Features

Here is what ships today. Every bullet is live in production, not on a roadmap.

Service catalog

Your pricing, structured. Each service has a unit (per workstation, per server, per user, flat) and a base price. Typical entries: RMM agent, EDR seat, backup seat, Microsoft 365 support package, on-site hours. You maintain it once and every quote pulls from it.

Package templates

Reusable bundles of catalog items. Build a “Basic SMB”, “Managed Pro”, “Compliance+” template once and re-apply them per customer. When you attach a package to a project, we auto-compute line quantities from the project’s workstation, server, and user counts — no calculator needed.

CheckUp workflow

The structured on-site IT audit. Eight fixed categories: Sicherheit, Updates, Backup, Netzwerk, Compliance, Hardware, Berechtigungen, Sonstiges. 43 finding templates ship out of the box — patch status, firewall config, backup verification, MFA coverage, local admin sprawl, and so on. Each finding carries severity, notes, optional photos, and — critically — a mapping to a catalog service. That mapping is what turns an audit into a quote in one click.

Immutable quotes

When a customer accepts a quote, we freeze it. The prices, the line items, the legal footer, even the VAT rate — snapshotted. You can edit your catalog tomorrow without rewriting yesterday’s deal.

Branded PDF exports

Rendered with WeasyPrint, A4, print-ready. Your logo, your accent color, your footer, your language. The same template produces EN, DE, and ES output — the quote you send a Spanish customer is not a Google-Translate of the German one.

Team-ready

Invite colleagues. Billing scales with active seats, not flat tiers. Role separation comes in the next release; for now every seat is an admin of the tenant.

Microsoft 365 SSO

Optional. Tenants can enforce login via their Entra ID instead of local password. Useful if you want MSPercury to inherit your existing conditional access and offboarding.

Multi-lingual

UI, docs, and generated quote PDFs in English, German, and Spanish. The CheckUp finding library ships pre-translated in all three.

EU-hosted on Hetzner Cloud Germany. No third-country transfer, no US sub-processors in the hot path. A DPA (AVV) template sits at /legal/dpa — request a signed copy and we return it within a working day.

What isn’t in this list yet

MFA, Stripe checkout, customer-facing signed-accept portal, bulk CSV import. Those live on the roadmap with target quarters.