Automated Tickets in HaloPSA

Summary

HaloPSA’s automated tickets feature helps users streamline ticket creation based on specific criteria, providing significant value for managing agreements and assets.

Highlights

• 🎟️ Automated tickets exist in HaloPSA, though they’re underutilised.

• ⚙️ Users can access automated ticket settings via the config menu.

• 📅 Automation criteria can be set for agreements and invoices.

• 🏷️ Create groups for organising automated tickets easily.

• 📈 The feature can help track contract expirations and warranty end dates.

• 💼 Automated tickets can be leveraged for asset management and customer follow-ups.

• 🔄 Knowledge of this feature can enhance workflow efficiency.

Key Insights

• 🔍 Underutilisation of Features: Many HaloPSA users overlook automated tickets, despite their potential to streamline workflows. Understanding and utilising this feature can save time and improve efficiency.

• 🛠️ Customisable Automation Criteria: The ability to set specific criteria for automated tickets allows users to tailor their processes according to their unique business needs and contracts, enhancing flexibility in ticket management.

• 📊 Group Organisation: Grouping automated tickets similar to ticket templates facilitates easier tracking and management, making it simpler for teams to prioritise and assign tasks effectively.

• ⏳ Proactive Management: Automating ticket creation based on contract end dates or warranty expirations enables proactive customer engagement, fostering better client relationships and potential upsell opportunities.

• 🔄 Versatility Across Applications: Automated tickets can be applied not just to agreements but also to asset management and article revisions, showcasing the feature’s versatility for various use cases.

• 📈 Value in Reporting: Leveraging automated tickets for reporting purposes can provide insights into business operations, helping teams to analyse trends and make informed decisions.

• 💡 Knowledge is Power: Familiarity with the automated ticketing feature empowers users to optimise their use of HaloPSA, turning a lesser-known tool into a valuable asset for operational efficiency.