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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.

19 June 2026

v2026.06.133 – .154
Added

Quote replies stay on the quote

A customer replying to your quote no longer spawns a support ticket. Replies now thread onto the quote's own Send & Reply History, readable inline, and you can reply back from the quote itself — keeping the whole sales conversation in one place. For the rare reply that really is a support matter, a one-click Escalate turns the conversation into a ticket with full context carried across.

Added

Know when your quote is opened — and by whom

Quotes now track two distinct signals: the email being opened and the quote actually being viewed online. A "who opened it?" breakdown groups opens by device and network — so you can tell the decision-maker on an iPhone from a mail scanner — and the whole history renders as a clean, plain-English timeline with relative timestamps.

Added

A Financials tab on every company

"How profitable is this client?" now has a one-page answer. Each company gets a Financials tab with recurring revenue, total revenue, labour cost, gross profit and margin, a recurring-vs-one-off revenue mix, per-contract profitability with overage flags, and a 12-month revenue-versus-cost trend. Visible to managers only — techs never see the money.

Improvements and fixes (9)
  • A Quotes card on the company page lists every quote for that client, open ones first, with one-click new-quote creation
  • Quote emails, PDFs and the signing portal are now fully on-brand — and your logo renders correctly in email clients and PDFs
  • Ticking off a project task now prompts for time spent, so actuals can be compared against estimates; logged time stays editable afterwards
  • Rich text everywhere: the covering message on a quote send, every logged activity (notes, calls, meetings), and project descriptions all support formatting, links, lists and pasted images
  • Project pages show due-date urgency, per-phase progress bars, and highlight blocked tasks at a glance
  • Link tickets to a project by searching subject, company or contact name — not just the ticket number
  • Email open and click tracking can now be switched off per area, helping your quotes and replies stay out of spam folders
  • Microsoft 365 subscription renewal notices are recognised, matched to the right client, and closed automatically
  • Screenshots pasted into inbound client emails now display in ticket threads, with existing messages repaired

18 June 2026

v2026.06.115 – .131
Added

Project management, start to finish

A complete Projects module for onboardings, migrations, rollouts and office moves. Phases hold ordered tasks with assignees, estimates, dependencies and drag-to-reorder; any task converts to a full ticket and links back. Reusable templates (four MSP starters included) spin up a project in seconds, an approved quote becomes a project in one click, milestones invoice straight to your accounting system, and customer-approved change requests apply cost and schedule changes automatically. A portfolio dashboard rolls it all up with RAG health, budget burn and tech workload.

Added

Client project portals

Every project gets a read-only, login-free status page a client can bookmark: overall progress, phases, task checklists and key milestones — with your internal data, rates and billing amounts kept out of view. A per-client hub link lists all of their projects in one place, and you can email the status link to the project sponsor in one click.

Added

Project cost and margin

Projects now show true cost, not just sell value. Labour at each tech's cost rate, logged expenses, and hardware from linked tickets roll into a cost-and-margin card with margin in dollars and percent — and hardware from the originating quote seeds project expenses automatically. Staff-only, never exposed to the client.

Improvements and fixes (5)
  • A table view shows every project task in one flat grid with inline assignee and status controls, plus bulk assign and bulk status changes; phases drag-to-reorder too
  • Project estimated hours now roll up automatically from the per-task estimates
  • Fixed-price projects and milestone charges flow through the central billing run for review alongside time and contracts, with double-billing protection either way
  • Replies to “your ticket has been closed” emails now thread back onto the original ticket and reopen it, instead of creating a duplicate
  • Sharing a project’s client view now opens a proper dialog with a copy button that works on any connection

12 June 2026

v2026.06.104 – .112
Security

Platform-wide security hardening

A full security pass across the platform: sign-in is now invite-only (add technicians in Settings → Users before they first log in), authorization is enforced on every action and API route, integration credentials are encrypted at rest, public signing and portal links expire after 30 days with a friendly renewal message, and public endpoints are rate-limited. Client-facing pages also now always render in a clean light theme regardless of the visitor's device settings.

Added

Review time before it bills

A new Time Review page gives managers a pre-billing gate: see every logged entry with tech, client, work type, and rate, then approve or reject individually or in bulk — with sortable, filterable, resizable columns and a running total of what's selected. Rejected time can never reach an invoice, so the monthly run starts clean.

