SmartWorxService operations
Service-oriented queues connect each customer request to service, priority, ownership, and related work. Customer views can be shaped around the information technicians and service managers need.
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Sample application, fictional publisher and illustrative pricing. Not available to buy or install.
By Example Publisher · Sample publisher
A sample publisher-built MSP operations application on SmartWorx, bringing service delivery, customer workflows and billing operations into one configurable model.
This illustrative package brings service delivery, projects, assets, agreements, onboarding, documentation, customer workflows, and billing operations into a shared application model. Example Publisher owns the application concept; SmartWorx provides the platform. The package is not released or available to install.
Service-oriented queues connect each customer request to service, priority, ownership, and related work. Customer views can be shaped around the information technicians and service managers need.
Coordinate delivery tasks, project actions, milestones, responsibilities, customer input, and approaching due dates alongside ongoing service work.
Connect equipment and customer environments to service commitments. Model terms, pricing reviews, renewals, changes, and termination handoffs around the agreement.
Bring customer records, locations, contacts, service packages, escalation paths, and CRM context together. Adapt forms, views, and rules to different customers and differentiated managed services.
Tie customer environments, procedures, runbooks, escalation paths, and documents to the service records they support.
Guide customer information → service package → locations and contacts → systems and documentation → billing and escalation → go-live review. Form conditions can show relevant details and require subscription information for cloud services.
Connect opportunity or request → solution and quote → internal approval → customer approval → service activation → billing setup. Execution and external handoffs are implementation-specific.
Review direct cloud relationships, distributor or reseller models, and multiple upstream providers. Map subscriptions, usage, adjustments, and charges to customers, agreements, and services before invoice preparation. Review unmapped subscriptions, quantity mismatches, unexpected charges, customer assignment issues, price discrepancies, and mid-cycle changes.
Design account-specific requests, approvals, project updates, documents, onboarding steps, and permitted actions. Customer access and account boundaries require implementation and validation.
Bring customer input, due dates, onboarding progress, project actions, and billing exceptions into an oversight view. The example dashboard uses synthetic measures and does not represent a released application.
Shape supplier registration, invoice review, expense approvals, and payment-status coordination around the operation.