The product
What follows covers the main modules that exist and run in production. The only one still in draft is marked "coming" and should not enter into your buying decision. What does not exist at all is not on this page.
| Ticket | Subject | Resolution SLA | |||
|---|---|---|---|---|---|
| TIC-2481 | File server unreachable since this morningClinique Dubois | Clinique DuboisHead office | Critical | 12 min late | |
| TIC-2480 | Garage door to repair, visit on MondayAtelier Roy | Atelier RoyWarehouse | Normal | 5 h 40 remaining | |
| TIC-2479 | Outgoing email blocked, 3 usersGroupe Bélanger | Groupe BélangerNicolet office | High | 1 h 05 remaining | |
| TIC-2478 | Microsoft 365 licence renewalCoop Verchères | Coop VerchèresHead office | Low | 2 d 3 h remaining | |
| TIC-2477 | Change order signed on site, add to invoiceImprimerie Sainte-Marie | Imprimerie Sainte-MarieProduction | High | 3 h 20 remaining |
Interface shown for illustration, with fictional data.
What’s new · October 24, 2026
Versions 2.188 to 2.297, released between October 15 and 24, 2026. The three screens below look the way they do today, with made-up data. Everything that follows runs in production.
October 24, 2026 · version 2.297
The client types what they need in one sentence and sends it. Their home page shows what is waiting on them, their open requests and four tiles: requests, quotes, invoices, devices.
October 23 and 24, 2026 · versions 2.288 to 2.297
Ticket details now sit in rows: the label on the left, the value on the right. The contact card lines up and the linked asset shows an icon for its type.
October 16 to 24, 2026
The invoice’s right-hand panel now sits in rows, with a single Edit link and a sending log that folds open.
October 22, 2026 · version 2.267
Read, annotate, sign, merge and split your PDFs without leaving the product. The new Form tab places fillable fields on a PDF: signature, initials, text, date, list or checkbox.
October 17 to 23, 2026
When you turn on a module, a Next step window says what to set and opens the right field. Every screen has its “?” help that explains what it is for, with an example.
And also, by topic
October 15 to 23, 2026
Applications arrive with the résumé already read, and payroll follows the rules: time and a half after 40 hours, sensitive details protected.
October 17 to 24, 2026
In the French interface, “devis” is now “soumission” everywhere. The quote goes out in the client’s language.
October 19, 2026 · versions 2.229 to 2.233
Professional services, real estate brokerage, retail and distribution, manufacturing and machining join construction and IT services.
October 15 to 20, 2026
Teams calls and meetings attach to the ticket, and nothing is entered without your approval.
October 16 to 20, 2026
Sending that protects information, and short links that count clicks.
October 22 and 23, 2026
Jobs are billed by phase, and your documents carry your licence everywhere.
01
What happens when the phone rings.
The request and ticket queue, the queues by team, the priorities, the statuses, the assignment and the full history of every intervention.
Tickets that have to exist on a given date, or come back every month, open by themselves in the queue.
A single field, called up from the keyboard, that searches tickets, clients, assets, projects and alerts at the same time.
For IT services: first response and resolution targets follow your real opening hours, not a 24 h clock.
The satisfaction survey goes out when the ticket closes and the result stays attached to the client file.
Telling a client the crew is on the way, confirming an appointment, passing on an outage: by text, from the ticket.
OKTO PSA installs on the home screen of your phone and tablet, under your company's name. As an option, offline mode keeps a copy you can browse when the network drops.
02
From the quote to the payment, Quebec taxes included.
A link the client opens in their browser, with no account, to read and accept your proposal. The PDF and the public page show the same illustrated summary.
The accepted quote becomes an order, the order becomes an invoice.
Full billing, collection through Stripe, automatic receipts, and reconciliation in QuickBooks.
Quebec taxes are calculated by the product, not cobbled together in a "custom tax" field. QST applies correctly, on the right base.
Your monthly plans go out on their own, on the same day, with the right amounts and the right taxes.
Banks of hours draw down as time is entered. You see the balance before the client asks for it.
The employee snaps the receipt on their phone and fills in the claim in a few steps. GST and QST are calculated on their own, separately, rounded to the cent.
The quote assistant compares your price with what you usually win and lose on similar work. The dashboard estimates what will get signed, based on how your clients and salespeople actually behave.
In draft. Quotes already use the client's currency; invoices stay in Canadian dollars.
03
The projects, the time, the equipment.
The engagements and job sites that outlast a ticket: phases in hours, milestones, tasks, time and billing all attached.
Time is entered where it happens: ticket, work order, project. The sheet fills itself in, for a whole crew too.
The inventory of what you manage at the client: workstations and servers in IT, installations and equipment elsewhere, tied to the site.
04
What the client sees and what you know about them.
