Branded client portal
Your logo, your domain. Tickets, assets, licences, reports, quotes and documents behind one login per client.
MSP client portal software: tickets, assets & reports
MSPs: show clients the value every month. Fewer "what do we pay you for?" calls.
Clients aren't sure what they're paying for. Monthly reports get stitched together by hand and tickets arrive by email, phone, Teams and a text to your tech's personal mobile. We build client portals for MSPs that pull from your PSA, RMM and backup tools so clients see the work every month. Then we host them and look after them.
Looking for an MSP client portal that proves your worth every month?
The better an MSP does its job, the less the client notices. Patches go on overnight, backups run, threats get blocked and nothing breaks. Then renewal comes round and the owner asks why they pay a monthly fee when nothing ever goes wrong. Meanwhile your team is exporting from the PSA, the RMM and the backup console into a Word template, chasing tickets that came in by text and answering "how many laptops do we have?" for the third time this quarter.
Wollopit builds custom client portals and back-office systems for managed service providers. Clients log tickets, check progress, see their devices and licences and get a branded value report on the first of the month without anyone touching it. Quotes get approved online. New starters arrive with every detail you need. We build around the PSA and RMM you already run, fill the gaps they leave and host the lot on our own servers.
01The problems
What we hear from MSPs
Does your managed service provider have these problems? Here's how we'd fix them.
Most MSPs we talk to have solid tools for the techs and nothing good for the client. The work gets done. The client just never sees it.
- The problemClients can't see the valueEverything runs quietly because you're good at your job. So the client starts wondering what the monthly fee actually buys.How we fix itA monthly value report in your branding: tickets resolved, patches applied, threats blocked, backups verified and hours used.
- The problemMonthly reports built by handSomeone loses the first week of every month exporting CSVs from the PSA, RMM and backup console into a Word template.How we fix itReports build themselves from your tools overnight. Then they land in each client's portal and inbox on the first of the month.
- The problemTickets arrive from everywhereEmail, phone, Teams messages, a DM to the owner and a text to a tech's mobile. Half never make it into the PSA.How we fix itOne portal for logging tickets with the right category and priority. Email and Teams requests land in your PSA as proper tickets.
- The problem"Any update on my ticket?" callsClients ring to chase because they can't see anything. Techs stop fixing things to answer the phone.How we fix itLive ticket status in the portal with automatic updates by email or SMS when a ticket moves.
- The problemNobody knows what they own"How many laptops do we have? Which ones are out of warranty?" Every answer means a trip into the RMM.How we fix itAsset views pulled from your RMM: every device, its user, age, warranty, patch status and backup health.
- The problemLicences paid for leaversMicrosoft 365 seats still billing for people who left in March. Nobody notices until the client does.How we fix itA licence dashboard from Partner Center or Pax8 that flags unassigned seats and leavers still licensed.
- The problemStarters announced on Friday arvo"Sarah starts Monday" arrives at 4.45pm Friday with no role, no device and no idea what access she needs.How we fix itStarter and leaver forms with required fields and lead times. They create the ticket and task list in your PSA automatically.
- The problemMessy client onboardingNew client setup lives in a senior tech's head. Credentials come in by email and something always gets missed.How we fix itOnboarding checklists per client with secure credential collection and progress the client can see.
- The problemProject quotes rot in inboxesA server refresh quote sits in someone's email for six weeks. Then they ask why it hasn't started.How we fix itOnline quotes clients approve and sign in the portal. Approval can take a deposit and kick off the project in your PSA.
- The problemBilling never quite reconcilesBlock hours, out-of-scope work and licence counts drift away from what actually gets invoiced in Xero.How we fix itAgreements, hours and licence counts checked against each other before invoices are pushed to Xero.
- The problemQBRs built the night beforeThe quarterly review deck gets thrown together in PowerPoint at 10pm with screenshots from five consoles.How we fix itQBR packs that assemble themselves: trends, risks, recommendations, a roadmap and a budget the client can sign off.
