Sound familiar?
Friday afternoon. Again.
You have updates due for Skyline IT Solutions, Fernwood Academy, and Greystone Group, plus a risk log for Elmwood Manufacturing that hasn't moved since last sprint. Sound familiar? That's your weekend gone.
Copy. Paste. Repeat.
Meeting notes into a Word doc, Word doc into an email, email into a ticket. The same information, reformatted five times. Every single week.
The update that never got sent
A client chases for an update. You know the work is being done - you just haven't had time to write it up. It happens more than it should.
One tool. Every output.
Paste your notes or connect HaloPSA. Get everything you need in seconds.
Instant outputs
Paste your meeting notes or ticket data. Get a client email, action list, risk log, summary and status report in under 30 seconds—whether you are updating Skyline IT Solutions, Greystone Group, or any other account. No prompting, no formatting, no thinking about structure.
Client emails that sound human
Not generic AI waffle. Emails that reference your actual projects—Fernwood Academy, Thornfield Solutions, Elmwood Manufacturing—and acknowledge blockers directly. They sound like a senior SDM wrote them. Your signature, your style, ready to send.
HaloPSA connected
Pull tickets and projects directly from your HaloPSA instance. Choose your client, set a date range, import in one click. No exporting, no copy pasting, no spreadsheet gymnastics.
Export everything
Download your action log and risk log as formatted CSV files ready to drop into your project tracker or send to a client. Pro users get a full Excel report pack with one click.
Your style, every time
Tell Handover how you write. Formal or friendly, bullet points or paragraphs, first names or titles. Every output matches your style automatically.
Full project history
Every generation saved and searchable. Pull up your client's last update in seconds—whether it's Skyline IT Solutions, Fernwood Academy, or any account you work with. Track how a project has progressed over time. Never lose a report again.
From notes to outputs in 3 steps
Add your notes
Paste meeting notes, ticket updates or project data. Or connect HaloPSA and import directly.
Choose your outputs
Select what you need - action list, client email, risk log, status report or all five. Add the client name and contact for a personalised email.
Generate and send
Your outputs are ready in seconds. Copy, export to CSV or Excel, or open directly in your email client. Done.