FlowPOS — PSA Module: Implementation Portal
The module that turns service delivery into a competitive advantage
The Implementation Portal is the first Professional Services Automation (PSA) tool built natively inside FlowPOS — designed for any business that delivers projects, onboarding, or billable services to its clients.
What it is
More than a task manager. A delivery system with real accountability.
Most service businesses manage their projects through emails, spreadsheets, and WhatsApp conversations. The result: nobody knows exactly where the client stands in the process, who is responsible for the next step, or how much has been invoiced.
FlowPOS's PSA module changes that. Every project becomes a structured board with phases, tasks, owners, deadlines, and billable steps. The client has their own portal to track progress in real time — no account creation required.
| Perspective | Value |
|---|---|
| For the business | A clear view of every active project, with health indicators, hour tracking, and automatically generated invoice drafts. |
| For the client | A branded portal where they can see exactly which phase they're in, what they need to do, and what comes next. |
| For the internal team | Reusable templates per vertical: a restaurant, a law firm, and an agency all start from the same system — configured for their industry. |
| For FlowPOS | A new value layer that positions the platform beyond the point of sale — and opens the door to service-sector clients who would never use a POS today. |
The size of the opportunity
FlowPOS was built for retail and restaurants. The PSA module expands that universe to any business that charges by time, by project, or by delivery phase.
- 8+ business verticals that can use the module from day one
- 0 accounts needed for a client to access their project portal
- 1 platform to manage the project, track hours, and issue the invoice
Who benefits
Current clients and new service verticals
FlowPOS merchants in retail and restaurants already use the platform to manage their daily operations. The PSA module gives them an additional tool to manage their relationship with their own clients — or to themselves be the recipients of a structured implementation process.
At the same time, it opens the platform to businesses that would have had no reason to use a POS today.
🍽️ Restaurants — Current client
The restaurant receives its own FlowPOS onboarding board with structured phases, assigned tasks, and a portal where their team tracks progress in real time.
- Menu and modifier configuration
- Kitchen printer and KDS setup
- Staff training by role
- Pilot opening and full chain rollout
👕 Retail and stores — Current client
The implementation process for a clothing chain or multi-location store has 8 phases. Each one has its own steps, documents, and approvals.
- Variant model definition
- Catalog preparation and data cleaning
- Physical inventory count and import
- Store-by-store rollout with pilot validation
⚖️ Law firms — New vertical
A law firm can use the PSA module to manage each case as a project with phases, logged hours, and automatic invoicing at the close of each stage.
- Initial consultation (billable hours)
- Document review (billable hours)
- Filing with SAT or government registries
- Invoice generated upon phase approval
💻 IT consultancies and agencies — New vertical
Software companies and digital agencies deliver projects in phases. The module gives them a professional client-facing portal to show progress and an internal tool to log hours and invoice.
- Discovery and scope definition
- Development sprints by phase
- QA and client approvals
- Final delivery with milestone invoice
📊 Accountants and auditors — New vertical
Preparing financial statements, audits, or tax filings follows a repeatable process where the client must deliver specific documents at each phase.
- Document request from the client
- Review and analysis (billable hours)
- Filing with tax authorities
- Invoice at case close
🏗️ Architects and builders — New vertical
An architecture or renovation project has clear phases: preliminary design, blueprints, permits, construction. Each phase can carry a fixed fee or logged hours.
- Preliminary proposal (fixed)
- Blueprints and specifications (hourly)
- Municipal permit management
- Construction supervision (hourly + milestones)
How it works
A five-step process.
01 — A template is created for the vertical FlowPOS ships with starter templates for restaurants, retail, law firms, and IT projects. Each tenant can customize their own templates with the specific phases and steps of their delivery process.
02 — A board is opened per client When a new project or implementation begins, a board is created from the template. Deadlines are automatically calculated from the start date, and each step is assigned to either the internal team or the client.
03 — The client accesses their portal without creating an account The client receives a unique link to their portal — branded with the business's name and logo. They see the phases, overall progress, their pending tasks, and can upload documents or leave comments directly from the portal.
04 — The team logs hours and completes steps For hourly steps, the implementer logs hours worked directly on the step. For fixed-fee or milestone steps, the system records the charge when the step is marked complete or approved.
05 — The invoice draft is generated automatically With one click, FlowPOS consolidates all completed billable steps into an invoice draft with amounts, hours, and descriptions. The draft is reviewed and sent directly to Stripe for collection.
Integrated billing
Every task can be a revenue event.
The most important conceptual shift the PSA module introduces is that a task stops being a simple checkbox and becomes a record of delivered value. Every project step has its own billing model.
| Type | Description | Best for |
|---|---|---|
| Fixed | The step has a predefined value. Invoiced when completed. | Concrete deliverables: drafting a contract, designing a logo, configuring a module. |
| Hourly | The implementer logs hours worked. The invoice accumulates hours × rate. | Consulting, document review, supervision, or software development. |
| Milestone | The invoice is triggered when an approval step is accepted by the client. | Phase-based delivery: upon design approval, upon construction phase completion. |
| Non-billable | Internal or administrative steps that are not invoiced. | Coordination calls, follow-up meetings, standard configurations included in the base price. |
Real-world example — Law firm
Corporate entity registration for a new client
The board has 3 phases. Upon completing the filing phase, FlowPOS automatically generates this draft:
| Description | Detail | Amount |
|---|---|---|
| Initial consultation and diagnosis | 1.5 h × Q300 | Q450.00 |
| Review of corporate documents | 3.0 h × Q300 | Q900.00 |
| Preparation of incorporation deed | Fixed | Q1,500.00 |
| Filing with Commercial Registry | Fixed | Q500.00 |
| Total | Q3,350.00 |
The client experience
A professional portal that builds trust.
Most service clients have no idea where their project stands. They call, send WhatsApp messages, and wait. FlowPOS's implementation portal gives them full visibility — no account needed, nothing to install.
The client simply opens the link they receive by email and sees exactly where their project is, what the team has done, what they need to do next, and when the next delivery is expected.
"The client doesn't need to take your word for it. They can see it."
Client view example — Granados Legal & Associates
Overall progress: 62% complete
| Status | Phase |
|---|---|
| ✅ Completed | Phase 1 — Due Diligence |
| ✅ Completed | Phase 2 — Incorporation deed preparation |
| 🔵 In progress | Phase 3 — Filing with Commercial Registry |
| ⬜ Pending | Phase 4 — Delivery of final documents |
The client sees this without having created a FlowPOS account. All they need is the link.
The platform vision
FlowPOS stops being just a POS.
Every module added to FlowPOS expands the type of business that can use the platform. The e-commerce module opened the door to stores with online sales. The PSA module opens the door to any business that lives by delivering services.
This is not an additional feature. It is a repositioning. FlowPOS can present itself as the operations platform for small and medium businesses in Guatemala and Latin America — not just for those who sell at a counter.
I — FlowPOS as its own internal tool The FlowPOS team uses the module to onboard its own clients — with the same boards, the same portal, the same traceability it offers its merchants.
II — Merchants who deliver services Any current FlowPOS client who also sells services now has a tool to manage those projects — without leaving the platform they already use for their POS.
III — New clients through the PSA module Law firms, accounting firms, agencies, IT consultancies, and architects would not use a POS. But they would use a project and billing tool. The PSA module brings them to FlowPOS.
In summary
A client's project is also a business opportunity.
Every completed phase, every logged hour, every client approval is a data point. Those data points generate invoices. Those invoices generate revenue. The PSA module turns service delivery — which today is invisible and manual — into something measurable, traceable, and billable.