By
El Copeland
February 28, 2025
•
20 min read
Professional Development
Business
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.
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.
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.
But you don't just plant the seeds and immediately get the fruit. A full growing season looks like this:
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.
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.
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.
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.
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:
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!
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?
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
In Episode 4 of By the Run Book, the team digs into HaloPSA v2.192 with a mix of technical deep-dives and practical tips for MSPs. Robbie and Mendy walk through improvements in holiday approvals, contract schedule plans, and important security updates like webhook authentication. They also explore quality-of-life changes in ticket type restrictions, AI suggestions without an AI license, and new admin mode controls. To wrap up, Robbie demos his “Quick Ticket” browser extension for lightning-fast ticket creation without breaking your workflow. Whether you’re streamlining internal processes, tightening security, or speeding up ticket logging, this release has something to improve your day-to-day.
Watch Now: By the [run]Book: Episode 4
Robbie's Quick Tickets: Halo Quick Ticket - Microsoft Edge Addons
HaloPSA version 2.188 brought a variety of usability and backend enhancements—from runbook triggers in chat to finer-grain billing logic and cleaner settings layouts. In Episode 2, Mendy and Connor walk through these updates, troubleshoot common gotchas, and share the kind of real-world implementation advice you can only get from people deep in the trenches. They also made a point to mention a few times to add feature requests at ideas.halopsa.com
Watch now: https://youtube.com/live/6tjM4SGOcB4
Busy MSP? This guide recaps the episode’s major updates, links you to key moments in the video, and flags anything that might deserve extra caution in deployment.
Join us July 22, 2025 for Episode 3, where we'll start to cover v2.190!
Chat flows can now kick off integration commands—including runbooks. Embed chat on your website or in Teams, and let Halo handle the routing. You could:
⚠️ Be careful what runbooks you expose publicly—especially if they modify data.
You can now toggle the notification sound on or off—but the visual popup still appears. You still can’t upload custom sounds, and notifications can get out of hand across tabs.
💡 Bonus tip: You can suppress sound notifications per rule, but they may still clutter the alert pane.
Enable WebSockets for faster, real-time alerts instead of using the default polling (heartbeat). This reduces delay in receiving internal or backend alerts.
Debug runbooks, automations, email failures, and integration issues using the new service monitoring pane. It logs each backend action so you can pinpoint where workflows failed.
🔍 You no longer need to email Halo support for log digging—huge time-saver.
You can now set separate rates for time and distance in a single travel charge entry. Perfect for billing both mileage and technician transit time in a single step.
Settings like mailboxes, templates, and rules have been reorganized into distinct tabs instead of being buried under “General.” More logical, but prepare for some retraining of your internal muscle memory.
Set a contract status to auto-expire when the end date passes. A scheduled task now flips expired contracts to “inactive” if configured.
⚠️ Hidden contracts can cause trouble—pair this with automated tickets or alerts to track renewal conversations.
You can now:
Connor and Mendy share tips for keeping messy product catalogs from polluting QuickBooks/Xero.
To-do groups can now be restricted to specific customers. Use this to tailor onboarding checklists, project tasks, or compliance processes.
⚠️ Only one customer per group for now. Feels clunky, but it’s a start.
Quickly duplicate complex billing logic with a new “Clone” button. Ideal for MSPs using multiple templates per client or those needing custom combinations for each contract type.
Billing plan rules can now reference:
Use this to get laser-precise about when a contract or billing model should apply.
Choose between traditional storage (custom fields added to core tables) or a new “separate table” method. The latter avoids bloating system tables—but still stores multi-selects as comma-separated strings (ugh).
You can now import vendor quote spreadsheets directly into Halo quotes. Set up mappings for Cisco, Dell, or distributor quote templates and save serious time.
You’re no longer stuck using Halo’s shared apps. Bring your own app registration to limit scopes, improve auditing, and align with internal security policy.
A new setting condenses prorated adjustments into a single invoice line (instead of two). Easier to read—but harder to debug.
🔍 Consider leaving this disabled unless your team fully understands the logic.
