Client
FEATURES
PSA workflows built around the client record.
ServicePulse brings client records, service tickets, opportunities, quotes, sales orders, projects, agreements, time, billing, activity history, and AI-assisted context into one MSP workspace.
OPERATING MODEL
One MSP workspace from client intake to billing.
Designed for service, sales, delivery, and billing teams. The handoff stays visible as work moves across the business.
1Client
2Opportunity
3Quote
4Sales order
5Project / Agreement / Ticket
6Time
7Billing
8Reporting
One client record
Account details, contacts, sites, open work, activity, and billing context stay together.
Cleaner handoffs
Sales, service, project delivery, and finance can see what happened before work lands with them.
Built for MSP teams
Connects service desk, sales, delivery, and billing workflows in one MSP workspace.
SALES
Move from opportunity to approved work.
Sales work stays on the client record. Opportunity, quote, and delivery handoff context connect before work starts.
- Sales
Opportunities
Track sales stage, owner, close status, expected revenue, and customer context.
- Sales
Quotes
Build quote versions with products, pricing, cost, margin, and approval status tied to the opportunity.
- Sales
Sales orders
Convert approved quotes into delivery handoff records with commercial context attached.
- Sales
Commercial handoff
Keep what was sold visible before work becomes a project, agreement, or service ticket.
SERVICE WORK
Make service work visible before billing.
Tickets and time tell the same story. Service activity stays connected to the client record and billing queue.
- Service
Tickets
Open, assign, update, and review service tickets with client and agreement context attached.
- Service
Schedule
See scheduled service and delivery work on the same record as tickets, time, and client history.
- Service
Time entries
Log billable and non-billable time with work role, work type, agreement, project, ticket, and company context.
- Service
Timesheets
Review submitted time before it moves toward billing.
DELIVERY AND CONTRACTS
Project and agreement work on the client record.
Delivery and recurring work stay tied to service history, time, and billing—not scattered across tools.
- Delivery
Projects
Track project work with milestones, tasks, budget, time, and billing context.
- Delivery
Milestones
Organize delivery checkpoints and billing moments from the project record.
- Delivery
Agreements
Keep recurring coverage, terms, and billing references connected to the client record.
- Delivery
Recurring coverage
Reference agreement context when service, time, or billing work is logged.
BILLING AND VISIBILITY
See what is ready to bill.
Finance reviews billable work with the client and service context already attached—without rebuilding the month from notes and exports.
- Billing
Billing queue
Review billable time, product charges, and service work before they move to invoice.
- Billing
Revenue visibility
See pipeline, order, project, agreement, and billable time context from the account.
- Billing
Reports
Build operational reports around clients, work, revenue, and delivery.
- Billing
Audit trail
Track important changes so teams can see what happened and when.
AI-ASSISTED OPERATIONS
AI-assisted operations built into the records your team already uses.
ServicePulse AI-assisted operations help summarize, search, explain, and draft from the client, ticket, opportunity, quote, project, time, and billing context already inside the MSP workspace.
Record summaries
Summarize a client, ticket, opportunity, project, or billing record without hunting through every note.
Handoff help
Draft clearer handoff notes when work moves from sales to delivery or service to billing.
Activity review
Explain what changed on a record across notes, status changes, uploads, time entries, and related work.
Search assistance
Help users find the right client, ticket, quote, order, or project faster.
Billing context
Help finance understand the work behind time entries and billable items before invoice review.
Record context
Help users see what changed on the record and what is still open before they act.
AI-assisted operations support the workflow. Your team keeps control of approvals, billing decisions, and client communication.
See how ServicePulse fits your MSP workflow.
Walk through the service, sales, delivery, agreement, time, billing, and AI-assisted workflows in one MSP workspace.
Or email hello@cognifyworks.ai