List of the Top 25 Professional Services Automation Apps for iPad in 2025

Atera is a comprehensive IT management solution that integrates remote monitoring and management (RMM), helpdesk services, and ticketing, all enhanced by Action AI™ to significantly increase efficiency for organizations of any size. Experience the benefits of Atera with a free trial today!

The Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.

Elevate your service management experience with BlueFolder, the comprehensive solution crafted specifically for field service providers, maintenance teams, and support organizations. Improve your workflows, enhance customer satisfaction, and increase operational efficiency with our extensive range of features designed for seamless integration. Easily oversee work orders through our user-friendly interface, ensuring that no detail goes unnoticed. Utilize our intelligent dispatch and scheduling tools to effectively allocate resources, reducing downtime while boosting productivity. Strengthen customer relationships with our CRM capabilities, which allow you to monitor interactions and service history for a tailored customer experience. Stay connected and productive with our mobile app, which facilitates real-time collaboration, work order updates, and direct client communication from any location. Manage your assets, equipment, and contracts with ease, while simplifying financial operations through our billing and invoicing features that help you create precise invoices and streamline payment processes to enhance your cash flow. Acquire meaningful insights into your business operations through customizable reports and analytics, empowering you to make data-driven decisions and pinpoint areas that require improvement. Additionally, BlueFolder integrates smoothly with other essential tools, ensuring that your service management ecosystem is cohesive and efficient. With BlueFolder, you can transform your service management approach and unlock new levels of operational success.

Moxo transforms the landscape of professional services automation through its all-encompassing Service Orchestration Platform. By integrating intricate client workflows into a singular, secure digital environment, Moxo boosts both efficiency and teamwork throughout the service delivery journey. Its Moxo Flow feature empowers firms to develop tailored workflow templates for activities such as client onboarding, project oversight, and continuous service provision, incorporating essential functionalities like digital signatures and live collaboration. This methodology not only optimizes operations but also preserves the ability to provide highly personalized client interactions. With robust integration options, Moxo guarantees smooth data transitions between pre-existing systems, enabling thorough project tracking, resource management, and client oversight across the organization.

Project Insight (PI) is an advanced project and portfolio management software that enables organizations to compile and analyze all their projects seamlessly. By integrating your work, projects, and tasks into a single, user-friendly online platform, PI can be tailored to meet the specific requirements of your business. This makes it particularly beneficial for organizations with intricate project management needs, such as budgeting, scheduling, time-tracking, and capacity planning. Despite its robust features, PI remains accessible and adaptable, which in turn enhances the level of customer service you can offer. Users can effortlessly merge data from essential tools like CRM, accounting, DevOps, and support software, providing stakeholders with immediate insights into project status. Additionally, the FREE version of PI allows users to get started quickly and scale their usage over time as their needs evolve. This flexibility ensures that as your organization grows, PI can continue to meet your changing project management demands.

BigTime is a comprehensive online time and billing platform designed specifically for professionals in various industries. It provides a suite of tools for tracking time and expenses, managing work-in-progress, generating invoices, overseeing tasks, and much more, all integrated into a single system. This cloud-based solution features a user-friendly interface, ensuring ease of use on both desktop and mobile devices while incorporating industry best practices and operational insights. Additionally, BigTime seamlessly connects with leading productivity applications such as Zapier, Lacerte, and Slack to enhance functionality. By facilitating everything from project initiation to client payment processes, BigTime optimizes firm operations with its smart budgeting, project management, and invoicing capabilities, which can be tailored to handle even the most intricate scenarios efficiently. Ultimately, this makes BigTime an indispensable tool for firms aiming to improve their workflow and productivity.

CrossConcept Continuum goes beyond conventional Professional Services Automation (PSA) systems by incorporating state-of-the-art user interface technology that enhances usability. This improvement translates to fewer clicks and less time required for data entry, streamlining the entire process. Moreover, CrossConcept Continuum seamlessly integrates with all leading accounting software, facilitating a unified platform for synchronizing financial and project management tasks. Designed with the goal of maximizing profitability, our innovative PSA solution connects financial accounting with project oversight, empowering organizations to efficiently manage every phase of their tasks and fulfill their commitments from start to finish. With decades of experience, CrossConcept has successfully assisted service-oriented companies in automating their workflows, serving clients of all sizes, from small teams to large enterprises with over thirty thousand employees. The creation of CrossConcept Continuum draws from the extensive real-world expertise of its founder and his dedicated team, ensuring a robust and practical approach to project management. In essence, our solution embodies simplicity while delivering powerful capabilities that can transform how businesses operate!

