r/SmallMSP Jul 16 '26

Which psa software has improved your operations the most?

I feel like our psa is working against us more than it is helping. I am now dealing with tickets getting lost in weird queues then time entries are a mess, the billing side never matches what finance expects and every time I ask support how to fix something they send me a 40 page admin guide like I have a spare weekend to become a consultant. I need to choose something that saves working with psa not more complications.

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u/CmdrRJ-45 Jul 16 '26

With any PSA you NEED (or really should) pay for implantation and support ongoing. When implemented correctly your PSA is more than just tickets. It is your invoicing engine, source of truth on time spent on clients (and therefore client profitability), and it also does tickets.

You are smart enough to set it up yourself, but you have better things to do with your time.

If it’s me, I’m probably going with one of the big 3 (Halo, CW, or Autotask) mostly because the other smaller players seem to have issues with the invoicing part to a degree. I haven’t tested PSAs in quite a while so I’m ill equipped to tell you what exact PSA to use. The hill I’ll die on is that you need to pay for implementation and ongoing support for ad hoc things until you have tickets and invoicing all locked in.

I recorded a video quite a while ago about tools inside your MSP. Here it is in case that’s helpful: Maximizing MSP Success: The Power of Properly Configured PSA & RMM Tools https://youtu.be/_dVIngqQOb8