Features

PSA workflows in ServicePulse.

Name: ServicePulse
Brand: ServicePulse

Company records, sales, service desk, projects, time, and billing on shared client context. Module depth varies by rollout.

Companies and contacts

Keep account details, contacts, service history, sales activity, and billing context tied to the same client record.

Track the sales motion from deal intake to approved quote without losing the customer context.

Use sales orders as the handoff point between approved quote and delivery work.

Open, assign, and update service tickets with notes, status, and ownership on the client record.

Track project work with budget, milestone, time, and billing context visible from the project record.

Store recurring coverage and agreement terms on the account for service tickets and billing reference.

Log billable and non-billable hours against tickets and project tasks before timesheet review.

Review billable time, products, and charges in a queue before they move to invoice.

See what changed on a client, ticket, quote, or project without rebuilding the story from email.

Find companies, contacts, tickets, quotes, and projects from one search in ServicePulse.

Use AI where it helps: summaries, search, and workflow hints. Core PSA work should not depend on AI being enabled.

Pick the workflows you care about and we will walk through what is live in your environment.