Find out what your PSA is costing you.
This isn't a quick glance. It's a deep-dive audit of your entire ConnectWise or HaloPSA configuration. Boards, workflows, agreements, integrations, permissions, reporting, data quality, team utilization: every corner of your PSA gets examined. And every health check applies forensic accounting methodology to your PSA data, tracing revenue flows, identifying leakage patterns, and quantifying configuration debt with the same rigor used in financial investigations. You get a prioritized report with specific findings, dollar estimates on what each issue is costing you, and a clear plan for fixing it.
Engagements start at $5,000
Scoped and quoted after a free 30-minute discovery call. Most MSPs recoup the cost from critical findings alone.
What gets audited
Eight core areas of your PSA
Each area is evaluated for configuration accuracy, operational efficiency, and revenue impact.
Service Board Structure
Board design, status workflows, ticket types, and routing rules.
Agreement & Billing Setup
Agreement types, additions, work roles, work types, and invoice configurations.
Workflow Automation
Automation rules, escalation logic, notification triggers, and SLA enforcement.
Integration Health
RMM sync, accounting integration, documentation platform connectivity, and API health.
Reporting & Dashboards
Current report usage, data accuracy, and gaps in operational visibility.
Security & Permissions
Role design, access levels, API key management, and data exposure risks.
Data Quality
Duplicate records, orphaned entries, incomplete fields, and stale data.
Team Utilization
How effectively your team uses the PSA: adoption gaps, workarounds, and training needs.
Deliverables
What you get
The health check delivers a written report with findings organized into three tiers, so you know exactly what to fix first and what can wait.
Critical Findings
Issues actively costing you money or creating operational risk right now. Revenue leakage, broken integrations, security vulnerabilities, and billing errors. These get fixed first.
High-Impact Improvements
Changes that will significantly improve efficiency, visibility, or team productivity. Workflow optimizations, reporting upgrades, and automation opportunities. High ROI, moderate effort.
Nice-to-Have Enhancements
Improvements that would make the system better but aren't urgent. Cosmetic fixes, advanced reporting, and long-term optimization projects. Worth doing after critical items are handled.
Each finding includes a description of the issue, the business impact (in dollars or hours where possible), and the recommended fix. No vague advice. Actionable specifics.
The recommended starting point
If you're not sure which PaxRig service you need, start here. The PSA Health Check gives you the full picture of what's working and what isn't, plus a clear plan for getting it right. Most MSPs who go through the health check discover issues they didn't know existed, and the ROI of fixing the critical findings alone almost always exceeds the cost of the engagement.
It starts with a free 30-minute discovery call. I learn about your stack, your pain points, and your goals. If a health check makes sense, I scope it. If a different service is a better fit, I'll tell you that instead.
After the health check
Keep your PSA optimized continuously
The health check fixes your PSA. Ongoing PSA Monitoring makes sure it stays fixed. After the audit, you can opt into continuous monitoring at $299/month. Your configuration gets scanned regularly for drift, new billing leakage, broken workflows, and compliance issues. Problems get caught before they cost you money.
Learn about Ongoing PSA MonitoringThe health check consistently uncovers billing leakage, misconfigured automations, and unused features that are costing more per month than the audit itself.
3
Workaround tools replaced with native PSA features
60%+
PSA capability utilization identified (up from ~35%)
100%
Of health checks have uncovered billing leakage
Real results
What an optimization audit uncovered
In a recent engagement, an audit identified that ConnectWise's native features could deliver 60%+ of what had been custom-built externally. Three workaround tools became unnecessary.
Custom tools → native PSA features
Up from ~35%
Partially eliminated
Schedule Your PSA Health Check
Start with a free discovery call. Engagements start at $5,000, scoped to your PSA's complexity.