Ripe for the Picking: Maximize your Conference ROI

By  
El Copeland
February 28, 2025
20 min read
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Answer a question for me, and be honest.  

When you sign up to attend a conference, what is the point?

I would guess that your answers, with a varying levels of importance, include networking with peers, expanding your knowledge, getting insights on latest trends, meeting vendors or influencers you’ve been following, and having a few nice meals or drinks in a city you don’t often visit.  

Did I get it right?

Ok, follow up question. Think back to the most recent conference you attended.  

Did you accomplish what you wanted to when you signed up in the first place?  

It’s ok, this is a safe place.  

There are a variety of reasons a conference may feel like a bust to you. Maybe the speakers had an off day (or in reality weren’t as good as you hoped). Maybe the session synopsis wasn’t an accurate reflection of the actual content provided. Maybe you were up too late the night before and accidentally slept through the sessions you were most looking forward to.  

Or maybe, maybe, you experience what I have, which is that everything went perfectly: you attended all sessions, cheered when you were supposed to, participated in meaningful conversations with peers and mentors, had an uneventful trip home, and yet, something still feels wrong.  

Right of Boom, February 2025. It's been two weeks and I think I'm still recovering from Pacific Time. L to R: Tara Rummer, El Copeland, Kass Lawrence.

While exhilarating, at the end of these trips I’m exhausted, and yet the horrors, er, I mean, responsibilities wait for me. Those good ideas and clever tools quickly fade away, only to resurface in the occasional conversation, but rarely through intentional practice.  

And then, you look at the budget. Between travel, meals, the conference pass, and your time away from work, attending a conference is a true investment.  

With networking, sessions, and vendor conversations, how do you actually implement your investment into what you've learned, follow up with the people you’ve met, or pursue that tool that's going to change your life?

I have some thoughts on that. But first, let’s talk about gardens.  

On gardens, goals, and going to conferences.

When planning any event, project, or goal, I'm sure you’ve heard someone wryly cite Murphy’s Law (“Anything that can go wrong will go wrong”) or quote the poet Robert Burns: “The best laid plans of mice and men oft go awry.”  

The implication? Don’t plan too much, just go with the flow. If you don’t plan, you can’t be disappointed.  

I hate it when people say that. And not just as a driven, technical, successful person. As a practical, down-to-earth person with a garden in my front yard, it’s the quickest way to tell me that you’re out of touch with reality.  

Let me paint you a picture using tomatoes (or another delicious fruit of your choosing).  

Every tomato gardener and farmer plants with the end goal in mind: a beautiful, bumper crop of brilliant red tomatoes, sun ripened and perfect for sandwiches, sauces, and salads.

One year, I swear I ate cherry tomatoes for breakfast everyday, since I would pick them from our plot in the community garden before work.

But you don't just plant the seeds and immediately get the fruit. A full growing season looks like this:  

  • You choose. You choose your tomato variety according to those that suit your palate, use-case, length of growing season, and environment. In Georgia, we have a much longer growing season than my friends in Ohio, so I can easily plant larger and slower growing varieties than they can, maybe even twice in a growing season!
  • You plant. You plant them at specific times depending on the maturity of the product (are you using seeds or saplings), how much time you have before average last frost in your area, and your growing situation (is it indoors, in a greenhouse, or outside in the ground?)
  • You protect. As they grow, you watch them for signs of distress and you protect them from pests or problems. You smash caterpillars, prune judiciously, and trellis them early, giving them their best chance to provide good fruit. You watch for Volunteer Plants and determine if you want to keep them or weed them out to focus on your main crop.
  • You actively invest. You water and feed your plants meticulously. As the fruit ripens, you wait for the color to deepen and the right time to pull them from the vine. The trellis you put up earlier has given you places to tie branches to if the fruit gets too heavy.  
  • You harvest. If you’ve done it right, you have too many to eat before they go bad and will scramble to find friends, neighbors, and co-workers to gift them to, ways to preserve them through canning or drying. Otherwise, you may have to leave them to rot on the vine.  
  • You do it all again. And then, at the end of the summer, when the plant is spent, you have to decide what to do with what is left on the branch. Perhaps there are ones the birds got to before you, rotting on the ground. Perhaps there is a slew of green tomatoes that you can pull and make a meal of. You also need to decide what you will plant next, and if the soil is ready for it.  

