Dashboard
Clients
Open Incidents
Open Tickets
Invoices (Month)
S1 Token
Client Overview
| Client | Industry | Tier | Status | Actions |
|---|---|---|---|---|
| No clients yet. | ||||
Clients
No clients found.
No clients match your search.
| Name | Industry | Tier | Billing | Rate / Retainer | S1 Site ID | Status | Actions |
|---|---|---|---|---|---|---|---|
| — AUTO |
|
Incidents
Critical
High
Medium
Low
No incidents found.
| Threat | Client | Endpoint | Severity | Status | Detected | Update |
|---|---|---|---|---|---|---|
Page of
Tickets
No tickets found.
| Ticket # | Subject | Client | Priority | Status | Created | Age | Update |
|---|---|---|---|---|---|---|---|
Page of
Invoices
Total
Paid
Outstanding
Overdue
sent >30 days ago
Generate Recurring Invoices
Generate AV + monitoring invoices for one or all clients. Use this for back-billing past periods or triggering early.
Tax Rates by Zip Code
Map zip codes to tax rates. Rates are applied automatically when invoices are generated for clients with a matching zip code. Per-client override always takes priority.
Looking up…
No tax rates configured yet.
| Zip Code | State | Label | Rate | Actions | ||||
|---|---|---|---|---|---|---|---|---|
|
|
No invoices found.
| Invoice # | Client | Type | Period | Amount | Status | Actions |
|---|---|---|---|---|---|---|
| tax N/A no tax | OVERDUE |
|
Monthly Security Reports
Auto-generated on the 1st of each month. Download PDF reports per client.
Generate Report
Reports include: incident summary by severity, endpoint count, and billing summary. They auto-email to clients on the 1st of each month once SendGrid is configured.
SentinelOne
Connection Status
API Token Expiry
Sites & Agents
No sites found. Check SentinelOne API connectivity.
| Site | Site ID | Agents |
|---|---|---|
Backfill Threat History
Pull historical SentinelOne threats into the incidents table for reporting
Assets
Total Endpoints
Online
Offline
Decommissioned
No assets found. Run an S1 snapshot to sync endpoints.
| Hostname | Client | IP Address | OS | Version | Last Active | Status |
|---|---|---|---|---|---|---|
Monitoring
Monitored
Sites Up
Sites Down
Certs Expiring
within 30 days
No URLs monitored yet. Add a client website or service to start monitoring.
| Client | Label | URL | Status | Response | SSL Days | Domain Expiry | Email Platform | Last Checked | Actions |
|---|---|---|---|---|---|---|---|---|---|
| PAUSED UP DOWN — | — | — | — Google Workspace Microsoft 365 Other |
|
Users
Total Users
Active
Admins
Client Users
No users found.
| Name | Role | Client | Active | Last Login | Edit | |
|---|---|---|---|---|---|---|
Business Expenses
Track costs — SentinelOne, hosting, email, software licenses, etc.
Total Expenses
This Month
Recurring / Mo
Tax Deductible
Profit / Loss Summary
Gross Revenue
From paid invoices
Total Expenses
Net Profit
Gross Profit = Revenue − Expenses (before taxes).
Net Profit = Revenue − Expenses − Estimated Tax (on non-deductible portion).
Tax-deductible expenses reduce your taxable income. Mark expenses as deductible when they qualify (software, hosting, tools, etc.).
Net Profit = Revenue − Expenses − Estimated Tax (on non-deductible portion).
Tax-deductible expenses reduce your taxable income. Mark expenses as deductible when they qualify (software, hosting, tools, etc.).
No expenses found. Click Add Expense to track your first business cost.
| Date | Vendor | Category | Description | Amount | Recurring | Tax Deduct. | Profit Type | Actions |
|---|---|---|---|---|---|---|---|---|
| — | ✓ ✗ |
|
Audit Log
Last 200 events
No audit logs found.
| Timestamp | User | Action | Resource | Client | IP |
|---|---|---|---|---|---|
Settings
Company information displayed on invoices and reports
Company Information
Office Addresses
Manage your office locations. The default billing address appears on invoices.
No addresses saved yet. Click "+ Add Address" to add your first office location.
PRIMARY
DEFAULT BILLING