How to add a new Service Item

Last Modified

Fri May 11 14:20 GMT 2018

Description

  • How to add a new Service Item in MSP Manager?

Environment

  • MSP Manager

Solution

Add a new Service Item to a customer

  1. Navigate to the Customer Menu and select a customer from the list.
  2. Select Service Items > Add Service Item.
  3. Add a new service item from an existing service plan, or create a new one.
  4. Enter the Service, Billing, Rates, SLA policy and Invoicing information.

    5. For Flat Fee Service Items, select Use Asset Count to pull the device quantity from N-central . Make sure to properly configure your integration with N-central to use this feature.

  5. In the invoicing section, select Create detailed invoices to include line items with time entry details from each ticket on your customers' invoices. You can also run a billed ticket report if your customers with retainer service items want more information about the tickets on their invoices.
  6. Select to save the service item.

Specify a default Service Item

You must set up a Default Service Item for each customer for ticket routing to automatically create tickets.

  1. Navigate to the Customer Menu and select a customer from the list.
  2. Select Service Items and click to edit the service item you want to set as the default.
  3. In the Service Info area, select Default Service Item and click to save .