Live HaloPSA integration — Handover connects directly to your HaloPSA instance via API, pulling ticket and project data without manual copying or exporting.

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Five outputs generated simultaneously — From a single pull, Handover generates a client email, action log, risk log, internal summary, and status report — all formatted and ready to use.

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Push back to HaloPSA — Generated outputs can be posted directly back to the relevant ticket or project as a note, keeping your HaloPSA history up to date without leaving the tool.

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Scheduled weekly reports — Set a cadence and Handover automatically generates and delivers reports on your chosen day and time, with outputs pushed back into HaloPSA tickets automatically.

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Tone and style control — Switch between formal, professional, and friendly output styles. Apply a custom writing style to match your team's voice.

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Excel export — Action logs, risk logs, and status reports export to a formatted Excel file, ready to attach to client communications or internal reviews.

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Project and ticket awareness — Handover distinguishes between HaloPSA project-type tickets and support tickets, applying appropriate language and structure to each output type.

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