PROFESSIONAL SERVICES AUTOMATION

PSA software for MSPs and IT service desks

Tickets, projects, time, and billing sit next to the endpoints they are about, so nobody has to copy context between tools.

The service desk, incidents, and knowledge base are part of the Enterprise and MSP plans. The MSP plan adds clients, agreements, projects, quotes, invoicing, a client portal, and a multi-client console.

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30 days to explore No credit card required

SERVICE DESK

Ticketing that knows the device.

Work tickets with the endpoint’s inventory, alerts, and history a click away.

Queues, assignments, canned responses, and ticket automation, including webhook actions
Workflows with scheduled ticket creation, condition sweeps, repeat-device pattern detection, and If/Else branching
An AI workflow step that drafts notes for a technician to review, Test runs before a workflow goes live, and the rule name shown in ticket history
A notification feed for each user
Client contacts and sites, with contact tags such as Primary, and VIP banners on tickets
Priorities, merging, and parent and child tickets that share replies and resolution
File attachments, and emails to the requester when a ticket is created, answered, or changes status
Email-to-ticket from IMAP, POP3, Microsoft 365, or Google Workspace mailboxes
SLAs with response and resolution targets
Time entries logged against the ticket as you work
Launch Microsoft 365 and Google Workspace actions from a ticket, such as a password reset or an offboard
On the MSP plan, appointments booked from a ticket and a My day view for each technician
Customer satisfaction (CSAT) surveys when a ticket closes
A knowledge base your team uses and your users see in the tray app

INCIDENTS AND STATUS PAGES

Tell people what is happening.

Coordinate an incident in one place and keep a public status page current while you work it.

Incident timelines with updates your team can follow
Public status pages with components and scheduled maintenance
Subscribers who hear about changes without asking

PROJECTS

Deliver projects on budget.

Plan the work, track it, and get sign-off from the client, without a separate project tool.

Tasks, a board view, and a Gantt chart
Milestones with client sign-off
Budgets and change orders
Templates for projects you run again and again

Projects are included in the MSP plan.

TIME AND BILLING

Turn service work into invoices.

Agreements, time, and invoices share one record, so billing reflects the work that happened.

Time tracking tied to tickets and projects
Timesheets that fill in from ticket and project time, with timers and non-ticket entries in custom categories such as PTO
Weekly submit and approve, send-back for corrections, and a daily target for each technician
Agreements with recurring billing and prepaid blocks of hours
Per-device and per-seat agreement lines, priced by device type, server role, tag, or site
Device and seat changes billed by snapshot, peak, or daily count, with a true-up on the next invoice
A next-bill estimate built by the same code that drafts the invoice
PDF invoices, credit notes, and AR aging
Online invoice payment by card or bank transfer, with pay links and autopay, through your own Stripe, Square, Braintree, Authorize.net, or QuickBooks Payments account
Checks and other offline payments recorded against invoices by your team
CSV accounting exports for QuickBooks Online and Xero

Client billing is included in the MSP plan. Online payments go to a processor account you own, so Outpost never holds your clients' money. Accounting exports are files rather than a live sync.

CLIENT PORTAL

A portal with your name on it.

Give each client a website in your branding where their people pay invoices, approve work, raise tickets, and see their devices.

Your branding, on your own domain if you want one
Sign-in with a password and second factor, a passkey, or single sign-on through Microsoft Entra ID, Google Workspace, or Okta, with directory sync
One inbox for approvals, quote signing, and project sign-off
Tickets, devices, reports, and requests to set up or remove a member of staff
Remote access to their own computers, within limits you set
The portal as an app in Microsoft Teams

The client portal is included in the MSP plan and is off until you turn it on for a client. Portal users cost nothing and have no limit.

SALES AND REPORTING

From quote to report.

Track prospects through to signed work, then report on the whole practice.

Prospects, opportunities, and follow-ups
Quotes your clients accept with an e-signature
A report builder with scheduled delivery
Patch compliance and MSP financial reports
Customizable dashboards that compare to the previous period, with a pinned saved view
PDF snapshots of a dashboard, sharing by role, and a dashboard in the client portal

SALES TO DELIVERY

From signed quote to installed hardware.

Turn an accepted quote into orders, stock, and assets, and see the margin on each order.

Sales orders from quotes, and opportunity workflows
Purchase orders and receiving
Stock across locations, with reorder points and RMAs
A unified asset register that links endpoints by serial number, with hardware warranty expirations
Distributors Pax8, Ingram Micro, TD SYNNEX, and CDW, including PunchOut and price comparison
Quote tools Quoter, Salesbuildr, and QuoteWerks
Subscription reconciliation and true-up
Margin on each order
Webhooks for sales order, stock, and asset events

Every plan includes purchasing, stock, and the asset register. Sales orders, quote tools, reconciliation, and opportunity workflows are included in the MSP plan.

KEEP EXPLORING

MAKE IT YOUR OUTPOST

Your next clear view
starts with your first endpoint.

Bring a few Windows or Linux devices. Try the workflows. See how Outpost fits your team.

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30 days No credit card required