Features — WHMCS Assistant

Tickets

Ticket management without tab-switching

Your entire support queue in the sidebar. View, triage, reply, and close tickets without ever leaving your current page.

Ticket Inspector

Full conversation thread with markdown formatting, file attachments, canned responses, and draft auto-save. Pop it out into a resizable standalone window when you need more space.

Reply & notes: Pro

Quick Reply

Reply directly from the ticket action menu without opening the full inspector. Perfect for quick acknowledgements and one-line responses.

Pro

Bulk Actions

Select multiple tickets and close, assign, change status, change priority, or change department in one operation. Parallel execution with progress tracking.

Pro

Smart Views

Filter by Attention, My Tickets, Active, or Closed. Group by instance, unified list, or by client to spot patterns — one client with 5 tickets this week suggests a systemic issue.

Department Badges

Colour-coded department tags on every ticket. Instantly distinguish Sales from Technical from Billing at a glance.

SLA Indicators

Colour-coded response time badges (green/amber/red) with configurable thresholds. Know which tickets are about to breach SLA before they do.

Copy Ticket Link

One-click copy of the WHMCS admin ticket URL or ticket ID to clipboard. Share tickets with colleagues in Slack or email instantly.

Keyboard Navigation

J/K to browse, Enter to open, R to reply, N for notes, C to close, / to search. Your hands never leave the keyboard.

Client Intelligence

Know your customer before you type a word

When a client says "my site is down", you need to know: which service? On which server? Are there overdue invoices? The client context panel answers these instantly.

Client Context Panel

Collapsible panel in the ticket inspector showing active services count, unpaid invoices with total owed, credit balance, account age, and account status. Also available in the popout window.

Recent Tickets

See the client's other open tickets right in the inspector. Click to jump between them without going back to the list.

Client Search

Dedicated Clients panel to search by name, email, or company across all instances. View full client profile with services, domains, invoices, and tickets.

SSO Login

One-click "Login as Client" via WHMCS SSO tokens. See exactly what the customer sees in their client area.

Pro

Search

Find anything, anywhere, instantly

Press Ctrl+K and search tickets and clients across every connected WHMCS instance in parallel.

Cross-Instance Search

A single search box that queries all your WHMCS installations simultaneously. Results grouped by type (tickets, clients) with instance colour indicators so you know where each result lives.

Keyboard-First

Ctrl+K to open, type to search, arrow keys to navigate, Enter to open, Esc to dismiss. Results appear as you type with 300ms debounce.

Invoices & Orders

Revenue at a glance

Unpaid invoices, pending orders, and overdue aging — always visible, always actionable.

Invoice Inspector

View invoice details, line items, payment history, and admin notes. Send invoice emails and add payments directly from the sidebar.

Record Payment

Prominent "Record Payment" button on unpaid invoices. Pre-filled amount, payment method dropdown, transaction ID — 3 clicks instead of 15.

Pro

Overdue Aging Dashboard

Colour-coded aging bar showing how much is owed in each bucket: 1–7 days, 8–14, 15–30, 31–60, and 60+. Know your exposure at a glance.

Order Management

Accept, cancel, or set pending on orders directly. View order details, products, and fraud check results without opening the WHMCS admin panel.

Actions: Pro

Multi-Instance

Every WHMCS installation, one sidebar

Connect unlimited WHMCS installations. No more logging into separate admin panels for each brand.

Colour-Coded Instances

Each instance gets its own accent colour visible on ticket colour bars, department badges, and search results. Instantly know which WHMCS a ticket belongs to.

Flexible Views

Group tickets by instance, show a unified list, or group by client. Switch between views with one click. Cross-instance search finds results everywhere.

Notifications

Never miss an urgent ticket

Desktop notifications that are more reliable than WHMCS email alerts, with granular filtering so you only see what matters.

Desktop Alerts

Browser notifications for new tickets and customer replies. Click to jump straight to the ticket.

Notification Rules

Filter by type (new tickets, customer replies), priority (urgent only), and department. Only get notified for what actually needs your attention.

Sound Alerts

Optional notification sound with adjustable volume. Hear it even when the browser is in the background.

Smart Polling

Configurable refresh interval from 15 seconds to 5 minutes. Connection status indicator shows when data is fresh or stale.

Dashboard

Your business at a glance

Income stats, ticket metrics, activity feed, staff online, and to-do items. The morning dashboard you open before anything else.

Income Overview

Today, this month, this year, and all-time revenue. 7-day income trend sparkline chart. Per-instance breakdowns for multi-brand operators.

Quick Metrics

Open tickets, awaiting reply, pending orders, active quotes, and cancellation requests. Progress rings for ticket resolution rate.

Staff Online

See which admin users are currently active. Useful for knowing who's available to handle escalations.

To-Do Items

Your WHMCS admin to-do list accessible from a dropdown in the title bar. Configurable limit (3, 5, or 10 items).

Configuration

Your extension, your way

Deep customisation without complexity. Every setting has a sensible default.

Settings Sidebar

8 organised categories with sidebar navigation. Setup checklist for new users, keyboard shortcuts reference, and a step-by-step WHMCS API setup guide.

Panel Control

Enable or disable panels (Tickets, Invoices, Orders, Clients, Quotes, Cancellations, Home). Drag-and-drop tab reordering.

Custom Statuses

Import custom ticket statuses from your WHMCS installation or add them manually. Configurable colours, "needs attention" flag, and filter defaults.

Privacy First

Zero analytics. Zero tracking. Credentials stored locally by default. Three storage modes: Local Only, Hybrid, or Full Sync. Export/import settings (credentials excluded).