Professional services automation (PSA) software helps companies in professional services manage most or all back-office and front-office activities. This page is a place for all discussions related to professional services automation.
Popular Professional Services Automation Software Questions Discussions
Our business has one-off sales, which is easy to quote and show the sale's value to the client. However, when we extend this out to include monthly recurring fees (for service or licenses), we have struggled to reflect the total sale's value accurately to the client. For instance, we sell a... Read more
We would like to change the accelo deadline dates to easily reflect is a certain project has run overdue but it is not the fault of our engineering department team. We need to be easily able to change this without going into the project deadline/edit plan section. A user should not be limited... Read more
We operate a small (3 person) Architectural and Design firm. Our philosophy is to work smarter not harder. Employees work remotely. We are new to Big Time and are looking for unique ways other similar organizations have implements Big Time in their daily operations.