Sign the agreement once. Bill it every month.
Managed-service agreements bill on schedule, with usage, add-ons and hardware from the same client on one invoice.
What crosses the seam
Six fields that used to be typed twice.
Each one is already on the record when the next step opens it.
Seats and services
- From
- Agreement
- To
- Recurring lines
Billing cycle and start date
- From
- Agreement
- To
- Schedule
Time over the block
- From
- Time & Expenses
- To
- Invoice
Hardware shipped this month
- From
- Fulfillment
- To
- Same invoice
Payment method
- From
- Provizo Pay
- To
- Auto-collect
Renewal date
- From
- Agreement
- To
- CRM task
Steps removed
6 steps → 0 monthly work.
In a stitched stack
- 1Pull seat counts from the PSA
- 2Add this month's hardware by hand
- 3Build the invoice in another tool
- 4Email it and wait
- 5Chase card declines
- 6Miss the renewal
On Provizo
- 1Agreement is signed
- 2Invoice builds on schedule
- 3Payment collects itself
- Request
- Scope
- Agreement
- Approve
- Provision
- Deliver
- Track
- Bill
- Book
More workflows
Every handoff, on the same record.
See it on your own deals
See Agreement to Recurring billing on your own data.
We'll connect one of your distributor accounts on the call and quote it live against your real pricing. Thirty minutes, no slides.
$10M+sold by A5 IT in under a year on Provizo.sold by A5 IT in under a year on Provizo, 60% above their previous run rate.