Streamlining Your Support Delivery, Billing, and Client Experience Using a PSA
Details
This month Justin Swall and Christan Martin will be doing a deep dive into Professional Service Automation tools for the IT Service Provider.
Known simply as PSAs in the industry, these tools give your business one place to manage the client experience including Service Requests, Project Management, Time Tracking, Billing, and Financial Reporting while also syncing to most major accounting packages such as QuickBooks and Xero. Many also include Marketing, Procurement, and Sales Opportunity tracking as well.
Justin Swall of West Coast Technology Guides and Christian Martin of Denali Consulting will show you how they use these tools to manage their business, get more done, and bill accurately.
PSA tools covered will include:
- Autotask
- ConnectWise PSA (formally ConnectWise Manage)
- Nilear OS (MTX Add-On for ConnectWise Manage)
- Syncro MSP
Dinner will be provided for OCCA members attending this month's meeting beginning at 6:15 pm.
As this meeting will include a live demonstration of these tools in a production environment, this meeting is for OCCA members and their invited guests only. If you would like to attend and are not yet an OCCA member, please reach out to an existing member to sponsor your attendance at this meeting.