Handover

Handover connects to Connectwise to generate professional client reports, action logs, risk registers and QBR packs - pushed back to your PSA or emailed out automatically.

  • Overview

  • Integration

  • Support

MSP engineers and project managers spend hours every week writing the same client reports. Ticket notes already exist in the PSA - they just need pulling out, formatting, and sending. Handover does exactly that.

Connect ConnectWise PSA, select your tickets and projects, and generate professional client ready outputs in 30 seconds. Action logs, risk registers, status reports, client emails, and QBR packs - all generated by AI and pushed straight back to your PSA ticket as a note, or delivered directly to your client's inbox on a schedule.

Handover also gives MSPs a live delivery health dashboard showing RAG status across every client and project at a glance, and a branded client portal where end clients can view their service status, open tickets, and shared reports.

Built by a Technical Project Manager who lived the problem every day, Handover is purpose built for MSP delivery teams - not adapted from a generic reporting tool.

ConnectWise PSA Integration Features 

  • Native integration with ConnectWise PSA via API keys
  • Pulls live ticket and project data directly from ConnectWise PSA
  • Pushes generated report notes back to ConnectWise PSA tickets automatically
  • Supports scheduled report delivery on weekly or monthly cadence
  • Delivery health dashboard fed by live data with RAG status per client
  • Custom field mapping - maps custom fields into every generated report
  • Slack and Microsoft Teams webhook notifications on report generation
  • QBR pack generator with branded PowerPoint export - built from ConnectWise ticket and project data 

Currently Handover is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.

Overview

MSP engineers and project managers spend hours every week writing the same client reports. Ticket notes already exist in the PSA - they just need pulling out, formatting, and sending. Handover does exactly that.

Connect ConnectWise PSA, select your tickets and projects, and generate professional client ready outputs in 30 seconds. Action logs, risk registers, status reports, client emails, and QBR packs - all generated by AI and pushed straight back to your PSA ticket as a note, or delivered directly to your client's inbox on a schedule.

Handover also gives MSPs a live delivery health dashboard showing RAG status across every client and project at a glance, and a branded client portal where end clients can view their service status, open tickets, and shared reports.

Built by a Technical Project Manager who lived the problem every day, Handover is purpose built for MSP delivery teams - not adapted from a generic reporting tool.

Integration

ConnectWise PSA Integration Features 

  • Native integration with ConnectWise PSA via API keys
  • Pulls live ticket and project data directly from ConnectWise PSA
  • Pushes generated report notes back to ConnectWise PSA tickets automatically
  • Supports scheduled report delivery on weekly or monthly cadence
  • Delivery health dashboard fed by live data with RAG status per client
  • Custom field mapping - maps custom fields into every generated report
  • Slack and Microsoft Teams webhook notifications on report generation
  • QBR pack generator with branded PowerPoint export - built from ConnectWise ticket and project data 

Support

Currently Handover is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.