Glossary
The vocabulary MSPercury uses, in one place. Every term below has a stable anchor, so help links elsewhere in the product and docs can point straight at a definition.
Workspace
Your MSPercury account — one MSP business. Everything you create (customers, quotes, IT Assessments, catalog) belongs to a workspace and is isolated from every other workspace. Sometimes called a tenant in technical contexts. You sign up once and get one workspace; the Team plan lets you invite colleagues into it.
Customer
A company you provide IT services to. The customer record is the header of every quote and IT Assessment. The only required field is the company name — everything else (address, tax ID, preferred language) is optional but useful.
Project
The scope of a piece of work for a customer — usually a site or an engagement. A project holds the infrastructure counts (how many workstations, servers, users), which package templates use to compute quote quantities automatically.
IT Assessment
A structured on-site IT audit. You walk a customer’s setup and answer category-by-category questions; risky answers generate findings. A finished IT Assessment is the starting point for a quote. See the first-IT Assessment tutorial.
Finding
One issue recorded during an IT Assessment — e.g. “backup never tested”, “MFA not enforced”. A finding carries a severity, optional notes and a photo, and ideally a link to the catalog service that resolves it. That link is what turns an audit into a quote in one click.
Service catalog
Your priced list of what you sell — RMM agents, EDR seats, backup seats, Microsoft 365 support, on-site hours. Each service has a unit (per workstation, per server, per user, or flat) and a base price. Quotes pull from the catalog, so it’s your single source of truth for pricing.
Package template
A reusable bundle of catalog services — e.g. “Basic SMB”, “Managed Pro”. Attach a package to a project and MSPercury expands it into line items, multiplying quantities from the project’s infrastructure counts.
Quote
An offer to a customer — line items, quantities, prices — sent as a branded PDF plus a share link. A quote carries a two-way message thread. Once accepted, the signed PDF is immutable; the live record stays editable for renegotiations. See the first-quote tutorial.
Share link
A postal-code-gated, time-limited URL that lets a customer view a quote or IT Assessment in their browser without an MSPercury account. The “copy + email” action drafts a mail that reads as Your MSP (via MSPercury).
Public IT Assessment
A branded /check/{your-slug} landing page where a prospect runs a short, simplified self-assessment, sees a score, and lands in your leads pipeline. A lead-generation funnel. See the Public IT Assessment guide.
Lead
A prospect who completed a public IT Assessment. Leads land in /leads with their score and first-touch attribution (UTM source, referrer). A lead becomes a customer when you convert it.
MRR
Monthly Recurring Revenue — the dashboard’s headline metric. Derived from accepted recurring quotes, plus any manual per-customer overrides for retainers and hand-shake deals that don’t fit the quote model.
Plans — Free, Solo, Team
The three subscription tiers. Free (€0, single operator, limited features), Solo (€59/mo flat, every Pro feature, single operator), Team (€49/user/mo, Solo plus a multi-user workspace). Billed monthly, cancellable monthly. See the FAQ for the full breakdown.
Tenant isolation
The rule that one workspace’s data is never visible to another. The single documented exception is the anonymous, aggregate benchmark on the public-IT Assessment result page — and even that only shows a number once a minimum sample size is reached.
BYO key (AI)
“Bring your own key.” Every AI feature calls an LLM through your Anthropic / OpenAI / self-hosted endpoint and key. You pay your provider directly; MSPercury adds no markup and stores the key encrypted, scoped to your workspace.