PSA, ticketing & helpdesk
Tickets, SLAs, times, notes, custom fields, clients and agents — multi-instance, CSV import included.
HaloPSAAutotaskNinjaOneAteraFreshservice
Control room for MSPs & IT service providers
You already have the data.ServiceBoard makes it speak.
Turn tickets, SLAs, backups, Microsoft 365 licenses, assets, contracts and CRM into dashboards, branded reports, monitors and client portals that your customers, partners and team understand at a glance.
Connects to
HaloPSAAutotaskNinjaOneAteraMicrosoft 365Pipedrive
Open tickets128-12%
Response SLA98%+2%
Resolution SLA95%+1%
One pane of glass over
Tickets & SLAMicrosoft 365RMM & BackupInventoryHealth & MonitorsContractsCRMLicenses
The point
The problem isn't the data. It's making the right people understand it.
Tickets live in your PSA. Assets in your RMM. Licenses in Microsoft 365. Backups and alerts in your monitoring. Contracts, renewals and quotes somewhere else.
ServiceBoard connects those worlds to clients, partners and portals: every person gets a clear, consistent, permission-scoped view of reality — no manual exports. Dashboards and reports, monitors and client health, inventory and a knowledge base, all working on the same data and the same permissions.
Integrations
Connect your sources, today.
Born on top of PSAs, ServiceBoard is already a single pane over tickets, Microsoft 365, RMM, backup and CRM — multi-instance, with CSV import too. On the roadmap: monitoring (Zabbix), Azure and more PSAs.
Microsoft 365 / Graph
Identities and MFA, licenses, SharePoint storage, audit and security signals inside client views.
Identity & MFALicensesSharePointSecurity
RMM, devices & backup
Endpoints and servers, online/offline state, agents and backup health: operational data and a cost line.
NinjaOneAteraBackupAssets
CRM, quotes & proposals
Deals and products from the CRM, quotes generated with AI too, client delivery and document push.
PipedriveQuotesPrice listAI
How it works
From source to dashboard, in three steps.
No spreadsheets to fill by hand. Connect the sources you already use, ServiceBoard syncs and shows you what came in — and what failed — then you publish per-client views. Guided setup, sync with status and errors always under control.
- 1
Connect your sources
HaloPSA, Autotask, NinjaOne, Atera, Microsoft 365 or Pipedrive — multiple instances of the same tool too — or a CSV import. Guided wizard, encrypted credentials, no data moved by hand.
- 2
Sync and enrich
A persistent sync job brings tickets, assets, licenses and contacts onto the common data model, with field mapping and enrichment. You always see what came in, what's partial and what failed — with retries.
- 3
Publish the views
Compose dashboards and reports from the widget catalog and open per-client portals: everyone sees only their scope, with locked links and permissions enforced server-side. From source to view, in minutes.
- HaloPSA · Client BetaOK
- Microsoft 365 · Demo TenantOK
- NinjaOne · Partner AlphaPartial · 3 failed
- Autotask · Client GammaError · retry
Monitor “Sync stalled > 24h” — Client Gamma: alert sent to Teams and Telegram.
The modules
One product, not a pile of tools.
Every module works on the same data and the same permissions. What you see below is the real product.
My dashboards · Widget Builder
Configurable dashboards, one locked view per client.
Compose views for clients, partners or management by dragging widgets from the official catalog: KPIs, status donuts, Top 10 categories, trends, SLA gauges, ticket tables, health and inventory. Then share the same dashboard with a per-client locked link: each client opens a single pinned view and only sees their own data.
- One widget catalog for dashboards and reports
- Per-client locked link: they only see their data
- Client collections for filtering and grouping
- Period and client filters, drag & resize
Widgets
KPI Card
Status (donut)
Top Categories
Trend
SLA Gauge
Ticket table
Total tickets1,412
Open128
SLA eligible96%
Reports · AI summary
Reports ready to send, even one per client.
