Service Cards display key information about the service, account, contract, and net profit and revenue.
Overview
Service Cards contain all the valuable insights and information required to reconcile services. With as little as one click, Service Cards allow you to easily view and adjust quantities of services you resell, instantly updating counts in your connected PSA.
A Service Card represents a Contract Line Item (service) in each of your Agreements or Contracts.
If you are a ConnectWise PSA user, you'd be referring to services as additions, whereas if you're a Halo PSA or Accelo PSA user, you'd be referring to them as Recurring Invoice Line Items. Regardless of your PSAs nomenclature, we refer to them simply as services.
Overview of Service Cards
Service Card fields and information
Please refer to the screen captures below, as each field is described below by numerical value:
- Service
- Account (Customer)
- Contract
- PSA Quantity
- Integration or CSV Import Quantity (unit resource adjustment)
- Profit and Revenue change per service and service line
- You'll see this listed in 2 locations. The total profit for the section and on each card.
Card View:
List View:
Service Card Types
Once a CSV Import has been completed, you may have three different types of actionable Service Cards. New Revenue Found, No Change and Reconcile.
New Revenue Found
This Service Card indicates there is no record of a contract within your connected PSA.
You can select ADD or DISMISS. Selecting ADD will allow you to select an existing contract from your PSA and assign it to it.
Selecting DISMISS will remove the card from view / take no action during this billing period.
Card View:
List View:
No Change
This Service Card indicates no change from the units within your PSA. Alternatively, there is no record of resource adjustments within the Vendor Integration or CSV import.
You can take three actions on these cards. Dismiss, Adjust, or Approve.
Card View:
List View:
Reconcile
This Service Card indicates resource adjustments to be made from the quantity currently posted in your PSA and what was imported via the CSV vendor export. This can be a resource downgrade (red) or upgrade (green).
You can take three actions on these cards. Dismiss, Adjust, or Approve.
Card View:
List View:
When you need to change the total displayed on the service card or adjust the cost per unit, select the adjust button, and a module will open for you to make your selections and approve.
You will see the Contract details, Dates, Recurrence and Cost Per Unit. As you make changes to the costs, you will see the summary of change update your profit and revenue estimates in real-time.