Practical PSA knowledge for MSPs.
ConnectWise vs HaloPSA Billing: Why Invoicing Maturity Matters More Than You Think
I work on both ConnectWise and HaloPSA. HaloPSA gets a lot right, but invoicing maturity is the one area where ConnectWise still has a meaningful lead. Here's why that matters for your bottom line.
Why I Started a PSA Consulting Firm (And What I've Seen So Far)
The story behind PaxRig: why a forensic accounting background led me to start a PSA consulting firm, what I've seen working inside MSP operations, and what I think this industry needs.
The First 100 Days on a New PSA: A Survival Guide
You just went live on a new PSA. The next 100 days determine whether it sticks or becomes another frustration. Here's how to navigate them.
Your PSA Is Not Your Problem. Your Configuration Is.
Before you blame the platform, take a hard look at the configuration. Most PSA frustration comes from how it's set up, not what it's capable of.
Building Custom PSA Integrations With REST APIs
A practical guide to building custom integrations with ConnectWise and HaloPSA APIs: authentication, common patterns, error handling, and the mistakes I see developers make.
ConnectWise vs Autotask vs HaloPSA: Picking the Right PSA for Your MSP
The three major PSA platforms compared honestly: ConnectWise, Autotask, and HaloPSA. Who each one is actually best for, and how to decide without regret.
PSA Health Checks: What We Look For and Why It Matters
What actually happens during a PSA health check? Here's exactly what I evaluate, why each area matters, and what the findings typically look like.
The MSP Tech Stack Integration Problem Nobody Talks About
Your PSA, RMM, documentation, and security tools should talk to each other. They probably don't, at least not well. Here's the integration debt most MSPs are carrying.
Time Entry Compliance: The Silent Profitability Killer
If your techs aren't logging time accurately, every profitability metric you have is wrong. Here's how to fix time entry compliance without becoming a micromanager.
ConnectWise Agreement Billing: Getting It Right the First Time
ConnectWise agreement billing is where most MSPs lose the most money. Here's how to set it up correctly: agreement types, additions, exclusions, and the mistakes I fix most often.
MSP Reporting That Actually Tells You Something Useful
Most MSP dashboards are full of vanity metrics. Here are the reports that actually help you run the business, and how to build them in ConnectWise or HaloPSA.
HaloPSA Implementation: Lessons From the Field
Implementing HaloPSA from scratch? Here's what I've learned about getting it right the first time, from the decisions that matter most to the mistakes to avoid.
How to Audit Your ConnectWise Setup in an Afternoon
A practical self-audit checklist for your ConnectWise PSA. You won't fix everything in an afternoon, but you'll know exactly where the problems are.
What I Learned Migrating MSPs from ConnectWise to HaloPSA
ConnectWise-to-HaloPSA is the most common PSA migration in the MSP space right now. Here's what I've learned doing them: the surprises, the gotchas, and the stuff that actually matters.
ConnectWise Workflow Rules: A Practical Guide That Skips the Theory
A hands-on guide to ConnectWise workflow rules: the ones you actually need, how to build them without breaking things, and how to debug them when they misbehave.
Why Most MSPs Only Use 30% of Their PSA
You're paying for a platform that can run your entire business. You're using it as a ticket tracker. Here's why, and what to do about it.
PSA Migration: What Nobody Tells You Before You Switch
PSA migrations take longer, cost more, and hurt more than the sales pitch suggests. Here's what actually happens when you switch platforms, from someone who does this work.
The MSP Billing Automation Playbook
A step-by-step playbook for automating MSP billing in ConnectWise and HaloPSA. Covers M365, Azure, security tools, and distributor billing so you stop leaving money on the table.
HaloPSA vs ConnectWise: An Honest Comparison From Someone Who Works on Both
I work on both platforms every week. Here's an honest, no-BS comparison of HaloPSA and ConnectWise PSA for MSPs. The real differences, not the marketing spin.
The Complete Guide to ConnectWise PSA Configuration (From Someone Who's Done It Too Many Times)
A practical, opinionated guide to configuring ConnectWise PSA the right way: service boards, statuses, priorities, workflows, agreements, and the stuff ConnectWise University doesn't cover.
5 Signs Your PSA Is Quietly Bleeding You Dry
Your PSA might be the most expensive tool in your stack. Not because of the license, but because of what it's not doing. Here are 5 signs it's costing you more than you think.
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