Added

Attach documents to a company

Business registrations, agreements, licences, site photos — drag and drop them onto a company's new Documents card. Each file records who uploaded it and when, previews inline for PDFs and images, and is stored privately so only your signed-in team can access it.

Improvements and fixes (9)
  • SLA deadlines are now set automatically from ticket priority within business hours, with breach warnings sent to the assignee before the deadline slips
  • The ticket screen was decluttered to two columns: status, priority, and assignee are edited right in the header, and the conversation gets the width it deserves
  • Contracts now show an hours-this-period burndown against included hours, and a Monday watcher flags contracts entering their renewal notice window
  • Company financials corrected: delivered-but-unbilled labour now counts, list and detail pages finally agree, and a new Unbilled Work KPI shows what’s waiting to be invoiced
  • Companies pages gained a New Company button, ops KPIs (open tickets, devices online), an at-risk banner, and shareable deep links to each tab
  • Settings restructured with a persistent tab bar, live stats on every category card, and dark-mode fixes throughout
  • Manage your team in Settings → Users: add users, change roles, and deactivate accounts
  • Ticket, contact, and company lists now paginate server-side, staying fast at any size
  • Email intake is now fully duplicate-proof, and client replies reliably reset follow-up reminders

10 June 2026

v2026.06.97 – .101
Changed

The timer no longer starts itself

Opening a ticket used to silently start a running timer — logging billable time on tickets a tech was only reading. Now the timer never starts on its own: instead, the Start form opens pre-filled with the right work type from the ticket's contract (managed-service tickets get the MSA type, everything else gets remote support), and the tech just presses Start. Accurate time, zero accidental billing.

Added

A Scheduled status that manages itself

For the everyday "can we book a time?" case: a new Scheduled status pauses the SLA clock, is set automatically when a meeting is booked on the ticket, and returns the ticket to the active queue on the day of the appointment. Any status can now be marked as SLA-holding in Settings, so parked tickets never show as falsely overdue.

Improvements and fixes (2)
  • Remote-support session invites sent by email are now recorded in the outbound email log, with failures visible instead of vanishing silently
  • Integrations settings polish: RMM group mapping now opens from a dialog on its card, and all integration cards align to a consistent, dark-mode-friendly layout

9 June 2026

v2026.06.73 – .95
Added

Schedule customer meetings straight from a ticket

Book meetings against your real Office 365 calendar without leaving the ticket: see the tech's live availability, pick a slot, and the client gets a normal Outlook invite with a Teams link. Or send the client a self-booking page where they choose from your open times. When the meeting ends, the time is logged as a billable entry on the ticket automatically — so meetings flow into monthly billing like any other work.

Added

Send and track real emails from the CRM

The activity composer on companies, contacts, and opportunities now sends actual email — from your shared sales mailbox, with the same rich editor as ticket replies: formatting, inline images, and real file attachments. Open and click tracking is built in, so the timeline shows "Sent · 3 opens · 1 click" next to every message you send.

Changed

Companies and contacts, redesigned

Both directories gained free-text search, filter pills with live counts (at-risk, prospects, open tickets), and a dense table view for power users. Record pages lead with a colour-coded health pill and one-click actions — new ticket, log activity — plus open-ticket and last-contacted signals, so you can triage a client relationship at a glance.

Improvements and fixes (10)
  • RMM device-to-client mapping is now explicit: map each device group to a company in Settings, ending wrong-client guesswork — and the daily device sync now runs reliably
  • Routine backup-completion reports no longer flood your queue: they log as a single low-priority alert per client instead of a nightly ticket
  • Inline email images — signatures, pasted screenshots — now render properly in ticket conversations
  • Ticket conversations are easier to read: quoted reply history collapses behind a toggle, and reply notification emails now include who replied and a preview of what they said
  • Quote builder redesigned with aligned line-item rows, a sticky summary, and live deal-margin visibility (internal only); the customer-facing quote page is now fully readable in dark mode
  • Attach photos and documents to any logged activity, and edit past activities in place on the timeline
  • Invite a customer to an on-demand remote-support session from the ticket, delivered by email or SMS
  • Contacts gained nickname and birthday fields — search “Mick” and find Michael, and spot the birthday badge on the day
  • New companies can be created as Prospect or Customer up front, instead of fix-it-after
  • Navigation remembers where you came from: opening a device, contact, or ticket from a company page gives you a breadcrumb straight back