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Why TopLeft + HaloPSA?

Managing MSP projects in HaloPSA alone overwhelms teams, and leads to the following issues:

  • Technicians waste time switching screens
  • Executives lack real-time visibility
  • Difficult to track progress across multiple statuses
  • Bottlenecks only visible after client impact
  • Workload distribution requires navigating multiple screens
  • Cross-team collaboration hindered by silos
  • Adapting to shifting priorities is challenging

TopLeft improves your HaloPSA setup with visual workflows, delivering smoother team coordination, faster decisions, and reduced resolution times, while preserving all existing functionality.

TopLeft HaloPSA New UI Cluett to Clarity Graphic

"We improved net profit from 9% to 22%" 

- Scott Taylor, CEO at Elixo Technologies

capacity planning landing page

Keep projects on track with smarter HaloPSA capacity planning.

 

Switching between HaloPSA screens wastes time and makes it hard to see who’s overloaded with work. TopLeft would add a clear visual layer so your team can:

 

See Capacity in Real Time – Instantly spot when someone’s overbooked with work, and adjust before deadlines slip.

Balance Workloads Easily – Reassign tasks in seconds so every technician has a manageable queue.

Prevent Bottlenecks Early – Use TopLeft’s HaloPSA-integrated client portal to spot delays in real time and address issues before they affect clients or project timelines.

 

Focus on What Matters Most – Know exactly which projects and tickets need attention to keep work flowing and SLAs on track.

Organize and Control Work by Grouping Projects, Resources, and Priorities Visually

HaloPSA provides a strong foundation for MSPs, and TopLeft would add clear, visual Swimlanes that make daily work easier to organize and control. You will gain:

Smart Ticket Organization: Your team can instantly see which tickets matter most by viewing HaloPSA work grouped by project, priority, or technician.

Visual Dispatch: Quickly balance workloads and assign tickets in seconds, keeping the right techs on the right tasks without confusion or delays.

Instant Team Visibility: See work progress, capacity, and bottlenecks at a glance

 

Result: Help your team stay focused, avoid burnout, and finish work on time.

Use Swimlanes Picture
dispatch and resource allocation-1

Faster Dispatching and Clearer Work Ownership Through HaloPSA

HaloPSA provides a strong foundation for MSPs, and TopLeft adds real-time dispatch visibility so you can assign work faster and keep every technician accountable.

 

You’ll gain:


  • Instant Team Visibility: See technician capacity and ticket ownership at a glance so dispatch decisions are fast and balanced.
  • Full Ticket Visibility - See every ticket in one view so none of your technicians' responsibilities slip through the cracks.

Result: Faster dispatching, balanced workloads, and no missed tickets.

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Why TopLeft Stands Apart from Other Visualization Tools

Unlike HaloPSA, most visualization tools like Trello, MS Planner, Jira, Monday.com, Smartsheet, Moovila, Asana, NilearOS and Microsoft Project are built for general project/ticket tracking, not for MSP operations.

 

If the integration happens, TopLeft will connect with HaloPSA to give users clear visual boards and deeper PSA project visibility, combining service, project, and client management in one place.

 

This is used for managing real PSA client work, including ticket queues, recurring tasks, SLAs, and dispatch assignments.

 

Your Path to Better Project and Service Management

The improvement journey starts with visualization, enhances workflow efficiency, and strengthens operations. MSPs using TopLeft with HaloPSA typically experience:

See Clearly

Visualize your HaloPSA data with Kanban boards
Track approaching deadlines with color-coded indicators
Identify workflow problems before they impact clients

Improve Flow

Implement WIP limits and identify bottlenecks
Achieve clearer ticket prioritization and resolution
Connect different teams with unified visual boards

Transform Operations

Build sustainable practices based on visual data
Create consistent service delivery patterns
Deliver projects on time with improved client satisfaction

What Our Clients Are Saying

tenneyl
star
We have reduced our ConnectWise ticket queue from 180 to under 100, and enhanced tech utilization. The visual management layer TopLeft adds to our ConnectWise implementation has transformed how we track and deliver work.
Te'neyl Hagman-Simpson
Director of Technical Operations
Morgan Birgé
judi baker-2
star
We see tremendous value in using TopLeft with ConnectWise. We have seen firsthand how it has helped us visualize our ConnectWise workflows, identify bottlenecks and continuously improve our processes. We've even brought in new team members who were able to rapidly get up to speed with TopLeft's visual representation of our ConnectWise environment.
Judi Noell Baker
Service Desk Manager
Seitel Systems

Simple Implementation in 30 Minutes

With HaloPSA, you can sync easily with TopLeft features in five simple steps: 

  1. Configure a HaloPSA API Agent with appropriate permissions 
  2. Enter your HaloPSA credentials in TopLeft's integration portal 
  3. Select which ticket types and HaloPSA data you want to visualize 
  4. Invite your team to start collaborating with their HaloPSA data 

Now your HaloPSA and TopLeft have synchronized, you can effortlessly track ticket details, visualize workflows, and boost team collaboration across devices, all while improving efficiency and reducing bottlenecks.

Want to see TopLeft enhance your HaloPSA Project and Ticket Management?

No Sales, just us listening and understanding your goals then showing you exactly how you can achieve them using TopLeft with HaloPSA. 

Enhance Your MSP's Performance Today