Life happens. Just because I planted tomatoes doesn't mean I harvest tomatoes.

Just because I put a trellis up for my tomatoes doesn’t mean I can dictate where each branch will weave and grow. It just means there is a structure there for it to fall back on when things literally go sideways.  

When you know what success looks like (a full, healthy tomato plant with brilliant red fruit), you can iterate from there or return to it when things inevitably go wrong, like needing to tie the branches that have gotten too heavy.

The goal is rarely perfection, but consistency and accountability so you can gain the literal benefits of the fruit of your labor. This metaphor on gardening is something I apply in both my personal and professional life (Starting Seeds: Episode 1 - Let's Grow!), but it’s especially critical at conferences. Conferences are fast-paced, exhausting, and packed with information. It’s easy to get caught up in the moment and never actually apply what you’ve learned, leaving beautiful tomatoes rotting in the sun.  

Pre-planning and setting your intentions not only help you stay focused but also gives you more flexibility. Ironically, preparation makes it easier to pivot when plans shift. It also gives you the mental clarity to clean up at the end of the season and better prepare the soil for what you want to do next.  

Quick sketch of how I wanted to do crop rotation to ensure nutrients in the soil and pest repellants we are ideal levels. Ask me if this is what I actually did. (Hint: it was not.)

So join me in our figurative conference gardens and let’s look at how we can better set ourselves up for success and that bumper crop of good ideas for our businesses, communities, and personal growth.  

Visualize your success and plan accordingly.  

One of the unspoken lessons that underpins our analogy about tomatoes is that time matters. Setting small things in motion early on allows for success because there are other parts of your environment (sun, rain, pollinators) that can do the work while you’re not actively thinking about it.  

  • Pick your Seeds. Set Your Intentions.  
    • Read the agenda. Look at the sponsors, look at the session summaries. Consider the Pre-Day learning opportunities or certification add-ons.
    • Determine your big goals. Are you looking for new tools, career development, networking, industry insights? What does a successful event look like to you?
    • Consider other special aspects of this event. Who do you want to meet? What do you want to learn?
    • Talk with Your Team. Sometimes knowing what your colleagues are interested in learning from a conference makes you more engaged with topics you’d otherwise overlook.
  • Prepare the Soil. Pre-Prep what you can.
    • Plan out the Schedule. Drop sessions you wish to attend into your calendar or export them from the app. Plans will change—document why they did! That insight is valuable.
    • Identify your Tools. What will you use for note-taking, for connecting with others, or for making your life easier during this trip? Do you need to make business cards, pack company shirts, or a battery to charge your phone and tablet after a long day of sessions? 
    • Lay out your trellises. How can you take ordered notes instead of scribbling on the back of business cards or sale sheets? I have a template in OneNote that I’m sharing, if you’d like a place to start (find it at Doodles or Data: A Conference Note Survival Guide). Maybe you use a nice AI transcription tool like PLAUD.AI or Otter.ai. Make sure your devices are charged and there aren’t rules about recording at that event or session.  
  • Evaluate the Spacing. Don’t Overcrowd.
    • Make sure you’re not overcommitting. Roots need to go deep for successful plantings, in both business and the garden. Review the schedule and give yourself breathing room to meet other people, even block off hours you should be in your room sleeping!  
    • Communicate with people who may need you. At Rising Tide, we expect our team members to attend at least 75% of the sessions. Therefore, it’s important to let customers and colleagues know you’ll be offline.  
Sometimes even if you THINK you're being moderate, you're not considering the actual space plants and ideas need to grow! (Yes the watermelon vines escaped to the sidewalk and street this pictured year.)

Tend to your goals and protect them with vigilance.  

Watch what you’ve planted and care for it.  That means using wisdom to prune, weed, stake up and feed your garden as needed, with a careful eye for success. I had to remove the word "ruthless" at least three times in this section. While the word is gone, my sentiment remains and I encourage you to use it freely in this section where I say "careful, intentional, test, focus...": you are the protector of your business and your ideas. One of my favorite sayings is, "If everything is important, nothing is important." What is important? Be intentional about focusing on that and letting everything else go to the wayside.

