Vantage Documentation
Welcome to Vantage PSA documentation. Find guides and everything you need to run your agency on Vantage.
Getting Started
New to Vantage? Start here.
Introduction
What is Vantage and why agencies love it
→Quick Start
Your first 10 minutes with Vantage
→Core Concepts
Companies, projects, tickets, time - how it all connects
→Platform
Deep dives into every part of Vantage.
Companies & Contacts
Manage companies, contacts, and relationship health
→Projects
Create and manage projects with budgets and milestones
→Tickets
Track support requests, bugs, and tasks
→Time Tracking
Log time, manage timesheets, and track utilization
→Invoicing
Generate invoices, handle retainers, collect payments
→Reporting
Dashboards for utilization, profitability, and more
→API Reference
Build integrations with the Vantage API.
API Introduction
Getting started with the Vantage API
→Authentication
API keys and security best practices
→Rate Limits
Usage limits and staying within them
→Error Handling
Understanding and handling API errors
→On the Roadmap
- Migration Guides - Step-by-step guides for migrating from Accelo, ConnectWise, Scoro, and more
- Integrations - Zapier, webhooks, and third-party tool connections
Need help? Email support@govantage.co - we typically respond within a few hours.