A Rising Tide Lifts More Than Boats

By  
El Copeland
February 12, 2025
20 min read
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You have heard it said that “a rising tide lifts all boats.”

Often attributed to U.S. President John F. Kennedy in a speech from 1963, this aphorism, “a rising tide lifts all boats,” is regularly heard throughout the MSP Channel: many of our friends and colleagues use this phrase in some iteration during conversation, in mottos, and uh, for business names.  

The analogy, in some ways, is astute. Technology and our relationship with it are both constantly evolving, requiring a certain buoyancy and literal ability to “go with the flow” with every new development, vulnerability, and client request.  The founder of MSPGeek, Martyn Keigher, used this phrase to describe why he started the forum to answer questions about ConnectWise’s RMM platform, LabTech, and which evolved to discuss products, security, and other MSP-centric matters. It was a nice sentiment, made practical: together, we can navigate struggles that occur with every new development. Together, we can share knowledge and experience and let others who pass this way stand on our shoulders. Together, as a community, we can traverse the deep sea of change. We can learn and grow, together.

But I’ve also seen it used another way. Bear with me and hear the difference:  

We are The Tide. We are the people and ideas who are going to solve all of your problems. We can solve your problems if you would just listen to us and agree and obey!”  

In an industry that started in garages and basements, one built on torrents and IRC and subverting systems, one that is constantly wrangling humans in all of their complexity and anxieties, why…WHY would anyone expect to be a sole authority on even one aspect of the Tide?  

Because here’s the thing: of all things we should want to mimic from nature, a rising tide isn’t the pinnacle of success you may think it is. Limited by time and natural laws, you must remember that ultimately, tides don’t rise forever.

Let’s talk about how the cycle of tides are reflected in our lives, as humans and businesses.

ELI5: What is a Tide?

As the Moon orbits Earth, its gravity pulls on our oceans, creating a bulge of water known as high tide. This high tide isn’t the only one occurring at that time — another high tide forms on the opposite side of the Earth due to the physical properties of water as it responds to the Moon’s pull.

Earth's Tides

From National Geographic. Illustration by Mary Crooks.  

High tide is a good thing for boats, giving ships more water to move through. At high tide, it is easier to navigate without hitting shallow areas that could damage your vessel, making it more practical for boating — and in many cases, more fun.

Low tide, on the other hand, is more likely to be harmful for ships than helpful. If a boat isn’t docked properly, the receding water can leave it stranded in the mud. If left unsecured, changing currents can carry the boat out to the unforgiving sea. At the same time, depending on the location, low tide is the best time for hunting for sea shells or accessing fishing holes that were inaccessible before. It depends on your needs and goals on what part of the tide you prefer.  

All of that said, what our analogies usually miss in their catchiness and simplicity is the intrinsically transient nature of the tide.  

Consistent as clockwork, the tides rise and they fall in a matter of hours. It may be more pleasant to swim in when the tide is low, but what if you’re not a strong swimmer and are unprepared for the incoming rising tide? The ships are lifted, but what happens to the boats when the tide flows out again and the ships’ captains are unprepared?  

Uh, so it sounds like the tide isn’t a great analogy for business, why are you even using the name Rising Tide?  

As someone who has always had a side gig and has helped start and run multiple small businesses, I firmly believe that Small to Medium Sized Businesses (SMBs) are the future of our economy.  

According to the U.S. Chamber of Commerce, 99.9% of businesses, or 33.2 Million businesses in the States are small businesses, accounting for nearly half of their total GDP as a country, and nearly half of their employment. Worldwide, according to the World Bank, those numbers are similar, with 90% of businesses are small businesses, employing 50% of our workforce.  

a screenshot of a graph

The creativity, competition, and cooperation within community that small businesses exhibit beyond employment and GDP is worth celebrating. Small businesses working together create stronger products and services for both the public and private sectors: truly a demonstration of iron sharpening iron.  

Humanity will continue to diversify, solving problems and creating new things. And with it, technology will continue to be vital for growth, productivity, and efficiency.  

This diversity and evolution is what I consider the Tide. The complex social, cultural, economic situations that our communities will be inadvertently interacting with in their homes, schools, churches, government buildings, and offices.  

We (MSPs, technologists, consultants) are not the Tide. We're arguably more important. I believe MSPs are the future of SMBs and in that, we don’t own the Tide or the rights to It. We merely are custodians of the energy, ideas, and potential hidden within each wave.

What are we if we’re not the Tide?  

Imagine with me that you are standing on a beach on a perfect summer day.  

