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Introducing ARR Milestones. When we grow, you save.

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Introducing ARR Milestones. When we grow, you save.

What's the catch?

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Handover Integration
Handover automatically generates client emails, action logs, risk logs, and status reports from your live ticket data — then pushes outputs directly back into HaloPSA as ticket notes, with scheduled weekly reports built in.
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Overview

Handover is an AI-powered reporting tool built specifically for MSP delivery teams. Founded by a Technical Project Manager working inside an MSP, it was designed to solve a real problem: the hours spent every week turning ticket and project data into professional client updates, action logs, and status reports.
The HaloPSA integration connects directly to your instance, pulls live ticket and project data, and generates five professional outputs in under 30 seconds — ready to send, export, or post back to the ticket as a note.
Handover also supports scheduled weekly reports, automatically generating and delivering updates on a cadence you set, with outputs pushed back into HaloPSA automatically.
For MSP delivery teams managing multiple clients and projects, Handover turns Friday afternoon reporting from a three-hour task into a 30 second one.

Website

gethandover.uk

Integration Type

Third-Party

Linked Guides / Articles

Coming Soon

Integration Features

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

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.

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.

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.

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

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

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