#service providers
##How it is structured
Three levels, and the middle one is the one that matters.
- Your practice - your technicians, your branding, your billing. One account.
- Client orgs - one per company you look after. Complete data separation. Its own devices, tickets, licences, patch rings and response windows.
- Devices and people - inside a client org, exactly as a single company would see them.
A technician works in a client org and moves between them without logging out. Nothing is shared across the boundary except your own staff list and your templates.
##The multi-client board
The default sort is by what needs attention, not alphabetically. A quiet client should not occupy the top of your morning.
That last line is a renewal conversation and a staffing decision in one sentence, which is the whole reason the board exists.
###Questions that cross clients
Some questions are about your practice rather than any one client: which clients are exposed to a given vulnerability, how many devices you manage in total, where your hours are going this month. Those run across every org you have access to, and the answer always names the client.
infotechbang exposure --patch KB5062553
# client org devices affected approved
# bluefin-logistics 31 no
# acme-traders 18 no
# northgate-legal 0 n/a
# srinivas-clinics 6 yes, pilot running##Client isolation
Client data does not mix. A technician assigned to two orgs sees two orgs; a technician assigned to one sees one. There is no view that merges ticket content or device records across clients, and cross-client queries return counts and names rather than content.
Assignment is per technician, per client
A new hire starts with access to nothing and is added to clients deliberately. When they leave, your own leaver checklist removes them from every org at once, and each client org records that the removal happened.
Clients can be given a read-only login into their own org - useful when an office manager wants to see ticket status without calling you, and useful to you at renewal because the work becomes visible.
##Contract hours
Hours attach to work as it happens: time on a ticket, time on an approval, time on a project task. The board shows used against contracted, and flags the client before you are over rather than after.
| Contract type | How hours behave | At period end |
|---|---|---|
| Block hours | Drawn down from a purchased block | Remaining balance carries, with an expiry you set |
| Monthly retainer | Resets each month | Unused hours lapse or roll, per your setting |
| Per device | Hours tracked for reporting, not billing | Device count is what bills |
| Time and materials | Everything logged, nothing capped | Exported for invoicing |
Overage is flagged at 80% and again at 100%. The 80% notice is the one worth acting on, because it is still a conversation rather than an invoice dispute.
##Per-client response windows
Every client org carries its own windows, working hours and holiday calendar, because that is what the contracts say. A client paying for four-hour critical response is measured against four hours; one on next-business-day is not held to the same clock.
working hours Mon-Sat 07:00-21:00 Asia/Kolkata critical 4h # contractual high 8h medium 1 working day low 3 working days holidays client calendar (14 dates) # breaches are reported per client and appear on their monthly report # whether or not you choose to mention them
##White-label reports
A monthly report per client, generated from the same records your technicians worked from - not re-entered, not rounded, not written the night before the meeting.
- Devices managed, added and retired, with the replacement advisories
- Tickets raised, resolved, response times met and missed
- Patch posture: criticals outstanding, and how long they have been outstanding
- Licence position: over-use, unused seats, renewals in the next quarter
- Hours used against contract, itemised by ticket
Your logo, your colours, your sender address. Our name appears nowhere on it unless you put it there.
##Bringing clients across
You can run a client org in parallel with whatever you use today. The agent does not conflict with other monitoring agents, and a read-only pilot on one client is the usual way to start.
- Create the client org and import the device list as manual assets if you have one.
- Roll out the agent through whatever management you already have on that client.
- Enter the licences and contract hours - an afternoon per client, typically.
- Move intake last, once the inventory looks right.
Open ticket history can be imported as closed records so suggested fixes have something to learn from on day one. That import is the single highest-value hour in the migration.
##Limits
Limits - what this does not do
- No invoicing. Hours export for billing; there is no payment, no tax handling and no accounting integration.
- No reseller or distributor pricing feed. Licence costs are the ones you enter.
- No cross-client ticket content view. Aggregate queries return counts and client names, not the text of anyone's request.
- Client orgs cannot be merged. Separation is structural, which is also why it is trustworthy.
- White-label covers reports and notification sender addresses. The dashboard your technicians use is not re-skinned.
