Bundled Agreements in HaloPSA

Summary

Connor discusses the challenges of managing bundled agreements in Halo and proposes a more effective method for MSPs.

Highlights

• 📉 Connor critiques Halo’s current handling of product bundles.

• 🔄 He explores the non-preferred methods for managing bundles.

• 📊 Emphasises the importance of using a consistent product catalogue for invoicing.

• 💡 Suggests organising items into groups for clarity and aesthetics.

• 🔍 Shares insights on how to track invoice profitability effectively.

• 📑 Offers to provide SQL reporting tools for better analytics.

Key Insights

• 📉 Critique of Current Methods: The existing ways of handling bundles in Halo may limit flexibility for MSPs, which is crucial for adapting to customer needs.

• 🔄 Non-Preferred Methods: While there are alternatives available in Halo, they may create additional complications, reaffirming the need for simpler solutions.

• 📊 Importance of Catalogue Consistency: A well-maintained product catalogue is essential for accurate reporting and prevents future discrepancies in billing.

• 💡 Grouping for Usability: Organising items into groups not only enhances the invoice appearance but also aids in customer understanding of services rendered.

• 🔍 Profitability Tracking: Proper reporting tools can significantly improve a business’s ability to analyse profitability, aiding in strategic decision-making.

• 📑 Resources for Users: Offering SQL reports empowers users with the ability to track performance metrics, fostering a culture of data-driven improvements.