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📦 0. Pre‑Flight✅TaskNotes☐Confirm new workstation is fully imaged & updatedShould already have its MSP360 restore, Windows updates, AV, etc.☐Make sure you have: phone camera, small flashlight, cable ties, alcohol wipesSaves a walk back to the storage closet.🔌 ...

For Use with MSP360 Backup Restores (DTC Standard)This guide walks you through creating a USB recovery image using DTCBSure Cloud Backup. This recovery environment allows you to boot into a live system and restore images backed up by MSP360. It’s ideal for sta...

Deleting Retired “Staging” Workstations and Their Backup DataUse this procedure once a workstation swap is fully verified and its image is no longer needed. The steps below erase both the computer record and all cloud/SMB backup data tied to the staging@dtctod...

🚀 Windows OS Upgrade — Self‑Service GuideChapter “Upgrade” — Workstation Lifecycle: The Image PlaybookUse this procedure to run a hands‑off, in‑place upgrade to Windows 11 23H2—our current standard build—using the NinjaRMM script Windows 11 Upgrade. The script...

This guide shows you how to check what a client was be billed in the previous billing period for an existing recurring invoice. The Recurring Invoice iteslf is what will be in all future periods. This is helpful for reviewing upcoming charges, confirming servi...

ZeroTier is used for secure network access. This guide outlines how to sign in for the first time and how to reauthenticate.First Time Sign InFollow these instructions when connecting to ZeroTier for the first time.1. Download and install the latest version of...

Goal This guide will help you easily receive manual payments through credit card using Stripe within HaloPSA for invoices. Prerequisites Access to your HaloPSA account. A Stripe account set up and linked to your HaloPSA instance. Appropriate permissions to ma...

Our aim is simple: use on‑demand contractors from Field Nation to deliver DTC’s limited on‑site services while keeping every job, update, and cost inside HaloPSA’s standard ticket flow—no extra licences, no scattered emails, and no lost details. To achieve tha...

PrerequisitesYou have Admin (or equivalent configuration) rights in HaloPSA.The Stripe integration is already installed and authorised in Configuration › Integrations.A browser tab is open to your HaloPSA instance.Workflow OverviewOpen Configuration in HaloPSA...

Please note the following must be performed on the Quickbooks Desktoip AVD host(s) via the "Windows App". You can download and install the Windows App from the Microsoft Store if it isn't already preinstalled. CSV To Quickbooks IIF setup file is attached to th...

This is the go-to place for all things DTC tech — from everyday IT basics 🖥️ to advanced specialties like Dell SANs 💾. You’ll find professional, reliable documentation and insights that power our teams and keep us on point. ⚠️ Can’t see some documents or gett...

To View the Card Set for Recurring Invoices: Step 1. Go to a client in HaloPSA. Step 2. Go to the 'Billing Tab'. Step 3. Scroll down to 'Stripe'. The default payment method will be selected, confirm that the card shown is correct. To Edit the Card on File ...

DTC Beta Tester User Guide Welcome to the DTC Beta Testing Program! We’re excited to have you help us refine and improve our new tools. This guide will walk you through what to assess, how to provide feedback, and what you can expect from us during the beta...

Hi Beta Tester! Thank you again. Here are a few scenarios we'd like to encourage you to explore during the Beta Test phase. The goal here is to: Validate usabilityPerformance, and Functionality  1. First-Time Client Login  Receive welcome email → Set pas...

Summary The goal of this document is to explain the process for adding an Asset and/or Network Login to specific Users under Clients in HaloPSA. Some offices will have users that have specific workstations they work at all the time. Additionally, some users w...