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Services Automation

1 of 2 introductions

Hi! I am Estefania. I am your tour guide today.

Here’s a glimpse at the features you are about to see and what they can do for your business.

  • Resource Management
  • Sales & Services Collaboration
  • Project Management
  • Project Financials
  • Time & Expense Management
  • Forecasting, Reporting & Analytics

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Enjoy the tour. And you can also chat with a PSA specialist about your specific needs.

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Resource Management

Get the insight and visibility you need to help forecast, plan, manage your resources more effectively. Increase utilization without overworking staff.

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Forecast resource needs

View projects in the pipeline, assess necessary skills, and deliver the right team.

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Resource planner

See and understand all aspects of your resources — project time, PTO, non-billable time — to optimize staffing.

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Easily edit schedules

See who is working where and when and edit schedules by the day, week or month with a click.

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Smart capacity planning

Get comprehensive view of backlog and forward-looking views of the sales pipeline. Address gaps between supply and demand before they occur.

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Recruiting prompts

Know when to recruit, hire, train, the right skilled people for future jobs based on accurate data.

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Sales and services collaboration

When your PSA and CRM are connected, sales and services work as one team not two departments.

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Accurately scope deals

Partner with sales to create accurate quotes, manage customer expectations before a deal is signed.

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Perfect the handoff

Share critical customer and opportunity details without duplication. Set and deliver on client expectations.

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Project Management

A single view of every project you're managing to keep them on task, budgets in line, and all stakeholders informed.

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Opportunity to project

It takes just one click. Seamlessly kick off projects straight from the opportunity in the CRM.

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Project View

Keep all of your projects on time and budget with a comprehensive view of every KPI you need to keep your project on track.

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Data visualizations

Interactive Gantt allows you to visualize project plans, dependencies, and timelines.

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Built-in communities

Share project information–documents, billing, planners, etc.–with clients and partners in a real-time, branded community all without updating another tool.

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Chatter engrained

Keep everyone in the loop with built-in social tools like Chatter.

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Project Financials

Get powerful forecasting and analytics tools to give more control and predictability over everything involved in the ever changing services economy.

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Project Financials

Track all the financial components of a project … your budgets, your estimates, your costs, your bookings, your billing, and everything in between.

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Financial health tracker

With comprehensive financial views, you know exactly when to take action and where to make adjustments.

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Revenue recognition

Connect directly to milestones or project completion percentages. Calculate and record revenue as projects complete.

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Project Budgeting

Create one or more budgets for each project. Track actual time & expense.

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Multi-currency support

Manage projects and KPIs in any currency.

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Time & expense management

Highly configurable and easy-to-use. Time and expense entry rates speed up, administrative time goes down.

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Personalize time entry

Personalized for each user and easy to enter. Copy from schedules or previous weeks. Modify planned time from the same screen.

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Easy expense entry

Capture from your mobile, attach to a project, and hit send.

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Speedy approvals

Powerful workflow and approval functionality makes approvals a snap and ensures no entry goes unnoticed.

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Empower your road warriors

Give your team the tools they need to stay efficient and connected - no matter where they are.

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Forecasting, reporting & analytics

Get the data you need, see the future, and plan with confidence.

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Flexibility in forecast elements including actuals, expenses, scheduled assignments and milestones, resource requests and backlog that give you greater control and predictability over business.

next steps

Thanks for your time today

We've reached the end of our tour. You've just seen how our cloud-based PSA application allows you to manage your people, projects, customers, and financials - all in one integrated service management solution. Ready to get started?