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- IT Services PSA
- Get started
Get IT Services PSA running in four steps.
Prepare a small client engagement for a complete delivery rehearsal.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up IT Services PSA. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open IT Services PSA in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your account. Ask Proto to help set up PSA for IT Services around your client and delivery team.
Prepare the first operating cycle
Choose an active client, a named engagement manager, an agreed contract value, a budget and delivery dates. Have a consultant prepare a service line, time entry and expense. Select one milestone with a deliverable summary, amount and due date.
Review before release
Check the submitted service line result, the milestone invoice operation receipt and the linked payment receipt. Have each named owner inspect their saved list and the underlying source record before expanding to more client work.
Set up IT Services PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.