You can effortlessly create independent projects or utilize your preferred CRM for a one-click setup. All project information is instantly accessible, providing a comprehensive overview. Additionally, you can effectively manage your resources through integrated Gantt charts. The platform enables you to delegate tasks, monitor project progress visually, enhance team collaboration, minimize waste, and systematically break down projects into manageable tasks. With PSOhub's Task Manager, you can eliminate the need for spreadsheets by transitioning everything online. Its autonomous time tracking feature ensures more precise client billing while reducing the time spent on timesheets. PSOhub allows you to move beyond assumptions concerning resource allocation. With real-time insights at your fingertips, you can efficiently oversee your team and anticipate upcoming tasks. Furthermore, PSOhub streamlines the invoicing process by automatically inputting necessary data, making it simpler than ever to bill clients and receive payments promptly. This innovative approach not only saves time but also enhances overall efficiency in project management.

Comprehensive software revolutionizes the manner in which Managed Service Providers deliver IT services to their clients. HaloPSA enables you to oversee your complete service desk with ready-to-use features that adhere to ITIL standards. This integration enhances efficiency and streamlines operations for better customer satisfaction.

ServiceDesk Plus is a robust, web-based ITSM suite tailored for managed service providers. This integrated ITSM solution offers extensive capabilities in help desk, service desk, and asset management, utilizing a multi-tenant architecture that ensures effective data segregation. Such a setup enables service providers to deliver support and services to various clients while maintaining centralized control over operations. Additionally, its user-friendly interface simplifies the management of client interactions, enhancing overall efficiency.

monday.com Work OS serves as a no-code platform for work management, enabling teams to enhance their project and workflow management processes. This versatile software offers customizable solutions tailored for diverse applications, including marketing, sales, operations, IT, and HR. Users can efficiently plan, oversee, and monitor all their projects from a single interface, utilizing convenient features like automation, time tracking, and document sharing to save time. The platform's multiple visual board options, such as Gantt, Kanban, and Cards, allow teams to prioritize and organize tasks in a way that aligns with their preferences, while dashboards provide a comprehensive view of progress to support data-driven decision-making. Furthermore, seamless integrations with popular applications like Outlook, Microsoft Teams, Gmail, and Excel enable users to work within their preferred tools without interruption. Additionally, monday.com features specialized solutions like monday dev and monday sales CRM, which cater specifically to the unique requirements of various industries, thereby enhancing overall productivity and efficiency. With its extensive capabilities, monday.com empowers teams to achieve their objectives while ensuring a streamlined workflow.

Wrike is an exceptional work management solution that provides cross-functional teams with comprehensive insight into intricate projects. This cloud-based collaboration tool is relied upon by over 20,000 prominent organizations globally, including renowned companies like Fitbit and Siemens. With an array of award-winning functionalities, Wrike includes features such as dynamic request forms, automated workflows, cross-tagging, custom item types, and integrations with more than 400 applications. Enhance your productivity with Work Intelligence™: our sophisticated communication tool that facilitates voice commands, smart replies, and document processing. Additionally, we provide customized templates designed to help teams initiate Agile projects efficiently while ensuring compliance. In addition to guaranteeing 99.9% uptime, our enterprise-grade security encompasses single sign-on, role-based access control, and continuous data backup. For added assurance, users can utilize the Wrike Lock add-on to maintain complete ownership of their master encryption key. Research shows that Wrike can enhance organizational processes by 40%, streamlining administrative tasks and lowering costs across various sectors. Experience the transformative impact on your team — begin your free two-week trial now and see the difference for yourself.

ConnectWise PSA, previously known as ConnectWise Manage, is a comprehensive business management solution tailored for organizations that provide technology support and services, and it is relied upon by over 100,000 users. This platform is packed with numerous features that enhance team accountability and boost operational efficiency, encompassing tools for help desk management, billing, time tracking, project oversight, agreement handling, sales and marketing, procurement, and reporting. By offering an integrated professional services automation (PSA) solution, ConnectWise PSA fosters a unified perspective of your entire operations through a singular data layer, allowing for improved clarity and streamlined business processes. This holistic approach not only helps organizations manage their resources effectively but also empowers teams to respond swiftly to client needs and market demands.

Quickly and effortlessly provide essential information to principals, project managers, or your entire workforce with BQE CORE's robust dashboard. This tool enables you to keep an eye on key performance indicators (KPIs) including project efficiency, time and expenses, profitability, and other critical metrics. You can oversee the progress of each project phase and ensure that tracking is seamless. Additionally, it allows you to juxtapose actual figures with budgeted hours and costs, ensuring that no details are overlooked. Interactive Gantt charts enhance resource allocation and enable precise forecasting every time. Tailored specifically for managing new sales opportunities, activities, and performance in professional services, CORE CRM streamlines your processes. Discover how BQE CORE can help you concentrate on the most vital aspects of your practice and supervise client projects effectively. Don’t miss out on the chance to schedule your personalized demo today and see the benefits for yourself!

