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J-Bot Daily Recap

Scanning all domains
💰
↑ 12.4%
$4,250
Monthly Recurring Revenue
👥
↑ 2 new
18
Active Clients
🎫
↓ 3 since last week
7
Open Tickets
📈
↑ $1,200
$8,750
Pipeline Value
Monthly Revenue
📊
Loading revenue data...
Quick Actions
Upcoming Events
Apr4
Consult: Peachtree Dental
10:00 AM - On-site assessment
Apr7
QBR: Atlanta Legal Group
2:00 PM - Quarterly review
Apr10
Proposal: Buckhead Realty
11:30 AM - Sentinel tier pitch
Recent Activity
  • Ticket #1042 resolved for Midtown CPA
    12 minutes ago
  • 👤
    New lead added: Sandy Springs Chiro
    38 minutes ago
  • 📧
    Proposal sent to Buckhead Realty ($175/mo)
    1 hour ago
  • 🔧
    NinjaOne alert: Server restart at Decatur Fitness
    2 hours ago
  • 💳
    Invoice #287 paid by Atlanta Legal Group
    3 hours ago
  • 🔒
    Security scan completed: 3 clients all clear
    4 hours ago
  • 📞
    Follow-up call scheduled with Roswell Accounting
    5 hours ago
  • 5-star review received from Marietta Wellness
    6 hours ago
  • 🛠
    Onboarding completed for Vinings Property Mgmt
    Yesterday
  • 📊
    Monthly report generated for March 2026
    Yesterday
Pipeline Overview
3
Prospect
2
Consult
1
Proposal
18
Client

Sales Pipeline

6 active leads · $8,750 total pipeline value

Prospect

3
Sandy Springs Chiro
Dr. Mark Chen
Source: Website inquiry
$125/mo 3 days
Roswell Accounting
Sarah Williams
Source: Referral
$175/mo 7 days
Kennesaw Coffee Co
Tom Bradley
Source: Cold outreach
$75/mo 1 day

Consult Scheduled

2
Peachtree Dental
Dr. Lisa Park
Source: Google Ads
$125/mo 12 days
Decatur Law Office
James Mitchell
Source: LinkedIn
$175/mo 5 days

Proposal Sent

1
Buckhead Realty
Angela Torres
Source: Referral
$175/mo 8 days

Client

18
Atlanta Legal Group
Robert Kim
Sentinel tier
$175/mo Active
Midtown CPA
David Okafor
Secure tier
$125/mo Active
Vinings Property Mgmt
Karen Shaw
Secure tier
$125/mo Active
+ 15 more clients

Managed IT Service Plans

Comprehensive IT solutions for small businesses in the Atlanta metro area

Essentials

For small teams getting started

$75/endpoint/mo
  • Remote monitoring & management
  • Antivirus & endpoint protection
  • Patch management
  • Email support (business hours)
  • Monthly health report
Sentinel

Maximum protection & support

$175/endpoint/mo
  • Everything in Secure
  • 24/7 SOC monitoring
  • Dark web monitoring
  • Security awareness training
  • Compliance reporting (HIPAA/PCI)
  • Dedicated account manager
  • 1-hour SLA response time

A La Carte Services

One-time or project-based services

Network Setup
Full office network design, configuration, and testing
$500
Server Migration
On-prem to cloud migration with zero downtime
$1,200
Security Audit
Comprehensive vulnerability assessment and report
$750
Data Recovery
Emergency data recovery from failed drives or ransomware
$350
VoIP Setup
Business phone system setup and configuration
$400
Employee Onboarding
New hire IT setup: accounts, devices, training
$150
Quote Builder
Select services above to build a quote

Support Tickets

7 open · 2 in progress · 1 waiting

ID Subject Client Priority Status SLA Timer Assigned
#1045 Email not syncing on mobile Midtown CPA High Open 2h 14m James D.
#1044 Printer offline on 2nd floor Atlanta Legal Group Medium In Progress 5h 30m James D.
#1043 VPN connection dropping intermittently Decatur Fitness Critical Open -0h 45m James D.
#1042 New employee laptop setup Vinings Property Mgmt Low Waiting 18h 00m James D.
#1041 Slow internet speeds throughout office Marietta Wellness High In Progress 1h 10m James D.
#1040 Request: Add shared mailbox Peachtree Dental Low Open 22h 45m James D.
#1039 Backup failure alert - NAS drive Atlanta Legal Group Critical Open -1h 20m James D.
#1038 Windows update causing BSOD Roswell Accounting High Resolved --:-- James D.

Knowledge Base

Internal docs, procedures, and troubleshooting guides

Resolving Outlook Sync Issues on Mobile Devices
Step-by-step guide for fixing Exchange ActiveSync and modern auth issues on iOS and Android devices when email stops syncing.
New Client Onboarding Checklist
Complete onboarding workflow from signed contract to production: NinjaOne agent install, M365 tenant setup, backup config, and documentation.
PowerShell: Bulk M365 License Assignment
Automated script for assigning Microsoft 365 Business Premium licenses to multiple users via CSV import with error handling and logging.
SMB Security Baseline Configuration
Recommended security configurations for small business clients: MFA enforcement, conditional access policies, email filtering, and EDR deployment.
VPN Connectivity Drops - Fortinet/SonicWall
Common causes and fixes for intermittent VPN disconnects including MTU issues, DPD settings, and firmware compatibility.
Quarterly Business Review (QBR) Template
Standardized QBR presentation structure covering: ticket metrics, SLA performance, security posture, budget review, and roadmap recommendations.

Reports & Analytics

Revenue, SLA compliance, and client health

Monthly Recurring Revenue
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Client Health
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Client Health Risk Open Tickets MRR
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Settings

System Info
LLM Provider
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Brand Settings
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API Key Management
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