Vectis
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Product

Every customer, every tool, one cockpit.

Vectis is built around the customer account — the unit of work for every MSP. Every feature exists to make that page the only page your team needs open.

On this page

The account hubInline actions that write backTimeline, reconstructed across toolsCross-tool rules engineQuery builder across unified dataCustomer health and watchlists
Core

The account hub

One page per customer with tickets, devices, alerts, backups, contracts, invoices, users, and notes. Every section pulls live from the connected system — no tab-switching, no stale snapshots, no 'let me check.'

  • Hierarchy navigable inline: customer → sites → assets → users
  • Open tickets from every connected PSA with full conversation history
  • Device and alert roll-ups from the RMM, mapped to the right customer
  • Last backup status and history from Datto or Veeam
  • Contract, MRR, and renewal date from your billing or PSA contract module
  • Internal notes stored Vectis-native — invisible to source systems
Core

Inline actions that write back

Stop being a dashboard. Reply to a ticket, acknowledge an alert, create a PSA ticket from an RMM alert — all from the account page. Changes hit the source system in seconds.

  • Reply to ConnectWise, Autotask, or HaloPSA tickets inline
  • Update ticket status (open → in progress → resolved → closed)
  • Acknowledge and resolve RMM alerts without leaving the customer view
  • Create a PSA ticket from any RMM alert with one click — linked both ways
  • Optimistic UI with clean failure paths — if source rejects, your draft stays
  • Every action logged to the audit trail with user, timestamp, and full payload
Core

Timeline, reconstructed across tools

Every ticket event, alert fire, backup run, invoice event, and internal note for one customer — merged into a single chronological stream. Understand what happened and why without opening five tools.

  • Chronological merge across PSA, RMM, backup, and billing
  • Source tag on every entry
  • Filter by source or event type
  • Hover for full event details without navigating away
  • Time-range scrubbing to replay a specific day or week
Automation

Cross-tool rules engine

The whole point of unifying your tools: make them work together automatically. Triggers, conditions, and actions — across integrations, with safety rails.

  • Triggers: RMM alerts, PSA events, backup outcomes, contract milestones, webhooks
  • Conditions: field/operator/value with AND/OR grouping across any unified entity
  • Actions: create ticket, reply, acknowledge, notify, add note — across any tool
  • Dry-run mode required before any rule goes live
  • Rate limits per integration prevent runaway rules from burning API quota
  • Dead-letter queue with UI to inspect failures and retry manually
  • Template library with 10+ MSP-standard rules included
Power Tools

Query builder across unified data

A dispatcher asks 'which customers have a backup failure and a renewal in thirty days?' An engineer asks 'which devices failed the last patch cycle?' You answer in thirty seconds.

  • Point-and-click table and column picker — no SQL knowledge required
  • Joins across unified tables: customers, tickets, alerts, assets, contracts
  • Filters with AND/OR grouping and all standard operators
  • Results grid with sorting, pagination, and one-click Excel export
  • Save and share queries with your team — build once, rerun forever
  • Allowlist-based safety — users cannot inject raw SQL or reach blocked tables
Power Tools

Customer health and watchlists

A composite view of every customer, sorted by the signals that matter. Catch churn risk before it becomes a lost renewal.

  • Sort every customer by open alerts, open P1 tickets, SLA breach risk, renewal days
  • Preset watchlists: at-risk, noisy, upcoming renewals, quiet customers
  • Saved filters for your own team's workflows
  • Click any row to jump straight to the account hub
  • Dashboard KPI strip: total MRR, open tickets, critical alerts, renewal MRR 30d

Everything else

Included on every tier.

Limits change between tiers. Capabilities don’t.

Single-tenant per MSP

Your own database, containers, and subdomain. No shared tables.

Role-based access

Admin, Member, and Viewer roles. Control who can do what.

Incremental sync

Connectors sync on a schedule with checkpointing. Manual sync on demand.

Sync history

Full audit trail of every sync — status, duration, counts, errors.

Audit log

Every write-back, rule execution, admin action, auth event logged.

Encrypted credentials

Integration credentials AES-256 encrypted at rest. Never logged.

Unlimited users

Invite every tech, dispatcher, owner. No per-seat pricing.

Guided onboarding

Connect PSA, run initial sync, see your first customer in under an hour.

Renewal tracking

Upcoming renewals on your dashboard. Pulled from PSA or billing.

Integrations

Built for the tools MSPs already run.

PSA (Professional Services Automation)

  • ConnectWise Manage

    Companies, tickets, contracts, time. Read + write.

  • Autotask PSA

    Accounts, tickets, contracts. Read + write.

  • HaloPSA

    Clients, tickets, contracts. Read + write.

RMM (Remote Monitoring & Management)

  • NinjaOne

    Organizations, devices, alerts. OAuth 2.0. Read + write.

  • Kaseya VSA

    Organizations, agents, alerts. Read + write.

  • N-able

    Customers, devices, alerts. Read sync.

Backup & Documentation

  • Datto

    Backup jobs, outcomes, devices. Read sync.

  • Veeam Cloud Connect

    Backup jobs and status. Read sync.

  • IT Glue / Hudu

    Documentation pulled per customer. Read sync.

Don’t see your tool? A generic webhook and HTTP connector cover most long-tail integrations. New adapters are built by customer demand — the pattern is public, not proprietary.

Try it with your data.

14-day free trial. Connect your PSA and RMM. See your customers on day one. Cancel anytime during the trial at no charge.

Start 14-day free trialSee pricing