Avaza provides a comprehensive platform for overseeing projects, monitoring time and expenses, issuing invoices, and processing online payments. This all-in-one tool streamlines project management, time tracking, and billing, enabling businesses to concentrate on their client relationships. It is particularly well-suited for freelancers, consultants, and small enterprises. Additionally, the platform can be accessed from any device, making it convenient for users on the go. With its user-friendly interface and robust features, Avaza enhances productivity and efficiency across various industries.

By merging robust project management with seamlessly optimized operations, our platform stands out as the sole solution designed for effective and profitable client project oversight. Ensure timely and budget-friendly delivery of work, reduce client-related confusion, and gain insights into profitability, all within a single platform. Users of Teamwork.com can oversee their projects through a variety of integrated tools, including helpdesk support, collaboration features, knowledge sharing, and customer relationship management add-ons, establishing Teamwork.com as the ultimate all-in-one solution for business leaders. With a trusted user base of over 20,000 companies globally and a dedicated workforce of more than 350 employees, Teamwork.com simplifies project management, enhancing efficiency and impact through our project planning software that integrates seamlessly with the tools you already rely on. Our commitment to delivering a comprehensive suite of features empowers teams to thrive and achieve their goals more effectively than ever before.

Birdview PSA offers professional service organizations a comprehensive platform that serves as a single source of truth, enhancing visibility throughout the entire service delivery lifecycle. This unified approach supports informed decision-making, fosters collaboration, and improves synchronization during crucial handoff moments. With robust project management capabilities, resource optimization features, and detailed project accounting tools, Birdview PSA equips organizations with the means to effectively monitor and refine both portfolio and project performance. Additionally, service organizations can leverage its extensive functionalities without enduring an extensive onboarding process or straining their financial resources. The user-friendly interface, coupled with smooth integrations with ERPs, CRMs, and a multitude of other applications, further simplifies the user experience, making it accessible to a wider range of professionals. As a result, organizations can streamline their operations and focus on delivering exceptional service to their clients.

Productive serves as a comprehensive business management solution designed specifically for agencies and professional service providers. Its primary goal is to equip users with a unified platform that offers an immediate and thorough insight into their business performance metrics. With the Sales Pipeline feature, you can effectively manage deal flow and streamline your sales processes. The intuitive time tracker allows for precise time management and seamless task collaboration. Identify inefficiencies that drain both your finances and time resources. The Resource Planning tools aid in preventing issues like overbooking and burnout while ensuring teams work harmoniously. Additionally, you can monitor profitability for both hourly and fixed-price projects, along with managing all billing and invoicing needs for both recurring and one-off assignments, ensuring that financial aspects are handled efficiently. Furthermore, by having a holistic view of operations, businesses can make informed decisions that enhance overall performance.

Replicon's time-tracking solution is both scalable and customizable, designed to meet the varied demands of businesses of all sizes, including those operating remotely and across global locations. This cloud-based, enterprise-level platform efficiently monitors employee time for different projects, tasks, attendance, and leaves, aiding in client invoicing, project cost management, and ensuring payroll compliance. It seamlessly integrates with popular business technologies, such as ERP, CRM, accounting, and payroll systems, enhancing overall operational efficiency. Featuring AI-driven time capture, mobile applications, and labor compliance as a service, Replicon simplifies the time-tracking process significantly. Furthermore, it serves as a tailored professional services automation tool specifically for sectors like IT services, management consulting, media and marketing, engineering and construction, as well as financial, audit, and legal services. With capabilities ranging from intelligent bid management to smart project risk assessment and comprehensive billing workflows, Replicon emerges as the definitive resource for any business focused on project-based operations, ensuring transparency and accuracy throughout the process.

Adspert aids online retailers in enhancing their profitability on platforms like Amazon, eBay, Google, and Bing through the fine-tuning of their pay-per-click advertising campaigns. This robust PPC optimization tool leverages advanced advertising technology and artificial intelligence to help businesses focus on increasing their profits rather than merely boosting sales figures. By utilizing such innovative solutions, companies can ensure a more strategic approach to their marketing efforts.

