Events

A practical look at what HaloPSA can do for an MSP, from ticketing through to opportunities, contracts, projects, billing and reporting. The aim: to quickly grasp how the different modules fit together and what you can realistically bring together in your PSA.

Structure, search, access to client data and sharing across teams: this session shows you how to build IT documentation that people can genuinely use day to day, and that's easy to reach for whoever needs it.

E-invoicing is already changing the way many MSPs work. This session shows you how to connect your sales and finance processes, cut out double data entry and set up smoother invoicing between your PSA and your accounting environment.

Your technicians need the client context before they even start working a ticket. See how bringing documentation, assets, users and requests together cuts down on searching, speeds up jobs and puts the information your teams need right inside the tools they already work in.

Your PSA already holds most of the data you need to run your business. KPIs, profitability, margins, workload and performance: this session helps you pin down the metrics that actually matter and turn your operational data into management decisions.

A successful migration starts long before you import any data. Method, clean-up, mapping, historical records, configuration and go-live: we'll walk through the main pitfalls of a PSA migration and the decisions that keep you from carrying badly structured data and processes into your new system.

Some tasks are still done by hand when they could disappear from your teams' day-to-day altogether. Through five real-world examples, you'll pinpoint the automations that are easiest to set up and the ones that genuinely give you time back.

Contracts, service changes, extra users and variable usage soon turn billing into a headache. This session shows you how to handle those changes automatically, so you spend less time on manual corrections and protect your recurring revenue.

What if your clients could order your services as easily as they buy something online? Catalogue, offers, orders and automations: build a self-service experience that makes life easier for the client while automatically triggering the right processes on your side.

Too much sales tracking still runs on spreadsheets, scattered notes and manual follow-ups. This session shows you how to structure your pipeline, standardise your sales stages, keep a closer eye on your opportunities and give your team a reliable view of the deals coming down the line.