HaloPSA Implementation
HaloPSA, built around how your MSP actually works.
We plan, configure and launch HaloPSA so ticketing, agreements, billing, projects and sales run in one system your team actually likes using. First-time setup, migration or a rescue of a messy instance, we handle it end to end.
- Implementation and licensing partner
- Migrations from other PSAs
- US-based support
The Problem
Is your PSA working against you?
A PSA should take admin work off your plate. Configured badly, it adds more.
Billing leaks every month
Time goes unbilled, agreements don’t match what you deliver and invoicing takes days to reconcile.
Techs work around the system
Ticket types, statuses and SLAs don’t fit real work, so people track things in email, Teams and spreadsheets.
Reporting you can’t trust
You can’t see utilization, effective hourly rate or agreement profitability without exporting to Excel.
We configure HaloPSA around your processes, then train your team so it sticks.
What’s Included
A complete, documented HaloPSA build
Every engagement is scoped in hours with a clear list of what gets configured.
Ticketing and SLAs
SERVICE DESK
Ticket types, statuses, SLAs, queues and automation rules designed around how your dispatchers and techs work.
Agreements and billing
BILLING
Recurring agreements, prepay and block hours, billing rules and your accounting integration, configured and tested.
Projects module
PROJECTS
Templates, tasks and time tracking for onboardings, migrations and installs, with budgets you can actually track.
CRM and quoting
SALES
Pipeline, opportunities and quote templates so sales and service share one system and one source of truth.
Integrations
INTEGRATIONS
Connect your RMM, documentation platform, distributors and accounting so data flows in one direction.
Dashboards and reporting
REPORTING
Utilization, SLA performance, agreement profitability and the numbers you need to run the business.
How It Works
From kickoff to go-live
STEP 01
Discover
We review your current tools, data, agreements and pain points.
STEP 02
Design
We document ticket flow, agreements, billing and integrations before building anything.
STEP 03
Build and migrate
We configure Halo, import your data and test with real tickets.
STEP 04
Train and support
We train techs, dispatchers and billing staff, then support you for 30 days after go-live.
Why Metrik7
Configured by people who have run a service desk.
We’ve used Halo inside working MSPs, so we design for dispatchers, techs and billing staff, not just the admin console. You get a system your team adopts, not one they work around.
- Clear scope in hours before we start
- Unlimited support during onboarding (Standard and up)
- Licenses available direct, no minimums
- Ongoing administration with Halo ProAdmin
Who We Help
Where MSPs usually call us
Migrations
Switching PSAs without the six-month mess.
Moving from another PSA is where most MSPs get stuck. We plan what moves and what gets archived, map clients, contacts, assets and agreements into Halo, and run both systems side by side until your team is ready to cut over.
- Data mapping and cleanup plan
- Agreement and billing rebuild
- Parallel testing before cutover
- Team training on day one
Onboarding Packages
Choose your starting point
Basic
- Overview of all major Halo areas
- Core configuration
- 30 days post go-live support
Standard
- Everything in Basic
- Billing integration
- Projects module
- Unlimited support during onboarding
Advanced
- Everything in Standard
- CRM setup and sales training
- Quoting module
- Custom workflow development
After Go-Live
Halo ProAdmin: your outsourced Halo administrator
A weekly strategy session, dedicated support and unlimited admin hours, so your Halo instance keeps improving as you grow. $2,000 a month on a 12-month agreement.
FAQ
HaloPSA questions, answered
Have a question we didn’t cover? We’re happy to talk it through.
How long does a HaloPSA implementation take?
It depends on scope, how much data is moving and how quickly your team can review the design. We’ll give you a timeline with your written scope before we start.
Can you migrate our data from another PSA?
Yes. We regularly plan migrations, deciding what moves and what gets archived, then mapping clients, contacts, assets and agreements into Halo.
Which onboarding package do we need?
Basic covers the core setup. Standard adds billing integration and projects. Advanced adds CRM, quoting and custom workflows. We’ll recommend one on your free consultation.
Do we have to buy Halo licenses from you?
No, but buying through Metrik7 includes US-based support and has no minimum user count.
Related Services
Built to work together
Process Design
OPERATIONS
Define the workflows Halo will run.
Learn more
RMM Implementation
RMM
Connect a clean RMM to your PSA.
Learn more
Halo ProAdmin
ADMIN
Ongoing administration after go-live.
Learn more
Free Consultation
Let’s build a better MSP
Whether you’re choosing a PSA, migrating to Halo or cleaning up an instance that grew out of control, we’ll help you work out the right next step. No pressure, no pitch deck.
- No strings attached
- Honest advice, even if we’re not the right fit
- Midland, Michigan · team across the US