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Why TopLeft + HaloPSA?

Managing MSP projects in only HaloPSA can be overwhelming. Project details get lost, technicians waste time switching screens, and executives lack real-time visibility.

HaloPSA users face productivity challenges:
  • Limited Visualization: Modern interface but lacks visual workflow options
  • Ticket Tracking Complexity: Difficult to track progress across multiple statuses
  • Service Visibility Issues: Bottlenecks hard to identify until they affect clients
  • Resource Management Challenges: Workload distribution requires navigating multiple screens
  • Project Oversight Limitations: Executives need reports to see portfolio status
  • Team Coordination Gaps: Cross-team collaboration hindered by functional silos
  • Resource Planning Complexity: Capacity decisions require analyzing multiple reports
  • Adaptation Difficulties: Challenging to adjust to shifting priorities

TopLeft significantly enhances your HaloPSA investment with visual workflow management while maintaining all existing functionality.

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

- Scott Taylor, CEO at Elixo Technologies

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Battling Service Delivery Bottlenecks & SLA Compliance Issues? 

If you're still flipping between multiple HaloPSA screens to manage service tickets and projects, you're losing efficiency. 

TopLeft adds a visual management layer to HaloPSA, giving your entire team the clarity needed to deliver faster, more efficient service:

  • Complete Ticket Visibility: See every ticket needing attention in one comprehensive view
  • Real-time Status Tracking: Visual indicators show current state of all tickets at a glance
  • Capacity Management: Balance workload across technicians with visual resource allocation
  • Proactive Service Management: Identify potential issues before they impact clients

Streamline HaloPSA Project Management

HaloPSA project management challenges: overwhelming details, screen-switching time waste, and poor executive visibility.

TopLeft integration provides:

  • Visual Dashboard: All projects at a glance
  • Early Warning System: Catch risks before deadlines slip
  • Smart Resource Balancing: Optimize team workload visually
  • Integrated Time Tracking: View entries on boards
  • Single-Screen Context: No more navigation frustration
  • Executive Insights: Visual project health analytics

Result: Better visibility, balanced teams, organized delivery.

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HaloPSA

HaloPSA-Specific Benefits

HaloPSA's modern interface provides a solid foundation, but TopLeft adds crucial visual workflow capabilities for your whole team: 

  • Visual Workflow Management: See all tickets across kanban boards on one screen, enabling significantly faster identification than standard navigation
  • Intuitive Organization: Swimlanes organize by project, priority, or team, improving efficiency while preserving data integrity
  • Streamlined Dispatch: Assign tasks instantly with visual boards, letting managers complete assignments more efficiently than with standard screens

Technical Integration Details

TopLeft works with your existing HaloPSA setup through a secure API integration without changing your configuration:

  • Real-time Synchronization: Bi-directional sync ensures changes appear instantly in both systems
  • Comprehensive Module Support: Works with Service, Project, Time, and Sales modules for a unified view
  • Configuration Preservation: Maintain existing HaloPSA settings while customizing boards
  • Security Compliance: Preserves your permissions structure and workflow rules

For everything from service tickets to project management, TopLeft has you covered.

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Your Path to Better Project and Service Management

The transformation journey begins with visualization, improves workflow, and transforms 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 access your ticket details and workflow from any device, complementing HaloPSA's modern interface with effective visual management. 

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. 

Request a Consultation