Connect AI to Halo using Azure OpenAI

In this guide we will cover: – Video Walkthrough   – Create an AI model in Azure and connect this model to Halo – Entering Details in Halo  In order to use AI in your Halo instance you will need to connect and AI model. In this article we will walkthrough how to configure and […]

Hosting your own Halo Integrator

In this guide we will cover: – Installing the Halo Integrator – Configuring the Halo Integrator – Setting up different Scheduled Tasks for your Halo Integrator – Upgrading your Halo Integrator Related Guides: Halo Integrator Active Directory Lansweeper This guide will cover how to install, setup and upgrade the 'Locally Hosted' version of the Halo […]

Maintenance Windows

In this guide we will cover: – What are Maintenance Windows  – Enabling Maintenance Windows  – Environments  – Calendar view  Related guides:  Change Management  What are Maintenance Windows Maintenance Windows are a scheduled 'Window' of time for changes and updates to occur without causing as great of an impact.  Note: This feature is dependent on […]

Allow Suppliers to use the Portal

In this guide we will cover: – Why allow Supplier Contacts to access the Portal? – Creating Supplier Users – Viewing Tickets in the Portal – Viewing Documents and the Knowledge base in the portal – Allow Supplier Users to update their details from the Portal Why allow Supplier Contacts to access the Portal? Supplier […]

Optional Items on Quotations

In this guide we will cover: – What are Optional Items? – Configuring Optional Items – Adding Optional Items to PDF Templates – Choosing/Accepting Optional Items Admin Guides: Quotation Approvals Related Guides: Approving Quotes Overview Creating Quotations What are Optional Items? Lines on quotations can be marked as optional to allow the user accepting the […]

HaloAPI Full Documentation

In addition to a simplified API documentation that can be found at <Your Halo URL>/apidoc/info, there is a full documentation of all endpoints available at usehalo.com/swagger.

Merging Invoices

In this guide we will cover: – What is Invoice Merging? – Configuring which Invoices Merge  – Merging/Grouping Invoice lines What is Invoice Merging? Invoice merging in Halo allows you to have invoices for different entities (Sales orders, labour, pre-pay etc.) but the same customer/site merged together automatically when they are created from the Ready […]

Connecting Copilot Studio to Halo’s MCP Server

In this guide we will cover: – What is the Halo MCP Server Connection to Copilot Studio? – Creating an Authorisation Code API Application – How to connect Halo's MCP server to Copilot Studio – Example Request to Halo's MCP Server – Invoking lead generation based on service gaps of a whitespace report Pre-requisites: You […]

Project Management Overview

In this guide we will cover: – What is a Project? – Ways of Creating Projects – Example Overview of a Project What is a Project? Projects are used to track progress on larger objectives that require several smaller steps to be completed. A project consists of a main objective and its associated sub-tasks, known […]

Optional Services

In this guide we will cover: – What are Optional Services? – Displaying Optional Services in the Service Catalogue   – Optional Services Visibility  Admin Guides:  Services Related Guides: Allow Users to Self-Issue Items The Service Catalogue Service Catalogue The Service Catalogue – Advanced Configuration What are Optional Services? Optional services allow your users to pick additional […]