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Welcome to PartnerOne

PartnerOne is a suite of apps for managed service providers (MSPs) and their customers. Instead of one monolithic product, the suite gives each role a focused experience while sharing the same organization, data, and sign-in.

Looking for a specific app? Use the navbar: PanelOne (MSP operations), BillingOne (finance), or ClientOne (customer portal). Each section includes Web app and Mobile app guides.


The suite

AppWho it's forWhat it does
PanelOneMSP engineers, service desk, account managersUnified operations dashboard — clients, devices, alerts, tickets, backups, M365, network, security, documents, and integrations
BillingOneMSP finance and billing teamsSubscriptions, contracts, invoices, reconciliation, missed billing, generated invoices, and revenue analytics
ClientOneYour customers (IT managers, end users)Self-service portal — devices, tickets, backups, documents, agreements, and optional billing visibility

Mobile companions

Each web app has a native iOS companion for on-the-go work:

Mobile appPairs withBest for
PanelOne MobilePanelOne webAlert triage, device checks, ticket updates, client lookups in the field
BillingOne MobileBillingOne webFinance review, draft invoices, missed billing, AR snapshots
ClientOne MobileClientOne webCustomers submitting tickets, checking devices, signing agreements

Install from the App Store (search for the app name). Sign in with the same credentials as the web app. Mobile apps use the same organization and permissions as web.


How the apps connect

                    ┌─────────────────┐
│ PartnerOne │
│ (one org, one │
│ data layer) │
└────────┬────────┘
┌───────────────────┼───────────────────┐
▼ ▼ ▼
┌───────────┐ ┌───────────┐ ┌───────────┐
│ PanelOne │ │ BillingOne│ │ ClientOne │
│ MSP ops │ │ Finance │ │ Customers │
└─────┬─────┘ └─────┬─────┘ └─────┬─────┘
│ │ │
▼ ▼ ▼
PanelOne Mobile BillingOne Mobile ClientOne Mobile
  • PanelOne is the operational source of truth for clients, devices, and integrations.
  • BillingOne consumes normalized billing data from the same organization.
  • ClientOne exposes a curated subset to each customer, controlled by your MSP in PanelOne (ClientOne admin).

Use the app switcher in any web app header to move between PanelOne and BillingOne without signing in again.


Where to start

I am…Start here
MSP staff — operationsPanelOne getting started
MSP staff — on iPhone/iPadPanelOne Mobile getting started
MSP financeBillingOne overview
MSP finance — on deviceBillingOne Mobile getting started
Customer / client userClientOne user guide
Customer — on deviceClientOne Mobile getting started

Need help?

Browse the docs for your app using the navbar. If you cannot find what you need, contact your IT service provider (for ClientOne) or your organization admin (for PanelOne and BillingOne).