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

While we provide free admin training, you may want us to provide additional training to your team.

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: