We're excited to announce that TopLeft has achieved SOC 2 Type II certification. This significant milestone, validated by an independent auditor according to AICPA standards, emphasizes our commitment to safeguarding your data and maintaining the highest security standards. 

What does SOC 2 certification mean for you?

• Robust Security: We've implemented strong security measures to protect your sensitive information.
• Reliable Service: You can trust in the availability and performance of our platform.
• Data Confidentiality: We prioritize the confidentiality and integrity of your data.

Your trust is our top priority. With SOC 2 compliance, you can rest assured that your data is in good hands.

For a copy of our SOC 2 report, you can email help@topleft.team.

Thank you for using TopLeft! We wanted to tell you about upcoming changes we’re making to plans and pricing.

Here’s a quick summary:

• We’re renaming the plans to more clearly indicate the type of role each one is for
• Pricing on user licenses is increasing, but you can lock in the old prices with a 1, 2, or 3 year term.
• Pricing on client portal licenses is decreasing by a lot so you can use the portal across more of your customer base, and we’re starting to offer free portal licenses with manager licenses.
• We’re discontinuing legacy plans and moving customers on those plans to the new flexible licensing plan, and there’s no price change as a result of this migration.

Consistently Adding Value

We haven’t changed prices on our most commonly-used products in more than 2½ years, but we’ve been constantly adding features and making improvements. Some of those improvements include Gantt charts, customizable branding, a vastly improved ticket editing and time entry experience, assignment notifications, and showing ticket attachments.

We’ve also added new training packages and now have a dedicated customer success representative to help you make the most of your subscription.

So we can continue to help your team work more effectively in your PSA, we’ll be increasing prices on user licenses.

What's Changing

Here’s what’s going to happen through December and January:

• The Premium plan is being renamed to the Manager plan, and the monthly price is increasing from $75 to $92. Since we launched the Manager plan last year, we added Gantt charts, and now we’re including 5 client portal licenses with each manager license to help you get started improving your client communication using the portal. New prices apply January 1.
• The Standard plan will now be called the Engineer plan, and the monthly price is increasing from $30 to $37 for ConnectWise and from $27 to $34 for Autotask. New prices apply January 1.
• The Basic plan is being renamed to the Viewer plan, and the monthly price is increasing from $10 to $13. New prices apply January 1.
• The price of client portal licenses is being reduced from $27/client to $12/client, with volume discounts as low as $7/client at 50 licenses. We have some customers deploying the portal for all their clients, and we want to make this possible for all of you. This is effective immediately.
• We are discontinuing our legacy plans that required all users to use the same license, either Standard or Basic. For those still on a legacy plan, we will migrate your subscription to the new flexible plan in mid-December. This means you’ll be able to purchase licenses from multiple tiers, not just one tier. When we make this change, you’ll see some emails from our billing system but your payment method won’t be charged. In the new plan you might be in a higher-discount volume tier than the old plan, and if so you'll receive an account credit.

The prices for user licenses above are for monthly payments with no volume discounts. Prices for long-term payments and volume prices will change by the same rate. 

How to Lock In Old Pricing

We know you’ve seen price increases from many vendors this year. To help reduce the impact of our changes, we want to let you lock in the old pricing for a year. If you’re currently paying monthly, to get the old pricing until December 2024 just change your plan to annual payments prior to January 1. You’ll get the old prices for another year, and 2 months free as well! You can do this through the “Manage Subscription” tool in the administrative section of the TopLeft web app.

If you’re already paying for a 1, 2, or 3 year subscription, you can also lock in the old pricing for a full term. You can make a one-time payment and start a fresh 1, 2, or 3 year term. For example, if you’re 9 months into a 1 year term, you can pay for 9 months at the old price and your new renewal date will be in December 2024. To take advantage of this offer, just email “refresh my subscription” to sales@topleft.team.

For further savings, you can review your licensing in two ways:

1. If only managers use TopLeft and you’re not yet using Manager licenses, consider if you can replace all your Engineer or Viewer licenses with a small number of Manager licenses. (Manager users can see work assigned to anyone- even members who don’t have their own TopLeft licenses.)
2. If you subscribe to both Manager and client portal licenses, you can reduce or eliminate your paid client portal licenses because we will be offering 5 client portal licenses with each Manager license.

Thank you for your understanding, and thank you for being a TopLeft customer! We look forward to helping your teams see their work and find their flow.

If you have any questions, email sales@topleft.team.

Wim Kerkhoff
CEO

As a TopLeft user, you're probably very familiar with this menu:

This is how you've always edited various things about tickets. But it wasn't the best experience. If you wanted to edit the ticket budget hours and enter a new time entry, you needed to do part of the job in one place and part of the job in a completely different place. Or if you wanted to refer to existing notes while you wrote a new note... well, you couldn't.

But now you can. We have updated TopLeft for ConnectWise so that all the changes you can make to a ticket are available in a single place.

Just click anywhere on a ticket to open the editing pane.

This is launching today for ConnectWise tickets. We will be offering it for Autotask tickets in the next couple of weeks, and for other types of records after that. Let us know what you think!

We know you and your team depend on TopLeft and need it to be reliable. So we've introduced two new things to help in this regard:

1. Stable release channel for those who prefer more stable features rather than the newest features as early as possible. Customers on this channel will receive updates every couple of weeks rather than as soon as a feature is available. To use this channel, email us at help@topleft.team.
2. Incident reporting system that pages an on-call engineer for operational problems, 24x7, whether detected automatically or by a customer report. You can report an operational problem at https://incident.topleft.team/. For example, there could be error responses, timeouts, or significantly delayed data sync that doesn't trigger our monitoring. If you observe this and there's not already an incident reported at https://status.topleft.team/, feel free to submit an incident.
   
   Please do not use this for technical support (i.e. system setup, usage questions, 2FA resets, bug reports)- for support, continue to message us at help@topleft.team.

Have you heard? TopLeft now supports a new licensing model which is a lot more flexible than our old model. 😀

Now each person who uses TopLeft can be assigned the best license tier for them. You don't have to use Standard or Basic for everyone on the team if that's not what works best for your organization.

There's also a new tier, Premium, which allows you to see work assigned to members who aren't licensed in TopLeft- great for managers and dispatchers who don't plan to have their team work out of TopLeft.

Check out the blog post for all the details, and email sales@topleft.team if you have any questions.

TopLeft has introduced a 1-click way for a technician to see his or her own tickets- the My Tickets button in the main menu.

The number represents the number of tickets assigned to you.

When you use this button, you can still bookmark the resulting page or set the page as a pinned tab in your browser, for even faster access to the page that shows your own work.

The button is available for ConnectWise ticket boards and Autotask ticket and task boards. It will be introduced to our other types of boards soon.

• Vastly improved organization of articles
• Easier searching
• New articles are available
• Knowledgebase articles are suggested in the online chat support

Additionally, the home page at https://help.topleft.team/ has easy links to all our various help resources.

For ConnectWise customers in TopLeft's US East region, who have their ConnectWise server behind a source IP filtering firewall, please add this IP to the whitelist:

157.245.221.49

Add the IP to ensure all our servers in this region can communicate with your ConnectWise server.

For ConnectWise customers in TopLeft's US East region, who have their ConnectWise server behind a source IP filtering firewall, please add this IP to the whitelist:

138.197.75.94

Add the IP to ensure all our servers in this region can communicate with your ConnectWise server.

If you’re ready to transform your MSP, then register now for the July 7, 2022 Agile MSP Bootcamp. This virtual event will give you insights and tools to achieve transformation in these key areas – workplace culture, management structure, workflow and ticket management, project & service management, and building the right team. 

This year’s Bootcamp features 6 dynamic, experienced, and expert speakers in the Agile and MSP communities, and you’ll also be given an opportunity to network with fellow MSP leaders who are committed to growing their businesses. In addition, a portion of event revenues will go toward providing clean water for the world through the work of https://www.charitywater.org/

Visit https://www.topleft.team/agile-msp-bootcamp to learn more and to register today. Register by Friday, July 1 with the code “agile30” and get 30% off the regular registration fee.