Tracking MSA Agreements

[Mainstay]

Hi All,

We are slowly (but surely) getting more and more MSA's under our belt with a growing list of ancillary services.

This includes:

• monthly / quarterly / semi-annual maintenance of servers and workstations
• backup plans (some managed, some not)
• monthly web-site maintenance
• remote access & dynamic redirection services
• A/V
• etc.

These agreements span both residential and commercial clients and are occurring at different billing cycles.

So a customer might have an annual cycle on their LMI license, monthly billing on their website, and quarterly billing on their desktop system checkups.

I completely understand that the above isn't "ideal" but it is how we are paying the bills (not everyone can afford / see the value in subscribing to all services on a monthly basis).

To make it tougher, some customers are grandfathered into packages with different pricing schemes.

We are tracking all of this in a spreadsheet, but this is getting cumbersome to manage. RS allows for a recurring ticket and a recurring invoice, but the ticket and the invoice are not linked which causes great headaches for us. (In QB we just had a memorized transaction and all of the details automatically generated an invoice).

How do you track and handle your agreements?

I need a way to see all of these revenue streams in a clear and concise way and thought, hey, before I reinvent yet another wheel, maybe I should see what the experts on TN have to say!

Thanks all!

--Matthew

 

[Slaters Kustum Machines]

We just use recurring invoices in RS. Our contracts auto renew every 12 months unless we receive a written cancellation notice 30 days prior to the contract renewing. All of our services are handled with N-able and do not require tickets for renewal. We do not currently do any DNS hosting and we are a hosting referral partner, so we just get a kickback for hosting plans.