Composable sections (KPI summary, SLA performance, AI analysis, ticket list) exported to PDF, Word, HTML, Excel and email. Bind a report to a client or a collection and generate one for each, tailored. AI turns technical data into a readable draft, always within permissions and scope.
- Export to PDF, Word, HTML, Excel and email
- Bindable to a client or a collection
- Bulk generation, one per client
- AI text draft from technical data
Service report — Client BetaPrevious month
Tickets342
Response SLA98%
Resol. SLA95%
AI analysis
“Volumes are in line with the previous period. Recurring requests about backup and patching suggest preventive work. Response and resolution SLAs remain above target.”
SectionsKPI SummarySLA PerformanceAI AnalysisTicket List
PDFWordHTMLExcel
Monitors · Client health
Know how every client is doing, before they call.
Set thresholds on what matters — open tickets, SLAs, SSL certificate and domain expiry, Microsoft 365 MFA and licenses, backup health, a widget value or an object count. Alerts fire only when the state actually changes, with a configurable tolerance that cuts false alarms. The Client health page puts every client at a glance, from most critical to calmest.
- Thresholds on tickets, SLA, SSL/domain, M365, backup
- Alerts on state change, anti-false-alarm
- Configurable cadence and webhooks to your tools
- Client health and monitor-as-widget in dashboards
Client BetaOK8 monitors
Partner AlphaWarning1 at risk
Client GammaCritical2 alerting
White-label client portal
Portals that feel like part of your service.
Every portal inherits the branding of the tenant, the partner or the end client. Configurable ticket form, separate access for staff, partners and clients, ready for white-label and dedicated domains.
- Branding inherited from tenant, partner or client
- Configurable ticket form per request
- Separate access for staff, partners and clients
Customer SupportOpen a support request
Subject
Category
Priority
Description
Submit request Knowledge Base
Living documentation, per client.
Rich-text articles with tags and ticket references. AI tidies and tags the text; import from SharePoint with the file explorer and extract Word, PDF and Excel content right into the article.
Microsoft 365 password resetAccounts · 4 linked tickets
Backup restore procedureBackup · 2 linked tickets
Company VPN setupNetwork · 6 linked tickets
Quotes & proposals
Catalog, AI, Pipedrive.
Price list, AI-assisted generation, client delivery and CRM linkage.
M365 license renewalAccepted€ 4,200
Multi-site rolloutSent€ 18,500
Support retainerDraft€ 9,600
Licenses & Costs
Microsoft 365 renewals and costs.
Seats, expirations and recurring costs per client, with renewal alerts.
Annual cost€ 24k
Margin€ 11k
Expiring3
Microsoft 365 Business12 d
Cloud backup94 d
Managed antivirusexpired
Objects / Inventory
The inventory, without filling it in.
Clients, RMM devices, Microsoft 365 tenants and backups, collected automatically from your sources into a single per-client view.
Assets642
RMM devices318
M365 tenants27
RMM devices318
Microsoft 365 tenants27
Backup orgs19
AI
AI on your data, on your terms.
Ticket analysis, report and quote drafts, AI-assisted Knowledge Base: with YOUR provider and YOUR key (BYOA) — Anthropic, OpenAI or a self-hosted model in the EU. Data leaves already filtered by role, with sensitive fields anonymized.
Your provider, your key
Bring Your Own API key: plug in YOUR Anthropic Claude or OpenAI key, or a self-hosted model. No token markup, no lock-in.
ClaudeOpenAIOllamaOpenAI-compatible
A different model for every task
Set provider and model per function: ticket analysis, reports, quotes, Knowledge Base, chatbot. Every team uses AI the way it prefers.
AnalysisReportsQuotesKnowledge BaseChatbot
Filtered, anonymized data
AI only receives data within your scope, with sensitive fields masked by configurable privacy levels. Drafts are validated: AI never touches prices or numbers.
Privacy levelsField maskingRole scope
Even 100% in-house or in the EU
For GDPR/NIS2 requirements you can point to a self-hosted or European endpoint (Ollama / OpenAI-compatible): data never leaves your infrastructure.
