• Skip to primary navigation
  • Skip to main content
  • Skip to footer
  • Skip to custom navigation
HaloPSA

HaloPSA

  • Features
  • Pricing
  • Integrations
  • Resources
    • Demo On Demand
    • Roadmap
    • ITIL Alignment
    • Guides
    • HaloPSA Academy
    • Onboarding Partners
    • Distributors
  • Compare Us
    • ConnectWise
    • Datto Autotask
    • Solarwinds MSP
  • Solutions
    • I Need To…
      • Run My Business More Effectively

        Find out which customers and services are profitable and gain the confidence to act on this data.

      • Improve My Customer Experience

        Make all interactions as smooth as possible with a fully thought out end to end experience for your customers.

      • Streamline My Sales Process

        Remove unnecessary processes from your sales and account management and let them focus on their customer relationships.

      • Gain Control Of My Projects

        Visualise your workload and forecast your required budgets to ensure you can deliver on your projects.

    • We Are A…
      • Managed Service Provider
      • Telecommunications Provider
      • Cloud Solution Provider
      • Software Company
      • Consultancy Firm
    • Case Studies
      • nGeneration
      • Centrality
      • Commercial Managed IT
  • Start trial
  • Book demo

ASSET MANAGEMENT

Get the big picture of customer assets.

Asset management design to help MSP’s track, bill and support customers easily.

Try for free

The worlds best MSP’s trust HaloPSA to deliver industry-leading service.

Benchmark365

Configuration management is primarily focused on maintaining information and relationships about assets required to deliver a service. The management and traceability of every aspect of a configuration, from beginning to end, identification, planning, change control and management, release and maintenance.

Whatever the assets that you need to track, whether devices of your customer or your own, or both, HaloPSA helps focus your processes of storing and maintaining details and configuration data of items, assets and devices, and link them to any type of ITIL request type.

Identification, planning, change control, change management, release management and maintenance all in one product, and accessible in many different ways, across the multiple platforms.

Covering any kind of information that you need to store, and more, customisable to your own terminology or language, HaloPSA tracks what is recorded, what is changed, who changes it, and when they did so. Every login is accountable for all actions in the program, and especially vigilant in the configuration of assets being tracked, from beginning to end.

  • Specify your own Asset Groups and Asset Types organisation tree as necessary, based on assets you need to track.
  • Customise any field name in any of the asset types, with suggested ITIL labels available from installation.
  • Track any configuration changes that are made, who did it, when, what it was, and what it became for auditing.
  • Run extensive reporting on any of the parameters available to you in the main program of your own choosing, so whatever you need is available.
  • Link assets together, to show how their configurations are linked, and how they impact on each other.
  • Set validation rules on all configuration fields, such as numeric, IP address, date, drop-down, password, or anything.
  • Select if the asset configuration field include software usage data, and count the licence usage of users.
  • Set access methods to launch any remote program of your choosing, using configuration field data to connect.
  • Relate asset to other configuration data, such as supplier, warranty, claims, costings, contracts, recurring billing etc.
  • Auto generate maintenance requests to validate data at regular intervals to ensure accuracy of records.
  • Link any type of documents to the config, such as PDF manuals, Visio room plans, detailed technical specifications and more.
  • Retain asset configuration data following decommission of asset, so full history of items are tracked.
  • Change control and management using logs with descriptions and justifications, approval with software changes also.
  • Endless reporting capabilities available on all data captured, so whatever you need, it’s there when you need it.

Try CRM now. Start your free HaloPSA trial today.

Try for free

Demand more from your PSA.

The fast and simple way to manage your entire MSP business.

Extend HaloPSA with Apps

Connect HaloPSA with the tools you already use to have all your team’s work in one place.

See Integrations

There’s more to discover

Easy setup and everything as standard. Learn more about HaloPSA.

Try HaloPSA free for 30 days.

Immediate Access. No Credit Card Required.

Free trial

Footer

Products

Company

  • Contact us
  • Work With Us
  • Events
  • Channel Partners
  • Technology Partners
  • Distributors
  • Referral Program

HaloPSA

  • Features
  • Integrations
  • Mobile Apps
  • Blog
  • Pricing

Key Features

  • Service Desk
  • Sales CRM
  • Billable Time Tracking
  • Reporting
  • Contracts
  • Billing
  • Stock Management
  • Projects

Compare PSA

  • ConnectWise
  • Datto Autotask
  • Solarwinds MSP
  • Accelo
  • Harmony PSA
  • Naverisk
  • Top Desk
  • Kaseya BMS
  • Atera
  • Freshservice

Social

  • Terms and Conditions
  • Privacy Policy
  • Security
  • GDPR