View Agreement: Components Tab
The Components tab on the agreement details screen displays the active components that make up the agreement, including their current rates, included hours, usage, and overage pricing. Each component is displayed with its name, component type badge, and the services it applies to.
Each component also displays the services it covers, such as “Applies to all services on this customer”. The number of components displays next to the tab name.
For Time and Materials components, the Rates section displays a card for each rate configured on the component. Each rate card displays the following.
| Label | Definition |
|---|---|
| Rate Name | Name of the rate and the time log reason it applies to. |
| Effective Date | Date from which the rate is effective. |
| Billing Rate | Rate billed to the customer per hour. |
| Cost | Internal cost per hour. |
| Margin | Margin per hour and margin percentage. |
For Block Hours components, the following details are displayed for each block hour rate.
| Label | Definition |
|---|---|
| Rate Name | Name of the rate. The time log reason displays beneath the rate name. |
| Effective Date | Date from which the rate is effective. |
| Billing Rate | Rate billed to the customer per hour. |
| Cost | Internal cost per hour. |
| Margin | Difference between the billing rate and the cost, shown as an amount and as a percentage. |
| Included Free | Number of hours included before overage pricing begins. |
| Current Period Usage | A progress bar showing the hours used out of the included hours for the current period, with the number of free hours remaining. |
| Overage Pricing | A collapsible list of the overage tiers. Each tier shows the hours it applies to, its multiplier, and the resulting rate per hour. The heading shows the number of tiers and the number of included hours that overage applies beyond. |
| Rate History | Expands to show the changes made to the rate over time. |
For Recurring components, the following details are displayed for each associated recurring service.
| Label | Definition |
|---|---|
| Service Number | The service number associated with the recurring charge. |
| Package | Package associated with the service, if applicable. |
| Service Address | Address associated with the service. |
| Type | Type of the recurring service. |
| Provider | Provider associated with the service. |
| Quote | Quote associated with the service, if applicable. |
| Charges | Total charges for the service. |
| Status | Current status of the service. |
| Billed Through | Date through which the service has been billed. |
Click Add Recurring Service to associate a recurring service with the component.
For One-Time Items components, the Items section displays each item configured on the component. Each item displays the following.
| Label | Definition |
|---|---|
| Description | Description of the item. |
| Quantity | Quantity of the item. |
| Price | Price of the item. |
| Total | Total price for the quantity of the item. |
| Status | Billing status of the item, such as Unbilled. |
| Bill on Renewal | Indicates whether the item is billed again at each renewal. |
| Ticket | Ticket the item has been sent to, if applicable. |
Click Send to Ticket to send selected items to a ticket.
For information on other areas of the agreement details screen, see the following articles.