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- PSA for Managed Service Providers
- Who it's for
- Managed infrastructure services
Managed infrastructure services
A managed infrastructure team needs a clear account record and a way to explain the work delivered during an agreement term. Start with the client, an active retainer agreement and a service delivery manager. Engineers record dated service lines and time against that agreement. The manager watches delivered hours against the budget and checks whether approved milestones have reached billing.
How PSA for Managed Service Providers is set up for you
Contract owner
Account Owner maintains client billing terms and the commercial relationship; Service Delivery Manager owns the delivery plan.
Service evidence
Engineer describes work on each service entry and links it to the agreement. Submission checks billable lines; Service Reviewer follows failed checks.
Billing signal
Milestones identify contractual billing events, while monthly billing records show invoice and collection status.
A managed infrastructure team needs a clear account record and a way to explain the work delivered during an agreement term. Start with the client, an active retainer agreement and a service delivery manager. Engineers record dated service lines and time against that agreement. The manager watches delivered hours against the budget and checks whether approved milestones have reached billing.
Choose one active client and one agreement with a known value, term and hours budget. Record a normal week of service and time. Submit a billable service entry and review the decision and operation receipt. Add the next milestone with its due date, deliverable and amount. Approve it after the deliverable check, then confirm the invoice result before opening a billing record. Review Agreement Margin Desk at the end of the cycle to compare delivery with billed value.
For an exception, use a service entry without an agreement or a milestone without an amount. The failed receipt should direct the team back to the source record. This rehearsal shows who corrects delivery data and who follows the billing outcome. Keep attachment UR ls on the records that need the underlying contract or deliverable.
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.