By
El Copeland
June 30, 2025
•
20 min read
News
Tutorials
HaloPSA features, field-tested.
We’re not here to sell you a perfect system. We’re here to show you what’s possible when smart, slightly feral people get curious about tools that were allegedly designed to help us.
By the [Run]Book is a new podcast collaboration between consultants from Renada and Rising Tide, where we dig into the latest HaloPSA features, challenge what’s been handed to us, and ask: What else could we do with this?
No fluff. No shiny demo decks. Just real-world testing, practical breakdowns, and a healthy disrespect for default settings.
By the [run]Book's first episode breaks down HaloPSA releases v1.86 and v1.88, this episode explored what’s new, what’s weird, and what’s actually worth your time. Use this guide to follow along.
Create and update tickets based on webhook events—without needing Runbooks.
The new chat view makes internal and client conversations more manageable.
Multiple tabs now open inside Halo, not your browser.
Yes, agents can now earn trophies for closing tickets.
Prevent retroactive ticket floods when new rules are applied.
Avoid duplicate users and weird portal issues.
New fields help break down potential revenue at-a-glance.
Introduce delays in automation logic—finally.
Tie checklists to specific clients.
Use SQL-powered fields in your ticket logic.
Auto-calculate sales tax in Halo quotes synced to Xero.
invoice.updated
webhook enabledUsers can now be tied directly to clients, no site required.
Because someone, somewhere asked for it.
HaloPSA features, field-tested.
We’re not here to sell you a perfect system. We’re here to show you what’s possible when smart, slightly feral people get curious about tools that were allegedly designed to help us.
By the [Run]Book is a new podcast collaboration between consultants from Renada and Rising Tide, where we dig into the latest HaloPSA features, challenge what’s been handed to us, and ask: What else could we do with this?
No fluff. No shiny demo decks. Just real-world testing, practical breakdowns, and a healthy disrespect for default settings.
By the [run]Book's first episode breaks down HaloPSA releases v1.86 and v1.88, this episode explored what’s new, what’s weird, and what’s actually worth your time. Use this guide to follow along.
Create and update tickets based on webhook events—without needing Runbooks.
The new chat view makes internal and client conversations more manageable.
Multiple tabs now open inside Halo, not your browser.
Yes, agents can now earn trophies for closing tickets.
Prevent retroactive ticket floods when new rules are applied.
Avoid duplicate users and weird portal issues.
New fields help break down potential revenue at-a-glance.
Introduce delays in automation logic—finally.
Tie checklists to specific clients.
Use SQL-powered fields in your ticket logic.
Auto-calculate sales tax in Halo quotes synced to Xero.
invoice.updated
webhook enabledUsers can now be tied directly to clients, no site required.
Because someone, somewhere asked for it.
While we pride ourselves at Rising Tide on being clever, we didn’t make this up on our own.
Over the past year, multiple clients told us the same thing in different ways:
“We don’t need a full-on consulting. We just need someone to help us stay on top of the tools we already have.”
“Can you set aside time each month to tell us what’s working, what’s not, and what we should actually do next?”
“Honestly, I just want to know if anything’s falling through the cracks.”
MSPs weren’t talking about emergencies. They meant the small stuff. The not-yet-broken-but-might-be. The features that got launched but never rolled out. The bugs they forgot to follow up on. The process that made sense when they built it... but not anymore.
So we listened and built out a Proactive Support offering for teams like yours. Support that pays attention, leveraging the best of Rising Tide to make the best of your systems. It’s not reactive. It’s not rushed. It’s not about being broken.
It’s about staying in control, without wasting time figuring out where to start.
Designed for Rising Tide clients who’ve already implemented tools like HaloPSA, Hudu, and Rewst, and just want to keep things running smoothly without spinning up a full project or workshop every quarter.
Here’s what Proactive Support looks like in practice:
A short, focused check-in on the systems you want our guidance on. for:
You’ll walk away with a small, clear action plan that you can execute on your own or leverage the Rising Tide team to complete.
We read the release notes so you don’t have to. You’ll get:
We’ll chase the vendor on your behalf. That includes:
If something breaks in a tool we’ve implemented or documented, we’ll:
To be clear, the Rising Tide Proactive Support Plan is not consulting. Proactive Support is only for systems we’ve implemented and reviewed. It doesn’t include:
If we find something that should be a project, we’ll tell you and help you decide how you would like to move forward.
$900/month
Includes up to 5 hours of support time
Bundled with licensing or dashboard/reporting add-ons, if you need them.
The goal isn’t to keep you dependent on us. It’s to help you feel like you’re on top of your systems instead of under them.
We’ll help you spot friction before it becomes fire, surface fixes you might’ve missed, and give you the clarity to act, delegate, or table things with confidence.
That’s the tide we’re trying to raise.
Ready to add Proactive Support? Or want to see a sample check-in?
Contact Rising Tide Consulting Today. We’ll show you what this looks like.
It’s been a few months since our last update. We’ve enjoyed seeing many of you on the road at Right of Boom, MSPGeekCon, and Flow. Hopefully you’ve taken the learning and tools you picked up at each even and are using them to their fullest!
In light of the conversations we’ve had with many of you at these conferences and in your consulting calls, we’ve been building a few new offerings that we hope will help you and your teams continue to learn and grow in your use of HaloPSA, Hudu, and Rewst. Take a look at our new Proactive Support, YouTube videos, and Administrative tools for you in the Rising Tide Portal.
Shaped directly by your requests, the Rising Tide Proactive Support plan is for teams who want another set of eyes on your systems, to make sure you’re getting the most out of your subscriptions. This new monthly support plan includes:
Read more about it here:
https://www.risingtidegroup.net/thoughts/introducing-rising-tide-proactive-support
We’re actively growing our YouTube channel to create more and more helpful resources for you as you implement your tools and automations. Of note, check out:
There’s plenty more! Be sure to subscribe to our channel and hit the bell to get notified when new videos drop.
As a reminder, if you have hours on your pre-pay total, we keep them viable as long as you have a project on the books with us within a calendar year. If you want to know what your current hours are, visit the Rising Tide user portal at portal.risingtidegroup.net. In this area of our website, you can:
We recommend booking an hour at least once a month, and more frequently if you have work you want to get done! We don’t charge cancellation fees, so book time freely with any of our consultants and we’ll get your sorted. To book time, access your project from the portal to grab your booking link or pull it off any of the recap emails sent.
A recent change to how HaloPSA processed notifications caused them to break in certain conditions. If your notifications stopped working, update your Permissions - Base role client restrictions to grant all clients to role members. Reach out for more specific instructions if you need it.
Lastly, as a bonus, enjoy the new Rising Tide theme song generated with Suno by our very own Jason Parsons.
Thanks for trusting us and being part of this work with us. We’ll keep refining what we offer based on your feedback so don’t hesitate to reply and tell us what’s working, what’s still messy, and what you’d like to see next.
Until next time,
The Rising Tide Team