How Do I Use Professional Services?
When you request professional services, we will ask you to authorize service hours. This helps you define a maximum budget for services. Your authorized hours will be consumed as needed without exceeding this limit.
We will only charge your credit card a/ once requested services have been delivered and b/ based on time spent delivering those services. Your credit card will be charged at the end of your monthly billing cycle.
How Can I Request Services?
To request services:
- Go to Settings > Billings
- Click on the "Services" tab
- Choose the desired service
- Click on "Request"
How Can I Authorize Service Hours?
To authorize services:
- Go to Settings > Billings
- Click on the "Services" tab
- Scroll down to the "Authorize Services" section
- Enter a number of hours
- Click on "Authorize Hours"
When you approve services, an event will be recorded in the audit log:
Which Services Do You Offer?
Here is a list of services we offer.
Data Entry
While we provide many tools and APIs to efficiently input data, you may want us to enter data on your behalf.
Examples:
- Enter users
- Enter user quotas
- Enter commission rates
- Create a team hierarchy
Data Audit
While we provide different ways to review and audit calculations, you may want us to investigate something on your behalf.
Examples:
- Research & explain calculations
- Perform a full audit of past calculations
- Investigate the impact of claw backs
- Audit changes to transactions
Configuration
While we provide configuration for an initial number of plans, you may want us to configure additional plans or update them on your behalf.
Examples:
- Configure new plans
- Update existing plans
- Customize payee dashboards
- Add new rules / change formulas
Custom Reports
While we provide many reports, as well as the ability to design new ones, you may want us to create custom reports on your behalf.
Examples:
- Create custom reports
- Generate specific data
- Create an analytics dashboard
- Combine data
Training
Examples:
- Provide advanced technical training
- Document current commission logic
- Explain in detail every formula
Consulting
Finally, you may need other services which don't fit any of the above categories.
Example:
- Implement custom features
- Recommend a commission structure
- Create sample code
How Can I View Delivered Services?
To view delivered services:
- Go to Settings > Billings
- Click on the "Services" tab
- Browse to "Delivered Services"
Each invoice will list performed services:
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