Self-hostedEUGDPR / NIS2
Security & multi-tenant
Built to be sold as a service.
Isolated tenants, server-side roles and permissions, MFA and passkeys, audit of sensitive actions and a read-only public API with scoped tokens. Native GDPR compliance (DPA, sub-processors, consent by category, tracked attestations). Built to grow with your MSP model.
Isolated tenants and data
Central portal and client workspaces are separate; every business record belongs to a tenant.
Roles, permissions and scope
Admins, staff, partners and clients only see their scope, derived server-side from the session.
MFA and passkeys
Two-factor authentication and passwordless access for sensitive logins.
Designed as an MSP SaaS
Plans, features, usage, cross-tenant platform admin and audit of sensitive actions.
Read-only public API
Personal tokens with hand-picked permissions and clients, revocable: connect automations and agents without sharing passwords.
Per-client locked sharing
Dashboard links stay bound to the chosen clients: whoever opens them sees only that data, always within their role's scope.
Native GDPR and compliance
Real legal pages (Privacy, Terms, Cookies, DPA, sub-processors), consent by category and tracked attestations at sensitive actions (connect M365, enable AI, add a connector, create an API token). EU data option.
Why ServiceBoard
One tool instead of five.
An honest comparison by category, not against a specific product. Every setup is different: what matters is how much of the data → action flow you cover without gluing tools together.
| ServiceBoard | Generic BIPower BI, Looker… | MSP point toolsdashboards/scorecards | Excel + PSAon your own | |
|---|---|---|---|---|
| Aggregates multiple sources (PSA, RMM, M365, CRM) in one place | ||||
| No-code dashboards and widgets | ||||
| Branded reports + automatic delivery to clients | ||||
| Monitors & alerts on any KPI (Slack/Teams/Telegram) | ||||
| Client health: health score, churn risk, upsell | ||||
| AI on your data (ask, analyze, build widgets) | ||||
| Client portal + integrated quotes | ||||
| Pushes data back to your client's ERP (outbound) | ||||
| Tenant isolation, MFA/passkeys, DPA and EU data | ||||
| Built for MSPs, quick setup |
included partial / with add-ons missingCategories are generalizations: some products cover more or less than this.
Pricing
One price per workspace, not per person who looks.
From €99 with a 30-day trial: cancel anytime, no strings attached. Client portals and viewers are unlimited on every plan. Annual billing = 10 months.
Starter
€99/mo
Micro-MSPs that want serious dashboards and reports.
- 30-day free trial, cancel anytime
- 3 staff users · 25 clients
- Scheduled reports + client portals
- 1 PSA connector
- AI: 200 actions/mo
Recommended
Pro
€249/mo
The operational MSP: the whole flow, from data to action.
- 30-day free trial, cancel anytime
- 10 staff users · 100 clients
- All connectors (PSA/RMM/M365/VoIP/SQL)
- Monitors + Client health + Quotes + QBR
- White-label & custom domain
- AI: 1,000 actions/mo
Business
€449/mo
Structured MSPs with integrations and compliance.
- 25 staff users · unlimited clients
- Outbound Data Hub to client ERPs
- Public API + personal access tokens
- SSO/SAML + audit export
- AI: 3,000 actions/mo
Enterprise
Custom
Self-hosted/Hybrid, SLA and dedicated onboarding.
- Everything unlimited
- Self-hosted or Hybrid deploy (your data, your infra)
- Dedicated SLA & support
- Guided onboarding
Limits apply to staff users: client portals and viewers stay unlimited. Extra staff user: €29/mo on any plan. À-la-carte add-ons (white-label, SSO/SAML, custom domain, advanced RMM integrations, audit export) and Enterprise self-hosting/Hybrid on request.
Start from your data, not from a fake demo.
We look at sources, clients, partners, contracts, reports and portals. Then we build a first useful view together.
Frequently asked questions
No. It sits on top of it. The PSA remains the operating system for tickets; ServiceBoard makes that data more readable, shareable and presentable.