TekStack PSA - Block 1 Hero
Professional Services Automation

Deliver projects on time and on budget.
Every time.

TekStack gives your project team one place to manage projects, resources, time, and customer communication - built for B2B tech companies running Microsoft 365.

Project templates
Resource scheduling
Time entry
Gross margin tracking
Customer portal
Teams integration
TekStack Professional Services Automation
TekStack PSA — Block 2 Problems
The Project Delivery Problem

Most service teams are operating
without the tools to succeed.

Poor project delivery costs you more than margin. It costs you the renewal. Here are the problems we hear from service leaders every week.

Retention is at risk

Successful project delivery is the foundation of customer retention. When projects run late or over budget, the renewal conversation gets harder before it even starts.

Project managers are overloaded

PMs are juggling too many projects at once with no consistent framework. Every project runs differently depending on who is managing it.

Scope creep goes unmanaged

Without a strong SOW process and change request tracking, projects expand without approval. Margin disappears and nobody notices until the project closes.

Resources are unevenly assigned

Some team members are stretched thin while others have spare capacity. Without a clear view of workloads, scheduling stays reactive and utilization suffers.

No project backlog visibility

Without a clear backlog, hiring decisions are reactive and skill gaps are invisible. You cannot plan ahead when you cannot see what is coming.

Customers are left in the dark

Customers have no self-service access to project status, documents, or action items. Every update requires a manual email or a meeting that takes time away from delivery.

No visibility on project status

Leadership has no reliable picture of which projects are on track, which are at risk, and which have already gone sideways. Decisions get made on gut feel instead of data.

Time entry is inconsistent

Resources find time entry too difficult or too easy to skip. Incomplete timesheets mean missing data for invoicing, utilization reporting, and profitability analysis.

Resources do not know where to go

Team members are hunting across email, spreadsheets, and shared drives to find their assignments. Time spent searching is time not spent delivering.

TekStack PSA - Block 3 Where You Work
Built for Microsoft 365

Work where your project team already works

Project managers and resources should not have to leave the tools they use every day. TekStack brings project management directly into Microsoft Teams and Outlook so adoption actually sticks.

  • Get project updates and task notifications directly in Teams
  • Submit time entries without logging into a separate system
  • Access assigned tasks and project status from the Teams sidebar
  • Project channels created automatically in Teams for each engagement
  • SharePoint document libraries organized per project automatically
  • Copilot agents summarize project status and flag risks automatically
Microsoft Teams Outlook SharePoint Copilot Power BI
TekStack Professional Services Automation
TekStack PSA - Block 4 Gallery
Product Walkthrough

See how TekStack runs your service delivery

Explore each area of the platform and see how it fits your team's day-to-day work.

Standardized project templates

Start every project the right way. Build templates from your best-performing engagements and apply them consistently across the team.

  • Create projects from pre-built task structures
  • Task budgets and expected hours defined by role
  • Action items and to-dos pre-assigned by resource
  • Status report templates for consistent customer communication
  • Launched directly from a signed SOW
Project Templates

Project progress at a glance

Give every stakeholder a clear view of where the project stands. No chasing updates - the dashboard tells the story.

  • Task completion vs budget tracked in real time
  • Project health indicators highlight at-risk work
  • Portfolio view across all active projects
  • Automated status reports sent to customers on schedule
  • Power BI dashboards for leadership reporting
ARR Reporting

Track project gross margin

Know exactly which projects are profitable and which are not, before they close. Budgeted, actual, and estimated completion margin in one view.

  • Budgeted, actual, and EAC gross margin tracked
  • Labor costs tied to resource role rates
  • Change request tracking tied directly to margin impact
  • Flag projects below margin threshold automatically
  • Works for both fixed-price and T&M engagements
Project Profitability

Project RAID log

Track every risk, action, issue, and decision in one structured log. Keep your PM in control and your customer informed throughout delivery.

  • Log risks, actions, issues, and decisions per project
  • Track scope change requests with approval workflow
  • Variance tracked at a task level for PMs
  • RAID items surface automatically in status reports
  • Decisions logged for audit trail and accountability
RAID

Assign and track resources

Know who is available, who is overloaded, and what work is unassigned. Plan ahead with a clear view of your team's capacity and backlog.

  • Visual schedule showing assignments across the team
  • Utilization tracking by resource with color-coded status
  • Backlog by role to support hiring and planning decisions
  • Remaining hours and forecasted project pipeline by role
  • Identify under-assignment vs non-performance gaps
Resources

Easy time entry options

Give your team multiple ways to enter time so it actually gets done. No excuses, no missing hours, no invoice gaps.

