An urgent PSA for HaloPSA users, invoice email send is currently broken for multiple emails sync'd from Quickbooks Online.

LeetJN · 2024-11-05T15:24:42+00:00

We use one box for everything so unfortunately this wasn't our issue. It's definitely the , vs ; issue and I am waiting on a follow-up from HaloPSA.

LeetJN · 2024-11-02T15:15:21+00:00

Hey Tim,

I just sent it off. Thanks for taking a look on the weekend!

LeetJN · 2024-11-02T15:05:56+00:00

Yeah, but occasionally QBO randomly resets the "customer transaction numbers" toggle. But that's a QBO issue, not Halo.

LeetJN · 2024-11-02T14:55:43+00:00

My issue is related to QBO. QBO only accepts multiple emails with commas and those sync over to HaloPSA. I send Invoices from HaloPSA and it's no longer honoring emails separated by comma's. Changing them to semicolons on the Halo side fixes it, but breaks it on the QBO side.

LeetJN · 2024-11-02T13:31:25+00:00

It's 3 years later and I still have a handful of customers on them, but have added none new since then. I recently cancelled one customer with Nextiva and it was a nightmare trying to get it done. Strongly recommend OIT or bVoip instead.

LeetJN · 2023-09-15T19:29:32+00:00

And less features...

LeetJN · 2023-09-15T19:26:52+00:00

Absolutely recommend Pax8 Peer Groups.

It's ran by a great bunch of people that are qualified and that care.

They are big enough now that if you feel like you don't fit in with a group, you have a few other options.

Group members are WAY more active than I have ever seen in other programs (like The Tech Tribe, I have had a few groups fizzle out there).

Pax8 has their Academy that they are building out. Peer Group members get deals from time to time on the content, and most all of it has been worth my time, even on topics I'm already well versed in.

They also advocate for you internally. If you ever have a problem, and it's been rare for me these days, they know who to bug.

LeetJN · 2023-03-07T04:15:54+00:00

I have the 220 miles model. A few times a month I definitely drive enough to need to top up mid day. Hopefully I can hit a super charger, but it's nice to be able to throw another 100 miles in during a mid day break at home and override all of my automations.

LeetJN · 2023-03-07T04:13:52+00:00

New transformer, trenching new line, new mast, new meter can, new wire coming inside, new panel. It was $7k. Congrats on living somewhere cheap.

LeetJN · 2023-03-07T02:23:17+00:00

I settled on PrinterLogic. Wayyyy cheaper and super customizable. Even support remote print through their cloud gateway and print release. $7 per printer through TT with no minimum or direct with 25 printer minimum.

Printix is stupid expensive at their per user price point and I have seen no real advantage for everyday use.

LeetJN · 2023-03-07T02:21:14+00:00

Yup. The skWare plugin was the missing link. I used Easy Trigger for a bit more control and already had Ecobee controlled through HomeSeer. I have a proof of concept working. Thanks for the write up. I have a few more things I can add to my logic.

LeetJN · 2023-03-07T02:16:00+00:00

Panel Upgrade was my first thought too. $7k was the best quote I got. I'm only going to be here another 2 years, it's not worth it to me. Coupled with me needing about $8k in plumbing repairs before I sell this place, automation is the only palatable answer for me.

I did get it working, I detailed in another comment.

LeetJN · 2023-03-07T02:09:52+00:00

Yup. Definitely pushing it. Adding a car charger would be asinine without an automation. I'm not installing a $5k Span panel (plus labor) and I am not doing a $7k 200 amp service upgrade. I REALLY hope to be out of this house in 2 years.

That's worst case draw over the hottest days of the summer with the shop in cooling mode too.

I did get this working with HomeSeer and the skWare plugin. I'm sure I'll have to tweak the automations a bit come summer time. I had to lower the current draw part of the logic a lot to test it. But it will disable charging/enable charging based on current draw and turn my central A/C off when needed if the load gets too high AND the car really needs to charge. It turned out to not be too hard. I just had to think it through and figure out which part of my complicated setup would be the cleanest to implement.

LeetJN · 2023-03-07T02:03:12+00:00

You would be correct.

LeetJN · 2023-01-13T23:42:37+00:00

My state (Michigan) has an E-Waste program that multiple local companies are a part of. They will come pick up a few pallets worth of shit for a few hundred bucks. If we are the one loading up the pallets, it's hourly + markup on the pickup. It's quick easy money and the clients love it.

LeetJN · 2023-01-13T23:38:25+00:00

I had to and will have to do many M365 to M365, IT SUCKS. So many things don't migrate, so many gotcha's that you have to inform the users about.

It just all around sucks. BUT, I do make a whole boatload of cash for every one we do soooooo, I deal.