The HubSpot sync continues to be... challenging:
Proceed with extreme caution or disable it entirely.
This release didn’t come with any headline grabbers—but for those deep in Halo, it delivered a handful of quality-of-life improvements and some thoughtful backend fixes. Below are the features worth your attention, especially if you're in billing, approvals, or building project automation.
Watch here now: https://youtube.com/live/WGnJXYeSxN4
Delegate Approvals for Tickets | v2.190 #830512 | 2:28
Ticket approvers can now assign delegates directly from the agent app ticket detail screen. Great for ITSM or structured orgs, but less relevant for fast-moving MSPs unless you're running approvals regularly.
Manual Proration Made Invoice-Ready | v2.190 #823611 | 4:18
A new checkbox on manual proration entries lets them show up in the invoicing screen immediately. Particularly useful for mid-cycle adjustments to annual billing, like licensing or domains.
Zero Draft Invoice Handling | v2.190 #819999 | 6:41
Halo will now ignore draft invoices created in Xero, preventing clutter and accidental syncing. You'll need to enable this in the Xero integration webhook settings.
Receive Stock Before PO Approval | v2.190 #829771 | 9:04
You can now receive items before a purchase order is approved. Risky for strict workflows but may fit fast-paced environments where hardware urgency overrides red tape.
Auto-Issue Items from Actions | v2.190 #837101 | 10:21
Set up actions to issue specific inventory items without user selection. Makes fixed-fee tickets more maintainable. Bug alert: doesn't yet work with quick actions—still requires a workaround.
Ticket ID in PDF Template Item Tables | v2.190 #837112 | 12:39
PDF templates can now pull the associated ticket ID into item tables—helpful for clarity in documentation, reporting, or client-facing PDFs.
Read-Only Appointment Subjects | v2.190 #829744 | 17:43
Admins can lock appointment subjects to match the ticket/project. It’s a small control that helps standardize records across large teams.
Editable Invoice Line Contract Links | v2.190 #823492 | 20:41
You can now edit the contract tied to a specific invoice line—especially valuable if you're tracking profitability across services with multiple contracts.
Prevent RMM from Changing Device Types | v2.190 #821917 | 24:58
ConnectWise RMM imports won't overwrite an existing device type anymore, assuming you check the new box.
QuickBooks Name Collision Workaround | v2.190 #829321 | 26:05
Halo now checks for matching item names before syncing, and links them rather than creating duplicates. A clever patch for a QuickBooks API issue.
Ticket Type as Rule Outcome | v2.190 #831422 | 27:28
You can now set ticket type via rule outcomes. Great for automating triage flows or conversions between types during lifecycle changes.
Team Custom Fields in Details Tab | v2.190 #831994 | 31:13
You can finally surface custom fields tied to teams directly in ticket details. Limited use cases for now, but it’s a step toward richer internal data visibility.
Granular Attachment Permissions | v2.190 #829812 | 32:36
Admins can now control who can view, edit, upload, and download attachments—down to the ticket type and role level.
Track Completion of Sales Lines | v2.190 #832113 | 33:58
Sales order lines can be manually or automatically marked as “Complete.” Adds helpful clarity, especially when you're tracking partial progress across installs or shipments.
Runbook Execution Modes (Parallel/Sequential) | v2.190 #830301 | 35:27
Control how runbooks trigger: run steps in parallel for speed or in series to avoid conflicts and ensure data accuracy.
Column Profiles for Invoices & Quotes | v2.190 #834755 | 44:01
Column profiles now work on sales orders, quotes, and invoices. You can personalize the data you see—and what you hide—for cleaner views.
Runbook Stats Tab | v2.190 #830996 | 35:27
Basic run metrics are now visible in a tab. Not yet robust for reporting, but a decent glance for usage and debugging.
For easier tracking, check out haloreleases.remmy.dev to filter and search HaloPSA updates by ID, version, and keyword. And join us on August 5th for a show with Robbie and Mendy: https://youtube.com/live/ApiYEmWJsPU!