These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- PSA for Managed Service Providers
- Who it's for
- Multi-practice service firms
Multi-practice service firms
A firm with several service lines or regional offices needs to know which team owns each client and agreement. Organizations capture the business unit, service line or region. Clients name their owning service team, engineers name their service team, and agreements name their owning organization. Those links let a delivery manager review the agreement in the right operating context.
How PSA for Managed Service Providers is set up for you
Team ownership
Organization records identify service focus and region, while each agreement names the delivery organization.
Engineer capacity
Engineer records carry weekly capacity, bill and cost rates, and logged hours for a staffing review.
Shared billing trail
Milestones and monthly billing records stay linked to the agreement even when delivery and finance work from different teams.
A firm with several service lines or regional offices needs to know which team owns each client and agreement. Organizations capture the business unit, service line or region. Clients name their owning service team, engineers name their service team, and agreements name their owning organization. Those links let a delivery manager review the agreement in the right operating context.
Start with one service line and one regional office. Create the organization records, assign active engineers, and give a client its owning service team and account owner. Add an active agreement with a service delivery manager and owning organization. Have an engineer from the delivery team log a service line and time entry, then check that the agreement economics and engineer utilization reflect the activity.
For the billing cycle, create an approved milestone on the agreement and follow its invoice receipt into a linked monthly billing record. Finance Manager can inspect the collection status while Service Delivery Manager follows delivery and hours. If an agreement changes ownership, update the named organization and manager before the next service cycle so new work reaches the right people.
Features to start with
Roles on the team
- Admin
- Configures users, organizations and access for the service firm.
- 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.