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Service Delivery

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Halo PSA Service Delivery resources provide guidance, templates, and best practices to help streamline service operations, improve workflow consistency, and enhance the client support experience.

Resources

  • PSAH-101-G

    Guide

    Creating a Ticket in HaloPSA Guide

    This guide will walk you through the basics of working with tickets in HaloPSA, including key terminology and how to create and manage tickets.
    Recommended first step
    Start with the guide

  • PSAH-103-G

    Guide

    Working a Ticket in HaloPSA Guide

    This guide walks through how to work a ticket within the Service Desk in HaloPSA, including updating ticket details, communicating with the customer, logging time, and resolving the ticket.
    Recommended first step
    Start with the guide

  • PSAH-113-G

    Guide

    OLAs

    Your SLA is only as good as your internal ability to deliver on it, and that hinges on something many MSPs overlook: Operational Level Agreements (OLAs).
    Recommended first step
    Start with the guide

  • PSAH-135-T

    Template

    Sales Workflow Template

    This workflow is designed to create a clear, repeatable path from the moment a prospect enters the system through the final outcome of the opportunity.
    Use the template

  • PSAH-120-T

    Template

    HaloPSA Statuses Template

    This template in helps standardize ticket statuses, keeping workflows organized and ensuring consistent ticket management across your team.
    Use the template

  • PSAH-130-T

    Template

    HaloPSA Actions Template

    This HaloPSA template standardizes ticket actions, helping your team streamline workflows, maintain consistency, and manage tickets more efficiently.
    Use the template

  • PSAH-160-G

    Guide

    HaloPSA Agent Setup Guide

    This guide walks through the steps to create a new agent and configure their profile, covering the Details, Preferences, Departments & Teams, and Permissions tabs.
    Recommended first step
    Start with the guide

  • PSAH-164-G

    Guide

    Co-Managed Client Agent Setup Guide

    This guide walks through the steps required to add and configure an agent under a co-managed client in HaloPSA.
    Recommended first step
    Start with the guide

  • PSAH-166-G

    Guide

    Co-Managed Organization Setup Guide

    This guide walks through the steps required to add a new co-managed client in HaloPSA.
    Recommended first step
    Start with the guide