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.

For us, being new to HaloPSA, one of the things that frustrated us the most was the lack of good documentation when it comes to integrating with the system. It would be nice if this could be improved a ton, as we now have to try and reverse engineer how the system is set up to do.

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

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

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.

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.

Currently, when customers go to "My Projects" in the portal, they are shown a long list of project tasks, which quickly becomes overwhelming – especially for those with many active projects. Some of our clients have up to 30 ongoing projects at once. We would really appreciate a more structured project dashboard in the portal. Ideally, it should give a high-level overview of all active projects with key stats (e.g. status, % complete, due dates). When selecting a specific project, customers should be able to: View the full project timeline with a Gantt chart or structured task list Read and post comments related to the project in the same view Get a clearer picture of the project's current progress, delays, or risks This would significantly improve the portal experience for project-heavy customers and reduce the need to request updates through other channels.

We would like the ability to either publish or import an RSS feed into the self-service portal. In our previous customer portal solution, we had an RSS widget on the homepage that displayed the latest news from our website. This made it easy for customers to stay updated without having to visit external pages. It would be very helpful to have a similar feature in HaloPSA to share important updates, planned maintenance, or news directly in the portal.

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.

We would like to send notifications from Halo to Teams chat for agents (e.g. mentions etc.) but based on the Guides and our tests Webhooks only allow sending notifications to channels, not chat TeamsBot does not have the option to receive notifications

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

It would be nice if we could be able to see to-do lists from the mobile app. We have technicians in the field and they have to bring up the web version to see a to-do list, which is very inconvenient when you are trying to do it from a phone.

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.

Add 'Change History' section to purchase orders, like sales orders, so that when changes are made there is an audit trail.