Manage your entire business operations seamlessly from a single platform. Oversee the full project lifecycle, from generating quotes to processing invoices, ensuring that sales, delivery, and financial data are integrated for a comprehensive view of your performance and progress in real time. Optimize your resource planning and forecasting effectively. Anticipate when to take on additional work and identify potential resource shortages before they arise, enabling you to make informed decisions about outsourcing or expanding your team. This approach ensures workloads are balanced, preventing burnout for some team members while others remain underutilized. Ensure that your business remains profitable. While completing projects is essential, understanding your profitability is crucial. Gain insights into which clients, projects, services, or teams contribute positively to your margins and which are detracting from them. This knowledge empowers you to make timely decisions about improving efficiency, adjusting pricing, or reducing expenses. Facilitate collaboration in the context of your work environment. With easy access to all files and discussions related to customers, projects, or tasks, you can eliminate the inefficiencies of constant status checks and document retrieval. All necessary information is available with just a single click, enhancing productivity and communication across your organization. By streamlining these processes, your team can focus more on delivering value and less on administrative tasks.

RESOURCE MANAGEMENT, SCHEDULING, AND TIME MONITORING FOR SOME OF THE MOST INNOVATIVE COMPANIES IN THE WORLD. Hub Planner seamlessly integrates transparent Resource Scheduling and Timesheets with Vacation Management, Resource Requests, and Project Management, offering a straightforward and user-friendly software solution that simplifies the planning process. With Hub Planner, you gain a comprehensive overview of your resource management capabilities and team allocations. Its interactive drag-and-drop Scheduler enables quick access to resource availability and utilization, facilitating efficient project scheduling. Empowering your team is made possible through Timesheets, which provide crucial insights into performance by contrasting actual reported hours with the estimated time from the resource scheduler. You also have the ability to download, share, and access real-time analytics for all projects and resources at any time, while the dashboard streamlines resource management by allowing effective monitoring of both resource and project performance as it happens. The platform includes features for Capacity Planning, Custom Field Scheduling, Pipeline Planning, Resource Allocation, and Management of Projects, Budgets, and Billing. Additionally, it offers task assignment and categorization, request and approval workflows, comprehensive timesheet tracking, and a customizable dashboard. You can also create reports using the Report Builder and templates, while the Audit Log and User Access Management (UAM) ensure security and accountability. Try it out with a 30-day trial to experience its full potential.

AccountSight, a cloud-based Professional Services Automation tool, primarily targets emerging businesses and startups by offering a range of essential features. These include project management, time tracking, billing, invoicing, expense management, resource allocation, and comprehensive billing solutions. Users have the ability to attach receipts for expenses and timesheets to their project invoices, facilitating effective project planning, forecasting, and scheduling. Moreover, AccountSight enables the tracking of both actual and anticipated costs, as well as comparing hours worked on a project against the time allocated. Administrators can generate estimates, project budgets, and competitive bids, with the added functionality of transforming estimates directly into invoices. Additionally, AccountSight provides mobile applications for both iOS and Android, enhancing accessibility and usability for users on the go. This multi-platform availability ensures that businesses can manage their operations seamlessly, no matter where they are.

Emburse offers a suite of highly regarded financial automation solutions that are among the best in the industry. A notable component of this suite is Emburse Nexonia, which aims to enhance the workplace experience while providing effective expense and accounts payable solutions compatible with Intacct or NetSuite. Nexonia attracts clients for several reasons, including its seamless integration with various ERP and accounting systems, the convenience of quick expense submissions via a user-friendly mobile application, and its capability to handle intricate approval workflows. The software's user-friendly interface is fully compatible with both ERPs and credit card systems, catering to a diverse range of businesses. It is designed to simplify reporting and approval processes, boost human resource management, enhance operational efficiency, and streamline overall workflow. Organizations such as CrossFit, Hamamatsu Corporation, and Lufthansa System have placed their trust in Nexonia, recognizing its value in optimizing financial processes. Furthermore, the platform's versatility allows companies to adapt it to their specific needs, facilitating even greater efficiency.

Forecast serves as an all-encompassing project and resource management platform that can be customized to incorporate a variety of exceptional features. This tool seamlessly merges project oversight, resource allocation, and team collaboration within a single interface, empowering users to harness AI for the automation of routine administrative duties. It stands out as a robust alternative to traditional point-based project management systems commonly used in professional services firms. This solution is particularly suited for organizations with over 50 employees, as it provides a cohesive view of the entire project portfolio and resource allocation within a single software environment. * Generate project proposals that are more accurate and reliable. * Enhance planning and analysis capabilities through comprehensive Insights and Reporting features. * Utilize AI to facilitate more informed business decisions. * Achieve flexible resource management with effective Task and Project Allocations. * Optimize efficiency through streamlined Time and Task Management processes. * Access real-time updates on project profitability, including cost, revenue, and profit metrics, allowing for immediate, actionable insights. With these features, Forecast can significantly elevate the way companies manage their projects and resources.