  • Prune ideas with precision. Don’t just mindlessly consume.
    • Take notes, but don’t try to be too thorough. Focus on engaging in the sessions, ask questions, and write just enough to help jog your memory or find the source information later.
    • Test everything that is said. Does that check out to you? Do you have further questions? Throw out the bad stuff, keep the good.  
  • Squash Bugs, Pull Weeds that are leeching your time.
    • Limit Distractions. Set aside time in the morning or afternoon for minimal client work but remember—you’re here to learn and connect with the environment at the conference.
    • Sometimes the distractions are good things. Above, I mention volunteers in the garden. Sometimes the plants that grow are viable and welcome additions to your investment. Only you can determine if splitting resources between those bonus plants and your intended produce is worth chasing. Be careful about your time and energy, but be gracious and understand that sometimes it's the surprising things that come up naturally are the most hardy and equipped for your garden!
    • Tell people no. This one is really tough, but be intentional about doing so and do it kindly! You're here to learn and grow as a person AND a business. Learn how to identify what is adding to your experience and what is just a distraction.  
Last year, I had TWENTY tomatillo plants volunteer in my garden. I culled that to SIX plants and ended up with nearly 10lbs of tomatillos anyway.
  • Trellis liberally. Return to the structure you created as necessary! It’s ok if you miss a session because you were talking to someone in the hallway. It’s ok if you get up and leave a session because it’s clearly not a good fit.  Again, it’s not about perfection, it’s about the end goal.  
  • Add Water and Nutrients as Needed. Literally.
    • Eat a vegetable. Drink water. Sleep. It’ll help your performance.  
    • Be moderate. You know what I'm saying. Have a good time, but keep first things, first. (And if you’re going to drink heavily, as your MSP Channel Big Sister, drink a glass of water in between each drink and take some B Vitamins, ok?)

Speaking of setting goals at conferences, Tara Rummer at Immy.Bot and Immense Networks, gave her insight in a recent conversation:  

We always did a little powwow before events to discuss what sessions each of us would be attending. And during the event (and after) we would do check-ins regarding something we've learned from our morning or afternoon... Or maybe you met an awesome vendor or had a hallway conversation that stuck with you. All of that was fair game! Learning isn't limited to planned content!  
 
I always kept the maximum to three things you learned that day because the amount of information you take in at events can be overwhelming. There are so many intelligent people talking about their passions and successes / failures.  

Tara makes some great points, but specifically, this is a good place to mention the 3-3 approach, which can help you focus and fortify ideas or experiences, either by challenging you to do more or challenging you to do less! The emcee at Right of Boom 2025, Robert Cioffi, mentioned a version of this from the stage this year. At Rising Tide, I word it like this:  

  • Meet 3 New People. It’s tempting to only hang out with people you know already. When else do you get to spend time with a friend who lives on the other side of the world? That said, go out of your way to sit at a different table for meals, introduce yourself to people sitting near you in the conference hall, or add the keynote speaker on LinkedIn and tell her what you enjoyed the most about her talk!  
  • Find 3 “New” Products. Learn about (and limit it to) 3 new tools, services, or vendors you weren’t familiar with. How do these tools compare to other ones you’re familiar with? What do you NOT like about them?  
  • Identify 3 Points of Potential. What are 3 key insights you can bring back to the team that could impact your business or industry? Was there a common theme all speakers mentioned? A valuable phrase or saying that meant a lot to you?  

Actively harvest the bounty.  

What’s the point of a good tomato if you can’t take the first one and immediately slap it between some white bread with salt and pepper and mayonnaise? (By the way, the Duke's and Hellman's argument is wrong, it should only be Kewpie)

Often in a garden, the fruit comes to maturity in waves. It is up to us to determine what we want to do with it.

Back to Tara's experience at Immense and Immy.bot: 

At the end of the event we would each come back with one or two large takeaways.... Something we'd like to try, a vendor we'd like to meet with, etc.  
 
I've seen a lot of people come back from events and try to change everything all at once, which quickly caused dumpster fires within their teams. I've tried to put guardrails up to help guide the team a bit and keep them away from shiny objects.

