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About

PSOhub is professional services automation software that brings the entire project delivery cycle into one platform. It combines project management, task management, resource and capacity planning, time and expense tracking, project accounting, budget and margin tracking, and billing, so everything from a won deal to a paid invoice lives in one place. It is built to work natively with HubSpot. Deals in HubSpot become projects in PSOhub automatically, time logged against a project connects back to the deal, and you keep one connected customer view across sales and delivery. No middleware, no manual re-entry, no separate systems to reconcile. PSOhub brings project management, planning, time tracking, and billing into one data model, so your operational data is AI-ready from day one.

About

If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professional Services Organizations

Audience

Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$12.50 per user per month
2 months free when paid annually
Free Version
Free Trial

Pricing

$33/month
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.8 / 5
design 4.8 / 5
support 4.5 / 5

Reviews/Ratings

Overall 4.5 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • PSOhub integrates well with our consulting firm in terms of time management / invoicing HubSpot / QuickBooks.
  • PSOhub has given us the ability to manage our projects and keep our customers informed of progress. Being able to set dependencies so customers can see when and what actions they need to complete to keep projects on track. We particularly benefit from the hours booked and hours completed summary.
  • PSO Hub has given us more insight into how our professional services projects are running and we can break them down into tasks, making it easy for us and the customer. It helps us assess how we can improve as well as giving us a indication of risk for our projects. The product regularly adds updates to make the workflow more efficient too.
  • Very simple to use time tracking software! I use it weekly to track my consulting hours for my clients.

Cons

  • The quote feature doesn’t fit our process. Specifically, we need the ability to send contracts and the quote feature has limited length and ability to include our terms of service.
  • Custom reporting could be better. Currently, this is done via an OData feed.
  • Sometimes it is a bit slow, but thats software from time to time.
  • Some times it is slow to load! Probably due to the other consultants using the software at the same time.

Pros & Cons from Real Users

Pros

  • The software is very easy to use as well as the integrations to the Xero billing simple make the process from start to finish seamless.
  • It offers intuitive and flawless management to maximize efficiency. Easy to use. Very productively integrates with business intelligence. Document management. Time tracking integration.

Cons

  • The software could use a bit of an upgrade on the timeline features for overall project management dashboard.
  • It worked great for me. Nothing to share about cons.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PSOhub
Founded: 2020
Netherlands
www.psohub.com/en/

Company Information

Xero
Founded: 2007
New Zealand
www.workflowmax.com

Alternatives

Alternatives

BigTime

BigTime

BigTime Software
BigTime

BigTime

BigTime Software
Cyanic Job Book

Cyanic Job Book

Cyanic Automation

Categories

Categories

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Time and Expense Features

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Architecture Features

2D Drawing
3D Modeling
Bills of material
BIM Modeling
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

Construction Management Features

Accounting Integration
Budget Tracking/Job Costing
Change Orders
Commercial
Contract Management
Contractors
CRM
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
Residential
RFI & Submittals
Subcontractor Management
Timesheets

Job Costing Features

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

HubSpot CRM
HubSpot Customer Platform
Salesforce
Xero
Acterys
Bookkeeper360
Box
Causal
Deputy
Dropbox
Lyftrondata
MYOB
Microsoft Dynamics 365
QuickBooks Online
Rippling
Shift
Teamwork.com
Zapier
Zendesk
bexio

Integrations

HubSpot CRM
HubSpot Customer Platform
Salesforce
Xero
Acterys
Bookkeeper360
Box
Causal
Deputy
Dropbox
Lyftrondata
MYOB
Microsoft Dynamics 365
QuickBooks Online
Rippling
Shift
Teamwork.com
Zapier
Zendesk
bexio
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Claim PSOhub and update features and information
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