- The problemOutages flood the phonesMicrosoft 365 has a wobble and every client rings at once to ask if it's just them.How we fix itA client status page and broadcast alerts so everyone knows what's happening before they pick up the phone.
02What we build
Solutions
What we build for MSPs. Usually all talking to each other.
Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.
Monthly value reports
Branded reports built from your PSA, RMM, security and backup tools, delivered automatically every month.
Ticket intake
Portal, email and Teams requests with smart forms that capture the right details before a tech ever sees it.
Ticket status & updates
Clients see where every ticket is up to, with email or SMS updates when it moves.
Asset & warranty views
Every device per site and user with age, warranty dates, patch status and replacement planning.
Licence dashboard
Microsoft 365 and other subscriptions per client with unused seats and leavers flagged.
Starter & leaver forms
Required fields, lead times and approvals. Each one becomes a ticket and checklist in your PSA.
Client onboarding
Checklists, secure credential collection, document uploads and a progress view for the client.
Project quotes & approvals
Quotes approved and signed online with optional deposits and projects created in your PSA.
QBR packs
Quarterly reviews with trends, risks, recommendations and a technology roadmap ready to present.
Status page & alerts
Incidents, maintenance windows and vendor outages shown to clients with broadcast emails and SMS.
Billing reconciliation
Agreements, block hours and licence counts checked against each other before invoices hit Xero.
Client knowledge base
How-to guides, password reset steps and policies per client so the easy questions answer themselves.
Team dashboards
SLA timers, open tickets and overdue jobs on a screen in the office or on a tech's phone.
A website that wins clients
Fast on mobile, clear about what you do and built to rank for 'IT support' and 'managed IT' in your area.
03The systems
The big ones
Your whole service, where clients can see it.
These are the systems MSPs ask us about most. Each one works on its own and they get properly useful once they share the same client data.
Client portal
One login. Everything a client needs.
Clients log tickets, check progress, see their devices and download reports in one branded portal. It sits on top of your PSA so techs keep working the way they do now.
- Your branding on your own domain
- Single sign-on with Microsoft 365
- Log tickets with guided forms
- Live ticket status and history
- Approve quotes and changes
- Reports and documents library
- Per-user permissions for client staff
- Site and department views
- Knowledge base per client
- Syncs both ways with your PSA
Value reports
The monthly report that writes itself.
Every month the system pulls tickets, patching, security events and backup results from your tools and turns them into a clean branded report. Clients finally see the work you do while they sleep.
- Pulls from your PSA and RMM
- Backup and security tool data
- Tickets resolved and response times
- Patch compliance per device
- Threats blocked and alerts handled
- Hours used against agreement
- Plain-English summary up top
- Emailed and in the portal on the 1st
- QBR packs built from the same data
- Your logo, colours and wording
Assets & licences
Every device and licence, in plain view.
Devices come straight from your RMM and licences from Partner Center or your distributor. Clients see what they own and what's ageing out. You spot unused seats before they cost anyone money.
- Devices synced from your RMM
- Users matched to their devices
- Warranty and age tracking
- Patch and backup health per device
- Replacement planning by year
- Microsoft 365 licences per user
- Unassigned and leaver seats flagged
- Subscription renewal dates
- Hardware quotes from the asset view
- Exports for insurance and audits
Onboarding & starters
New clients and new staff without the scramble.
Client onboarding runs off a checklist instead of a senior tech's memory. Starter and leaver forms make clients give you the details and lead time you need. Each one turns into tickets and tasks in your PSA.
- Onboarding templates per service
- Secure credential collection
- Document and network diagram uploads
- Progress the client can see
- Starter forms with role and access
- Minimum lead times enforced
- Leaver forms with mailbox and data steps
- Manager approval where needed
- Tickets and tasks created in your PSA
- Device orders raised automatically
Quotes & billing
Quotes approved online. Invoices that add up.
Project and hardware quotes go out as a link clients approve and sign in a couple of taps. Before invoices go to Xero the system checks agreements, hours and licence counts so nothing slips through.
