Introduction

HaloPSA is an expansive & feature rich system, which can make the initial set up quite the daunting task! That’s where this document comes in – this ‘Implementation Guide’ is intended to help guide you through the initial set up of HaloPSA to get you on your feet.  This guide will help you understand how […]

CRM Configuration

In this lesson we will cover: – Overview on CRM configuration in Halo – Opportunities – Quotations – Customising Quotes Associated Administrator Guides: General Settings Quotations While the CRM component of HaloPSA is important, it is not essential to an initial implementation. If you were tracking your opportunities outside of your PSA beforehand and were […]

Billing Configuration

In this lesson we will cover: – Overview on setting up billing in HaloPSA – Integrating your Accounts Package with HaloPSA – Creating Stand-Alone Invoices – Creating Agreements – Recurring Invoices Associated Administrator Guides: General Settings Recurring Invoices Agreements (Contracts) As an absolute minimum, you will likely want to have Service Desk & Billing features in HaloPSA. […]

ServiceDesk Configuration

In this lesson we will cover: – An overview on the basics of setting up the service desk – Organisation Structure – Ticket Types – Service Level Agreements (SLAs) – Email Templates Associated Administrator Guides: Ticket Types Service Level Agreements Email Templates Overview This should be (almost) all you need to get up & running […]

Project Management Configuration

In this lesson we will cover: – Overview in Project Management Configuration in Halo – Points to consider when setting up projects in Halo Associated Administrator Guide: Project Management – General Settings For an initial ‘baseline’ set up of HaloPSA, very little work will be needed to manage Projects. In fact, it’s not uncommon for […]

Implementation Checklist (In Order)

More detailed documentation for each step of this guide can be found in the HaloPSA Academy or by following the links to our guides page. Your requirements may vary but this shows the setup required to set up most of the key areas of HaloPSA. Import Clients from billing tool if applicable (Xero/QBO/Sage), or CSV if […]