Specialised Halo PartnerHaloITSM certified. Listed in Halo's partner directory.HaloPSA, for MSPs and service providers
Run the whole MSP on one platform.
Tickets, contracts, time, billing, projects and reporting in one place, with your RMM wired in. We migrate MSPs from ConnectWise, Autotask, Datto and spreadsheets in weeks, not months, and stay on as managed support if you want us to.
- Weeksnot months, to migrate
- Allmodules as standard, no upgrade fees
- 35+Halo implementations
weeks, not months- 01weeks 1–2
Discovery and contract mapping
Clients, sites, agreements, billing rules and the reports the board actually reads.
- 02weeks 3–5
Data migration
Clients, sites, contacts, assets, contracts and ticket history, reconciled before anyone touches billing.
- 03weeks 6–7
Billing, time and projects
Recurring invoicing, time capture, project templates and the approvals in between, tested against a real month.
- 04week 8
Go-live and RMM
Cut-over, the RMM integration live (NinjaOne, Datto and others), and the first invoice run watched by us.
Built for the people who run an MSP, not just the ones who log tickets.
A PSA is where the service desk, the finance function and the account managers meet. It has to work for all three.
Service desk
One queue for every client, with contracts and SLAs on the ticket so analysts know what was bought before they answer.
Finance
Recurring billing from the contract, time captured as it happens, invoices that reconcile without a spreadsheet.
Account management
Renewals, upsell and the health of every client in one view, with the sales pipeline on the same record as the support history.
What we implement.
Everything as standard in Halo. Configured for the way your MSP actually bills, delivers and sells.
Service desk
Multi-client ticketing with contracts on the ticket.
- Client and site structure
- SLAs per agreement
- Automated triage and routing
- Customer portal per client
Contracts and billing
From agreement to invoice without re-keying.
- Recurring and usage billing
- Prepaid hours and blocks
- Invoice runs and approvals
- Accounting integrations
Time and projects
Capture time where the work happens.
- Timesheets and auto-capture
- Project templates and milestones
- Resource forecasting
- Budget tracking
RMM and integrations
Devices and alerts in the same place as the tickets.
- NinjaOne, Datto and others
- Asset sync from RMM
- Tickets from alerts
- Auto-resolve on close
Sales and CRM
Pipeline on the same record as support.
- Opportunities and quotes
- Renewals and upsell
- Onboarding workflows
- Client health view
Reporting
The numbers an MSP is run on.
- Contract profitability
- Utilisation and time
- SLA performance per client
- Board-level dashboards
One data model. Four products.
HaloPSA is Halo's MSP product on the same platform as HaloITSM. If you run an internal desk as well as client work, both live in one system.
How an engagement runs.
Eight weeks is typical. What varies is how much history you bring and how many billing rules you have.
Migrate, don't rebuild
Your clients, contracts and ticket history come with you. We reconcile the data before go-live, so the first invoice run is not a surprise.
Bill a real month before cut-over
Billing is tested against an actual month of your data, in parallel, before it goes live.
Managed support after go-live
We can stay on as your Halo administrators, so configuration keeps up with the business rather than the other way round.
Questions we get asked.
We're on ConnectWise or Autotask. Can you move us?
Does our RMM integrate?
How long does it take?
Do you support us afterwards?
See it on your own contracts.
Bring a client agreement and a month of tickets. We'll show you what the invoice run looks like on Halo.
The trial is on haloitsm.com; it's Halo's own trial, registered to us as your partner.
Comparing PSAs?
Halo against ConnectWise, Autotask and the rest, written to help you choose.
