Tier 0

Powercode Billing Server

[Equipment and Billing Basic Functionality ]

A Powercode Billing Server is the heart of your Powercode installation. It runs your Employee and Customer Web Portals, contains your database and reaches out to any other pieces you choose to integrate with your Powercode installation. If you do not have a Powercode Billing Server installed please reach out to our team for assistance!

Tier 1

BBB Meeting

[Equipment and Billing Basic Functionality ]

Please schedule a meeting to configure your Billing, BMU and Backups. Prior to this meeting please give thought to this desired billing behavior and have a location for us to push remote backups to.

Then schedule the meeting here!

Establish Merchant Server

[Billing Basic Functionality]

To use Powercode’s payment features you will need to create a relationship with one of our two preferred providers:

– or –

Tier 2

Customer Data

[Equipment and Billing Basic Functionality ]

If are migrating/importing data from a different system you must fill complete this step before completing any other import forms. If you are a new company or entering data manually skip this step!

Services & Taxes

[Billing Basic Functionality]

Setup your taxes for any sales tax, phone service tax or anything else your services are susceptible to.

Device Type Configuration*

[Equipment Basic Functionality]

Create the device types that you will be monitoring and authenticating.

IP Address Ranges *

[Equipment Basic Functionality]

IP address ranges or subnets must exist in Powercode containing every IP on equipment intended to be imported

Customer Equipment

[Equipment Basic Functionality]

Customer equipment enables use of core Powercode Equipment Functionality

Payment Method Import

[Billing Basic Functionality]

Powercode can import Payment Methods in from raw data or tokens provided by integrated Payment Gateways

Network Equipment

[Post Equipment Basic Functionality]

Entry of Network Sites and Network Equipment enables mapping, monitoring and inventory functionality for those devices.

Tier 3

Permissions ^

Create permission groups that keep your users in the areas of the software they belong.

Users ^

Enter webuser accounts for your employees within Powercode

System Emails and Outbound Email^

[Billing Basic Functionality]

Configure which triggers send emails to subscribers and users and customize the messaging.

Technician Schedules ^

Create the available users and time to schedule to in the Install Live View.

Job Templates ^

Setup the types of Installs or Services calls with durations that can be scheduled

Job Completion Templates ^

Build the completion templates that show when a technician has finished a job.

Acquire SSL Certificate for Customer Portal

A valid SSL Certificate prevents security warnings on the Customer Portal, which is where customers enter personal and payment information.

Tickets Settings ^ *

[All Customers]

Setup the email connection to ticketing and the general behavior of tickets.

Tickets Templates *

Build out the templates for your tickets.

Customer Groups and Customer Tags *

Utilize the groups setting for subscriber accounts.

Customer Statuses  *

Use Powercode Statuses with Built in Logic or Create custom statuses for the sales pipeline and canceled accounts.

Equipment Probes and Equipment Notifiers *

[Post Equipment Basic Functionality]

Establish custom probes to monitor your equipment.

Usage training sections should offer redundant video and written documentation.  Some sections currently have only one or the other:

• ^ needs writeup
• * needs video