What is HaloPSA?

Easily manage incidents and meet SLAs through HaloPSA’s incident and service request management. Automation of workflows and centralising communications has never been easier. The Service Catalogue provides clear classification and workflow for both support staff and customers (through the self-service portal).

Organise, manage and track customer accounts with a single cross-business view to help teams stay in-sync and stay focussed on the customer.

Gain freedom with a fully customisable, white label portal to create an extension of your brand. End users can access their requests, raise tickets and find solutions from knowledge base articles.

Boost your sales team’s visibility with integrated opportunity management. Track calls, emails and contact history in one centralised system so you have full visibility and control of your schedule.

Track your assets and visualise dependencies between configuration items. Identify and log incidents and problems against assets and identify systemic failings prior to causing major incidents. 

Control what is sold to your customers. Track dates and documents, or go further and work out what is billed, where and how in accordance with contract data.

Catalogue and keep track of stock controls and costing analysis for easy traceability and a seamless service. Create items manually, or import them from an existing database.

Manage and track both customer and internal infrastructure changes using HaloPSA’s Change Request features. Configurable workflow and electronic approvals (encompassing internal staff, customers and suppliers) ensures that changes are managed consistently and efficiently. 

Plan, track and manage any project from start to finish. Use HaloPSA’s calendaring functionality and timesheets to allocate and view project resources and track and bill time spent.

Automate the identification of the assets in your company with HaloPSA. Simplify the process of maintaining assets by automating the collection process.

HaloPSA’s agreement and contract capabilities allow to record agreements and contracts between internal teams, your customer and suppliers.

Any number of knowledge Articles can be created and made available to internal staff and/or customers.

The HaloPSA Product Catalog is used to define products and services that can be sold to customers. These can be made available within the Self-Service Portal and/or as line items within quotes.

Quotes can be created simply and quickly and converted to an order if accepted by the customer, with an invoice being automatically generated. Invoices can also include time spent based on timesheet entries created in HaloPSA. Automated invoicing for recurring services is also supported.

HaloPSA includes dozens of best-practice reports and a series of dashboards to monitor service desk, sales and profitability metrics.