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- Recruitment Search PSA
- Get started
Get Recruitment Search PSA running in four steps.
Prepare a client search that can be reconciled from mandate to collected fee.
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 Recruitment Search PSA. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Recruitment Search PSA 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. Download Proto and describe your search practice, approval owners and first client mandate.
Prepare the first operating cycle
Choose one active mandate with a lead consultant, fee value, budget hours and contractual milestone. Gather the client’s billing terms, consultant rates, delivery evidence and opening payment details. Name the delivery reviewer and finance manager. Link the source records before running approvals or invoice operations.
Review before release
Submit a valid delivery line and a line missing a required guard. Check that the valid line becomes Approved with a decision and receipt, while the failed line remains Submitted. Approve a milestone with an amount and mandate, run invoicing and inspect the receipt. Follow a linked placement fee payment to Received and reconcile its amount. Review each participant’s access before opening the process to the wider team.
Set up Recruitment Search PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.