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- IT Services PSA
- Who it's for
- Systems integrators
Systems integrators
A systems integrator can organize a fixed fee implementation around an engagement and its contractual milestones. Engagement Manager sets the planned dates, contract value, hours budget and owner. Consultants record service work against that engagement while Delivery Director reviews each submitted deliverable before the invoice step.
How IT Services PSA is set up for you
Scope record
Keep the client, owning organization and engagement manager on the engagement. A change in dates or budget belongs on that source record so the delivery team sees the current plan.
Delivery lines
Consultants submit billable service lines with hours and an engagement. Service Entry Approval records a review decision and operation receipt for valid work; a line that fails validation remains submitted.
Acceptance decision
A milestone carries its deliverable summary, due date and amount. Delivery Director inspects the submitted work and decides when to mark the milestone approved.
Invoice and collection
Milestone Invoice checks the approved milestone’s amount and engagement, moves it to invoiced and records a receipt. Billing Specialist follows the linked payment separately through invoiced, overdue or received status.
A systems integrator can organize a fixed fee implementation around an engagement and its contractual milestones. Engagement Manager sets the planned dates, contract value, hours budget and owner. Consultants record service work against that engagement while Delivery Director reviews each submitted deliverable before the invoice step.
Use one client implementation with a migration milestone and a named delivery owner. Enter the milestone’s deliverable summary and due date before engineers start recording work. Submit a service line with hours and the correct engagement; check the approved line and its review receipt. Submit the milestone for Delivery Director’s decision. After approval, inspect the invoice operation result. Add a linked payment with invoice number and due date, and check external evidence before marking it received. If invoicing fails, keep the milestone approved while Billing Specialist checks the failed operation receipt and corrects the source.
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.