Oof. Your team is your wealth and overwhelming them or frustrating them is a quick way to lose not just morale but efficiency! How can you, like Tara, put up guardrails up to protect their time? 

For me, the heart of this is to take the key things you learned and actually celebrate and use them!

  • Harvest, sort, and enjoy the fruit.
    • Do it yourself, first. For me, I personally set one hour aside to complete this step, either on the flight home or first thing in the office with a fresh cup of something warm. It is low-dopamine and I’m often tired, but this is super vital and what all the other “steps” have led to. Just do it. Finish strong and power through, don’t get distracted.
    • Analyze your Notes. Fill out the notes that you only half jotted down. Use a generative AI tool to analyze the entire event and sessions including your notes. Highlight and pull-out questions you may have asked, or tools mentioned that you’d like to research further.
    • Review with your Team. If my team is with me, we set time aside to accomplish this step before we leave the event.
  • Share the bounty. Conversations that spring from teaching others often lead to better understanding of the content and also better and stronger ideas! Do so liberally!  
    • Teach your team in a team meeting what the best things you learned were.  
    • Share with community. Write a blog post, film a reaction video, or post insights on LinkedIn.
This is what I couldn't eat alone at one harvest for my garden and so I brought it to my local community fridge. There were more harvests and more trips to the community fridge.
  • Preserve what you cannot use and be ok letting some go. You are going to come up with so many ideas. Take the good ones that you can implement now (literal “low hanging fruit”) and be intentional about setting a timeline for returning to the other ideas.  
    • Put good ideas worth implementing later in a meaningful place, like a project board in your PSA or another collaborative note-taking tool.  
    • Not every good idea is able to be executed with your current time and resources. And that is ok. You can always grow more, and composting puts those nutrients back into your garden as soil amendments that can feed the other ideas you have!
    • Some ideas aren't good for now, or this season. Intentionally putting them aside means they can actually be ready when the time is right.
Ten pounds of sweet potatoes grew from one sweet potato I couldn't use last year. I chucked it in the garden and nature brought the bounty at the right time and season.

Make your plans for what is next.  

In the end, sometimes you end up harvesting something that you didn't expect, but that worked out.

Did you see my photos about tomatillos? I didn't even plant those and they kept our home fed that entire summer. What did I learn? Next time, I'll only keep two plants so they don't overtake my garden!

So, how did this harvest go? What can you do better next growing season?  

  • Honestly Review the Harvest.
    • Did you pick the wrong seeds for your business needs? Which sessions were worth it? What didn’t you agree with? Should this conference be on the calendar next year? Were you the best person to attend, or should someone else on your team go next year?
    • Was this completely the wrong fruit to grow? There are so many events you could attend, within our industry and industry adjacent. How do you choose and how do you vote with your money and energy, on which ones are actually building our industry and which ones are detracting from it? A large portion are just dog-and-pony shows, built to capitalize on FOMO, with smoke and mirrors, and to send you home on a high that you may never match. Are you actually getting what you need out of these events, or are you the product?
    • What should you do differently? You know what they say: do what you've always done and get what you've always got. Expand your horizons based on your business goals. If you're looking for a good place to start, I've attended, volunteered for, and spoken at MSPGeekCon – A Conference for MSPs by MSPs since its inception in 2023. If you're looking for a conference that is going to teach you and your team as the core focus, get your tickets for their upcoming 3rd year at MSPGeekCon 2025 Registration.
My buddy Jonathan "Sauce" Marinaro and I speaking at MSPGeekCon 2024 on Civics for Techs. Photo by Will Dowling.

  • Follow Up on things that will support your future Gardens. I hate to make this one so trite. But like, just do it. Make a plan and execute it. Connect with people you met on LinkedIn, send emails to continue conversations with vendors, implement ONE thing from the conference into your process, and turn other notes into clear action.
  • Prepare the Soil for next year.
    • What can you do now? Do you need to lay a cover crop, plant a complementary plant, or turn it over and add fertilizers or amendments? (What do you need to do to invest in your business NOW so it can be more receptive next season?)
    • Should you do nothing? Do you need to let your soil lay fallow for a season to regain balance? (Maybe you’re adding too many things and you should work on maintaining what you have before adding anything else)
    • Should you change your approach? Do you need to move where you plant that crop to a different area on your property with better drainage or sunlight patterns?  (Maybe your market doesn’t even want what you have to offer and you need to rethink your focus.)
    • Should you do something completely different? Do you need to evaluate why you were planting in the first place and maybe you just want to be a goat farmer? (Is this even what you want to be doing? Should you be prepping someone else to do this or lead?)
Leaves from my backyard covering the onions and shallots I planted as I exercise crop rotation and intentionality with what grows next and best together.

