Know Which Clients Need Attention Before They Call You.

Every MSP service manager has had the call. The client who has been quietly unhappy for two weeks finally picks up the phone. The ticket that has been sitting open too long becomes an escalation. The project that was drifting amber quietly turned red while nobody was looking.

Handover's delivery health dashboard shows you the RAG status of every client account, ticket, and project in real time. You see the problems before your clients do. You act before anything escalates.

What the Health Dashboard Shows

Account-Level RAG Status
Every client account in your connected PSA gets a calculated health score based on open ticket age, overdue items, SLA risk, and project progress. Green means healthy. Amber means attention needed. Red means act today.

Ticket Health View
Open tickets flagged by age, priority, and SLA proximity. Tickets approaching breach are highlighted before they breach. Unassigned tickets are surfaced immediately.

Project Health View
Every active project with completion percentage, task status, and RAG indicator. Projects that are behind schedule are flagged automatically. Blocked tasks are visible at a glance.

Cross-Client Overview
See the health of your entire client base on a single screen. Not buried in PSA reports. Not requiring a manual audit. A live, at-a-glance view of where things stand across every account you manage.

From Dashboard to Action in One Click

When the health dashboard surfaces a problem, Handover makes it easy to act. Expand any flagged account or project to see the full detail. Generate a report for that client directly from the dashboard. Push a note back to the PSA. Or open the relevant item directly in HaloPSA or ConnectWise with a single click.

The health dashboard is not just visibility. It is the starting point for proactive service delivery.

Built on Live PSA Data

The health dashboard pulls from your connected HaloPSA or ConnectWise instance in real time. No manual data entry. No scheduled syncs. No stale snapshots. The status you see reflects what is actually happening in your PSA right now.