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A Guide to Service Bundle Management with Pulseway PSA

Service Bundle Management with Pulseway PSA. Maximizing Profit Margins and Service Delivery through Effective Billing Practices for MSPs.

This guide aims to address potential pitfalls that may arise when MSPs resell service bundles or packages without thoroughly examining their tech stack. If left unchecked, this could lead to subpar service delivery and reduced profit margins. To avoid such outcomes, it is crucial to follow billing best practices. This includes configuring recurring agreements and breaking down service components for more comprehensive financial reporting and management. By conducting audits and ensuring compliance, you can mitigate the risks and maximize your success.


Breakout Component Services in Pulseway PSA

The services that are added to a Service Bundle or Comprehensive Package are called component services or add-on services. These services are typically included in the Cost of Goods Sold (COGS).

To gain better financial visibility and identify any shortcomings in your tech stack, it is recommended to separate all managed services and COGS.

You can achieve this by following the steps below and generate a consolidated invoice template in Pulseway PSA. This will allow you as an MSP to have a clearer and more detailed view of your profit and revenue margins, while presenting a more refined invoice template that won't confuse your clients.

1. Edit Company Settings

  1. Navigate to Admin > My Company > Company Settings > Invoice

  2. Disable Bill Zero Value Items

2. Configure Contracts

  1. Navigate to Finance > Contracts > Edit or Create New Contract

  2. Itemize Services and Zero the Unit Price for Cost of Goods Sold items

  3. Generate Invoice