Put your effort where it rewards you.  

At the end of the day, a garden only succeeds with the right combination of time, resources, and attention.  

And a conference is exactly the same way. It is truly only as valuable as the effort you put into it.  

Let’s face it, we’re all exhausted and it’s easy to be a consumer. It’s easy to just go to the grocery and pick up a beautiful tomato that someone else made.  

It’s easy to only meet with people or vendors you already know and like. It’s easy to just take what people give us and check a box saying we attended an event. It’s easy to mindlessly take in what you’re being fed – to not question it, to not challenge it, to not chew it up and consider if it actually serves you or not before swallowing the meat, fat, and gristle in one bite.  

I propose to you, friends and colleagues, that you can attend every session, shake every hand, and still walk away having wasted your time and money if you’re not actively tending the garden and harvesting the fruit in your personal and professional life.  It is vital that you consider your agency and power in controlling your own growth and own destiny. We must be intentional with our time and resources if we are to harvest the best fruit.  

Lastly, if this speaks to you and you attend conferences for the content, I intend to create a conference content webinar that reviews conference material and gives people a chance to ask questions and to determine what action could and should look like following conferences in our industry. Find me on LinkedIn and let’s talk about collaborating and making this happen together or come find me at MSPGeekCon!  

I look forward to continuing to tend to our industry, together.  

Love,  

El

Just me running part of the game room at MSPGeekCon 2024 - An offering I petitioned to include to help give people alternative ways of connecting with each other instead of over loud music in a bar! You'll probably find me in the game room again this year.

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El Copeland

Throughout my career, I've had the joy of leading many diverse and multifaceted teams.

Community building, especially within the technical community, is truly at the heart of what I do. I’m dedicated to fostering inclusive spaces where professionals can connect, share insights, and grow a culture of innovation and ongoing learning together, both in-person and when the team is 100% remote. I take pride in my ability to lead with both clarity and empathy, deftly handling the complexities of technology-driven projects while always keeping the human connection at the forefront of every decision.

For companies seeking consulting and project work, I bring a deep understanding of operational efficiency and project management. I am skilled at not only identifying areas for improvement but also implementing strategic solutions that enhance productivity and outcomes. My strong background in technology, education, and people management allows me to seamlessly integrate innovative tools and processes to address specific challenges, ensuring that projects not only meet but exceed expectations, and that teams are motivated, well-coordinated, and focused on delivering and maintaining organizational goals.

Outside the office, I enjoy blueberry muffins, Doctor Who, weight-training, gardening, and spending time with my cats.

See some more of our most recent posts...
September 2, 2025
8 min read

By the [run]Book: Episode 6

In Episode 6, the team explores HaloPSA v2.196 stable, covering billing recalculation, recurring invoice options, mailbox filters, project billing efficiency, role-based permissions, and automation upgrades.
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Episode 6 breaks down HaloPSA v2.196 (stable). We cover improvements to billing recalculation and recurring invoice scheduling, on-prem integration security, ticket UI/UX (action groups, field group behavior), role-level controls, chat on existing tickets, and a big boost to project billing performance in Ready for Invoicing. Ideal for MSPs tightening finance, project, and automation workflows in Halo.

Watch Now: By the [run]Book: Episode 6
For easier tracking, check out haloreleases.remmy.dev to filter and search HaloPSA updates by ID, version, and keyword.

A setting has been added to the Advanced Settings so that a default font can be chosen for the Editor on Tickets and Actions | v2.196 #957605 | 4:43

Choose a consistent default font for editors in tickets and actions.

  • Set globally in Advanced Settings
  • Keeps agent communications visually consistent

Added a security check for integrations that are configured to allow unauthenticated webhooks | v2.196 #956772 | 5:54

A banner warns when integrations allow unauthenticated webhooks.