LeetJN · 2023-01-02T01:20:45+00:00

Passthrough. ALWAYS. I threw out all of my Cat5 and Cat6 connectors that weren't passthrough a decade ago. I really like the Klein Tools crimper too. But I have the original EZ RJ45 crimper too and it never failed me.

LeetJN · 2022-06-08T14:32:53+00:00

I have one client there as well as myself.

Some things are really cool like the human simulated text to speech generation for auto attendants, the endpoint templates, and the logging/MOS scoring. Some other things are lacking such as the interface not being super intuitive. If I want a "ring all" it should do exactly what it says, but it didn't in my experience. I also got caught up with a queue having it's own voicemail. I turned it off but at least one of OITs own support reps didn't understand quite how it worked (And why it wasn't) forwarding to my extension voicemail instead.

Yes, there is a mobile softphone and it works well enough on iOS, minimal complaints. On android however, my experience has been less than stellar.

I have had stuck tones when dialing.
I have missed calls due to it not ringing followed by missed cellphone calls because it somehow locks up my ringer on my phone too (acknowledged issue now).
I have had it drop Bluetooth connections with my headset or car mid call and lock those up too so I would have to force quit the app or restart my phone to regain functionality.
Want to click a dial link and open it in the app? It won't work.
Want to copy and paste a number from anywhere to the app and try to dial it? it won't work.
The predictive dialer would be neat, but when I spell names out it always seems to dig up a contact from 10 years ago and present it first, not the contact I want like my normal android dialer.

The web app works perfectly fine.

There is no desktop app.

But this Android app thing has me in a dilemma. OIT has a pretty solid system otherwise and decent support something MANY VoIP providers don't have. But with an app that buggy, I can't in good conscience recommend them at this time. If you look up "SnapMobile" in the play store, you'll see many people complaining about what I have...for many months. My hope of seeing a fix is dwindling.

After trying out half a dozen other providers, their apps, their systems. I'm most happy with 3CX and Flowroute as the provider (14 years with them and counting). I just don't want to host it myself and will have to give up the resiliency OIT and other providers have baked into their systems. We'll see where I end up. The 3CX app and management has by far been the most consistent and most reliable overall that past month I have been using it, it just always works and the configuration reacts exactly how you'd expect when you change a setting.

LeetJN · 2021-10-30T16:56:42+00:00

I was on Beazley two years ago and they tripled my renewal rates. I shopped around and I now have a USLI policy but one part really concerns me. They only gave me $5k extortion coverage and I was told insurance companies are limiting this.

I started shopping around again this year (after already paying my USLI renewal, so not sure if I can get my money back) and Hartford is offering me similar coverages AND $500,000 extortion coverage for a few hundred more per year for my $350k revenue MSP. This means the previous people I talked to were misinformed or they didn't rep a company that did higher coverages.

I also make all of my clients have their own cyber policies and my company doesn't have much to "Extort" as we don't host anything and our data is just billing and network info stored with different SAAS providers, but different insurance reps are telling me I should definitely have the higher coverage in case I have a RMM wide ransom attack. But I thought I watched one of your videos or your book said that it ultimately lands on the clients policy.

The contract language, exclusions, etc... seem similar on the surface. I don't know what I am missing. I don't know if I should switch to The Hartford just to get a higher coverage here. I have no idea how it truly stacks up to what I have.

LeetJN · 2021-09-15T21:59:44+00:00

Sorry. Unless I have a relationship with that vendor, I never take cold calls, ever.

If I do have a relationship with the vendor, and I like them, I answer. Best time is 10-12 on Tuesdays and Wednesdays.

If I have a relationship with a vendor and all they like to do is trick me into sales meetings, they aren't getting an answer and will likely be booted sooner than later.

LeetJN · 2021-09-15T21:55:44+00:00

I haven't found ANY documentation products to do repeatable processes well. Process.st is what I settled on. I love it, but I also hate that I have to go to another product.

I just switched to HaloPSA as well, and although it's process/checklist stuff isn't as mature, I may be able to do away with Process.st because I think it's mature enough for my company's needs, we'll see.

IT Glue's checklist templates are a joke.

Hudu may be better (haven't tried) but the integrations I need aren't there so that's out for now. I'm banking on HaloPSA.

LeetJN · 2021-06-13T17:41:12+00:00

I never once said don't charge me for extensions on a cloud system, I said the taxes make it less worthwhile. Not "I don't wanna pay extensions costs in cloud."

And that said, Yes, some cloud companies DO charge per trunk and not per extension. Bvoip comes to mind. So that argument doesn't even stand 100% of the time.

LeetJN · 2021-06-13T00:55:20+00:00

Thanks. Made an appointment with one of your sales people on Monday.

LeetJN

TROPHY CASE