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10 April 2026Lewis Williams

Handover Is Now Live on the HaloPSA Marketplace

1 min read

The AI reporting tool built for MSP delivery teams is officially integrated with HaloPSA, automating client updates, handover notes, action logs, and scheduled reports directly from your live ticket data.

HaloPSA users can now automate their entire delivery reporting workflow

If your MSP runs on HaloPSA, your data is already there: every action, update, and project milestone. But someone still has to turn that into a readable client update every single week. Usually, that is your most expensive person.

Handover is now officially listed on the HaloPSA marketplace, so MSP delivery teams can connect their instance and start generating client-ready outputs in under 30 seconds. No copy-pasting. No reformatting. No chasing engineers at 4:55pm on a Friday.

What the HaloPSA integration does

Once connected, Handover pulls live ticket and project data directly from HaloPSA and generates five outputs instantly: client handover notes, status reports, action logs, risk logs, and client emails.

Each output can be exported to Excel, sent via email, or pushed back into HaloPSA as a ticket note, so your records stay centralised in the PSA your team already uses. You can see the end-to-end flow on the HaloPSA integration page.

Scheduled reports: set it and forget it

One of Handover's most-used enterprise capabilities is scheduled reporting. Instead of manually creating weekly updates, teams can configure automated generation and delivery on a weekly, fortnightly, or monthly cadence.

Clients receive consistent, professional updates while your delivery team spends zero time producing them.

Built by someone working inside an MSP

Handover was founded by a Technical Project Manager working inside a real MSP, frustrated by the same manual reporting problem most delivery teams face. The product is shaped around real MSP PM, service delivery, and operations workflows.

How to get started

  1. Visit gethandover.uk and start your free trial
  2. Connect your HaloPSA instance using your API credentials
  3. Pull your first ticket data and generate your first output

No lengthy onboarding. No professional services engagement. Just connect and go.

Ready to stop writing updates manually?

Handover is live on the HaloPSA marketplace now. Start your free trial or book a 15-minute demo to see it running on live ticket data. Handover integrates with HaloPSA today, with ConnectWise and Autotask coming soon.

Explore full product details on features and compare plans on pricing.

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