Changelog

What's new in Opentra.

You depend on this software to run your MSP. So every release gets real notes — what shipped, what changed, what got fixed.

4 July 2026

v2026.07.47 – .51

Added

Asset Fleet & Financials report on the client portal

Give clients a CFO-ready view of their hardware: fleet purchase value, current book value, annual depreciation, and a 36-month quarterly replacement-budget forecast, with a full per-asset register underneath. Choose straight-line or diminishing-value depreciation, download it as a branded PDF or CSV, or email it to a client contact in two clicks. Missing purchase data is estimated sensibly and clearly flagged, and virtual machines are excluded so the numbers stay honest.

Added

Add a batch of devices in one go

Client bought five identical access points? Enter the shared details once, generate auto-numbered rows for each unit, and fill in serials later when you have them. There's also a one-click Duplicate on any device that copies the spec but clears everything unique to the physical unit.

Added

Reclassify any device — and it survives sync

A synced server that reports itself as plain Windows no longer has to live under Workstations. Set the device type yourself from the company page or the device editor and the right server-only fields appear; your classification is never overwritten by the nightly RMM sync.

Improvements and fixes (1)

Project status-update emails now show a full open/click trace — who opened, when, on what device — and appear in the Mail Log alongside ticket and CRM email, searchable by recipient, project or company

3 July 2026

v2026.07.29 – .45

Added

Email project status updates to stakeholders

Send a proper status update from any project: write a rich-text note, pick the client contacts to include, and the email carries the update itself — progress bar, recently completed work, in-progress tasks and key milestones — for the clients who read email but never open a status page. Every update is logged on the project with open and click tracking, and the last five appear on the client's live status portal so inbox and portal tell the same story.

Added

Round-trip your project plan through Excel

Download a project plan as a spreadsheet, rework it in Excel or Google Sheets, and upload it back. Edited tasks and milestones are updated, new rows are created, and unknown phases are added — with dropdown validation in the sheet and row-level warnings on upload. Deleting a row never deletes anything; destructive changes stay in the app.

Added

Drag, drop, link and merge tickets from the table

Duplicate tickets are now a drag away from tidy: drop one row onto another to link or merge, or multi-select and merge a whole batch into the ticket you keep. Threads, time and history move with the merge, and merged-away duplicates disappear from the list for good instead of lingering as resolved clutter.

Improvements and fixes (9)

Drag a file anywhere over a ticket conversation to attach it, with an explicit choice between reply-to-client and internal note
Log and text files can now be attached, and rejected uploads show the reason instead of failing silently
Assign a ticket’s contact inline from the table, or set it on a same-company batch via the bulk bar — and “Clear filters” now actually brings the full list back
Tickets can be linked to a pipeline opportunity, with linked tickets listed on the opportunity page
Companies can carry a short trading name, shown in dense views like the ticket board and searchable everywhere
Repeating device alerts are deduplicated into one open ticket instead of piling up by the dozen, and relayed client-device alerts no longer land on your own company
The vendor block-list now ships with 140 common vendor and notification domains, so automated mail can’t auto-create fake client companies — with a hardened fallback if the list is ever emptied
Fixed an issue where some outbound email replies were rejected by the mail server and never sent
Backups now include an encrypted copy of configuration and secrets alongside the database, with a step-by-step recovery runbook — a restore can rebuild a working system, not just the data

2 July 2026

v2026.07.17 – .27

Added

The ticket page is now a full activity timeline

Every change on a ticket — status, assignee, time logged, merges, meetings, reminders — now appears in the conversation feed as compact system entries, interleaved with messages. A "new since your last visit" divider and per-user unread dots on the board and table mean you always know what changed while you were away. The composer gained per-thread tabs for vendor conversations, auto-saved drafts, and a clear warning when an email actually failed to send.

Added

Assign a team as a company's account manager

Account management is rarely one person. You can now create teams and assign a whole team as a company's account manager — quote approvals and declines notify every member, falling back to an individual or admins when no team is set. Quote outcomes now raise notifications either way, so a declined quote is never silent.

Security

Security and approval-workflow hardening

A cross-cutting hardening pass: inbound email is rendered in a strict sandbox, portal and signing links use stronger random tokens, role checks are enforced server-side on every sales and financial action, and rate limiting and redirect handling were tightened. Approvals now capture a proper audit trail, and contract terms are frozen at send time so the figures a client agreed to can never change under them.

Improvements and fixes (7)

Invoices page redesigned with stat tiles (outstanding, overdue, paid this month), search and status filters, and red-edged overdue rows — invoices past their due date now read as overdue even before the status flips
Billing runs now bill only approved time, so nothing reaches an invoice without clearing time review
New billing runs default to “Last month” as the period, matching how monthly billing actually works
The sidebar is grouped into sections, and technicians no longer see sales and financial areas that aren’t part of their job
Tightening the HubSpot lifecycle-stage filter now removes non-matching companies on sync — anything with local work is kept and safely unlinked
Approving a quote no longer risks showing the client a raw error page after their approval has already gone through
The Teams settings page was redesigned into tidy cards with inline renaming and hover actions

1 July 2026

v2026.07.2

Fixed

Pasting rich text keeps tables intact

Pasting formatted content — like a table from Outlook or Excel — into the ticket reply composer no longer mangles it. Structure, rows and columns survive the trip, so quoting a client's spreadsheet snippet just works.

30 June 2026

v2026.06.205

Fixed

SMS replies stay on the right ticket

When you text a client from a ticket that started life as an email, their SMS reply now threads back onto that same ticket instead of opening a duplicate. Replies that arrive after a ticket is closed reopen it automatically, and a 14-day window ensures an unrelated text months later starts a fresh conversation rather than reviving a stale one.