What is Harmony PSA?
Harmony PSA is a comprehensive professional services automation platform designed for IT services companies, managed service providers (MSPs), and other project-oriented businesses. It brings together multiple software tools typically used in IT services operations into a single, integrated solution.
Key features of Harmony PSA include:
- Service ticketing - Track, manage, and report on all client service requests from initial contact to resolution.
- Project management - Plan projects, create tasks/subtasks, assign to resources, track time, manage budgets.
- Time tracking - Automatically track time spent on tickets and projects for better productivity monitoring and accurate customer billing.
- Invoicing - Flexibly bill clients based on time & materials, fixed cost projects or recurring managed services.
- Document management - Store any files, notes or documents related to clients and services delivered.
- Resource scheduling - Visual calendar for scheduling technician work shifts and time off.
- CRM - Full client database with history of service interactions and activities.
- Business intelligence reporting - Custom reports on all business metrics relevant to IT services companies.
- Quoting/Procurement - Create quotes with products & services to professionalize engagements.
Harmony PSA was created specifically for IT project-based businesses. It helps optimize operational efficiency, service delivery and accounts receivable. With improved visibility across the business, it provides the metrics and tools needed for more informed business decisions.