Platform
One PSA for the whole job.
Eleven modules on one record, with Navigator beside every screen. Here's what each one does.
/01Module
Service Desk
Tickets, queues and SLAs, with the context to close them.
- Queues by scope: yours, unassigned, team and saved views.
- SLA status and priority on every ticket.
- Reply, notes, time and expenses from one composer.
/02Module
Scheduling
Dispatch techs against real capacity and conflicts.
- Day, week and team views across your technicians.
- A needs-scheduling queue fed by the service desk.
- Free time per technician at a glance.
/03Module
Projects
Plan, staff and bill project work in one place.
- A portfolio view with budgets, target dates and progress.
- Tasks and templates for repeatable projects.
- Project work tied to the client and the contract.
/04Module
Time & Expenses
Capture time where the work happens.
- A day-by-day timesheet with a weekly target.
- Expenses captured beside time.
- Approvals and utilization for managers.
/05Module
Billing
Invoices from agreements and time, synced to accounting.
- Contracts with MRR, renewal dates, health and margin.
- Unbilled time and expenses turned into invoices.
- Invoices sync to QuickBooks Online or Xero.
/06Module
Procurement
Quotes, purchase orders and demand tied to the work.
- A demand queue fed by tickets, projects and reorders.
- Purchase orders, receiving and delivery tracking.
- Inventory and a product catalog.
/07Module
CRM
Companies, contacts, contracts and opportunities.
- Companies, contacts, contracts and opportunities.
- Portfolio MRR and renewals at a glance.
- Relationship health on every account.
/08Module
Docs
Client documentation and procedures, next to the work.
- Articles, SOPs and documents in one library.
- Documents linked to tickets and clients.
- A portal view for what clients can see.
/09Module
Reports
Operational questions answered with live numbers.
- A report gallery with schedules and run history.
- Client QBR packs with service health and next steps.
- A builder for custom reports.
/10Module
Architect
AI workflows across the PSA, with approvals built in.
- AI workflows as blueprints with triggers.
- Risk flags and run history on every blueprint.
- Templates and a catalog to start from.
/11Module
Customer Portal
Where your clients open and follow their tickets.
- Clients open and follow their tickets.
- Updates flow from the service desk.
- Each client gets its own hostname.
Every module. One price per tech.
$99 per tech per month, with Navigator included.