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Overview This page documents the setup and ongoing operation of the automated GUID sync between NinjaRMM and Halo PSA. The sync reads the DTC Org GUID custom field from each NinjaRMM organization and writes it to the DTC Client GUID custom field in Halo PSA fo...

The DTC Client Portal is your one place to manage everything related to your IT support with DTC. You can submit and track support tickets, review and approve quotes, view and pay invoices, manage payment methods, and communicate with your account team. You ca...

The Dashboard is the first thing you see after signing in. It gives you a quick snapshot of what needs your attention across your account. What's on the Dashboard Your Dashboard shows up to three summary cards across the top, depending on your role: Quotes Ca...

The Service Tickets section is where you submit IT support requests and track their progress. Whether it's a computer problem, a software question, or a network issue, this is the place to let DTC know. Viewing Your Tickets Click Service Tickets in the naviga...

The Quotes section is where you review, approve, or reject proposals from DTC for new equipment, services, or projects. Viewing Your Quotes Click Quotes in the navigation bar to see all quotes for your organization. Each quote shows: Quote number Title descr...

The Billing section lets you view invoices, make payments, download invoice PDFs, and submit billing questions. Viewing Your Invoices Click Billing in the navigation bar. The page is organized into tabs: Billing Requests shows any billing questions or inquir...

The Approvals page is your central hub for everything that needs your review or response. This includes quote approvals, ticket approvals, closure confirmations, and feedback requests. Click Approvals in the navigation bar to get there. If there are items wait...

The Payment Methods page lets you manage the credit cards and bank accounts on file for your organization. You can add new methods, remove old ones, and set a default for automatic payments. To get there, click the gear icon in the top-right corner of the port...

The Your Account Team section is a dedicated space for conversations with your DTC account manager. This is separate from technical support tickets and is meant for discussions about your account, services, contracts, or anything that isn't a break/fix issue. ...

The Profile page lets you update your contact information. Keeping your details current helps us reach you quickly when we need to and ensures your records stay accurate. To get there, click the gear icon in the top-right corner of the portal and select Profil...

Quick answers to common questions about the DTC Customer Portal. Account and Access I signed up but can't access anything. What's going on? After you sign up and verify your email, our team needs to confirm your identity with your organization before granting...

Generated from HaloPSA's SQL Server INFORMATION_SCHEMA.COLUMNS via the DTC Dash Report API. Source: dtc-dash schema introspection | Last refreshed: 2026-03-19 Database: SQL Server (dbo schema) | Tables: 853 (846 base tables, 7 views) | Columns: 17,624 Summary ...