- Online quotes with e-signature
- Optional deposits by Stripe
- Approved quotes become PSA projects
- Quote reminders and expiry dates
- Recurring agreements per client
- Block hours tracked and topped up
- Out-of-scope work flagged for billing
- Licence counts matched to invoices
- Invoices pushed to Xero
- Margin view per client
04How it changes
Before and after
A contract renewal, wolloped.
Here's how a renewal conversation could change. Every MSP runs differently, so we map yours first.
Before
- Client asks what they're actually paying for
- Someone exports from three consoles into Word
- Tickets are scattered across email, phone and texts
- Nobody can say how many devices are out of warranty
- QBR deck thrown together the night before
- Renewal feels shaky
After
- Client has read twelve monthly reports already
- Reports built themselves from your tools
- Every ticket is logged and visible in the portal
- Asset view shows warranty and replacement plans
- QBR pack ready with a roadmap and budget
- Renewal is a quick yes
05Services
Everything under one roof
Software, websites and systems for MSPs.
Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.
Custom software for MSPs
Built around how your managed service provider actually runs: branded client portal, monthly value reports and the admin in between, in one system you own.
Websites for MSPs
Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.
Managed service provider system upgrades
Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.
Apps and portals for MSPs
Ticket intake and ticket status & updates: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect ConnectWise PSA, Autotask PSA and HaloPSA so information moves on its own and nobody retypes it.
Hosting, support and care
Managed hosting, updates, backups and security for your managed service provider, looked after by the people who built it.
06Integrations
Connections
Plays nicely with what you already use.
We connect to the PSA, RMM and security tools you rely on. We work alongside the platforms you're happy with and fill the gaps they leave.
- ConnectWise PSA
- Autotask PSA
- HaloPSA
- Syncro
- NinjaOne
- Datto RMM
- N-able N-central
- IT Glue
- Hudu
- Microsoft 365
- Microsoft Teams
- Microsoft Partner Center
- Pax8
- Veeam
- Xero
- Stripe
- HubSpot
- Slack
- Twilio SMS
- Zapier
07How we work
The process
Some people dip their toe in. We turn up in a rebreather.
We get properly below the surface of your managed service provider: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.
- 01
Think
We sit with your service desk, your account managers and a client or two, then work out where the value is getting lost.
- 02
Archi-tech
We plan it before writing code: your PSA, RMM, security tools, client data, permissions, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the monthly report or the portal first so you get a win before the next renewal.
- 04
Look after
We host it, maintain it and keep improving it. When an API changes or something breaks you call the people who built it.
08Questions
FAQ
Things MSPs ask us.
Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.
Can reports pull from our existing tools?
Yes, where the tools offer an API. Most PSA, RMM, backup and security platforms do. We pull the data into branded reports so nobody has to export anything again.
Do we have to switch PSA or RMM?
No. If ConnectWise, Autotask, HaloPSA or NinjaOne is doing the job for your techs, we build around it. The portal sits on top and syncs both ways.
Will clients actually use a portal?
They do when it's easier than ringing you. Single sign-on with their Microsoft 365 login, simple ticket forms and live status updates make the portal the quickest way to get help.
Is client data kept secure?
Yes. Each client only sees their own data and user permissions control what each person can access. Credentials are collected through encrypted forms rather than email. We host it on our own managed servers and keep it patched.
Can it flag Microsoft 365 licences we're paying for but not using?
Yes. We can pull licence data from Partner Center or your distributor and flag unassigned seats and leavers who are still licensed.
How much does an MSP client portal cost?
It depends on what you need and which tools we connect to. So we quote up front once we understand it. No surprise invoices, no lock-in and you own what we build.
How long does it take?
Smaller pieces like automated monthly reports can be quick. Bigger systems are planned in stages so you get the first win early instead of waiting for everything at once.
Can it carry our branding so it looks like our product?
Yes. Your logo, colours and your own domain. Clients see your portal, not ours.
Who looks after it once it's built?
We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.
We already have systems. Can you upgrade them instead of starting again?
Usually, yes. Most MSPs we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.
Contact
Got a managed service provider problem? Consider it wolloped.
Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.