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- PSA for Managed Service Providers
- Who it's for
- IT project delivery
IT project delivery
For a scoped IT engagement, the agreement holds the delivery term, contract value and budget hours. An engineer records service work and time against the same client agreement. Contractual milestones carry the deliverables and amounts that lead to billing. This lets the service delivery manager compare progress with hours burn while the billing specialist follows each invoice to receipt.
How PSA for Managed Service Providers is set up for you
Scope and ownership
Account Owner and Service Delivery Manager agree on the client, dates, budget and delivery owner before the agreement becomes Active.
Work review
Engineer submits billable service entries with hours. Submission checks the agreement and records the result; Service Reviewer follows any failure.
Commercial follow-through
Service Delivery Manager approves the milestone after the deliverable check; Billing Specialist tracks the linked invoice.
For a scoped IT engagement, the agreement holds the delivery term, contract value and budget hours. An engineer records service work and time against the same client agreement. Contractual milestones carry the deliverables and amounts that lead to billing. This lets the service delivery manager compare progress with hours burn while the billing specialist follows each invoice to receipt.
Pick a project with one clear deliverable and billing event. Enter the client and active agreement, assign the delivery manager and engineer, and record the initial service line and time entry. Submit the eligible service line and check its approval result. Add a milestone with its due date, amount, agreement and deliverable summary. After the manager's approval, inspect the invoice operation receipt and make a monthly billing record tied to the milestone.
At the end of the pilot, compare delivered amount and cost with contract value on Agreement Margin Desk. If work is nearing the hours budget, inspect individual entries before discussing the scope with the account owner. Keep any deliverable attachment linked to the milestone it supports, so billing can follow the evidence without guessing which file belongs to the charge.
Features to start with
Roles on the team
- Account Owner
- Maintains client records and the commercial handoff to delivery.
- Service Delivery Manager
- Owns agreement scope, delivery and milestone readiness.
- Engineer
- Records delivered service, time and expenses against assigned agreements.
- Service Reviewer
- Inspects service approval outcomes and follows up on lines that fail validation.
- Billing Specialist
- Raises milestone billing records and reconciles collections.
- Finance Manager
- Reviews agreement economics, disputed billing and billing evidence.
Set up PSA for Managed Service Providers your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.