Teams | Collaboration | Customer Service | Project Management

New series alert: Ops Quickies — snackable episodes on tech, tools, and systems. We're kicking off with a big question wrapped in The Clunkiest Acronym: what the heck is a PSA... or professional services automation platform? Harv explains why the name’s a problem, what this kind of platform actually does, and why service businesses need to start paying attention. If you've got any questions about ops tech, PSAs, or Scoro, drop me a message on LinkedIn. I'd love to hear from you – and might even turn it into a mini episode.

In Scoro, there are three ways to create a project plan tailored to your needs. Join us in this video as we guide you through these three options, empowering you to streamline project planning in Scoro. Option 1: Convert quoted services into tasks. Easily transform your quote into a project and start tracking time against the outlined services. Option 2: Create a detailed project plan. Utilize the Gantt chart to break high-level deliverables into smaller tasks.

Your ops might be ticking along just fine. But what if your founder got sick tomorrow? What if your top client left? What if you had to make a big decision with zero visibility on the numbers? You might not be planning to sell your agency – but you should run it like you are. Because when you adopt that mindset, you zoom out. You stop firefighting. You start building a business that runs without you.

Scoro’s real-time team performance report gathers different data points related to team members into a single view to help you easily compare them and assess how efficiently each team member’s time is being used. It can help you: Understand each person’s actual availability after factoring in time off See how each team member’s hours are booked, planned, and logged for client work Compare how the tracked hours align with the team and company-wide targets Identify issues like over-booking and over-servicing Optimize resource allocation and profitability, and many other ways.