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==Glossary== | ==Glossary== | ||
*'''Accounts''' in Commit can be customers, vendors, business partners, friends, leads, and so on. Each Account holds related data which is any other information related to the Account, such as scheduled Appointments, open Tasks, Tickets/incident history, Assets, Charges, linked Documents and so on. | *'''Accounts''' in Commit can be customers, vendors, business partners, friends, leads, and so on. Each Account holds related data which is any other information related to the Account, such as scheduled Appointments, open Tasks, Tickets/incident history, Assets, Charges, linked Documents and so on. | ||
*'''Tickets''' in Commit are used to represent any incident, problem, or job you handle for a given Account (customer). While viewing Ticket information, you can see all data-related to the Ticket. This includes scheduled technician visits, open tasks, special service notes, the Account’s service Contract (see below), linked documents, Charges for labor (see below), expenses and parts, etc. | *'''Tickets''' in Commit are used to represent any incident, problem, or job you handle for a given Account (customer). While viewing Ticket information, you can see all data-related to the Ticket. This includes scheduled technician visits, open tasks, special service notes, the Account’s service Contract (see below), linked documents, Charges for labor (see below), expenses and parts, etc. | ||
*'''Items''' in Commit are where you define each individual service and product you offer. The Items list in Commit acts as your price list. In Commit there are three types of Items: Labor, Expenses and Parts. | *'''Items''' in Commit are where you define each individual service and product you offer. The Items list in Commit acts as your price list. In Commit there are three types of Items: Labor, Expenses and Parts. | ||
*'''Contracts''' in Commit are the service agreements you have with your customers, that determine how you will charge your customer for services, and track the status of the agreement. | *'''Contracts''' in Commit are the service agreements you have with your customers, that determine how you will charge your customer for services, and track the status of the agreement. | ||
*'''Charges''' in Commit are work/parts replacement completed for the customer, and the cost of that service or product. A charge may be used to bill the customer later, but it can also be used for documentation purposes. | *'''Charges''' in Commit are work/parts replacement completed for the customer, and the cost of that service or product. A charge may be used to bill the customer later, but it can also be used for documentation purposes. | ||
*'''Custom Pricing''' lets you set special prices for selected Accounts or Contracts. Once you set custom pricing for an Account or Contract, all Charges created for those Accounts or Contracts will be based on the custom price. | *'''Custom Pricing''' lets you set special prices for selected Accounts or Contracts. Once you set custom pricing for an Account or Contract, all Charges created for those Accounts or Contracts will be based on the custom price. | ||
*'''Billing''' is how you can report to customers on activities performed for them, and the outstanding charges. A Charge in Commit can be set as Billable or not-Billable. Billable Charges can be marked as Billed, upon which they become read-only. | *'''Billing''' is how you can report to customers on activities performed for them, and the outstanding charges. A Charge in Commit can be set as Billable or not-Billable. Billable Charges can be marked as Billed, upon which they become read-only. | ||
Revision as of 07:13, 5 August 2009
Commit is a complete software solution for managing computer services businesses, targeted at small to mid-sized IT service providers. Commit manages your service processes using Tickets management and Intelligent Dispatching
In this document, you will learn about Items, Charges and Contracts in Commit, what they mean, how you use them, and the impact they can have on your business work flow while using Commit.
Glossary
- Accounts in Commit can be customers, vendors, business partners, friends, leads, and so on. Each Account holds related data which is any other information related to the Account, such as scheduled Appointments, open Tasks, Tickets/incident history, Assets, Charges, linked Documents and so on.
- Tickets in Commit are used to represent any incident, problem, or job you handle for a given Account (customer). While viewing Ticket information, you can see all data-related to the Ticket. This includes scheduled technician visits, open tasks, special service notes, the Account’s service Contract (see below), linked documents, Charges for labor (see below), expenses and parts, etc.
- Items in Commit are where you define each individual service and product you offer. The Items list in Commit acts as your price list. In Commit there are three types of Items: Labor, Expenses and Parts.
- Contracts in Commit are the service agreements you have with your customers, that determine how you will charge your customer for services, and track the status of the agreement.
- Charges in Commit are work/parts replacement completed for the customer, and the cost of that service or product. A charge may be used to bill the customer later, but it can also be used for documentation purposes.
- Custom Pricing lets you set special prices for selected Accounts or Contracts. Once you set custom pricing for an Account or Contract, all Charges created for those Accounts or Contracts will be based on the custom price.
- Billing is how you can report to customers on activities performed for them, and the outstanding charges. A Charge in Commit can be set as Billable or not-Billable. Billable Charges can be marked as Billed, upon which they become read-only.