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How to actually evaluate PSA software

Most PSA buyer's guides are marketing material in disguise. This one is a practical evaluation framework: what to evaluate, what to skip, and what to ask vendors.

Written by Orbit Editorial Team

MSP & B2B service-operations writers

Reviewed for technical accuracy

Orbit Platform Engineering

Last reviewed

Quick Answer

Most PSA buyer's guides are marketing material in disguise. This one is a practical evaluation framework: what to evaluate, what to skip, and what to ask vendors.

Who it's for

  • MSP founders choosing PSA
  • Service business leaders evaluating tools

Pain points we solve

  • Long PSA evaluations
  • Vendor pitches that sound the same

How Orbit fits

Use this guide as a structured evaluation, not a sales pitch.

Capabilities

What Orbit delivers

Evaluation framework

Core criteria to compare PSA platforms.

Questions to ask

Specific questions that surface real differences.

Red flags

What to watch out for in PSA demos.

Common use cases

When teams reach for this

  • Structured PSA evaluation
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