  • Submit time directly from Microsoft Teams
  • Weekly timesheet view with project task pre-populated
  • Timesheet reminders and approval workflow
  • Time feeds directly into invoicing and utilization reporting
  • Mobile-friendly for field and remote resources
Time Entry

Customer self-service portal

Give customers visibility into their own project without requiring a meeting. Self-service options reduce your team's admin burden while keeping customers confident.

  • Review project progress and budget in real time
  • Upload documents and complete action items
  • View and download invoices
  • Access support cases linked to the project
  • Branded portal experience tied to your account record
Support Portal
TekStack PSA — Block 5 Whats Included
What's included

Every PSA capability. One platform.

TekStack covers your full professional services lifecycle from first project through final invoice, with everything your team needs built in.

  • Create projects from proven task structures
  • Pre-assign tasks and to-dos by resource role
  • Budget hours per task based on role rates
  • Built-in status report templates for customer updates
  • Launch directly from a signed SOW
  • Consistent delivery experience across every PM
  • Live task completion vs budget dashboard
  • Portfolio view across all active projects
  • At-risk project flags for leadership visibility
  • Automated customer status reports on schedule
  • Project timeline and milestone tracking
  • Power BI reporting for service leadership
  • Budgeted, actual, and estimated-at-completion margin
  • Labor cost rates tied to resource roles
  • Change request impact on margin tracked automatically
  • Threshold alerts for projects below target margin
  • Supports both fixed-price and T&M engagements
  • Log risks, actions, issues, and decisions per project
  • Scope change request tracking with approval workflow
  • Task variance tracked at a detailed level
  • RAID items surface in customer status reports
  • Decision audit trail for accountability
  • Visual resource schedule across the full team
  • Utilization tracking with color-coded status by resource
  • Identify over-loaded and under-utilized resources
  • Scheduled vs actual comparison per resource
  • Backlog by role to support capacity planning
  • Remaining hours approved by role or project
  • Forecasted project pipeline backlog by role
  • Submit time directly from Microsoft Teams
  • Weekly timesheet with project tasks pre-populated
  • Timesheet reminders and manager approval workflow
  • Time feeds directly into invoicing and utilization
  • Mobile-friendly for remote and field resources
  • Customer access to project progress and budget
  • Upload documents and complete action items
  • View and download invoices
  • Access support cases linked to their project
  • Branded portal tied to the customer account record
  • Dedicated Teams channel auto-created for every project
  • SharePoint document library organized per project
  • OneNote meeting notes linked to the project record
  • Copilot agents summarize project status and flag risks
TekStack PSA — Block 6 Meet Max
MAX
Included with TekStack

Meet Max

Max is your Professional Services partner, included in your TekStack subscription. A blend of AI agents and human experts purpose-built for service delivery teams.

Max protects your project margins, keeps utilization on track, and makes sure nothing billable slips through the cracks.

Max helps service leaders protect margins and utilization. It highlights under-utilized resources, identifies billable work being missed, and flags scope creep and delivery risk before they become problems.

What Max does for your service team
Launch projects right

Launch new projects from signed SOWs using templates. Ensure tasks, dates, hours, and resources accurately reflect the contracted scope.

Keep projects on track

Identify stuck or off-track projects, work backlog, and task variances before they impact delivery or customer satisfaction.

Protect utilization

Track resource utilization, flag over and under-loaded team members, and ensure complete timesheets are submitted on time.

Catch missed billing

Identify billable work that is not being captured. Ensure time entry is complete and milestone billing triggers are not missed.

Reduce admin burden

Less time on status chasing, timesheet reminders, and project admin. More time delivering value for your customers.

Know what is coming

Improve capacity forecasting, identify upcoming backlog by role, and give leadership visibility into delivery pipeline health.

TekStack PSA — Block 7 Cta
No obligation · 1 hour

See your service delivery fully under control in one hour.

Most service teams are running projects across spreadsheets, email threads, and disconnected tools. We will show you what it looks like when your team has one place to manage everything.

What happens on the call
  • 1 We learn about how your team manages projects and delivery today
  • 2 You see a live walkthrough built around your biggest pain points
  • 3 We walk you through pricing, straightforward with no surprises
  • 4 You leave with a clear picture of what switching would actually look like
Implementation, support and Max included One team, one point of contact, from day one. No consultants, no hidden fees.

Book your demo

Fill out the form and we will be in touch within one business day to confirm your time.

No obligation
1 hour
Live walkthrough