One client can have several sites, and each site its own contacts. That is the reality of a service business, and the data model respects it.
Deals in progress, by stage, with the value and the expected closing date.
From the portal home, the client types what they need in one sentence. They follow their requests, see their quotes and invoices, pay and book appointments themselves.
Lists, sequences, follow-up. To go after the next contracts.
Every reply to your campaigns lands in one queue, with a reply draft already written for you to approve before it sends.
Win rate, average sales cycle, weighted value by stage: the view a sales manager checks every week.
Who consented to be contacted, on which channel, since when: the proof kept for every contact, built for anti-spam compliance.
Your quote's text laid out automatically, by the AI provider you choose.
The links your clients receive can carry an official public address under your name, instead of one that is not yours.
A client needs to send you files too big for email, or you need to send some to them. They get a secure link and have no account to create.
05
Who is allowed to do what, and who did it.
Everyone builds their dashboard from a catalogue of cards: move them, resize them, pick their style. Every number opens the list of records behind it.
The intern does not see the margin. The accountant does not reassign requests. 190 permissions, not three checkboxes.
Who changed what, and when. Useful in a dispute, and useful when an auditor asks the question.
Each employee builds their own views. "My overdue tickets", "Invoices unpaid for more than 30 days".
The administrator adds their own fields to clients, contacts, prospects and opportunities.
06
An assistant wired to your real data that answers inside the software, over Telegram and by text. Each capability is turned on one at a time, and nothing runs without your approval.
Ask a question in plain words and get an answer computed over your whole database in seconds. It asks you to clarify when the question is ambiguous, and it only sees your data.
Message the robot in a private chat, send it a photo or a PDF from your phone, and get its files back. Optional, off to start.
OKTHAV answers by text, and your internal team texts can go out over Telegram with text as a fallback.
A receipt, a supplier invoice, a drawing, a business card or an equipment nameplate: OKTHAV reads them and prepares the entry. Nothing is saved before your confirmation.
OKTHAV reads the mailboxes and SharePoint documents you tick, read-only, and answers with the direct link. It also reads the Outlook calendar of the people you authorize.
OKTHAV hands you your data in Excel, CSV or a table, produces PDFs in your branding, and drops an email draft in your mailbox. Each capability is turned on one at a time.
A living product
A bubble sits permanently at the bottom right of your screen. You click it, you pick: bug, improvement or request, you write what you saw, you attach a screenshot if it helps. It goes straight to the team that writes the product. No ticket to open somewhere else, no form to hunt down.
Theme
Dark mode is supported natively, throughout the product: every screen, every table, every chart has its own colours, chosen to be readable at night. The switch is in the top bar, and the choice follows the user from one device to the next.
Notifications
A notification centre is built into the product. A ticket assigned, a mention in a discussion, a client reply through the portal, an SLA coming up on its limit: it all lands in the same place, marked read or unread, without depending on email.
Finding and anticipating
Ctrl K from any screen. A single field searches tickets, alerts, clients, projects, assets and tasks at the same time, with the match highlighted. You narrow the scope with one key and open the result with another, without ever leaving the keyboard.
Scheduled tickets, natively
A ticket that has to open on a given date or come back every month is scheduled once and opens by itself when it is due: licence renewals, preventive maintenance, equipment inspections. It is not a reminder in a calendar off to the side, it is a real ticket in the queue, assigned to the right team.
Catalogue
Products, materials, licences, recurring services, blocks of hours: your catalogue lives in the product, with the codes, the internal references, the suppliers, the price and the cost. Search filters as you type, even across tens of thousands of lines, and the item you pick drops straight onto a quote or an invoice with its price and its margin.
Client file
The client file is not an address book. It brings together the open tickets and the full history, the opportunities in progress, the contacts and the sites, the billing and the recurring invoices, the contracts and the prepaid hours left, and the assets or equipment being tracked. Recent activity reads in the same place, and you open a ticket or a note without leaving the file.
Configuration
Everything that follows is set from your instance settings, by you, without calling us and at no charge.
Ticket types, priorities and categories
You name things the way your team already names them, work order instead of ticket for instance. The reference lists can be created, renamed and retired without touching the history.
Statuses and actions
Your real workflow, including the in-between states that generic tools do not have: waiting on the client, part ordered, to be invoiced.
Reply templates
Pre-written replies, called up by a shortcut in the reply box of a ticket. Global in scope, or reserved for one team.
Document templates
The layout of your invoices, quotes, credit notes and payment receipts. Several templates per document type, one default per organisation, and the choice of a specific template when sending.
Email templates
The content and the signature of outgoing emails, with your own variables. Exclusions are managed in the same place.
Incoming mailboxes
Several mailboxes watched, each routed to the right team. An email becomes a ticket, a reply becomes a follow-up.
