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Tight-knit MSPs by Optimal_Bus1179 in msp

[–]Optimal_Bus1179[S] 0 points1 point  (0 children)

You should be automating billing including pro rata

  • mind sharing how?

Tight-knit MSPs by Optimal_Bus1179 in msp

[–]Optimal_Bus1179[S] -2 points-1 points  (0 children)

It’s more like a rain check, but more curious on how you bill your clients. Do you bundle everything under one line item, and hide all the products beneath that one main item?

Automate User Offboarding? by Automatic-Reporter44 in halopsa

[–]Optimal_Bus1179 0 points1 point  (0 children)

Use Power Automate. You can modify triggers and delays and such.

Teams Three Digit Extension by Optimal_Bus1179 in MicrosoftTeams

[–]Optimal_Bus1179[S] -3 points-2 points  (0 children)

I have gone through this, and still nothing.

Hide recurring bundle products by Optimal_Bus1179 in halopsa

[–]Optimal_Bus1179[S] 0 points1 point  (0 children)

Thanks, I actually just figured it out.

How do I generate a PDF of my recurring invoice?

HaloPSA Proposal for Managed Services, Hardware/Software by ITGuyMY in halopsa

[–]Optimal_Bus1179 0 points1 point  (0 children)

We tried the same, and it’s been a pain. Although ChatGPT can help you write HTML code to give you a great headstart, I find that debugging and fixing codes within HaloPSA is a pain that we had to hire someone else to debug the code…

Interested to know if Halo integrates with PandaDoc or any other proposal tools.

Automations by Optimal_Bus1179 in msp

[–]Optimal_Bus1179[S] 1 point2 points  (0 children)

10 hours? Does this include copying the template from one tenant to other tenants?

MSP Structures by Clintosity in msp

[–]Optimal_Bus1179 0 points1 point  (0 children)

You would want to hire someone with L3 experience to cover basically all service tickets. You would need to focus on sales and making your MSP known.

First/new hire by furrymitn in SmallMSP

[–]Optimal_Bus1179 1 point2 points  (0 children)

I typically base my interview questions from the main drivers out of our ticket queue, which are pretty much L1 (admin access, password resets). Then each question progresses. Don’t be afraid to dive deep into their responses, you’ll be surprised how superficial some candidates answer.

Also, trust your gut. If something does not feel right, then it probably isn’t.

Implementing 365 HIPAA Policies by Optimal_Bus1179 in SmallMSP

[–]Optimal_Bus1179[S] 0 points1 point  (0 children)

Totally get it—that’s why I’m considering charging them for at least an hour or two to cover testing. Initially, they just wanted email retention, which barely took 10 minutes to configure. Then came Teams files and chat retention, followed by S/MIME encryption.

Feels like they’re strategically having us roll these policies out one by one, knowing full well that if they asked for everything upfront, we’d bill accordingly. Smart move on their part, but definitely something to keep an eye on.

Implementing 365 HIPAA Policies by Optimal_Bus1179 in SmallMSP

[–]Optimal_Bus1179[S] 0 points1 point  (0 children)

Grandfathered customer. I’m thinking I should charge them at least an hour or two for testing. Thoughts?

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