**PSA Core Workflows -BluePrint**

**Level 1 - UI Integration System → Custom Journey\*\***

**Focus point of the workflows**

\- Client onboarding

\- Project lifecycle (create → assign → track → close)

\- Time tracking

\- Billing & invoicing logic

\- Resource allocation

\- Reporting & analytics

For each workflow, outline:

\- Inputs

\- Outputs

\- Rules

\- Exceptions

\- Automations

Note:This becomes the contract to the backend microservices

**Level 2: (option:Choose Your No‑Code/Low‑Code Front-End) , UI
Customize System - Integration**

**System**

**(option:Choose Your No‑Code/Low‑Code Front-End)temporary UI --- fast,
flexible, and perfect for testing.)**

**Suggestions:**

\- \*\*Bubble\*\* (best for web dashboards) (**not committing to this UI
long-term**.)

You're using it to \*\*validate\*\*

\- \*\*FlutterFlow\*\* (best for mobile apps)

\- \*\*Retool\*\* (best for internal tools and admin panels)

**Customize UI system**

The following are mainly goals:

\- Build screens

\- Build forms

\- Build dashboards

\- Connect them to your backend APIs

.

**Level 3: Build Your First Custom Microservice**

Note: This is where the engineering background takes place.

Start with the microservice that gives your PSA app its identity.

For most PSA platforms, that's:

\#\#\# \*\*The Project & Task Automation Service\*\*

It handles:

\- Creating projects

\- Assigning tasks

\- Updating statuses

\- Triggering notifications

\- Logging activity

\- Enforcing rules

Build it as:

\- A lightweight API

\- With clean endpoints

\- Using a language you're comfortable with (Python, Go, Node, Java)

\- Hosted on AWS/GCP/Azure

This microservice becomes the \*\*first piece of your custom
platform\*\*.

**Level 4: Connect the No‑Code UI to Your Custom API**

This is the hybrid moment.

**no‑code front-end:(Option)**

\- Sends requests

\- Displays data

\- Handles user interactions

**custom backend:**

\- Stores data

\- Runs logic

\- Enforces security

\- Automates workflows

This separation is what makes scaling to a full custom build smooth
later.

\-\--

**Step 5: Test With Real Users**

**Note: Acquiring knowldedged**

\- Which workflows make sense

\- Which features matter

\- What needs to be automated

\- What needs to be redesigned

**Note**: backend stays stable,

UI evolves rapidly.

---

**Level 6: Prepare for Custom Migration**

Note: Once backend is mature and workflows are validated, you replace
the no‑code UI with:

\- React / Next.js (web)

\- Flutter / React Native (mobile)

**Note**:Because your backend is already custom, the migration is clean.

\-\--

**Note: The following are future guidelines to addresed**

\- Define your PSA workflows

\- Create your first API design

\- Choose your tech stack

\- Outline your microservice architecture

\- Build your MVP roadmap
