Remote Monitoring & Management Help

Service Plan Configuration

Configure each invoicing component of the Service Plan. Once satisfied, click Save Service to save and apply your changes.

The following tables give an indication of both the common and specific options available for the Service Types.

 

Common Options

Service Type

Select the invoice rate type to apply to the plan.

Service Info

Plan Name

Enter a name for the Service Plan.

Please note that depending on the Service Plan Description, the Plan Name may appear in the invoice.

Contract Start Date

Choose when the contract for the Service Plan comes into effect.

Contract does not expire

Check this box where this contract does not have an end date.

Contract duration

Enter the number of months if the Service Plan contract is for a specific length of time.

Status

Enable Active to enable the Service Plan for the program and choose whether to include this as a Default Service Plan.

Billing

The available billing options depend on the selected Service Type.

Please refer to the Service Type Specific Options table opposite for additional information.

Iinvoicing

Service Plan Description

Enter the text to display in the invoice for this Service Plan.

Where the description field is blank, the invoice displays the Service PlansÂ’ Plan Name.

Invoice options: Create detailed invoices

Checked: invoices show detailed line items for each ticket and time entry.

Unchecked: invoices only show the Service Plan and totals.

Service Type Specific Options

Flat Fee

Billing

Billing Period

Choose the billing frequency for the Service Plan.

Unit Price

Enter the per-unit amount charged for each billing period.

Quantity

Number of items to invoice for.

Either enter a quantity value or Use Asset Count.

Total amount to invoice for this Service Plan over the billing period is Quantity v Unit Price

Rates

Additional Rates

Create any extra rates that are available for this Service Plan.

Please note, Additional Rates must be configured before they are available for selection.

Add A New Rate

Enter the New Rate Name and New Rate.

Hour Retainer

Billing

Retainer Period

Choose the billing frequency for the Service Plan.

Retainer Amount

Contracted amount for the retainer period.

Retainer Hours

Contracted number of hours for the retainer period.

Rates

Base Rate

Hourly base rate charged for the Service Plan.

Calculated from the Retainer Amount and Retainer Hours specified in the above Billing section.

Overage Rate

Hourly rate applied for work carried out over the retainer hours for the billing period.

Hourly

Billing

Billing Period

Choose the billing frequency for the Service Plan.

Rates

Default Rates

Default hourly rate charged for this Service Plan.

Additional Rates

Additional hourly rates you can charge for this Service Plan.

Additional Rates

Create any extra rates that are available for this Service Plan.

Please note, Additional Rates must be configured before they are available for selection.

Add A New Rate

Enter the New Rate Name and New Rate.

Money Retainer

Billing

Retainer Period

Choose the billing frequency for the Service Plan.

Period Grouping

For a smoothing or rollover effect, you can group periods together.

Retainer Amount

Contracted amount for the retainer period.

Rates

Default Rates

Default hourly rate charged for this Service Plan.

Additional Rates

Additional hourly rates you can charge for this Service Plan.

Additional Rates

Create any extra rates that are available for this Service Plan.

Please note, Additional Rates must be configured before they are available for selection.

Add A New Rate

Enter the New Rate Name and New Rate.

Project

Billing

Project Estimate

Total estimated cost of the project.

Estimated Hours

Projected number of hours the project will take to complete.

Bill for

Opt to bill for the Actual Hours or Project Estimate.

Rates

Default Rates

When Actual Hours is selected, this is the default hourly rate charged for this Service Plan.

Additional Rates

Additional hourly rates you can charge for this Service Plan.

Additional Rates

Create any extra rates that are available for this Service Plan.

Please note, Additional Rates must be configured before they are available for selection.

Add A New Rate

Enter the New Rate Name and New Rate.