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 PSA's nomenclature, we refer to them as Services.
Service Card Basics
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(left) and Vendor/CSV Import Quantity(right)
- If you see a "-" for the Vendor Unit count, this means that we are not receiving any count for that service from that vendor. Usually this is the result of a contract finishing its service term.
- If you see an electric plug icon that has been crossed out in the Vendor Unit count, that means that there is a contract that is active in your PSA, but no Vendor whom has the corresponding Vendor contract integrated yet.
Card View:
List View:
Service Card Types
Once an Integration or CSV Import has been completed, you may have three different types of actionable Service Cards. New Found Revenue, Reconcile, and No Change.
New Revenue Found
This Service Card indicates there is no record of a contract within your connected PSA.
You can take two actions with these cards:
- Review: Selecting Review will take you to your Details tab for that card, and allow you to select an existing contract from your PSA and assign it to it.
- Dismiss.
Selecting Dismiss will remove the card from view / take no action during this billing period.
Card View:
List View:
Reconcile
This Service Card indicates there are adjustments to be made from the quantity posted in your PSA and what was imported via the Vendor or CSV Integration.
You can take three actions on these cards:
- Approve: Selecting Approve will update the PSA value to the Vendor value, allowing you to reconcile your billing at a click.
- Details: Selecting Details will take you to the Details tab for that card, allowing you to review that Service Cards Contract, manually adjust its counts, review past changes, and check the most recent sync dates for it.
- Dismiss: Dismissing the card will remove it from your Dashboard view until the start of the next billing period, OR until that card receives a count update from the vendor that is different from its current count.
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 two actions on these cards: Dismiss or Details. These actions function exactly the same as they do for New Found Revenue or regular Reconcilable Service Cards.
When you need to change the total displayed on the service card or wish to review information on the Service Card, select the Details button, and a module will open for you to make your selections and approve.
A modal will open that displays information in four sections:
- Top Left Section: Shows contract details for the customer. You’ll see PSA ID numbers, contract dates, vendor quantity, cost, and dates.
- Top Right Section: Shows past actions taken on this contract in the Gradient Billing Module.
- Bottom Left Section: Shows the client and service in both your PSA and Vendor portal. This helps you see how the contract is connected in Gradient and check if the sync is up-to-date.
- Bottom Right Section: Shows the current vendor amount, the listed price in your PSA, and a date option that lets you forward or backdate the change you wish to make.