  • Nudges admins to tighten webhook security
  • Reduces risky integration configurations

A button has been added to the Customer screen to allow time entries to be recalculated in the background | v2.196 #955934 | 7:12

Recalculate billing for a selected customer over a defined window.

  • Limited to recent months for performance
  • Respects locked or already-invoiced time entries

Billing Plan Combinations can now be given a Start and End date; time logged outside of these values will not match the combination | v2.196 #955162 | 13:37

Control when a billing rule applies.

  • Prevents unintended retroactive changes
  • Smooth transitions as pricing rules evolve

A setting has been added to Configuration > Recurring Invoices > List Settings so that Recurring Invoice lists will hide Inactive Invoices by default | v2.196 #953223 | 17:06

Declutter your recurring invoice view.

  • Hide inactive by default
  • Recommended for most teams

Added "Mailbox" as a Ticket List Criteria | v2.196 #948983 | 19:38

Filter or route tickets by the mailbox they came from.

  • Easier separation of alert mailboxes vs. support
  • Useful for list views, rules, and reporting

Improvements to on-premise integrations that use the Halo Integrator | v2.196 #937027 | 22:53

Security and reliability enhancements for on-prem connections.

  • Support for secure credential storage (e.g., Azure Key Vault)
  • More control for local integration schedules

Default Start Date can now be set at Ticket Type level | v2.196 #920636 | 25:29

Make start dates automatic for certain ticket types.

  • Helpful for templates and scheduled tasks
  • Reduces manual edits by agents

Added a setting to prevent field groups from being collapsed | v2.196 #898449 | 26:37

Keep grouped fields always visible.

  • Ensures critical fields remain expanded
  • Useful for long, important forms

Added Client/Site CRM Note Created/Updated/Deleted as notification and runbook triggers | v2.196 #894541 | 28:32

Automate around CRM note activity.

  • Great for account management follow-ups
  • Notes can log time and trigger workflows

Runbook methods now support response that are only text | v2.196 #881111 | 33:01

Runbooks can process text-only API responses.

  • Supports non-JSON endpoints
  • Use text values in runbook lookups

Improvements to the XLS imports | v2.196 #855596 | 34:24

Safer, clearer Excel imports.

  • New Validate button to test before running
  • Optionally limit rows per batch

Added option on Recurring Invoice schedules to invoice on a specific day of the month | v2.196 #840590 | 37:18

Bill on an exact day each month.

  • Avoid hacky “days ahead” workarounds
  • Keep clean monthly periods (1st–end)

Added the setting 'Disable modification of milestones on Tickets' at Template level | v2.196 #835114 | 42:10

Lock milestone structures from templates.

  • Enforces standard project delivery sequences
  • Prevents ad-hoc milestone changes

Added option to 'chat about a ticket' for users on the self-service portal | v2.196 #828310 | 43:21

Let end users chat directly on an existing ticket.

  • Maintains context vs. starting a new chat
  • Useful where chat is a primary channel

The options for "Add to Project" and "Add budget to Project" will no longer show on the Sales Order line when no Products are created for the Sales Order and the option to only show Projects on the same Sales Order is being used | v2.196 #821081 | 45:46

Reduce confusion on sales order lines.

  • Hide project actions when they don’t apply
  • Keeps UI aligned with “same sales order” constraint

Added the option to restrict log on behalf permissions at user role level | v2.196 #820693 | 47:01

Granular “log on behalf” controls.

  • Scope by client/site/department
  • Tighter control for delegated ticket creation

Added Action Groups | v2.196 #722376 | 51:12

Group actions into dropdown menus on tickets.

  • Declutters the action bar
  • Create intuitive groups (e.g., AI, Notes, Contact)

Improved project loading efficiency in the ready for invoicing section | v2.196 #594973 | 56:31

A big boost to project billing performance.

  • Project number stored on each time entry
  • Faster loads and simpler reporting (even several levels deep)

Added 6 new notification/runbook trigger events | v2.196 #453212 | 58:49

More events to hook automations into.

