Agreement setup

Step by step

1. Register client Account Owner

   Account Owner records the client name, primary contact, billing terms and owning service team. Prospect is the working state until the relationship is ready for active delivery.

   • Captures account details and billing terms
   • Updates Clients

2. Assign ownership Account Owner

   Account Owner checks who owns the account and which organization will deliver the service. Service Delivery Manager is named on the agreement so engineers have a delivery contact.

   • Names account, team and delivery owners
   • Updates Clients, Organizations, Engineers

3. Set up agreement Service Delivery Manager

   Service Delivery Manager records the agreement type, value, budget hours and term, then links it to the client. Proposed work should be easy to identify before execution begins.

   • Sets value, dates, budget and client link
   • Updates Managed service agreements, Clients

4. Start delivery Account Owner

   Account Owner and Service Delivery Manager confirm the commercial and delivery details, then mark the agreement Active. Engineers use that agreement when logging service and time.

   • Makes the agreement the active work anchor
   • Updates Managed service agreements

Account Owner

Leads account setup; Service Delivery Manager owns delivery details; Finance Manager checks the commercial baseline.