Overview Customer Information
Information Screens
SLAs Tracking
Billing & Support Package Tracking
PhaseWare Tracker supports comprehensive billing support tracking features: from Tracking
time to improving billing accuracy for all of your support or maintenance packages.
You can set up program support packages to reflect customer billing for service agreements on a per-incident or hourly basis. You can set up packages to include a fixed number of incidents or hours each month or year. You can also create packages that include unlimited support for a given period.
Tracking how much support a customer has used is easy with onscreen updates on the incident and customer information screens. You’ll also receive alerts when customer support packages are coming up for renewal.
Any support a customer receives after a support package has lapsed is listed clearly as unbilled.
Tracker lets you flag an incident that’s billable because it falls outside of a standard support
agreement. Then you can bill the item on a flat rate or hourly rate—and even set a minimum charge.
You can also flag a courtesy call or other incidents that shouldn’t be charged against a support package.
Tracker’s cumulative billing report gives you complete information on combined billing activity, including support package overages and billable incidents.