If your MSP runs on ConnectWise Manage, you've probably spent more time than you'd like writing client reports. Pulling data from tickets, summarising project progress, formatting it into something a client actually wants to read — it's repetitive, it's manual, and it adds up to hours every week that could be spent elsewhere.
Today, that changes.
Handover now fully supports ConnectWise Manage, joining HaloPSA as our second supported PSA integration. MSP delivery teams on ConnectWise can now generate AI-powered client reports directly from their live ticket and project data — in under 30 seconds.
What Is Handover?
Handover is a reporting and delivery automation platform built specifically for MSP delivery teams. It connects to your PSA, pulls your live ticket and project data, and uses AI to generate professional client-ready reports, action logs, risk summaries, and status updates — without you having to write a single word manually. The same workflow applies whether your data lives in ConnectWise Manage or HaloPSA.
It's used by MSP service managers, project managers, and account managers who are tired of spending Friday afternoons copying and pasting ticket updates into Word documents or email templates.
Why ConnectWise Manage?
ConnectWise Manage is one of the most widely used PSA platforms in the MSP industry. A significant portion of MSPs globally run their service delivery, project management, and billing through ConnectWise — making it one of the most requested integrations since we launched.
The problem we kept hearing from ConnectWise users was the same one we heard from HaloPSA users: the data is all there in the PSA, but getting it into a format that a client can understand still requires significant manual effort. Engineers update tickets. Project tasks get completed. But translating that activity into a coherent client communication still falls on a person.
Handover solves that. ConnectWise users can now connect their instance, select the tickets and projects they want to report on, and have a full client report generated and ready to send in seconds.
What ConnectWise Users Can Do With Handover
Once you connect ConnectWise Manage to Handover, you get access to the full platform feature set:
- Import tickets and projects directly from ConnectWise. Handover pulls your open tickets and active projects from ConnectWise Manage in real time. Select the items you want to include in a report and Handover does the rest.
- Generate AI-powered client reports. Using the ticket notes, project task progress, and activity from your selected items, Handover generates a professional client report that summarises progress, highlights actions required, and flags risks — all in plain English that a non-technical client can understand.
- Push report notes back to ConnectWise. Once a report is generated, Handover can push a summary note back to the relevant tickets and projects in ConnectWise Manage, keeping your PSA updated without any additional manual effort.
- Scheduled weekly reports. Set up automated scheduled reports that pull from your ConnectWise tickets and projects on a cadence you choose — weekly, fortnightly, or monthly. Reports are generated automatically and emailed to your client without you having to lift a finger.
- Excel export with custom branding. Every report can be exported as a fully formatted Excel workbook with your company branding, ready to attach to a client email or present in a service review.
- Slack and Teams notifications. Get notified via Slack or Microsoft Teams when a report is generated or when a scheduled report is sent.
HaloPSA and ConnectWise: Full Coverage for Most MSPs
With ConnectWise Manage now supported alongside HaloPSA, Handover covers the two most widely used PSA platforms in the UK and international MSP market.
If your MSP uses HaloPSA, you're covered. If you use ConnectWise Manage, you're covered. And if you're in the process of migrating between the two — something that happens more often than you'd think — Handover works with both simultaneously, so your reporting doesn't skip a beat during a transition.
This dual PSA support also means that MSPs with multiple service desks or subsidiaries running different PSA platforms can bring all their reporting into a single tool.
Who Is Handover Built For?
Handover is built for MSP delivery teams — specifically the people who are responsible for client communication, service delivery reporting, and project updates.
That includes service desk managers who need to keep clients informed about open tickets without writing individual updates for each one. It includes project managers who need to send weekly progress reports to clients on active projects. And it includes account managers who need a clear, professional summary of what's been happening across a client's account before a QBR or service review call.
If you're spending more than 30 minutes a week on client reporting, Handover will save you time. Most users report saving between one and three hours per week within the first month.
How to Get Started With ConnectWise on Handover
Getting started takes less than five minutes:
- Create a free Handover account at gethandover.uk
- Navigate to the Integrations page and select ConnectWise Manage
- Enter your ConnectWise server URL, company name, and API credentials
- Select the tickets and projects you want to report on
- Generate your first report
Your first report is free. No credit card required to get started.
What's Coming Next
ConnectWise Manage is our second PSA integration. We're actively working on support for additional platforms including Autotask and ServiceNow, with more integrations planned based on demand from our user community.
We're also continuing to develop our Zapier integration, which will allow Handover to connect with any PSA or ticketing tool via webhook — giving MSPs on platforms we don't yet natively support a way to use Handover today.
If you're on a platform you'd like to see supported, get in touch. We build based on what MSPs actually need.
Try Handover Free Today
If you're an MSP running ConnectWise Manage or HaloPSA and you want to stop spending hours on client reporting, Handover is the fastest way to get that time back.
Connect your PSA, generate your first report in under 30 seconds, and see what your clients receive.
Start your free trial at gethandover.uk. Explore the ConnectWise integration page for setup details.
Handover is an AI-powered reporting and delivery automation platform for MSP delivery teams. It integrates with HaloPSA and ConnectWise Manage to generate client-ready reports, action logs, and status updates directly from your live PSA data.