Artificial Intelligence (AI) is becoming a critical tool for Managed Service Providers (MSPs) and IT Service Providers, transforming how they deliver services. HaloPSA, a leading PSA platform, integrates AI to help MSPs improve efficiency, accuracy, and customer satisfaction. Below, we outline several use cases in HaloPSA that can revolutionize your service delivery process. Smart Ticket Categorization and Prioritization AI in …
In HaloPSA, there are a lot of ways to skin the cat. Especially when it comes to billing One of the ways to handle billing configuration is to use built in categorization fields. We tend to use Category 4 just for that. We are going to utilize the Billing Plan Combinations in HaloPSA to make rules for billing based on …
In the world of project management, both understanding and controlling your costs is crucial. HaloPSA’s “Budgets” module offers tools for staying on top of project finances, tracking utilization, and gaining a clearer picture of project financials. Budgets allow you to “chip away” at the estimated time and value of a project. Budgets are for internal-use cost tracking only. What are …
