MSP & IT
Tickets, client assets, time, and billing in one workspace. Connect your mailbox and give clients a branded portal.
Customer portal
Set the workspace logo, colors and welcome text. Authorized clients can open tickets, review invoices and accept quotes. Online payments require a configured Stripe connection.
- Workspace branding can override organization defaults
- Workspace provider sign-in can use organization settings, a workspace override, or be disabled
- Secure client access to tickets, invoices, contracts, and quotes
Helpdesk and client records
Assign requests, set their status and priority, and link the client or asset involved. Configured SLA policies track first-response and resolution deadlines with business hours and pause rules. Use the separate HaloPSA CSV import for existing records; void and cancelled invoices are skipped.
Features
- Workspace portal branding and secure sign-in links
- Verified workspace portal host configuration
- Request assignments, statuses and configured SLA policies
- Asset records, documents, contracts and time entries
- HaloPSA CSV import with per-record outcomes
- Workspace roles - Manager, Agent, Viewer, and custom roles with organization-wide permission defaults
- Business supports up to 10 workspaces, Enterprise up to 25
- Company and contact records linked to tickets, assets, and billing