Client types and asset types
Your own families of clients and equipment, so that the filters and the reports speak your language.
Roles and permissions
190 distinct permissions spread across roles: the field employee, the manager and the person in accounting do not see the same thing.
06
Your employees, not just your clients.
A full module to create, assign and track your employees' training. The builder puts a course together block by block: text, video, PDF, quizzes and interactive steps.
As an option, you offer training to your clients' employees, in their portal. It comes from a library kept separate from your internal training.
Applications from your web form and from mailboxes such as hr@ or jobs@ arrive with the résumé already read. Each candidate is tracked by stage, from receipt to hiring.
Contact details, position, pay terms and documents in one record per employee, encrypted and logged.
A leave request goes through an approval, and the balance shows before you answer.
Each employee enters their availability; the schedule is built around it, not the other way around.
Hours beyond 40 are paid at time and a half, and banked time is taken when the employee asks. The payroll report opens on screen, ready to print.
HR drops the PDF pay stub in the employee's record, and the employee downloads it from My record.
Holidays for all thirteen provinces and territories are already in the product, counted automatically in timesheets and payroll.
Business types
Six, and you pick yours at the start. The vocabulary, suggested modules, sales stages, roles, setup steps and home dashboard follow. When your industry has a need no generic tool covers, we build the module.
Work orders signed on site, change orders, holdbacks, phases with prices, sub-projects and the RBQ licence on every document.
Learn moreTickets, SLAs in business hours, recurring contracts, assets, Teams calls on the ticket and DMARC email security.
Learn moreA project becomes an engagement, with its own categories, sales stages, roles and home dashboard.
Transactions instead of projects: brokerage contract, promise to purchase, conditions, service offers and remuneration.
Inventory and purchasing, products, client orders, sales stages and roles built for the trade.
Vocabulary, modules, product categories, sales stages, roles and setup steps for the trade.
Another trade? Industry-specific modules get built on request: tell us what your trade requires and we will tell you straight whether it can be done, how long it takes and what it costs.
See all industriesIntegrations
The list is short because it is true. Every connection below has shipped and is in use. If your tool is not on it, tell us rather than finding out after you sign.
Accounting
Your invoices and your payments flow up into QuickBooks.
Collection
Online invoice payment, in the client portal.
IT services
For IT services: our own RMM pulls your fleet up into the assets.
IT services
If you already have Ninja, keep it.
IT services
Direct connection to your Tactical instance.
Identity
Single sign-on for your clients in the portal.
Identity
Single sign-on for your clients in the portal.
Missing a link to a tool you use? Tell us: the integrations get built according to what clients actually ask for.
Frequent questions
Your question is not here?
Write to us. A person in Trois-Rivières answers, within one business day.
Ask your questionIt is the PDF editor of OKTO PSA. You read, annotate, sign, fill in, merge and split PDFs in the browser, without leaving the software. Since October 2026, the first page of a long document shows up faster. An administrator turns it on in Settings, Modules: it is off by default.
Yes. It summarizes a document, answers your questions and gives the page number the answer comes from, and translates. It goes through the AI provider configured in Settings for your instance: with no provider configured, it does not answer. An important passage is worth checking at the source.
Yes. Text recognition reads scanned documents in French and in English and makes them searchable. Without it, a scan is just an image: you cannot search for a word or copy a passage.
It is a secure link to receive or send files, even very large ones, without the recipient needing an account. The link expires (7 days by default, 90 at most), can have a password and notifies you on receipt. An antivirus scans the files received. The base storage is 5 GB.
The link goes out by email, from your address, with your message and your signature. The password goes separately: in a second email, or by text message when the recipient has a mobile number. If nobody has opened the link after 24 hours, you are notified. The link can also carry your own domain, for example transfer.yourdomain.ca.
For viewing, yes. With offline mode, you can view the dashboard, projects, clients, quotes, invoices, equipment and inventory without a network, on a computer, a tablet and a phone. Buttons that change data are greyed out, with a sentence that says why. The administrator turns it on in the Options tab of Settings. The device erases its copy when you sign out.
A Getting started card on the administrator’s dashboard shows where you stand, the next step and the time left. Each step checks itself off once it is done, based on your type of business. When a setting is missing, a banner says so in plain words, and Configure opens the right setting and lights up the field to fill in. The guide keeps what you have already entered.
Yes, with the Accounts payable option. An invoice received by email as a PDF, a scan or a photo is read by AI, which prepares a draft with the totals and taxes checked. Anything still doubtful is marked To verify, and nothing is approved without a person.
We look at your requests, your clients and your billing, then we tell you straight whether OKTO PSA does the job for you. No strings attached.
OKTO Solutions, Trois-Rivières, Quebec
