Handover is an AI-powered delivery reporting tool built for MSP project managers and service delivery teams using HaloPSA.
Instead of spending hours reformatting engineer notes into client updates, Handover connects directly to your HaloPSA instance, reads your tickets and projects, and generates professional client-ready outputs in seconds - including action logs, risk registers, client email updates, status reports, and a formatted Excel report pack.
Key capabilities:
Pull tickets and projects directly from HaloPSA with one click
Generate PM-language outputs with outstanding actions, open risks, and client-ready summaries
Push generated outputs back to HaloPSA as ticket notes automatically
Schedule weekly reports to land in your inbox before the working day starts
Delivery health dashboard with RAG status across all active projects
Slack and Microsoft Teams notifications after every generation
Team plans with pooled generations across your delivery team
Handover is used by MSP delivery teams who want to cut weekly reporting time from hours to minutes without sacrificing output quality or client communication standards.
Free trial available. No credit card required. HaloPSA integration takes under five minutes to configure.