  • Build richer alerts and operational actions
  • Expand your runbook coverage

For more insights, see our guide on choosing the right ticket status colors in HaloPSA

Also, check out our partner Renada’s video: From Feedback to Forest: Automating Tree Planting in HaloPSA

August 19, 2025
8 min read

By the [run]Book: Episode 5

Episode 5 covers HaloPSA v2.192–v2.195 with updates on secure links, billable time, asset relationships, invoicing, and AI improvements for MSPs
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In Episode 5 of By the [run]Book, the crew digs into four HaloPSA releases in one session—covering versions 2.192 through 2.195. From new ways to share secure links and manage billable time to asset relationship mapping and invoice automation, this episode is packed with practical updates. If you’re an MSP looking to tighten processes, improve reporting, or explore Halo’s evolving automation and AI features, this one is worth the watch.

Watch Now: By the [run]Book: Episode 5

Report Guide Field | v2.192 #783026 | 3:19

Halo added a Report Guide field in the report designer for better context.

  • Supports descriptions, instructions, or context at the top of reports
  • Rich text formatting available
  • Great for AI-driven reporting and analyst clarity

One-Time Secure Message Links | v2.192 #768829 | 4:55

Send secrets safely with one-time secure links.

  • Links expire after a set period or views
  • Currently requires portal login, but more flexibility is coming
  • Helps replace tools like PW Push for sensitive info

Billable Time Recorded Field | v2.192 #763812 | 9:12

A new Billable Time Recorded column is available in ticket profiles.

  • Distinguish billable vs. total time logged
  • More accurate budget tracking against contracts
  • Avoid confusion around no-charge vs. billable work

Runbook <<halo_url>> Variable | v2.192 #762123 | 9:59

A new runbook variable for halo_url has been added.

  • Makes it easier to reference environment URLs
  • Useful for runbooks with API calls and integrations

Hide Quotations by Status | v2.192 #757332 | 11:03

Control which quotes appear on tickets/opportunities.

  • Hide expired or superseded quotes automatically
  • Prevents clients seeing outdated pricing
  • Review your quoting statuses for correct configuration

Disable SLAs | v2.192 #753297 | 14:22

A safer way to deactivate SLAs.

  • Checkbox allows disabling without deleting
  • Avoids breaking ticket configurations
  • Recommended over deletion for historical consistency

Invoice Reference in Bills | v2.192 #718191 | 15:37

Specify invoice references when creating bills from POs.

  • Adds clarity when reconciling bills against purchase orders

Closure Settings – SLA vs Normal Hours | v2.192 #699717 | 16:13

Set whether closure timers run on SLA working hours or calendar hours.

  • Prevents old tickets reopening after long periods
  • Best paired with portal-only reopen for true recurrences

Risk Scoring | v2.192 #514694 | 18:56

New risk scoring tool for change management.

  • Calculates risk based on multiple impact factors
  • Standardizes approvals and CAB discussions

Recurring Invoice Prorata Default | v2.192 #443946 | 21:13

A default configuration for prorata handling in recurring invoices.

  • Options for “all” or “all except monthly”
  • Saves manual work in billing setups

Asset Relationships | v2.193 #7793410 | 25:00

Expanded asset management capabilities.

  • Define dependencies and relationships (installed on, upstream, etc.)
  • Better for ITSM-focused MSPs and topology maps

“The Big One” Patch Button | v2.194 | 32:34

A mysterious patch button—covered lightheartedly in the episode.

Asset Custom Buttons per Type | v2.195 #829270 | 33:48

Custom buttons can now be restricted to asset type level.

  • Provides more control and avoids clutter in the UI

Invoice PDFs in Unpaid Tickets | v2.195 #823241 | 33:59

Unpaid invoice tickets now include the invoice PDF automatically.

  • Allows direct sending of the invoice as attachment
  • Simplifies automation for collections

Pending Closure Email Recipient | v2.195 #819257 | 41:50

Choose recipients for automatic emails on pending-closure tickets.

  • Flexibility in who receives closure notifications

User Permissions – Create vs Edit | v2.195 #882480 | 42:14

New permission level for user management.

  • Agents can create users but not edit existing ones
  • Reduces risk of social engineering attacks

Sales Orders Manual Completion | v2.195 #834419 | 44:15

Sales order lines must now be marked complete manually (optional).

