Every number comes from your PSA
Value Receipts are built from the tickets your team already logs in HaloPSA or ConnectWise Manage: requests resolved, urgent issues handled, response and resolution times, time spent, and what is still open. Nothing is estimated, and nothing is written by AI. Each month is compared with the three before it, so improvements show up and slips are not hidden.
Time spent only appears when your team logs time on most tickets. Contract values, margins and internal targets never appear on a receipt.
Set it once for each client
Send a receipt by hand, copy it into your own email, or print it to PDF for a review meeting. Or turn on monthly sending: last month's receipt goes to the client's decision-maker early each month, under your company name, and replies come straight back to you.
Part of the loop
Revenue at Risk tells you which clients are drifting. Save Plays tell you what to do. Value Receipts make sure the people who renew can see what you deliver, every month, before price becomes the only thing they compare.