HaloPSA Roadmap
Find out about all the exciting, up and coming developments in HaloPSA
In Progress
Zapier Integration
Integrate with third party applications using Zapier.
Google Calendar Integration
Sync appointments to and from your Google Calendar.
Up Next
Recurring Invoices Expansion
Creation of a recurring invoices section to include recurring items, contract invoices and pre-pay invoices.
Sales Orders, Items Issued and Labour Expansion
Creation of dedicated invoices section for sales orders, items issued and labour.
Self-Service Portal Enhancements
Including quote approvals and automated knowledge base matching.
IT Glue Integration
Automatically adding new assets to IT Glue, synchronising an asset's name and properties to IT Glue and adding a link on the asset's overview to view the instance in IT Glue.
Datto RMM Integration Enhancement
Automatically syncing into Halo the information included in tickets logged and processed from Datto RMM.
Quickbooks Online Integration
Integration with Quickbooks Online.
Project Management Advancements
Expansion on the existing project management functionality in the Halo web-app.
Expansion of ITIL Alignment
Amelioration of CI functionality, and Incident and Service Request management.
Sage 50 / 200/ One Integration
Integration with both Sage 50 and Sage 200.
Knowledge Base Monitoring
Set up notifications and planned reminders to review and monitor all new additions to the knowledge base.
Splashtop Integration
Remote session tool to provide instant support to clients.
Twitter Integration
Integration with Twitter.
Hubspot Integration
Integration with Hubspot.
Reporting Templates & Improvements
Enhancement to the reporting suite, allowing reports to be created from a template.
Monthly and Composite Reports
Introduction of composite PDF reports.
Ticket Collaboration
Introducing functionality to increase collective collaboration between agents via chat boxes and tags/mentions to add into the ticket pages.
Future
Notifications Expansion
Introducing follower notifications on specific tickets or tickets assigned to a specific agent.
Google Maps & Agent Lookup
Adding functionality to track all active agents on Google Maps.
Stock Control
Introduction of stock control module including asset serialisation and stock locations.
Twilio Integration
Integration with Twilio for sending SMS and direct calls from within Halo.
Microsoft Planner Integration
Integration with Microsoft Planner.
Smartsheets Integration
Integration with Smartsheets.
Pax8 Integration
Integration with Pax8.
Opsgenie Integration
Integration with Opsgenie.
Campaign Monitor Integration
Integration with Campaign Monitor.
WhatsApp Business Integration
Integration with Whatsapp Business.
Hudu Integration
Integration with Hudu.
Auvik Integration
Integration with Auvik.
