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- PSA for Software Implementation Partners
- Get started
Get PSA for Software Implementation Partners running in four steps.
Prepare your first client engagement and its billing handoff.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up PSA for Software Implementation Partners. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open PSA for Software Implementation Partners in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your ERP.AI account. Use Proto to configure PSA for Software Implementation Partners for your practice. Identify the person who owns the client account, the engagement manager and the billing manager for the pilot.
Prepare the first operating cycle
Choose an active client and a contracted implementation. Gather the practice, consultant roster, dates, contract value, budget hours and go-live milestone amount. Enter a configuration deliverable with its hours, rate, billable flag and engagement. Bring one expense receipt and one milestone billing so the team can trace work, review and collection on the same engagement.
Review before release
Submit the valid deliverable and inspect its decision and operation receipt. Try an invalid line and confirm the failed result remains visible. Approve a milestone for billing, check its invoice receipt, then record a received payment and inspect its Payment Record receipt. Open the Implementation Margin Desk and compare the outcome with the source engagement. Review role access with the people who will run each handoff.
Set up PSA for Software Implementation Partners your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.