Industries
StandardPSA is for helpdesk teams, MSPs, IT consulting firms, and marketing firms. Four profiles ship with preset configurations, billing types, and report templates.
🎧 Helpdesk teams
Track support engagements from the first request through invoice. Capture billable time against each client, approve it, and bill support hours, retainers, and milestones from the same record.
- Billable time on every support engagement
- Hourly and retainer billing in parallel
- Utilization and profitability by client
🔁 MSPs
Managed-service agreements with recurring monthly billing, automatic renewal, and usage-based overages. Time, clients, and invoices stay on one record.
- MSP recurring billing automation
- Agreement renewal and overage tracking
- Per-client profitability and WIP
🖥 IT consulting firms
SOW milestone tracking, T&M billing with cap management, and sprint-aligned invoicing for agile project work that runs alongside ongoing support.
- SOW milestone billing
- T&M with not-to-exceed tracking
- Sprint-aligned invoicing
🌟 Marketing firms
Retainer management with monthly drawdown tracking, campaign project billing, media-buy and third-party pass-through expense handling, and creative resource scheduling across concurrent client projects.
- Retainer drawdown tracking
- Pass-through expense billing
- Creative team resource scheduling