This article explains how to create a Remote Monitoring contract. This contract type charges based on the number of monitored customer devices.
Note: Atera differentiates between servers and PCs, enabling you to charge a higher rate for servers, if applicable.
To create a Remote Monitoring contract:
1. From the left-hand panel, click Customers.
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2. Click the specific customer. The Customer page appears. |
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3. From the Contracts tab, click Create Contract. The Add Contract Page appears. |
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4. Enter the contract header details: |
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5. Select the Contract Type: Remote Monitoring.
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6. Select the Count By:
Note: Each contract is for only one category (PC, server, router etc.). This means a separate contract must be created for each.
For example, if you wish to charge $40/month for every server, $9/month per PC and $5/month per router you must create 3 separate contracts, one for each. |
Note: If you haven't yet set up your rate type, you can do this by clicking Add Rate.
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7. Select the Billing Period.
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8. Select your Billing Preferences Note:
9. Select the Rate per Device. |
Note: The rate per device changes in accordance with the number of devices monitored.
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10. Select the SLA Plan. |
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11. Click Save. The contract is created. |