Contract types and coverage

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The contract type describes how a client is billed, and coverage rules decide what happens to time logged against tickets for that client.

Available contract types

  • msa — master service agreement
  • block_hours — a prepaid block of hours
  • time_and_materials — billed by actual work performed
  • fixed_fee — a set price for a defined scope
  • per_device — priced per managed device
  • per_user — priced per user
  • hybrid — a mix of the above

Block-hours contracts can also carry prepaid hours and a block alert threshold so you are warned as the balance runs low.

How coverage works

Coverage is evaluated per work type and produces one of three billing outcomes:

OutcomeMeaning
coveredCovered by contract — no separate charge
billableBillable to the client
no_chargeNo charge

Defaults vs. overrides

Each contract type has default coverage per work type (the contract type coverage matrix). An individual contract can deviate by adding a coverage override for a specific work type, with an optional note explaining why. Overrides take precedence over the type defaults for that one contract.

When an agent logs work on a ticket, the client's coverage summary appears in the ticket sidebar so the billing outcome is clear before time is saved.

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