Setting up service bundles

BEFORE YOU BEGIN  You must set up services first. Refer to Setting up your services.

On this page, you set up service bundles that are the billing items that can be added to recurring services contracts. To open the page, use the path(s) in the Security and navigation section above.

About Services and Service Bundles

A service is a defined benefit such as "Mail Hosting", "Disk Backup" or "Virus Checking" for a covered device. You charge a fixed fee per service period (usually monthly), which benefits your customers by providing them with predictable IT support costs. For information on recurring service contracts, refer to Offering your customers a Managed Services business model

If your company incurs license fees or other vendor-related costs, you can associate a vendor and unit costs with the service to track and report on profitability by service or vendor.

NOTE  Services can be combined into service bundles. However, service bundles are always a single billing item. You cannot separate them into their constituent services after the fact. As a best practice, we recommend that you use services.

How to...