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- IT Services PSA
- Implementation plan
How a IT Services PSA rollout works
Start with one client delivery cycle and expand after the handoffs work.
Prepare people and clients
Set the organization, team rates, capacity, client owner and billing terms.
Set the engagement
Record client, manager, contract value, budget hours and dates.
Rehearse delivery
Submit a valid and an invalid service line, plus time and expense records.
Rehearse billing
Submit and approve a milestone, run the invoice step and inspect its receipt.
Reconcile collection
Link a payment, confirm collection and inspect its receipt.
What the customer provides
Provide a representative client agreement, one engagement scope, a deliverable, a staffed delivery week and the people who decide milestone readiness. Supply sample invoice and payment references for reconciliation.
Changing it afterwards
Change role assignments, terms and review cadence with named owners. Recheck saved lists and operation outcomes whenever an approval or billing rule changes.
Set up IT Services PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.