Reports That Update Your PSA Automatically.

Generating a client report is one thing. Making sure that report is reflected in your PSA is another. Without it, your PSA becomes out of sync with your client communication. Notes go in the email but not in the ticket. Context gets lost. The next engineer who picks up the ticket has no idea what was communicated to the client last week.

Handover closes that loop automatically.

How PSA Push Works

When Handover generates a report, whether manual or scheduled, it can automatically push a summary note back to the relevant tickets and projects in your PSA.

For HaloPSA it uses the Actions API to create a new action note on each included ticket and project. For ConnectWise it posts a new note to each included service ticket and project record.

The note contains a summary of what was reported, when it was sent, and what actions were identified. Your PSA stays current. Your team has full context. Nothing falls through the gap between client communication and internal records.

Configurable Per Report

PSA push is configurable for each report and scheduled report. Choose which outputs get pushed back, client email summary, actions list, risks, or the full report content. Choose whether push happens automatically on generation or requires manual confirmation. Set it per client based on how much detail you want in each PSA record.

Why It Matters For Service Continuity

Service continuity depends on context. When an engineer picks up a ticket they should be able to see the full history of client communication, not just the technical notes. When an account manager prepares for a client call they should be able to see what was reported last week without asking someone else.

Handover's PSA push ensures that your client communication history lives where your team actually works, inside the PSA, alongside the operational data that drives service delivery.