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Clients
Open Incidents
Open Tickets
Invoices (Month)
S1 Token
Client Overview
Client Industry Tier Status Actions
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Clients

Filter:
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Name Contact Industry Tier Billing Rate / Retainer S1 Site ID Zip / Tax Status Actions

Incidents

Critical
High
Medium
Low
No incidents found.
Threat Client Endpoint Severity Status Detected Update
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Tickets

No tickets found.
Ticket # Subject Client Priority Status Created Age Update
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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

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 Bound To Action
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 S1 Installed 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

Users

Total Users
Active
Admins
Client Users
No users found.
Name Email 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.).
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

Reimbursements

Track money others paid on your behalf and how much you still owe

Total Owed
Paid Back
Still Owe
Payers
unique people
No reimbursements found. Click + Add Reimbursement to log your first one.
Date Payer Description Total Paid Back Balance Status Actions

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.

Default Hourly Billing Rate

This rate auto-fills when creating a new hourly-billed client, or when adding hourly billing to an existing client. Your policy is a 2-hour minimum per invoice (can be overridden to 1 hr per client).

$
=

Add Monitored URL

Use https:// to enable SSL certificate monitoring
Alert email will receive DOWN, recovery, SSL, DNS, and domain expiry notifications

Update SentinelOne API Token

Paste your new S1 API token below. It will be validated before saving.

How to get a new token
  1. Log in to your SentinelOne management console.
  2. Click your user avatar (top-right) → My User.
  3. Scroll to API Token and click Generate (or Regenerate if one exists).
  4. Copy the token — it is only shown once.
  5. Paste it in the field below and click Validate & Save.

Note: S1 tokens expire after 6 months by default. Set a longer expiry in the Generate dialog if needed.

Bind S1 Site to Client

Site:  · 

Create New User

Edit User

Two-Factor Authentication

Enter the 6-digit code from your authenticator app

Log Payment

Paying back — balance:

Gross = direct cost of delivering services (S1 licenses, hosting). Net = overhead costs (office, insurance, marketing).

Enable Two-Factor Authentication

Scan this QR code with your authenticator app (Google Authenticator, Authy, etc.)

QR Code

Enter the 6-digit code shown in your authenticator app to confirm setup.

Client:

Checking tax configuration…
⚠ Could not load tax info for this client

This address will appear as "Remit To" on the PDF invoice.

Billing covers midnight–midnight EST for each day in the period. Agent count is averaged across daily S1 snapshots. If no snapshots exist for the selected period, the current live count is pulled from S1 automatically and a snapshot is recorded.

Auto-billing (auto-billing clients) runs 6 AM EST on the 1st of each month for the previous full month.

Description Qty Unit Price Total
Total:

New Support Ticket

Add New Client

Looking up tax rate…
Project-only clients are billed via project invoices. No recurring rate needed.
Tax Configuration TAX-EXEMPT
Enter the tax exemption certificate or ID number for your records
Tax is resolved in order: manual override → zip code auto-lookup (TaxJar) → $0. Set the zip code above to auto-resolve.

Edit Client —

Looking up tax rate…
Project-only clients are billed via project invoices. No recurring rate needed.
Tax Configuration TAX-EXEMPT
Enter the tax exemption certificate or ID number for your records
Tax is resolved in order: manual override → zip code auto-lookup (TaxJar) → $0. Set the zip code in the fields above to auto-resolve.

Loading…

— Users

Loading users…
No users linked to this client.
Name Email Role Active Last Login

Email Invoice

Invoice:  · 

— Usage Logs

Daily endpoint snapshots used for billing

No usage logs yet. Run a snapshot to record endpoint counts.
Date S1 Site ID Endpoint Count