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Creating and Modifying a Service

Navigate to Admin Mode > Accounts > Services to view this page.

To create a service, click the green Add New Service button at the top left of the page.

There are a variety of different services you can create in Powercode. Powercode supports the following service types:

Monthly Internet
Baicells LTE Internet
Monthly
Monthly Discount
Overage
One Time
One Time Credit
Referral Discount
Self-Expiring Charge
Self-Expiring Discount
VoIP

General Fields

The following fields are available for all services:

  • Type – Use this to select which type of service you would like to create.
  • Status – Choose whether a service is selectable or unselectable. This can be edited later and is often useful if a service is seasonal or it becomes a legacy service while active on customers.
  • Service Name – Enter a descriptive name for this service. This will be printed on customer invoices and displayed in Powercode.
  • ISP Description – Internal name or notes on how a service is used. This is not seen by the user.
  • Cost – Enter the cost of this service.
  • Tax Override – If you wish to override all taxes applied to this service to a specific amount (e.g. 5%, then enter a 5 here). This is generally left blank.
  • Tax Types – Select all the tax types that should be applied to this service. For example, if you want to charge sales tax and USF on this service, select both those types.
  • Groups Allowed Service – Services can be limited to any number of selected customer groups or All Customers with this dropdown. A field will appear for the entry of customer groups if Selected Groups is chosen.

Non-General Fields

Each service may have a set of unique fields specific to it. Many of these are described below.

Monthly Internet

This is the service that dictates the terms of your customer’s monthly internet plan. Customers are only ever allowed a single Monthly internet Service.

When you make a rate change to a Powercode service, Powercode should update client speeds within approximately 60 seconds.

Add Service Tab

  • Tax Exemption Amount – In some areas, a portion of the cost of Internet service is tax-exempt. If this is the case, you can enter the amount to be tax-exempt in this field.
  • Contract Template – If you select a contract template here, when a new customer is installed with this service, they will be forced to sign this contract/agreement before they can access the Internet.

Internet Access

  • Upload Speed – Enter the upload speed for this service in kilobits per second. This will be enforced by the BMU.
  • Download Speed – Enter the download speed for this service in kilobits per second. This will be enforced by the BMU.
  • Burst Mode – We do not recommend the use of Burst functionality as with the advent of streaming and buffering negatively impacts the customer experience. Setting Burst speeds to the same value as regular speeds will disable the functionality.
  • Burst Upload – Enter the burst upload speed in kilobits per second. For no bursting, simply set the speed to the same as the upload speed.
  • Burst Download – Enter the burst download speed in kilobits per second.
  • Bucket Time – If you are using the ‘bucket’ burst mode, enter a time in seconds here. Powercode will then calculate an appropriate bucket size using the burst upload/download speed parameters and the number of seconds you wish to allow bursting at full speed.
  • Monthly Megabytes – If you are going to impose any kind of penalty on customers for over usage, enter the number of megabytes they can transfer before any penalties are applied. If you are not applying penalties, you can enter any number here.

Penalties

  • Slow After Usage Exceeded – If this is set to yes, users will be slowed to the Slowed Download/Slowed Upload speed once they consume more than the amount of data specified in Monthly Megabytes.

FCC

  • Service Type – Service type identified on FCC 477 reporting (Residential, Commercial, Other)
  • Technology Type – Technology service is provided according to FCC definitions.
  • CIR – Toggle on to indicate service is provided with FCC’s defined committed information rate. If you are not explicitly providing services using the FCC’s committed information rate policies leave this off.

Monthly/Monthly Discount

Monthly fees and discounts for items other than rate-limited internet services. Customers can have any number of these. Monthly services are often used for items like equipment rentals and extended service plans.
Since Monthly Discounts carry a name and internal description they can be useful in place of price overrides. Self-Expiring Discounts and Referral Discounts are typically more useful for limited duration discounts.
Monthly services have no unique fields.

Overage

  • Overage services charge customers for each unit of usage over their monthly megabyte limit.
  • For example, to charge $5 per gigabyte for every gigabyte used over 10 gigabytes, set the Internet service Monthly Megabytes value to 10,000 and create an overage service with a Cost of 5 and an overage Units of 1000.
  • Overage Units: The number of megabytes per instance of the overage fee.

One Time Charge/Discount

  • This is a one-time charge or discount. One Time Services (Formerly referred to as One Time Charges) are often used for installation and service fees.
  • Time Discounts offer more standardization than a Custom Credit when a specific credit will be commonly applied.
  • One Time Credits and One Time Discounts have no unique fields.

Referral Discount

A Referral Discount service can be added to an account to credit that account when your team enters a set number of Required Referrals for them. On the first tab of the Add New Customer Wizard, there is a field to enter a referring customer.

  • Required Referrals – This is the number of referrals needed to trigger this discount.
  • Repeat – If this is set to No, the referral discount will be given any month they have a surplus of uncredited referrals equal to or greater than the set Required Referrals. If this is set to Yes, the customer will receive the discount going forward indefinitely.

You may have multiple Referral Discount Services in Powercode, but each customer should only have one Referral Discount Service on their account at a given time.

Once a Customer has a Referral Discount they can receive a credit when chosen as the referring customer as a new customer is created. Add a Referral Discount service to all Customers you would like to receive referral credits. If you would like a Customer to receive credits for a referral before the Referral Discount Services was added, adding an appropriately named Custom Credit will be indistinguishable to the customer.

Self-Expiring Charge/Discount

Self-expiring services debit or credit a customer for a set number of bill cycles.
For example, if you create a Self-Expiring Charge with a Cost of 5 and a Number of Repetitions of 5, the customer will be charged $5 each billing period for 5 billing periods. The service is then removed.
If you divide the total expected number of payments by the number of months in a payment plan, the Self-Expiring Charge Service can be used to automatically assess loans or payment plans.

  • Number of Repetitions – How many times should this service either credit or debit the customer before being removed? This service does not run once then run for this number of repetitions. This is the total number of repetitions.

VoIP

To sell VoIP Services to clients you will need to create a VOIP service in Powercode, which is documented in VoIP Services Setup.

 

Modifying a Service

Modifying a service will look exactly like adding a service, but for a service that is already in the system, To edit a service, make sure you are on the services page (Admin Mode > Accounts > Services).

Then you will need to find the Service you are looking to edit and select the Action Bar at the end of that services row.  There will be an option to edit the service in the dropdown.

Updated on June 16, 2021

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