A plan your team can follow.
Organize tasks and milestones in a Gantt view. Set owners, dates and hour budgets, then follow progress and project health. Clone an existing project to give repeat work a familiar starting point.
Project guide Explore the platformDeliver the work.
CINCH PSA · BUILT FOR MSPs & CSPs
Deliver the work.
Understand the effort.
Professional services automation should give your team a practical way to manage every commitment. Cinch brings projects, tasks, time and resource planning into the same workspace as your customer relationships and service operations.
THE SINGLE SOURCE OF TRUTH
A shared view.
A stronger delivery team.
Give technicians the context to do the work, project owners the visibility to keep it moving, and leaders the information to plan what comes next.
ProjectsTimeCapacityRetainers
Built by an MSP. Designed for the MSP.FROM COMMITMENT TO COMPLETION
Keep delivery connected.
Coordinate the details that shape service quality, team workload and the cost of delivery.
Make every hour easier to account for.
Log task time in 15-minute increments using the customer’s rate card and the appropriate billing role. Billable status lives on the task, keeping the work and its billing context together.
Time entry guideSee the load before you add to it.
Compare planned allocations and managed-service load with staff capacity, including approved PTO. Use the team heatmap to spot pressure points, then drill into a person’s work across projects.
Resource guideGive recurring work a clear rhythm.
Configure managed-service project retainers with period allowances, renewal alerts, carryover and overage rules. Logged task time feeds usage, while recurring task templates help keep routine commitments moving.
Managed-service guideKeep the relationship close to delivery.
Work from customer-linked projects alongside Cinch CRM and Service Desk. Keep project notes, conversations, attachments and linked documents within reach so teams can pick up the work with context.
Project workspace guideReview the work behind the numbers.
Compare budgeted and logged project hours. Review time across users, accounts, projects and tasks, then export the data to Excel for your own operational analysis.
Reporting guideCUSTOMER WORK. IN VIEW.
A clearer view of what’s moving.
Bring customer projects into the conversation with ownership, status, dates and progress visible together.
Luca helps with the communication.
Draft and refine messages from project and task editors, keeping your team in control of what gets sent.
Explore Luca
PSA, IN PRACTICE
Built around how you deliver.
Can we manage project work and ongoing services?
Yes. Cinch supports finite projects, ongoing managed-service work and internal projects. Each type has its own planning requirements; managed-service projects can also use retainer settings and recurring tasks.
How does PSA connect to billing?
Task time entries carry roles and rates and feed project budget-to-actuals and billing context. Customer invoices are synced from your billing system for review and payment. Invoice creation and editing stay in that billing system.
Can we record customer retainer work separately?
Yes. Customer-level Retainer Time Entry records covered work, including NOC activity. It is separate from the retainer configuration on an individual managed-service project.
BUILT BY AN MSP. DESIGNED FOR THE MSP.
Make every commitment
easier to manage.
Let’s explore how Cinch PSA fits your team, customers and service model.