Setting up Service Levels
Service Levels can be set up to define a standard level of subscription for re-use multiple times when creating new subscriptions and contracts. This will save input, speed up contract creation and introduce & maintain consistency in your pricing and contract language.
Access the Service Level Module via the Admin - Service Level menu
Additionally the Service Level module can also be accessed from the Subscriptions Renewal screen by clicking on the blue icon (Add/Edit Service Levels) in the Edit Subscription screen
1. Click on the + button at the top right in the Service Level Module to create a new Service Level or alternatively clone an existing one by using the clone quick action button at the left of an existing record.
2. The new Service Level form will now be opened and all appropriate fields should be completed.
- The two most important fields at the top left of the form determine if this service level will be displayed in the drop down list when creating a subscription as these are matched against the Purpose and Transmission values of the Installation for which you are creating a contract.
- System Type - type the first letter of the system type and a drop down list will appear/ Select from that list to ensure the syntax and spelling of it are correct
- Communicated - tick this box if the service level you are creating is for either a communicated or audible & communicated system . If the system for which this Service Level is intended has been tagged as N/A or Audible Only then leave this box unticked.
- All red asterisked items must be completed
- Field and input descriptions:
- System Type - The system type ( Purpose in installations) that this service level should be matched/displayed for
- Communicated- The communication status (off/on) of the installations that this service level should be matched/displayed for
- Service Level is the name that will be used to refer to this standard item
- Renewal Period - Number of months for which the subscription will run
- No Services Annual - number of services this subscription will have in each 12 month period
- Response Times - time to respond in hours when a fault is reported
- Parts Warranty - tick id parts are covered on warranty
- Labour Warranty - tick if labour is covered on warranty
- Service Description - the text describing this service level that will be used in contract documents
- Days to First Service - number of days after the contract starts until the first service is due - normally 1
- Service Period - the period over which the No Service Annual will be spread ( in months) normally 12
- Status - status value displayed for the contract - open, live, active etc.
- Yr 1 Maintenance - cost of the maintenance element of the subscription during year one.
- After Yr 1 Maintenance - cost of the maintenance element of the subscription after the first year.
- Maintenance NC - Nominal accounting code form your accounting system for maintenance
- Monitoring - cost of monitoring per year
- Monitoring NC - Nominal accounting code form your accounting system for monitoring
- Keyholding - cost of keyholding per year
- Keyholding NC - Nominal accounting code form your accounting system for keyholding
- Patrolling - cost of patrolling per year
- Patrolling NC - Nominal accounting code form your accounting system for patrolling
- Other - cost of other charges per year
- Other Description Label - the other charge description
- Other NC - Nominal accounting code form your accounting system for other costs
- Cost During Yr 1 - Total calculated cost during the first year of the contract/subscription
- Cost After Yr 1 - Total calculated cost after the first year of the contract/subscription
- Tax Code - the tax code applicable for this Service level
- Tax Rate - the % age of tax/vat that will be applied
- VAT - the amount of VAT calculated against the Cost During Yr 1
- VAT after Year 1 - the amount of VAT calculated against the Cost After Yr 1
- Invoice Frequency - How frequently should the invoice be raised - Annually, Monthly, Half Yearly, Quarterly
NB Remember the service level will be matched and displayed in the Service level Drop Down list where these following two value are aligned/matched otherwise the drop down list in New Subscriptions will not display the item.
INSTALLATIONS | SERVICE LEVELS |
A Purpose (Must match) | A System Type |
B Transmission (Must Match) * transmission is considered not communicated for Audible Only and N/A | B Communicated |
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