.
A licensed, enabled user has not registered MFA.
A licensed mailbox is at 95% or more of its quota.
Quotes
Quote, win, and onboard in one place. Build a branded quote from your service plans, track it on a pipeline board, and turn a signed quote into a client without retyping anything.
- Pull products and pricing straight from the plan the client will land on.
- Keep every draft, sent, and signed quote on one board.
- Create the org and assign the plan when the quote is accepted.
Plan match
Match live inventory to the plan a client should be on, then turn coverage gaps into clear quote and onboarding work.
Plan-Based Onboarding
Assign a plan and get a per-client checklist with Manual, Verified, or Automatic setup modes for each product in the stack.
- Template library for the tools you sell most often.
- Wizard with stage stepper and Atlas status summary.
- Optional delayed PSA tickets when software stays unmapped.
Client checklist
A temporary Onboarding item appears in the side nav until plan software is set up, so techs always know what is left.
Team & client ops
Add technicians once with View or Manage set per portal page. New clients start with your default rules, columns, and fields. Enable ViewOS when a customer should review inventory and charges themselves.
- Hub-level membership and SSO for the MSP org.
- New-org defaults so every client starts on your baseline.
- ViewOS invites and grant-scoped access for end customers.
Also on InventoryOS
Client reviews send each client a secure link to check devices, users, and charges before you invoice.
InventoryOS supplies the live evidence ManagedOS bills and onboardings against.