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  • Overview

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Handover connects natively to ConnectWise Manage and generates AI-powered client reports, QBR packs, and delivery updates from live ticket and project data in under 30 seconds. No configuration required. Automated scheduled reports, branded PowerPoint and PDF exports, and push notes back to ConnectWise included out of the box.

  • Pulls live service tickets, project data, time entries, and SLA information directly from the ConnectWise Manage REST API to generate professional client-ready reports and QBR packs automatically
  • Pushes AI-generated report summaries back to the relevant ConnectWise service tickets and project records as notes, keeping your PSA updated without any additional manual entries
  • Supports automated scheduled reporting on a weekly, fortnightly, or monthly cadence, sending branded client updates directly from ConnectWise data with no manual effort required

Currently Handover is not Certified under ConnectWise Invent.

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

Integrates with:
PSA Integration
Categories:
PSA Integration
Productivity

Details

Integrates with:
PSA Integration
Categories:
PSA Integration
Productivity

Overview

Handover connects natively to ConnectWise Manage and generates AI-powered client reports, QBR packs, and delivery updates from live ticket and project data in under 30 seconds. No configuration required. Automated scheduled reports, branded PowerPoint and PDF exports, and push notes back to ConnectWise included out of the box.

Integration

  • Pulls live service tickets, project data, time entries, and SLA information directly from the ConnectWise Manage REST API to generate professional client-ready reports and QBR packs automatically
  • Pushes AI-generated report summaries back to the relevant ConnectWise service tickets and project records as notes, keeping your PSA updated without any additional manual entries
  • Supports automated scheduled reporting on a weekly, fortnightly, or monthly cadence, sending branded client updates directly from ConnectWise data with no manual effort required

Support

Currently Handover is not Certified under ConnectWise Invent.

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

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