Pulling fleet data from NinjaRMM…
Upcoming ITBRs
Overdue action items
Replacement priorities
| Client | Replace Now | Aging | Est. replacement spend | Health |
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Clients
| Client | Devices | Healthy | Aging | Replace Now | Health |
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Assets
| Device | Client | User | Type | Make / Model | OS | Age | Status | Warranty | Replace By | Est. Cost |
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Click a row to set purchase date, warranty end, custom cost, or exclude the device. Ages marked (est.) use the NinjaRMM enrollment date. Warranty sync covers Dell and Lenovo; HP has no public warranty API, so enter those manually.
Replacement budget forecast
Devices already past lifespan or OS end-of-support are budgeted in the current year.
Client report
Client roadmap
Hardware waves are generated from lifecycle data. Add your own items for projects, migrations, renewals — anything the client should see coming. Completed items stay visible but drop out of budget totals.
Assets
| Device | User | Type | Make / Model | OS | Age | Status | Warranty | Replace By | Est. Cost |
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Click a row to set purchase date, warranty end, custom cost, or exclude the device.
IT Business Reviews
Reviews
Action items
| Done | Item | Owner | Due |
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Open items roll into every ITBR report until checked off.
Automation
Cadence emails go out Mondays with a booking link (set BOOKING_URL env var to your Microsoft Bookings page) and a client approval portal link. Quote trigger runs daily: Planned roadmap items within 60 days of target become Halo sales tickets (or email sales@ if Halo is unavailable).
HaloPSA client matching
Lifecycle settings
Saving recalculates status and budgets on the next data refresh.