Service Management
Sell, renew and upgrade services from one record
What it does
Track every service you sell, from the first order through subscription renewals and upgrades. Maintain billing plans, contract terms and addenda in the same place as the transactions they relate to. Customers register, subscribe and manage their own services through the portal while your team keeps the commercial detail under control.
Who uses it
Service desk staff, account managers and billing teams who sell recurring or one-off services.
Where it fits
Service orders and subscriptions sit alongside the customer record, so renewal dates, contract addenda and transactions stay linked to one account. Invoices raised from service orders keep the customer history complete, and support tickets can be attached to the service they belong to.
What it supports
- Services Management
- Subscription Services Management
- Order Management
- Transaction Management
- Contract Management
- Contract Appendix Records
- Service Category Management
- Billing Plan Units
- Client Portal Services Page
- Self Service Registration
- Renewals And Upgrades
- Customer Email Notifications
- Public Service Listing