Average Ratings 4 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.

Description

ShieldPSA is a Professional Services Automation (PSA) solution tailored for Managed Service Providers (MSPs) and IT service teams, unifying crucial service management and business operations within a single interface. This platform streamlines the handling of customer inquiries, support tickets, service level agreements (SLAs), project management, contract oversight, time logging, billing processes, and comprehensive reporting. By offering tools that cover the entire service lifecycle—from the initial intake and prioritization of service requests to their resolution, alongside time tracking, contract handling, and invoicing—ShieldPSA ensures a seamless experience. Furthermore, it features automation of workflows, service catalogs, management of customer and contact details, insightful reporting, a client portal, and various integrations to enhance daily operations for MSPs. With a focus on helping MSPs consolidate their service functions, the platform enhances visibility into both technician and customer interactions, standardizes workflows, and optimizes the management of recurring services for greater efficiency. Additionally, ShieldPSA is available as a free PSA platform, with optional professional services designed to support advanced needs and further enhance productivity. This combination of features makes it an invaluable tool for teams striving to improve operational effectiveness and customer satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Exact
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Moneybird
QuickBooks Online
Salesforce
Teamwork.com
Xero
Zapier
bexio

Integrations

Exact
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Moneybird
QuickBooks Online
Salesforce
Teamwork.com
Xero
Zapier
bexio

Pricing Details

$12.50 per user per month
2 months free when paid annually
Free Trial
Free Version

Pricing Details

$0
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

PSOhub

Founded

2020

Country

Netherlands

Website

www.psohub.com/en/

Vendor Details

Company Name

Vembu Technologies

Country

United States

Website

www.bdrshield.com

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Tracking

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Product Features

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Alternatives

Alternatives

Autotask PSA Reviews

Autotask PSA

Datto, a Kaseya company
Kaseya BMS Reviews

Kaseya BMS

Kaseya