Remote Monitoring & Management Help

Program Levels

You may offer a wide range of billable Service Plans to your customers.

These can be bundled together and sold as part of a service package, as an additional charge item or a combination of both.

For example, tiered (Rhodium, Platinum, Gold) packages with differing levels of support, per-device monitoring, per-hour charges for out-of-hours or outside-of-contract work, cost of materials and projects.

Rather than manually set up the same Service Plan each time for multiple customers, which is not only time-consuming but can potentially lead to configuration errors, MSP manager simplifies this process using Program Levels that act as containers for a collection of Service Plans. To mirror the services and packages you offer to your customers you can setup as many programs as required in MSP Manager. With each program containing its component Service Plans and their associated billing details.

Set up as many programs as you need in MSPM to mirror the services and packages you offer to your customers. Each Program contains its component Service Plans and their associated billing details.

Assign Program Levels to your customers to apply all Service Plans and rates in the Program.

Service Item Examples

Scenario

Service Type

I charge by the hour.

Hourly

I offer a flat-fee service, like all-you-can-eat support, off-site backup or remote monitoring.

Flat Fee

I do project-based work for one-time projects. I either quote the customer a fixed fee or I charge for actual time spent.

Project

I sell blocks of hours at a certain hourly rate for a specified period of time.

Hour Retainer

I sell blocks of dollars that customers can utilize over a specified period of time.

Money Retainer

Setup Wizard Program Level

All your configured programs are presented in an at-a-glance format, so you can easily see the component Service Plans and their associated billing details.

Program Level Setup

Please refer to the following sections for information on:

Add New Program

Add Service Plan

Service Plan Configuration

mspm_program_level_1