---
title: The PSA Consultant's Field Notes | Marco Pisano
description: Practical guides on HaloPSA, Autotask, PSA implementation and MSP best practices — by Kinesys
---

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# The PSA Consultant's Field Notes

 Implementation lessons, billing configurations that actually work, migration war stories, and the things the documentation never tells you. Written from experience, not from a slide deck. 

#### [![Autotask reporting guide — Dashboards, Widgets and LiveReports for MSPs](https://kinesys.it/hs-fs/hubfs/autotask-reporting-dashboards-widgets-livereports.png?width=2240&height=1260&name=autotask-reporting-dashboards-widgets-livereports.png) PSAAutotaskMSPReporting Reporting in Autotask: Dashboards, Widgets & LiveReports](https://kinesys.it/blog/autotask-reporting-dashboards-widgets-livereports)

#### [![How to choose a PSA consultant for your MSP — 7 questions to ask](https://kinesys.it/hs-fs/hubfs/how-to-choose-psa-consultant-msp.png?width=2240&height=1260&name=how-to-choose-psa-consultant-msp.png) PSAHaloPSAAutotaskMSPConsulting How to Choose a PSA Consultant for Your MSP: 7 Questions to Ask](https://kinesys.it/blog/how-to-choose-psa-consultant)

#### [![Autotask PSA complete setup guide for MSPs](https://kinesys.it/hs-fs/hubfs/autotask-psa-setup-guide-msp.png?width=2240&height=1260&name=autotask-psa-setup-guide-msp.png) PSAAutotaskMSPImplementation Autotask PSA: Complete Setup Guide for MSPs](https://kinesys.it/blog/autotask-psa-setup-guide)

#### [![HaloPSA workflow automation practical guide for MSPs](https://kinesys.it/hs-fs/hubfs/halopsa-workflow-automation-guide-msp.png?width=2240&height=1260&name=halopsa-workflow-automation-guide-msp.png) PSAHaloPSAMSPAutomation HaloPSA Workflow Automation: A Practical Guide](https://kinesys.it/blog/halopsa-workflow-automation)

#### [![Autotask PSA billing automation guide for MSPs](https://kinesys.it/hs-fs/hubfs/autotask-psa-billing-automation-msp.png?width=2240&height=1260&name=autotask-psa-billing-automation-msp.png) PSAAutotaskMSPBilling How to Automate Billing with Autotask PSA: Workflows & Best Practices](https://kinesys.it/blog/autotask-psa-billing-automation)

#### [![5 common mistakes when implementing HaloPSA — An MSP guide](https://kinesys.it/hs-fs/hubfs/halopsa-implementation-mistakes-msp.png?width=2240&height=1260&name=halopsa-implementation-mistakes-msp.png) PSAHaloPSAMSPImplementation 5 Common Mistakes When Implementing HaloPSA (And How to Avoid Them)](https://kinesys.it/blog/halopsa-implementation-mistakes)

#### [![How to migrate from Autotask to HaloPSA — practical guide for MSPs](https://kinesys.it/hs-fs/hubfs/autotask-to-halopsa-migration-guide-msp.png.png?width=2240&height=1260&name=autotask-to-halopsa-migration-guide-msp.png.png) PSAMigrationHaloPSAAutotaskMSP How to Migrate from Autotask to HaloPSA: A Practical Guide for MSPs](https://kinesys.it/blog/autotask-to-halopsa-migration)

#### [![Autotask vs HaloPSA — PSA comparison for MSPs](https://kinesys.it/hs-fs/hubfs/autotask-vs-halopsa-psa-comparison-msp.png?width=1200&height=630&name=autotask-vs-halopsa-psa-comparison-msp.png) Autotask vs HaloPSAPSAMigrationHaloPSAAutotaskMSP Autotask vs HaloPSA: Which PSA Is Right for Your MSP in 2026?](https://kinesys.it/blog/autotask-vs-halopsa)

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