BigTime Software vs. HaloPSA

I believe it is well suited for our industry! We are professional services consulting firm and we need this! However if there is a smaller company who does not need to track these items, then they should not use this big of a platform

Incentivized

Having been in IT for 10+ years and used so many different PSA platforms, I must say working with HaloPSA has been simply amazing. Straight out of the box, it's fast. It's feature-rich. It's easy to set up the basics, and the onboarding team was amazing. The onboarding team actually spends time with you, human on human, walking you through the setup and getting it working how you want. No one else does that included. Yeah, sure, you can pay CW and the other huge amounts of money, and they sort of help you, but HaloPSA helps you from the start; it seems they realise if they help set it up correctly in the first place, it reduces support calls. We can run our business from day one - very customer-centric. We have been using HaloPSA for a year now, and there is still plenty to learn and develop on the platform, but every week we are learning new things that we can do. The support team is great; they are humans who understand the issues we face, so they get things working fast. We have suggested some missing features to the dev team, and so far, they have implemented all of them - WOW. Don't get me wrong, as with all platforms, HaloPSA is not perfect. It's young, but it's maturing fast, very fast, and they are getting integrations built with the major players in the IT industry, which is fantastic. Yes, a few times, the link to Xero broke, which was annoying, but unlike the platforms we used in the past, the support team spoke to us and told us what the problem was and got it fixed, so you can't ask for more than that. Their growth has been fantastic to see, but again this has meant a bit of change around with account managers, support personnel, etc., but everyone they bring on is just as good as the last. All in all, migrating to HaloPSA was the best software/platform decision I have made in our business since I began the business. I would recommend HaloPSA to any IT business. Well done, Team HALO. Keep up the awesome work.

• I like the functionality of being able to make payments electronically and the amount of banks and payment methods that are available.
• Another very useful feature of this tool is that the system allows to set a parameter to perform automatic invoices.
• I also really like the amount of templates that this tool has. Since it allows us to make customizable reports to our clients.

• Workflows
• Stock Control
• Quoting

• For some types of projects, we are unable to use BigTime's invoicing feature. It would be nice if we could further customize invoices to fit our needs. We still have to use Quickbooks to complete certain invoices.
• Being able to create Purchase Orders in BigTime would be extremely useful to us. We currently use Quickbooks for this.

Incentivized

• A few tweaks to how items are organised/grouped and listed
• Documentation

Its been a huge help in saving time and making billing more efficient. Would like to see the product grow and be able to continue to use it.

Incentivized

Staff adapted to the new timesheets immediately. The invoice platform is nice and tracking WIP is great! Color backgrounds still need work. The new vibrant mode is OK. still trying it out.

Incentivized

BigTime is available 99% of the time. At times there are bugs, but most are resolved quickly

Incentivized

have not noticed a slow integration issue using QBO

Incentivized

The support is amazing! They are always available through the chat interface in the program. Each support person has fully answered my questions the first time. I have had a positive experience with each inquiry. It is very important to me that I am able to get instant access to help so that I can make the most of the software and all of its capabilities.

Incentivized

Monte and Tyler have been helpful with report assistance I called on recently

Incentivized

I liked the client management, but it didn't do time tracking, billing or syncing with quickbooks. It was too robust for my needs. I tried it for the client management and thought I might use it along with bigtime, but it was too cumbersome and would involve too much double entry. And it didn't track time or bill which are necessary functions

Incentivized

We have used and tried several other PSA vendors and HaloPSA was our favorite by far. Many others were either much too overly complicated, clunky, slow to respond to issues, incomplete, or they simply failed to deliver on promises made, especially in terms of integrations.

The product is useful for faster billing and efficient timesheet logs. I do like the report features however there are many options and can be overwhelming for the user. It is most helpful to set up reports speaking to an agent to ensure the right fields are set, etc.

Incentivized

• Before BigTime, we were using Excel to track everything, creating invoices, and run reports. Getting on BigTime has saved us tons of time and effort which equates to dollars saved on labor.
• From a legal standpoint, BigTime has allowed us to be organized and prepared in the event we would need to present financial details to anyone.

Incentivized

• Being able to track events
• Reporting