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- IT Services PSA
- Who it's for
- Managed IT services
Managed IT services
A managed IT services team can keep each contracted scope in its own engagement under the same active client. Account Manager records the client’s terms and owner. Engagement Manager records the service period, contract value and hours budget, then checks whether work has reached the right engagement before delivery begins.
How IT Services PSA is set up for you
Client relationship
Use Active Clients to check the current billing terms and account owner. A client with several scopes can have separate active engagements, each with its own manager and budget.
Service work
Consultants enter dated service lines with hours and an engagement. Submitted billable lines pass through Service Entry Approval; the decision and operation receipt let the manager distinguish accepted work from a failed review attempt.
Time and expense
Submitted time and travel costs appear in their separate lists. The manager checks the same engagement reference on each before using logged hours or expense totals in a delivery review.
Billing checkpoint
A milestone can represent a contracted delivery checkpoint. Delivery Director approves the submitted deliverable, then Billing Specialist follows the invoice operation and linked payment record.
A managed IT services team can keep each contracted scope in its own engagement under the same active client. Account Manager records the client’s terms and owner. Engagement Manager records the service period, contract value and hours budget, then checks whether work has reached the right engagement before delivery begins.
Start with one active client and a retainer engagement for a defined service period. Record the weekly capacity of the consultant assigned to the work. Submit a billable service line and a time entry for the same engagement; verify that the approved service line and submitted time entry remain separate. Add a travel expense with its receipt URL. At the billing checkpoint, submit a milestone with its amount and deliverable summary. After approval, inspect the invoice operation receipt, then record a linked payment only after collection is confirmed. Compare delivered amount, cost and contract value in Engagement Margin Desk before changing the next period’s staffing.
Features to start with
Roles on the team
- Account Manager
- Owns client details and the commercial engagement proposal.
- Engagement Manager
- Coordinates delivery, reviews service exceptions and prepares milestones.
- Consultant
- Records their delivered service, hours and reimbursable costs.
Set up IT Services PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.