Contracts
Introduction
ServiceDesk Plus MSP Cloud supports formulating, controlling, and managing legally-binding contracts with external parties. Contract management can be used in conjunction with service management and asset management. You can create contracts for your ...
Contract Views
Contract List View Contracts list view is a tabular, compact view that displays contracts by default. Role Required: SDAdmin, Users with View Contracts permissions. Go to the Contracts tab and select the customer on the header. The contracts created ...
Add New Contract
Role Required: SDAdmin, Users with Add Contract permissions Go to the Contracts tab. On the header, select the customer for whom you want to create a contract. Click New Contract. Alternatively, you can create a contract by using Quick Actions on the ...
Contract Details
Go to Contracts and click on a contract to navigate to the contract details page. The following fields displayed on the contract details page are customer specific: Contract Owner, Assets, Software Licenses, Sites, Configuration Items, People, Parent ...
Associate Assets or Software
Assets and software managed by a contract can be associated with the contract. Role Required: SDAdmin, Users with Add or Edit Contracts permissions You can associate assets and software licenses while creating a contract. Alternatively, you can also ...
Renew Contracts
You can renew contracts in any status. While renewing, you can modify the contract details, parent/child contract association, support details, or notification settings. However, you cannot modify assets and software license associations while ...
Contract Relationships
You can map relationships between contracts from the same vendor as parent and child contracts. Contracts that are dependent on other contracts are called Child Contracts. The contract on which child contracts depend on is called the Parent Contract. ...
Add Notes to Contract
Add important information as a note. Role Required: SDAdmin, Users with View Contracts permissions On the header, select the customer for whom you want to add a note to a contract. Select the relevant contract. On the contract details page, select ...
Invoke Contract
You can invoke a contract to cover the costs incurred by an asset/software. When an asset undergoes repair and the costs are covered by an active contract, we can invoke the contract to register the cost saved. This will help IT technicians calculate ...
Email Contract Owner/Vendor
Send email notifications to the contract owner or vendor. The owner and vendor fields are customer-specific. Role Required: SDAdmin, Users with View Contract permissions On the header, select the customer for whom you want to associate ...
Print Contract
Role Required: SDAdmin, Users with View Contracts permissions On the header, select the customer for whom you want to print a contract. Select the relevant contract. On the contract details page, click Print on the toolbar. The contract details are ...
Edit, Cancel, or Delete Contracts
Edit Contract Role Required: SDAdmin, Users with Edit Contract permissions On the header, select the customer for whom you want to edit a contract. On the list view page, click and select Edit. You can also go to the contract details page and click ...
Popular Articles
Introduction
Solutions are a centralized repository to store and share articles with your users. Technicians and end-users can utilize solution articles to resolve repeated incidents. Solutions can be categorized across topics and contain a built-in approval ...
API Documentation
API Documentation The ServiceDesk Plus MSP Cloud API allows you to perform all the operations that you do with our web client. ServiceDesk Plus MSP Cloud API is built using REST principles which ensures predictable URLs that make writing applications ...
Customers - Overview
The Customers module lets you manage clients of the managed service provider (MSP). The MSP can maintain detailed records of all customers and their information, including associated solutions, advisory details, announcements, and more in the ...
Onboard Customers
You can add customers individually or import multiple customers at once in ServiceDesk Plus MSP Cloud. Role Required: SDAdmin The MSP may be handling IT services for numerous clients. Adding these clients to the application as customers helps in ...
View Customer Details
To view the customer's details, Go to the Customers module. In the customer list view, click the name of a customer to open the details page. The following tabs are available on the customer details page: Details: Provides comprehensive details on ...