“Strong initial implementation with real niche focus. The HaloPSA integration is the right approach and the output quality is genuinely impressive for an early stage product.”
Blake H.
IBM
Verified
Sound familiar?
Friday afternoon. Again.
You have updates due for Skyline IT Solutions, Fernwood Academy, and Greystone Group, plus a risk log for Elmwood Manufacturing that hasn't moved since last sprint. Sound familiar? That's your weekend gone.
Copy. Paste. Repeat.
Meeting notes into a Word doc, Word doc into an email, email into a ticket. The same information, reformatted five times. Every single week.
The update that never got sent
A client chases for an update. You know the work is being done - you just haven't had time to write it up. It happens more than it should.
One tool. Every output.
Paste your notes or connect your PSA. Get everything you need in seconds.
Integration
HaloPSA and ConnectWise integration
Pull tickets and projects live from HaloPSA or ConnectWise. Choose your client, set a date range, and import in one click - no exports or copy-paste.
Learn more →Core
One-click report generation
Generate actions, risks, summary, client-ready email, and status report from the same run - structured outputs in seconds.
Learn more →Pro
Push back to HaloPSA or ConnectWise as ticket notes
Post generated content straight into HaloPSA or ConnectWise as ticket notes automatically - keep the ticket record current without tab-switching.
Learn more →Pro
Scheduled reports with automatic PSA push-back
Pick a day and time, choose clients, and Handover runs on a schedule. Reports land in your inbox and push back into HaloPSA or ConnectWise.
Learn more →Pro
Delivery health dashboard (RAG)
Live RAG-style delivery status across active work on Professional and above - spot risk and drift before the client does.
Learn more →Pro
Expandable ticket detail panel
Open any row for a full progress feed from Halo notes, pipeline context, and one-click “generate report” from that ticket.
Learn more →Pro
Excel report pack (17 sheets)
Download a full workbook including RAID log, stakeholder update, lessons learned, and the rest of your delivery pack in one click.
Learn more →Team+
Custom branding & white label
Custom branding on all outputs is available on Professional, Team, and Enterprise. White-label mode (no Handover branding in footers) is available on Team and Enterprise.
Learn more →Professional+
Slack & Microsoft Teams
Notify channels when reports generate - so the team sees updates without digging through email.
Pro
One-click client email (Resend)
Send polished client updates from Handover in one click via Resend, with your tone and signature applied.
Learn more →Roadmap
Zapier webhooks
Trigger Handover from the rest of your stack - coming soon.
Integration
ConnectWise integration
Native ConnectWise Manage integration with the same end-to-end workflow as HaloPSA.
Learn more →Team
Team plans & pooled generations
Team seats share a pooled monthly generation allowance so busy weeks don’t strand one PM without capacity.
Pro
SLA risk on the dashboard
Target-date awareness on the delivery health dashboard: SLA At Risk / SLA Warning badges, filters, and prompts to generate an update before breach.
Pro
Automatic closure summary (opt-in)
Optional PSA setting: when a ticket moves to resolved, Handover can draft a closure summary, push it back to HaloPSA or ConnectWise, notify Slack/Teams, and save it to history.
What delivery professionals say
From PMs and SDMs at leading IT organisations
Works with your stack
Built with privacy in mind
Data not stored
Your notes and ticket data are processed to generate outputs and never stored on our servers after generation.
OpenAI API only
We use OpenAI's API under enterprise terms. OpenAI does not use API data to train their models.
Your outputs, your data
Everything you generate belongs to you. We never share your data with third parties.
From notes to outputs in 3 steps
1
Add your notes
Paste meeting notes, ticket updates or project data. Or connect HaloPSA or ConnectWise and import directly.
2
Choose your outputs
Select what you need - action list, client email, risk log, status report or all five. Add the client name and contact for a personalised email.
3
Generate and send
Your outputs are ready in seconds. Copy, export to CSV or Excel, or open directly in your email client. Done.