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Opentra
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.

29 June 2026

v2026.06.190 – .202
Added

A full reports module

A new Reports section covering the questions an MSP owner actually asks: SLA compliance, tech utilization, per-client profit and loss, OS lifecycle with the Windows 10 deadline front and centre, aging backlog, unbilled time, project budget variance, churn risk, and device refresh candidates. Every report has period, client and tech filters plus one-click CSV export, and a printable client business-review PDF pulls it together for QBRs. Managers also get a Monday-morning digest email summarising the week ahead.

Added

Client-facing reports portal

Give every client a login-free portal link where they can see their own tickets, devices and OS lifecycle, service hours, SLA performance, and contracts and invoices — plus a downloadable business review. Each portal is strictly scoped to that client's data, with none of your internal figures exposed.

Added

Per-line billing cadence on contracts

Each contract line can now bill monthly, quarterly, semi-annually, annually, or as a one-off — so annual domain hosting and quarterly licensing live on the same contract as the monthly service fee. Non-monthly lines are amortised into your MRR figures, the contracts list gains an ARR card, and the contract PDF and client portal both spell out each line's cadence.

Improvements and fixes (8)
  • Retire a device with a required reason — decommissioned devices vanish from lists and pickers but keep their full history, and device sync won’t resurrect them
  • The company Devices card now groups Infrastructure, Workstations and Network gear separately, with Online/Offline filter pills for quick triage
  • Rebuilt new-device form with clearly labelled fields and a live warranty summary — device age, calculated warranty end date, and colour-coded time remaining
  • Workstation and Laptop added as manual device types, with Workstation the new default
  • Global search now handles multi-word queries and company names, and ranks the person you searched for ahead of the rest of their organisation
  • The ticket assignee dropdown lists your techs the moment it opens — no typing required
  • Backup monitoring joined the health dashboard, and connection problems now explain themselves in plain English instead of a generic failure message
  • Project settings can calculate estimated hours and price straight from the task estimates at your chosen rate

26 June 2026

v2026.06.185 – .188
Added

A searchable mail log

Every email the platform sends and receives — ticket replies, client responses, CRM emails — now lives in one searchable log. Filter by direction, search by recipient, contact, company or subject, and expand any row to see the full recipient list, delivery errors, and open and click events. When a client says "I never got that email", you have the answer in seconds.

25 June 2026

v2026.06.183
Added

Ready-made review-request SMS templates

The post-ticket Google review SMS now ships with four starter templates — Friendly, Brief, Enthusiastic and Formal — plus a custom mode for writing your own. The full editor moved to Helpdesk settings, with a sample-data preview and a character counter so you know exactly what the client will receive before you switch it on.

24 June 2026

v2026.06.167 – .181
Added

Google review requests on ticket close

Two hours after a ticket closes, the client contact gets a one-time SMS asking for a Google review — with an editable template, live preview, and your review link baked in. Each contact is only ever asked once, reopened tickets cancel the pending request, and STOP replies are honoured automatically. Steady five-star reviews without ever having to remember to ask.

Added

SMS trace log with real delivery status

Every SMS in or out now lands in a dedicated trace log with carrier delivery status — queued, sent, delivered, or failed — plus full-text search, direction and source filters, and links to the contact, company and ticket involved. Failed sends are recorded too, so an attempted message is never silently lost. Recent SMS activity also shows on the health dashboard.

Added

Client follow-up chasing you can see and steer

Tickets waiting on a client are chased automatically — and now you can see it happening. A panel on the ticket shows reminders sent, when the next chase is due, and when the ticket will auto-close, with per-ticket pause, snooze, and send-now controls. Techs are notified on each chase and managers on the final one, so nothing closes without a human knowing.

Improvements and fixes (6)
  • New all-time unbilled work view with aging buckets and by-client, by-tech and by-work-type breakdowns — suspiciously long entries are flagged so a forgotten timer never reaches an invoice
  • Images pasted into ticket replies now display in the thread and actually arrive in the client’s inbox, and inline email images no longer intermittently show as broken
  • Tickets linked to fixed-price projects now warn before you double-bill the client and pre-select the right work type, with time automatically attributed to the project
  • SLA breach alerts no longer fire for tickets that are already closed
  • Notifications on auto-created alert tickets now reach a real person instead of an unmonitored system inbox
  • Scheduling a meeting from a fresh, unassigned ticket now correctly picks a real technician as the host

23 June 2026

v2026.06.158 – .165
Added

Schedule ticket work straight onto your calendar

Vendor maintenance windows and timed follow-ups no longer live in a tech's head. From any ticket, AI extracts the scheduled time and the full step-by-step action checklist from the email and drops a work block on the tech's Office 365 calendar — with an Outlook reminder, an optional client invite, and a morning heads-up for anything starting in the next 24 hours.

Added

Bill a different legal entity

Some clients trade under one name but must be invoiced to a separate legal entity, like a trustee company. You can now set bill-to details — legal name, tax number, billing address — per company. Every invoice path routes to the legal entity in your accounting system while the trading name stays on the reference, so nothing loses its identity.

Added

Logged meetings can book your calendar and invite the customer

Logging a future meeting from a company or contact page can now do more than record it: tick "Add to my Office 365 calendar" and the event lands on your calendar, with invitees getting a proper invite and a Teams link. Retrospective logging works exactly as before.

Improvements and fixes (2)
  • The activity logger on a company page now has a contact picker — choose who the call or meeting was with, and email and invite fields prefill with their address
  • Logging a maintenance window that already happened is now allowed with a gentle warning, instead of being blocked outright