  • Avoids premature auto-closure when steps remain

Runbook SQL Test | v2.195 #839089 | 46:26

Runbook steps with SQL can now be tested directly.

  • Major speed boost for building and debugging runbooks

AI Improvements – Context Hints | v2.195 #812354 | 48:44

AI field suggestions now appear inline as context hints.

  • Reduces clutter vs. separate panels
  • Can be toggled at ticket type or action level

Microsoft Entra ID Access Control | v2.195 #714899 | 53:20

Added access controls to the Entra ID integration.

  • Controls who can configure/edit the integration

Custom Table SQL Import Improvements | v2.195 #739256 | 55:25

Enhanced SQL imports for custom tables.

  • Larger row imports supported
  • Pagination and filtering options added

July 2, 2025
8 min read

Introducing Rising Tide Proactive Support

Drowning in half-used features, minor bugs, and admin tedium? Proactive Support is Rising Tide’s monthly check-in plan built for MSPs already using HaloPSA, Hudu, or Rewst—designed to help you stay in control without spinning up a full project every time.
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Built for Busy MSPs: Why We Created Monthly Support

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 our Monthly Support offerings 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.

What You Get Each Month

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 our Monthly Support looks like in practice:

1. Systems Health Review

A short, focused check-in on the systems you want our guidance on. for:

  • Are automations running like they should? 
  • Are there missed SLAs or ticket pileups that can be fixed with better workflows?
  • Are there any underused (or over-complicated!) features?

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.

2. Feature Release Briefing

We read the release notes so you don’t have to. You’ll get:

  • Highlights of what’s new
  • Suggestions for features worth trying and what isn't
  • Warnings about what’s likely to break or change

3. Vendor Liaison Support

We’ll chase the vendor on your behalf. That includes:

  • Logging and tracking bug reports
  • Validating bugs and escalating to dev teams directly.
  • Identifying workarounds and assisting in implementation.
  • Following up on feature requests or stuck tickets
  • Communicating feature requests clearly (and tracking them)

4. Immediate Error Support

If something breaks in a tool we’ve implemented or documented, we’ll:

  • Help triage and fix it
  • Identify if it’s a vendor issue
  • Tell you clearly if it needs escalation into a project

5. Virtual Admin

Hand Rising Tide the recurring and tedious-but-necessary tasks tied to administrative upkeep inside your platforms like: 

  • Creating/cleaning up ticket templates or categories
  • Building or formatting documentation templates
  • Cleaning up old or unused ticket types, custom fields, etc.
  • Applying updates or light data clean-up to SOPs, templates, invoices, etc.
  • Quick updates to HaloPSA workflows, permissions, roles, agents
  • Simple HaloPSA report needs and changes to existing reports
  • HaloPSA Integration mappings and Halo Integration errors

What Monthly Support is Not

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:

  • New tool or system implementation
  • Redesigning workflows or processes
  • Training or onboarding
  • Deep reporting or strategic planning

If we find something that should be a project, we’ll tell you and help you decide how you would like to move forward.

Pricing

Monthly Support at Rising Tide is available in two flavors: Foundations and Catalyst.

Foundations

$900/mo

The Foundations package is for MSPs who need steady, expert support to keep their tools working well, especially when system updates can throw a wrench in those plans. It’s perfect for teams who want someone to keep an eye on things, flag issues early, and offer helpful next steps without having to ask.

Rising Tide consultants will proactively review your systems, follow up with vendors, handle small fixes, and make sure nothing slips through the cracks. It’s a lightweight, low-friction way to stay on top of your platforms and make sure they keep delivering value.

Catalyst

$3500/mo

The Catalyst package is the Foundations package expanded for MSPs who want hands-on, high-touch support with structure. You’ll get 10 hours per month, including up to four scheduled weekly calls, priority scheduling, and deeper involvement from your Rising Tide consultant. This isn’t just support when you ask for it — it’s active partnership.

We come prepared with recommendations, process improvements, and a plan to help you get the most out of your systems. Catalyst is for teams ready to make consistent progress without needing to manage the support relationship.

Let’s Be Real

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.

Ready to add Monthly Support?
Contact Rising Tide Consulting Today.