Solutions · Service Review
Your MSP Delivers Great Work. Handover Makes Sure Clients See It.
Connect HaloPSA or ConnectWise once. Handover reads your live ticket and project data and generates a complete Service Review pack in under 30 seconds — action log, risk register, executive summary, client email, and PowerPoint. Ready to send.
What you get
Five professional outputs. One click.
Action log
Every open action with an owner, due date, and priority. Pulled directly from your PSA tickets. Never miss a commitment.
Risk register
Risks identified from ticket patterns and project status, with mitigations. Written in client-facing language not engineer-speak.
Executive summary
A board-level narrative covering the most significant delivery items for the period. Leads with the most time-critical item.
Client email
A ready-to-send client email summarising the week's delivery. One click to send via your email client or automate with Scheduled Reports.
PowerPoint export
A branded presentation with your logo and colours. Ready to present in a client meeting. Exported in seconds.
Excel export
17-sheet workbook covering actions, risks, projects, and ticket data. White labelled with your branding on Growth and above.
How it works
30 seconds from PSA to client-ready
Connect your PSA
One-time setup. Enter your HaloPSA or ConnectWise API credentials. Handover connects and reads your live data.
Select the period and client
Choose which client and date range. Handover imports the relevant tickets and projects automatically.
Click Generate
GPT-4 analyses your PSA data and generates all five outputs simultaneously. Done in under 30 seconds.
Review and send
Review the outputs in the tab view. Make any edits. Send the client email, export the PowerPoint, or push the notes back to your PSA.
Frequently asked questions
How is a Service Review different from a QBR?
A Service Review is an operational summary — what happened, what actions are open, what risks exist. It's typically monthly or weekly. A Quarterly Business Review is a strategic conversation covering budget, ROI, and forward planning. Handover generates both — Service Reviews from your PSA data, QBRs from accumulated Client Intelligence history.
Can I automate Service Reviews?
Yes. Handover's Scheduled Reports feature generates and delivers Service Reviews automatically on your chosen cadence — weekly, fortnightly, or monthly. Set it up once and your clients receive professional Service Reviews every cycle without any manual work.
Does it work with HaloPSA and ConnectWise?
Yes — Handover has native integrations with both HaloPSA and ConnectWise Manage. It reads tickets, projects, and time entries, and can push generated notes back to your PSA tickets.
Your first Service Review in 30 seconds
Connect your PSA, generate your first report, and see exactly what your clients would receive — before you spend a penny. 14-day free trial on every plan.
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