Feature Ideas

There is a setting under Customer > Billing called "Preferred Delivery Method" which can be set to "None, Print, Email". Right now, that setting doesn't do anything. A nice feature would be to have the option to generate a pdf for printing of all of the unpaid invoices for every customer who is set to "Print" so that they could all be printed at once without having to hunt each one down.

Halo’s built-in dashboards are excellent for data that already lives in Halo, but most MSPs also hold important information—security alerts, compliance scores, financial KPIs—in external systems. Many partners could benefit from an official Power BI Embedded widget that lets us surface those external metrics inside the customer portal in a simple, secure way. What the widget should do • Allow us to register our own Power BI Embedded capacity (A, F, or P SKU). • Let us pick any report/page and map the signed-in Halo company or user to the correct Row-Level Security filter in the dataset. • Show the dashboard in a portal tab or widget with no extra licences for the end user, reusing the same SSO they already use in Halo. This would give MSPs a clean, scalable path to present non-Halo data—such as security posture, patch compliance, or budget reports—right alongside native Halo metrics, delivering a single, seamless view to our customers.

we use the Unifi Hardware stack for most of our networking as the controller for this is free and doesnt require a subscription. this controller uses standard Rest api to collect information. (www.ui.com) I have currently created a powershell based integration that collects all sites and hardware from the unifi controller and updates them via api in Halo. However, due to api throtteling this process is quite prone to error. It would be realy nice to have this as a proper integration. This api is Documented here: https://ubntwiki.com/products/software/unifi-controller/api

Would like the ability to map asset types in Ninja to asset types in Halo. For example, in Halo all our current assets and items are filtered where asset type is called workstation or server. However, Ninja brings servers across as Windows_Server. This means we have to go and update all our reports as well as all our items where the quanity is mapped to device name is server.

We currently have the chat facility accessible via the Self Service portal however most of our clients do not use this as they find it easier to contact us via email. It would be a game changer if Halo could have a desktop feature where a 'Tray Icon' can be placed on the users Task bar and when expanded, quick access to a few frequent options could be accessible. For example: 'Log a ticket', 'View my tickets', Chat to an Agent', Knowledge Articles' etc. With end user experience in mind, it would be great for users to engage directly with our team rather than the tradtional email process. This would boost turnaround times as well as customer satisfaction. Attached is an example of another MSP software platform where there desktop tray icon is available.

We should have the ability to easily create rules/workflows or alerts when an appointment is missed. Something simple as: If an appointment is missed by X time, do this... If an appointment is missed by 2 hours, change ticket status. If an appointment is missed by 2 hours, update appointment to incomplete, change status to scheduling required, and email dispatcher Right now you've got to do a bunch of custom work to do this via runbooks and it should be something simply built-in.

Have a secure way of sending passwords to Customers. Via a button in Halo, where you'd type in a password, it'd generate a secure link and embed it into the body of the email - then when the user clicks on the link, they are prompted to enter the ticket number for it. Or are forced into an area of the portal to retrieve the portal. Something like the attached maybe as options

Have the ability to send overdue invoice reminders to customers based on a specified timeframe.

The HTML editor chosen for use across HaloPSA lacks and has a terrible time copying data from Word Docs. I would love to see an improved or replace HTML editor across HaloPSA, especially in Knowledge Base Articles.

Currently, we are required to present serial numbers on invoices for some serialized items. At present, there is no variable which allows us to include the serial number of a consigned item in any way on an invoice. The goal is, when we sell something (say a laptop), we should be able to select that item from inventory, and the serial number of the item selected from inventory should appear on the customer's final invoice.

Have the ablility to create a recurring invoice template which can have all line items added but only bill/show on the invoice where they is a quantity. Also in the template have the Quantity being able to be set by Assets / Licecnce / User / Subscription The Idea behind this if we add a new product to the customer "office365 E3" Licence via Pax8 we dont need to go and add the item to the customer.

You can't easily move around the email addresses when emailing from a ticket. It would be great if you could drag someone from CC and drop into the To section without having to search for that user and delete the other one.

Want to send invoices that are unsent after reviewing them? Well, get prepared to tick 250 really tiny boxes and hope none of them fail to send otherwise you'll have to do it again. You should be able to filter invoices by their creation date. Likewise, you should be able to filter the sent column and enter NULL or "" or 2 to show all tickets with more than 2 hours on them. On the client screen, I should be able to filter the next call date by entering

Could you please build a Microsoft Copilot Connector that allows interaction with all the data in Halo?

Send email reminders to clients to accept or reject quotes before they expire and close.