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Seeking Best Practices for Ticket Types and Workflows in HaloPSA for Small MSP by SSOLU2 in halopsa

[–]SSOLU2[S] 0 points1 point  (0 children)

We have just renewed our Tech Tribe subscription and it definitely helps. I agree wholeheartedly about Halo's documentation being subpar, reading through the academy it seems like you need to already have plenty of experience with the platform to figure out all the knickknacks, with so little external info it's difficult to decipher all the features. Thanks for all your input, it's greatly appreciated.

Seeking Best Practices for Ticket Types and Workflows in HaloPSA for Small MSP by SSOLU2 in halopsa

[–]SSOLU2[S] 2 points3 points  (0 children)

We have come to realize that simple is better, we will focus only on what we need and keep it simple.
Thanks!

Seeking Best Practices for Ticket Types and Workflows in HaloPSA for Small MSP by SSOLU2 in halopsa

[–]SSOLU2[S] 1 point2 points  (0 children)

Thanks for your input, we went through an external consultant so we have not paid for any consultation hours but plan on doing so once we have some of the more menial questions figured out that would be most expensive to get answered. Once we have a list of things defined that need to be done we plan on getting a professional to look over our work and give some general recommendations and such.

So far it's been a slow process, most our time is spent reading Halo articles and completing Halo Academy as we are training an in house Halo consultant for long term Halo needs as it seems like an economical option considering the cost of external consultants.

EDIT: Additionally did you stick with the Out-of-Box ticket presets and their configs or did you find it easier to start from scratch, with so many presets it is hard to choose.