Maybe your feet are buried deep in the warm sand; there is a pleasant breeze carrying light scent of coconut and pineapple from people applying sunblock a few feet away. A clear blue sky and glorious yellow sun embrace everyone under their domain. Tiny crabs skitter back to the ocean in confusion, chasing every wave that brought them in. In the distance, you can see a pier where people set lawn chairs and coolers as they fish for the local fare. You hear kids playing, building and destroying sand castles behind you. Seagulls swoop and shout at people in line at the french fry stand, others are eating ice cream they knocked out of a small child’s hands. A local fisherman is exchanging pleasantries with a customer in the parking lot as he sells shrimp he caught this morning. The beach is abuzz with life.  

It’s almost like the tide may be what brings these people together, but it is not the most important thing on the beach. There is an entire ecosystem that was created around the tide and with the tide, that follows the tide, and that depends on the tide, at both its lowest and highest points.  

In the same way, entire ecosystems exist and are further enabled by the tide of technology, and as the Tide of technology shifts, It demands a higher bar of technical ability and tools to connect with the increasingly fast paced world around us.  

Of the businesses that have sprung up around the beach where this Tide resides—doctors' offices, accounting firms, car dealerships, grocery stores, print shops, restaurants, manufacturers, retail—some will be able to manage changing and upgrading on their own. Many others will rely on competent and experienced MSPs who can see the depths of the waters and navigate with wisdom and care.  

You’re not just a bait shop selling worms, hooks, and overpriced rods. You are seasoned navigators with maps, anecdotes, and hard-won advice on the best places to fish. In the same way, a competent MSP can step in, and beyond “managing services” or being a “value-added reseller,” they bring a wealth of experience to enhance those small businesses: advising, creating, maintaining, and protecting technical tools and skills as each SMB grows.  

The importance of the role of MSPs guiding SMBs through shifts in technology becomes clear when we examine the projected growth in IT managed services revenue: according to data from Jay McBain at Canalys, in 2025, the industry is expected to grow by 13%, reaching $595 billion globally (Canalys, 2025).  

Graphs from Canalys analyzing projected 2025 growth for IT Managed Services

The great thing about the ocean is the variety of occupations that exist at every season and Tide. You are an experienced ship captain; you know how to read the sky and the stars to predict the weather. You are a seasoned fisherman, who knows all of the best spots for the prized sea bass. Your purpose is not to be the Tide, but to help those around us to understand, harness, and profit from the Tide.  

Putting our resources into building our ecosystem

While SMBs need help from MSPs, here’s the catch: MSPs are also SMBs facing the same struggles of scalability, knowledge gaps, and industry-wide shifts that any small business does. MSPs, as SMBs themselves (according to McBain, the average MSP employs 8 people), need help from similar coaches, advisors, consultants, and implementors to navigate the constant influx of change and growth.  

It’s something my business partner, Mendy Green, and I talk about often. The services we provide—automations, onboardings, and business process consulting—are complicated enough that you will spend significant resources whether staffing your own team or hiring an external consultant. We have a backlog and are hiring consultants who meet our high standards as quickly as we can (if you’re looking and think you’d be a good fit, give us a shout).  

But how can we help more people with the finite amount of time we have, how can we better leverage our experience and skill for those who truly need our help but who cannot access us (or other consultants) due to time and cost?  

We could keep doing what we’re doing, throwing more people at the traditional consultant model of one-to-one, limited by scheduling and budget.

That only solves half of the problem. We’re grateful for the work, but it’s important to us to keep our services accessible to the people who need it most.  So we’re trying a few things to help fortify our ecosystem rather than just ourselves. Here are some ideas that our team and other peers in our circles are trying:

  • Open-source Problem-Solving
    Our consultants regularly spend time on public forums and online spaces through Discord, Slack, and Reddit, answering questions and lending free advice to teams trying to solve problems in their businesses. We believe that the more we share, the stronger our industry becomes—not through closed-door discussions, but through open and accessible knowledge-sharing. You can find us on places like:
  • Group Consulting  
    To better accommodate general questions about complicated tools that can’t be answered in free forums or videos, we’ve built out Group Consulting. Formed to echo peer groups, these hour-long sessions allow for community input to see the types of questions other people are asking in their figurative boats and positions on the open seas. During each session, participants can ask questions and get them answered, live. Learn how to do the things you’ve been putting off and get a good understanding of what you need to better chart your course. This model lowers costs, fosters peer learning, and exposes businesses to real-world challenges that others in the industry are facing. We currently offer these for Rewst (every other Wednesday at 1pm ET) and HaloPSA (Thursdays at 10am ET).  
  • Giving back to online and in-person Communities
    We believe that being human means giving back to our physical communities as much as possible. At Rising Tide, we encourage our consultants to specifically set aside a weekly block of hours for volunteering and community building. So often, money is the least valuable thing you can give, when you can give of your time, heart, and skill. Here are a few ways you can contribute to the world as the Tide rises:

Join us.  

