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220 total results found

Reports & Analytics - Key Tables

HaloPSA Database Schema Reports & Analytics

Full column listings for the 2 key tables in this category. ANALYZERPROFILE (99 columns) # Column Type Length Nullable Default 1 APid int NO 2 APTitle nvarchar 4000 YES 3 APSQL ntext 1073741823 YES 4 APEmailsubject ntext 1073741823 YES 5 AP...

Reports & Analytics - Table Index

HaloPSA Database Schema Reports & Analytics

All 63 tables in the Reports & Analytics category. Table Type Columns Key ANALYZERFILTER BASE TABLE 10 ANALYZERPROFILE BASE TABLE 99 KEY ANALYZERPROFILECOLUMN BASE TABLE 16 ANALYZERSUMMARYCOL BASE TABLE 7 ANALYZERSUMMARYGROUP BASE TABLE 4 ...

Agents & Technicians - Key Tables

HaloPSA Database Schema Agents & Technicians

Full column listings for the 4 key tables in this category. SECTIONDETAIL (50 columns) # Column Type Length Nullable Default 1 SDid int NO 2 SDSectionName nvarchar 200 YES 3 SDWorkingHoursBeforeAlert float YES ((0)) 4 SDEmailAddress nvarchar 4...

Actions (Ticket Notes) - Key Tables

HaloPSA Database Schema Actions (Ticket Notes)

Full column listings for the 3 key tables in this category. ACTARC (68 columns) # Column Type Length Nullable Default 1 Faultid int NO 2 actionnumber int NO 3 Actoutcome nvarchar 4000 YES 4 who nvarchar 4000 YES 5 Whe_ datetime YES 6 n...

Actions (Ticket Notes) - Table Index

HaloPSA Database Schema Actions (Ticket Notes)

All 7 tables in the Actions (Ticket Notes) category. Table Type Columns Key ACT BASE TABLE 5 ACTARC BASE TABLE 68 KEY ACTIONS BASE TABLE 199 KEY ACTYPE BASE TABLE 11 KEY ActionReaction BASE TABLE 5 ActionRead BASE TABLE 4 Action_View VIEW...

Tickets (Faults) - Key Tables

HaloPSA Database Schema Tickets (Faults)

Full column listings for the 13 key tables in this category. FAULTAPPROVAL (30 columns) # Column Type Length Nullable Default 1 FAid int NO 2 FAseq int NO 3 FAActionNumber int YES ((0)) 4 FAEmailstatus int YES ((0)) 5 FAResult int YES ((0...

Invoicing & Billing - Key Tables

HaloPSA Database Schema Invoicing & Billing

Full column listings for the 5 key tables in this category. CHARGERATE (27 columns) # Column Type Length Nullable Default 1 CRid int NO 2 CRarea int NO 3 CRchargeid int NO 4 CRstartdate datetime NO 5 CRrate float YES ((0)) 6 CRorg int...

Invoicing & Billing - Table Index

HaloPSA Database Schema Invoicing & Billing

All 40 tables in the Invoicing & Billing category. Table Type Columns Key ACCOUNTSINTERFACE BASE TABLE 19 BILLINGREPORT BASE TABLE 21 BillingAudit BASE TABLE 5 BillingPlanCriteria BASE TABLE 10 CHARGECD BASE TABLE 3 CHARGERATE BASE TABLE ...

Clients & Sites - Key Tables

HaloPSA Database Schema Clients & Sites

Full column listings for the 5 key tables in this category. AREA (332 columns) # Column Type Length Nullable Default 1 Aarea int NO 2 aareadesc nvarchar 4000 YES 3 Amemo ntext 1073741823 YES 4 Aannounce ntext 1073741823 YES 5 Aannouncedate ...

Ticket Configuration - Key Tables

HaloPSA Database Schema Ticket Configuration

Full column listings for the 7 key tables in this category. CATEGORYDETAIL (14 columns) # Column Type Length Nullable Default 1 CDid int NO 2 CDCategoryName nvarchar 4000 YES ('') 3 CDType int YES ((0)) 4 CDSLAid int YES ((-1)) 5 CDseriousne...

Custom Fields & Configuration - Key Tables

HaloPSA Database Schema Custom Fields & Configuration

Full column listings for the 3 key tables in this category. CONTROL (808 columns) # Column Type Length Nullable Default 1 Rseq int NO 2 RDBVersion int YES ((0)) 3 RDBname nvarchar 8 YES 4 RShbitmaps bit NO ((0)) 5 RShMap bit NO ((0)) 6 R...

Monthly Forecast SOP

Monthly Forecast Spreadsheet Standard Operating Procedure Version 1.0  |  Owner: Project Manager  |  Updated: April 2026 1. Purpose This SOP defines how to create, maintain, and close out the Monthly Forecast Spreadsheet used by the Project Management and Clie...

DIA

Dental Integrators Association (DIA) - industry networking organization for dental-focused MSPs.

Events

DIA

DIA conferences, meetings, and events.

2026 DIA Annual Conference - Nashville

DIA Events

Overview Event: DIA (Dental Integrators Association) Annual Conference Dates: April 16-18, 2026 Venue: Margaritaville Hotel, Nashville, TN Room: Seagrass Room (main sessions) / Fins Up - Poolside (reception) / Porch of Indecision (meals) Timezone: Central (Ame...

Client Onboarding (Day Of) SOP

DTC Client Onboarding SOP On-Site & Remote Tech Field Guide 1. Purpose & Scope This SOP defines the standard onboarding process for new DTC clients. The goal is a focused, efficient onboarding completed in 2–4 hours that gets the core infrastructure in place a...

Understanding portal statuses

DTC's Client Public Resources DTC Client Portal

Every invoice, quote, deposit, and ticket in the portal shows a status badge. These badges tell you where things stand at a glance — and which ones, if any, need your attention. Invoice statuses Invoices appear in the Billing section under the Invoices tab. ...

Day of IT Onboarding Checklist

Day-of Onboarding Checklist Client: ____________________    Date: ____________    Start Time: ____________ On-Site Tech: ____________________    Remote Tech: ____________________   Phase 1 — Arrival & Quick Network Audit (0:00 – 0:30) ✓RoleTask☐On-SiteCheck in...