Built for the way MSPs actually run

SLAs, recurring contracts, sprawling asset estates, billing across every customer - running an MSP means holding all of it together, and most tools force you to bolt the pieces together yourself. Halo brings ticketing, projects, billing, contracts, and reporting into one all-inclusive platform, so your team can stop managing systems and start managing customers.
Every customer, in one centralised view
Connect tickets, assets, contracts, and billing together against a single Customer record so engineers and account managers always see the full picture.
Contracts that match your agreements
Map and track recurring services, blocks of hours, and project work to flexibly mirror every customer agreement you've signed.
Every hour billed, every month
Convert engineer time, recurring services, and one-off charges into accurate invoices, keeping billing effortless and margin visible.
SLAs you can actually trust
Track every SLA against every Ticket automatically, so service quality is measurable instead of anecdotal.

I am an MSP and managing...

Service desk and incident management

Centralise every customer issue into a single Ticketing view, whether it's a server alert, a password reset, or a network outage. Use Halo's AI to intelligently triage issues, categorise Tickets, route them to the right engineer pod, and suggest a resolution to that engineer based on real, historical data from across your customer base.

Project delivery

Manage onboarding, infrastructure rollouts, office moves, and platform migrations using Halo's Project Management feature, so every delivery follows an automated process with tasks, dependencies, and engineer assignments ready to go. Project managers get a single view of every live delivery, what's on hold, and what's ready to go live, with all communications and notes against the Project Ticket instead of scattered across inboxes.

Contracts and recurring billing

Automate the entire billing cycle for managed services, block hours, and per-device charges by linking contracts directly to Customer records inside Halo, so every monthly invoice reflects actual coverage without manual reconciliation. Every recurring charge, one-off project fee, and out-of-scope hour stays attached to the customer record, and billing disputes get raised as linked Tickets rather than chased through spreadsheets.

Asset and configuration management

Track every device, licence, and configuration item for every customer estate in one place, with each asset linked to its contract, its owner, and its history. When a Ticket lands, the engineer sees the asset, the warranty, the linked contract, and any prior issues against it without switching tools.

Time tracking and profitability

Capture engineer time directly against Tickets, Projects, and contracts, then turn it into invoiceable lines or visibility into where time is going. Measure profitability per customer, per contract, and per engineer pod, so growth decisions are based on real margin instead of gut feel.

Customer self-service

Give each customer a Self-Service Portal branded to their business, where their users can raise Tickets, browse a tailored knowledge base, and see the status of in-flight work. Self-service deflects volume from the service desk while customers still feel directly looked after.

All-inclusive Service Management

A centralised service desk
One system for every customer support request, regardless of source.
Recurring and usage-based billing
Automated invoicing for monthly managed services, block hours, project work, and variable consumption, reducing manual work and billing errors.
Asset and configuration tracking
Record every device, licence, and configuration item for every customer and link it to their contracts and Tickets.
Reporting and dashboards
Visibility into ticket volumes, engineer performance, SLA attainment, profitability per customer, and trends, for both internal reviews and customer-facing reports.
Project management
Plan, deliver, and report on every project alongside day-to-day support work in one platform.
Industry Leading Integrations
Natively built integrations with all leading RMM, accounting, and documentation providers – including, but not limited to, Xero, QuickBooks Online, N-Able N-Central, NinjaOne, and IT Glue.

Leveraging Halo AI

Anomaly & Trends
Triage & Classification
Suggested Resolutions
Workload Insight

Anomaly and trend detection

Halo's AI scans every new Ticket against your history, surfacing hidden patterns and emerging problems across your customer base before they escalate. A recurring hardware fault, a customer whose ticket volume is quietly climbing, or a type of issue that keeps coming back - Halo flags the pattern so your team can investigate the root cause rather than keep treating the symptom.

Ticket Triage and Classification

Halo's AI automatically categorises incoming Tickets, sets the priority, and routes them to the right engineer or pod based on content. Every ticket that arrives gets handled correctly from the first moment, without a dispatcher manually reading and redirecting the queue throughout the day.

Suggested responses and resolutions

Halo's AI surfaces relevant knowledge base articles or past resolutions of similar Tickets for the assigned engineer, speeding up first response times and reducing the time spent searching for answers to common issues. Whether it's a recurring printer fault or a familiar network error, the engineer gets the most relevant resolution history surfaced before they've picked up the phone.

Workload and capacity insight

Halo's AI and MCP connection work together to give your team a live view of service desk capacity without switching tabs or leaving your page. Ask Halo directly how many open tickets are assigned to each engineer, which SLAs are approaching breach, or where the queue is heaviest right now - and get an answer in seconds, pulled straight from your live data. Dispatchers and managers can rebalance workload in the moment rather than waiting for a report to be built and shared.

Frequently asked questions

FAQ Question 1
FAQ Answer 1
Can HaloPSA handle recurring, block hour and per-device billing for managed services? Yes. Halo supports every billing model MSPs typically use, including monthly recurring services, per-device and per-user charges, block hours, fixed-fee project work and one-off out-of-scope billing. Contracts feed directly into invoicing, so monthly bills reflect actual coverage and engineer time without manual rework. --- Can we manage multiple suppliers and link supplier tickets to customer tickets? Yes. Suppliers are first-class records in Halo, allowing you to manage vendor relationships in the same place as your customer base. When a supplier escalation is in progress, the linked customer ticket stays synchronised, so dispatchers and account managers always know the status of third-party tickets. --- Can we provide our customers with self-service portals that are unique to their needs and branding? Yes. Each customer can have their own self-service portal, branded to match their business and tailored to display only the services, knowledge base articles and ticket types relevant to them. End users can raise tickets, track status and find answers without contacting your service desk directly. --- Can HaloPSA replace ConnectWise, Autotask or Kaseya as our PSA? Yes. Halo is built specifically for MSPs and covers the full PSA scope, including service desk, projects, contracts, billing, time tracking, asset management, CRM and reporting, within one all-inclusive platform. There are no locked-away features or upgrade tiers, and Halo provides migration support for teams moving from ConnectWise, Autotask, Kaseya BMS and other PSA platforms. --- Can we track SLAs, profitability and engineer utilisation in the same platform? Yes. SLAs are tracked automatically against every ticket, time is captured directly against tickets, projects and contracts, and reporting brings everything together so you can view profitability per customer, per contract and per engineer pod. Service quality and commercial performance are available within the same platform. --- Do I have to pay extra for Halo's AI? No. Halo's AI features are included as standard with the platform. There are no separate AI add-ons, premium tiers or per-feature charges. Everything from ticket triage to suggested resolutions is available to every user from day one.