Harmony PSA supports your business with a plethora of functionality including:
- Lead and opportunity pipeline management
- Fully-integrated quotes and order management
- Back-to-back purchase order management
- Asset management
- Contract management
- Service desk & customer portal
- RMM event and asset integrations
- Integrated knowledge base
- Project management
- Timesheets and expenses
- Invoicing generation and customisation
- Accounting integration with well-known cloud products
Key Features
Service Desk
- Unlimited ticket types, each with specific custom fields and workflows
- Rich behavioural configuration by ticket type including auto-subscription rules
- SLA monitoring and notifications with 3-tier SLA override capability, default, by contract, by asset
- Full email threading with support for private/public comments and attached image rendering in ticket body
- Configurable routing rules to auto-create and auto-assign inbound emails
- Auto-deduplication with auto-subscription to working ticket
- Fully integrated timer functionality, auto-start, pause and close with standard timesheet comment library
- Ability to book expenses and direct (consumable) costs to tickets, travel time calculator for visit tickets
- Configurable notifications driving WebHooks and APIs to create bespoke automations
- Customer portal view displaying tickets, assets and knowledgebase articles
Show More FeaturesShow Less Billing of Time
- Fast, flexible, multi-level time entry model supported by timers and various auto-population options
- User homepage dashboard reporting showing state of timesheet completion and performance vs utilisation targets
- Sophisticated rate cascade structure that permits rate modelling against multiple criteria (location activity type, band, individual, time of day etc) preventing manual post-processing
- Multi-stage approval process available, 3 stages possible including client approval on mobile device or portal
- Time entry and approval available on tablet or phone for field staff, full notifications support empowers process
- Simple change order processing - add time and budget to existing project as new task or amend budget on existing task(s)
- Issuing of draft invoices is possible allowing review and amendments before posting
- Unwind time booked/approved/released from invoicing screen permitting easy booking repairs
- Partial credit note capability down to quantity on line level
- Rich invoice and time backing sheet templating and line grouping options available with preferences saved at customer level
Show More FeaturesShow Less Transactional CRM and Contract Modelling
- Lead to opportunity to order to contract with no duplicate data entry or interfaces to worry about
- Auto-create opportunity from quote, supports complete pipeline reporting without additional effort
- Auto-update opportunity value from selected quote, improves pipeline reporting accuracy without effort
- Custom fields/notifications/WebHooks/API automation framework facilitates event-based upsell opportunity automation
- Single opportunity, multiple quote data model prevents pipeline over-statement from potential duplication
- Bi-directional marketing integration to Hubspot permits population and editing of custom fields from marketing automations
- Call management and email integration eases tracking of sales process from a central location
- Fast quote building (even highly complex quotes) supported by relational product bundles
- Internal quote approval process controls what is released to customers
- Flexible dashboard reporting and PowerBI integration delivers unparalleled sales performance clarity
Show More FeaturesShow Less Customer, Contract & Project Profitability
- Comparison dashboard graph that provides instant access to your top and bottom ten performing customers, over different periods measured by revenue, margin or contribution
- Single click from the dashboard takes you to a 12-month trend view of the customer with one-click drill down to transaction level or filter by project/contract
- Automatic revenue and cost recognition driven by product
- Full support for Work In Progress (WIP) accounting on projects including purchase cost recognition pre-calculation
- Back-to-back supplier schedule matched to customer contracts ensuring cost alignment on recurring agreements
- Project and contract related expenses allocated to profitability views on approval
- All project and contract time bookings costed and indexed to profitability views below the line to deliver contribution analysis
- Service tickets auto-mapped to contracts so time charged on ticket responses are costed directly to contract profitability
- Pre-payment funds correctly accounted for in period driving revenue from time bookings not cashflows
- Contractors (external labour) costed at supplier payment rates against projects or contracts on time approval
Show More FeaturesShow Less Configuration & Automation
- Rich and sophisticated custom field offering, design object attributes and relationships to suit your own business model
- Site-wide notification rules engine with data model navigator both on notification trigger rule definition and content design
- Ability to trigger Webhooks from custom notifications to achieve bespoke integrations or call Harmony’s APIs to create/update other objects
- Site-wide Kanban capability - build individual or team boards to present data to suit your role
- Pin Kanban totals to your home page with instant detail data access
- Create custom Web Forms to enable users and customers to directly create Harmony objects from other sites
- Document templating capability allows you to create structured reports from Harmony objects
- The most flexible and powerful product configurator in the PSA space, allowing you to sell the way you want, with auto-generated contract terms and fully described executable orders
- Sophisticated presentation of invoices and backing sheets. Template capability allows you to present information in the format each customer needs
- Fully exposed role designer and customer group level data security model
Show More FeaturesShow Less 
