Client Reports That Write Themselves.
Every week, MSP service managers sit down and write client reports. They pull data from the PSA. They summarise ticket progress. They try to translate technical activity into language a business audience understands. They format it, review it, and send it.
It takes between 30 minutes and two hours per client. It happens every week. And every minute of it is time that could be spent on actual service delivery.
Handover does it automatically. Connected to your PSA, generating professional client reports from your live data, sending them to your clients on schedule. Without you touching a thing.
How It Works
Connect Handover to HaloPSA or ConnectWise Manage. Select the tickets and projects you want to include for each client. Handover pulls the live data, runs it through AI trained specifically on MSP service delivery context, and generates a complete client-facing report.
The report covers what happened this week, what is still open, what the risks are, what actions are required, and what the outlook is. Written in plain English. Formatted professionally. Ready to send.
From connection to client-ready report: 30 seconds.
What Every Report Includes
Activity Summary
A plain-English overview of everything that happened on the client account this week. Tickets raised, tickets resolved, notable events. Written for a business audience not a technical one.
Open Tickets and Status
Every open ticket summarised with current status, priority, and next action. Your client knows what is happening without needing PSA access.
Project Progress
Active projects with current completion percentage, recent milestones, and upcoming tasks. Clients stay informed on delivery without chasing for updates.
Actions Required
A clear list of anything the client needs to do or approve. No actions get missed because they were buried in a ticket note.
Risks and Flags
AI-identified risks from current ticket and project data. Surfaced proactively so clients know about potential issues before they become problems.
Next Steps
Forward-looking and specific. What is happening next week, what decisions need to be made, what your team is focused on.
The Consistency Advantage
Manual reporting is inconsistent by nature. Reports written on a busy Friday afternoon are not the same quality as reports written on a quiet Monday morning. Different people write them differently. Some go out on time, some get forgotten.
Clients notice inconsistency even when they cannot articulate it. It creates uncertainty about whether the MSP is really on top of things.
Handover standardises every report your team produces. Same professional format. Same clear language. Same on-time delivery. Every client. Every week. Regardless of how busy the service desk is.
Works Out of the Box
Connect your PSA and generate your first report today. Nothing to configure. Nothing to install. Nothing to learn.
Who uses this
Best fit for Service Desk Managers, Account Managers, and MSP Directors.