The system of record for how the service business actually runs.
Early accessPSA Software in Guildford
PSA Software for Guildford, set up online with UK support from our Olney team. Woking, Reigate and Epsom too.
- Part of CubeMSP
- Guildford, Surrey
- 01234 672 617
Guildford is comfortably within a morning’s drive of our Olney office. You can set CubeMSP up online yourself, and on Enterprise we can do the set-up and migration with you, in person if you’d like.
Professional services automation is a grand name for a simple ambition: stop running the service business out of six disconnected tools. A PSA holds the client, the contract, the ticket, the time booked against it, the project it belongs to and the figures that come out of the far end. CubeMSP does that with one data model and one set of permissions, so a question about any of them has a single answer. Most PSAs list the same features, so the distinction that matters is whether the parts share one record, or whether they are separate modules that synchronise overnight and disagree by Wednesday.
- One model
Shared by clients, contracts, tickets and time
- Per period
Cost and margin per client, computed not estimated
- Fixed
Implementation quoted before it starts
What it does
Inside PSA software
The parts of CubeMSP that make up PSA. Everything here shares one database, so nothing needs re-keying between them.
Contracts and recurring services
Support agreements, licence counts, hosted services and circuits held as structured records with term, cost, sell and renewal date - not as a PDF in a folder and a line in a spreadsheet.
Time against the work it was spent on
Time booked to the incident or task it belongs to, billable or not, at the applicable rate. What a client costs to support stops being a feeling and becomes a figure.
Work you can see across the firm
Every open incident, project and task on one board, filtered by client, engineer or status, so the Monday meeting is a review rather than an investigation.
Approvals with limits
Out-of-contract work, write-offs, discounts and purchases routed by value to whoever is allowed to sign them, with the decision and the reason recorded against the record.
Alerts instead of chasing
Renewals approaching, incidents breaching target, projects overrunning and unbilled time all raise themselves rather than waiting for somebody to notice them.
Reporting without exports
Dashboards by role and scheduled reports delivered by email. If somebody is still exporting to a spreadsheet to answer a routine question, that is a report we have not built yet.
In practice
Problems this actually solves
Anonymised, but not invented. These are the situations businesses describe to us before they change anything.
A firm paying for four tools that disagreed
The situation
A CRM held the clients, a ticketing tool held the incidents, a project tool held the migrations and a spreadsheet held the contracts. All four had a different idea of which clients were active and none of them knew about the others.
What changed
One record per client with services, tickets and projects attached to it. Three subscriptions cancelled, and the weekly argument about which list was correct stopped entirely.
A managed service that had never been costed
The situation
A fixed monthly fee covered "reasonable support". Nobody had ever measured what reasonable meant, and two clients were quietly consuming more engineering hours than the three largest accounts combined.
What changed
Time booked against incidents made the true cost of each contract visible within a quarter. Two agreements were renegotiated at renewal on the strength of the actual figures, not an impression.
Unbilled work discovered a quarter late
The situation
Out-of-contract work was agreed on the phone, done, and then remembered at invoicing time - or not. The write-off line was significant enough to matter and nobody could explain where it came from.
What changed
Billable time is flagged at the point it is booked and appears on a monthly unbilled report. The write-off is now a decision somebody makes on purpose rather than an accident discovered afterwards.
Local coverage
PSA across Surrey
We cover Guildford and the surrounding area, including Town Centre, Merrow, Burpham, Shalford and Artington, across the GU1, GU2, GU3 and GU4 postcode districts. We also work with businesses in Woking, Reigate and Epsom and elsewhere in Surrey.
Postcode districts
- GU1
- GU2
- GU3
- GU4
- GU5
Some of the areas we cover
Town Centre, Merrow, Burpham, Shalford, Artington, Compton, Send and Chilworth.
Getting to you
64miles from our Olney office, roughly
You can set CubeMSP up online yourself. On Enterprise, we can do the set-up and migration with you, in person if you’d like.
How it happens
Set it up yourself, or with us
The same wherever you are, and on Enterprise we can do it with you in Guildford.
Set it up yourself, online
Import your clients, services and ticket history, set up your service catalogue and invite your team. Bring as much ticket history as you can: it is what makes the knowledgebase and similar-incident retrieval useful from day one.
Enterprise
We can do the set-up and migration with you, in person if you’d like, or run CubeMSP in a dedicated environment.
You might call it something else
PSA goes by a lot of names - if you searched for any of these, this is the page you wanted.
- Professional services automation
- PSA platform
- PSA tool
- MSP PSA
- Service automation software
- IT services business software
Questions
The things people ask first
It is the system that runs the commercial side of a services business: who the clients are, what you have agreed to do for them, what work has been done, how long it took, and what should be billed. For an MSP it sits alongside the RMM, which handles the technical side.
Almost every MSP ends up with both, because they answer different questions. The RMM tells you a server is down; the PSA tells you whose server it is, what you have agreed about it, who fixed it last time and whether the work is chargeable. CubeMSP is the second of those and integrates with the first.
Services are held per client with quantity, unit cost, sell price, billing frequency, term and renewal date. That produces a recurring revenue and margin view, and feeds billing data out through the API to whichever finance system you use.
Yes. Clients, contacts, sites, contracts, service lines and ticket history can all be imported when you set up, and on Enterprise we can do the migration with you. Reconcile against the old system and cut over once the numbers agree.
Pricing is per named technician per month. You set it up online yourself, and Enterprise set-up or a dedicated environment is quoted separately if you want it. Client users invited to shared boards are not charged for, and the API is not licensed per connection.
Related
Other things we can put right
Also available in Guildford.
MSP Software
One system for clients, services, renewals, incidents, projects and reviews - built in the UK by a managed service provider.
Read moreIT Service Management Software
Incidents, requests, problems and knowledge handled consistently, with the service catalogue and the client record in the same system.
Read moreSubscription Management Software
Every licence, circuit, backup and contract you resell - with quantity, cost, sell price, term and renewal date, and the margin visible on all of it.
Read moreIT Project Management Software
Shared kanban boards for migrations, rollouts and onboardings - with the client invited in, and internal-only tasks filtered on the server.
Read more
Part of a bigger system
PSA is one part of CubeMSP. You can start here and switch the rest on later - it is the same system, not a separate purchase bolted on.
Working in Guildford?
PSA for your Guildford business
Tell us what your current system does badly. We will tell you whether CubeMSP fixes it, and what it would take.