What is HaloPSA?

HaloPSA is an all-in-one PSA software solution for Service Providers.

It delivers exceptional service with a fast, simple and fully configurable system that is fully tailored to help you run a successful MSP business.

iService Solutions are the experts to help you plan, design and implement your HaloPSA  solution.

HaloPSA includes the following high-level capabilities

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.

Halo have created a host of integrations with third-party solutions including Microsoft CSP, Splunk, N-Able, Xero, Teams, Slack, Zapier, TeamViewer, Office365, Active Directory, Azure, SCCM, Dynamics 365, Orchestrator, Azure DevOps, Exchange, PowerShell, ADFS, LogMeIn Rescue, Anydesk, BeyondTrust, Cisco, RingCentral, Twitter, Facebook, 3CX, GoIntegrator, PagerDuty, Google Calendars, Google Workspace, SMS, Lansweeper, Kaseya, Connectwise Automate, Solarwinds MSP, Datto RMM, Continuum, Ninja RMM, n-Able N-Central, SolarWinds RMM, Quickbooks, Varibill, Kashflow, Sage 50, Sage 200, Sage One, Sage Intacct, Jira, Act, Salesforce … and many more.

Service Desk

Create the best customer experiences. HaloPSA is the best helpdesk ticketing system designed for MSP’s and IT service providers. Created to be an easy, simple experience that your customers will love.

Sales CRM

Gain visibility into your entire sales pipeline. Sales CRM enhances productivity, processes and pipeline visibility for MSP’s.

Billable Time Tracking

Always bill accurate time – automatically capture time for different customer interaction points to ensure billing is 100% accurate for PAYG work.

Reporting Suite

Decisions are always better when they are driven by data. HaloITSM’s reporting suite provides a wealth of reports and dashboards to allow you to track trends and performance.

RMM and Remote Access

Connect fast and securely to your customers devices. Jump from incoming ticket to customer device with remote access, or plug in your favourite tools.


A smarter way to manage your contracts – maintain an accurate track of contracts and manage approval workflows.


Easy, quick and painless billing. With simple configuration of automatic time capture, monthly billing and timesheets, you can simplify the billing process with HaloPSA.

Stock Management

Plan, track and manage in an easy new way. Centralised stock management allows you to track levels and sell to customers easily.

Project Management

Project management software for productive teams. Plan, track and manage any project from start to finish.

Self Service Portal

Help customers help themselves. HaloPSA Provides a self service experience that boosts sales together with an interface that your customers will love.

Register for a FREE trial

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Service Excellence Consultants