We’re not here to be the Tide. We don’t claim to own this industry or control the ever-changing currents that shape it. Instead, we—as MSPs, Consultants, and Advisors—are here to share the tools, wisdom, and experiences we’ve gained to help others chart their own course.

We don’t have all of the answers, but we are embracing a big experiment of open-source problem-solving, sharing knowledge freely through tutorials and blog posts, and creating community-based solutions like group consulting. Together, we can support each other as we navigate uncharted waters, fortify our fellow ships, and ensure that no one is left stranded as the tides shift again.

We believe that by pouring ourselves into community by sharing, collaborating, and creating slightly abnormal approaches to “the norm,” we’re not just surviving the Tide; we’re harnessing its energy to move forward.

We hope you’ll join us in this effort, whether by joining an online community, incorporating similar practices at your business, or participating in ours. Ride the tides with us, and let’s see how far we can travel, together.

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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...
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.
Read post

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.

August 5, 2025
8 min read

By the [run]Book: Episode 4

By the Run Book dives into HaloPSA v2.192 — from holiday approval tweaks and smarter contract scheduling to AI suggestions, new security controls, and Robbie’s Quick Ticket app for lightning-fast ticket logging.
Read post

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

Multiple minor improvements to Holiday Approvals | v2.192 #948186 | 3:55

  • Shows balance in days/hours instead of decimals
  • Approval screen now displays holiday details
  • Fix for approval from holiday record failing

Multiple minor changes to improve Contract Schedule Plan functionality | v2.192 #947953 | 7:01

  • Easier setup for scheduled contract work
  • Tracks allocated vs. remaining hours
  • Still manual for recurring hour replenishment

Federated credentials update endpoint | v2.192 #937555 | 13:40

  • API endpoint to update federated credentials more easily

Quotation Config: remove whitespace from signature image | v2.192 #937347 | 14:30

  • Option to trim white background from customer signature images

Ready for Invoicing filter applies to other billable entities | v2.192 #937175 | 17:17

  • Top-level Customer criteria now carry over to other billable entities
  • Ignores other non-applicable filter criteria

Integration and webhook improvements | v2.192 #936110, #936402, #936998, #936862, #936739 | 19:34

  • Various integration updates including webhook authentication

Charge Rate restrictions at Ticket Type | v2.192 #933938 | 22:17

  • Restrict allowed charge rates for specific ticket types

AI Suggestions without AI integration | v2.192 #923472 | 24:48

  • Use AI Suggestions feature without enabling AI integration

Admin Mode security improvement | v2.192 #909530 | 31:55

  • Requires 2FA to enable Admin Mode
  • Adds audit logging of activations

Load Balance limits by Team | v2.192 #898859 | 35:52

  • Limit tickets assigned via load balancing per team

Forecasting Module improvements | v2.192 #883797 | 36:00

  • Enhancements to AI-based forecasting for tickets, hours, and reports

Enabled for Instances option | v2.192 #882671 | 39:05

  • Limit notifications, webhooks, and runbooks to specific instances

Disable editing of config-tracked entities | v2.192 #882664 | 39:32

  • Prevent editing config-tracked entities directly in production

Sprints for config tracking | v2.192 #882648 | 40:26

  • Group config changes into deployable sprints

Filter ticket types on New Ticket screen by group | v2.192 #858227 | 41:40

  • New ticket screen can be filtered by Ticket Type Group

Show/hide more User system fields in Screen Layout Profiles | v2.192 #856243 | 47:20

  • Added more User fields to show/hide controls

Add new Contacts on Opportunities | v2.192 #840296 | 47:46

  • Add contacts directly from existing opportunities

Owners and Assets in article query builder | v2.192 #836009 | 48:06

  • Owners and Assets now reportable in article queries

Added $-LOGGEDINAGENTSIGNATURE variable | v2.192 #831158 | 48:15

  • Variable for logged-in agent’s signature

Unit prices in Product Bundles on Quotes | v2.192 #823474 | 48:53

  • Show per-unit price when group quantifier enabled

Restrict creation of new article tags | v2.192 #822558 | 49:48

  • Only allow selecting from existing article tags

Primary agent, secondary agent, and account manager as additional agents | v2.192 #821136 | 49:57

  • Option to add these roles as additional agents when logging a ticket

Countersign Quotations | v2.192 #820956 | 53:04

  • Allow countersigning of quotations before finalizing

Prefix for $ variables with data | v2.192 #793305 | 53:55

  • Prefix only appears if variable contains data

Halo Quick Ticket extension demo | 55:21

  • Robbie’s Edge/Chrome extension for quick ticket creation
  • OAuth setup with Halo, select fields, and complete on creation