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Package what you deliver as Services

Turn the reports and reviews you already produce into named, priced services you can assign to clients.

10 minutes · My Practice

What you get

A catalogue of what you sell, built from what AppVentory already produces. A Service is a named bundle of deliverables with a price and a billing cycle; once assigned to clients it schedules the work and shows the revenue.

Steps

  1. Go to Services in My Practice and click Create Services.
  2. Enter a Service name and a short Description (100 characters).
  3. Choose the Billing type — Recurring or One-time — and the Billing Cycle.
  4. Tick the deliverables to include and set a price on each: Software Spend Visibility, Compliance & Data Security, Digital Transformation, System Review, Financial Review, Renewals Management.
  5. Switch on Auto send to clients if each deliverable should go out when it falls due.
  6. Click Create.

The Create Services dialog with billing type, billing cycle and the six priced deliverables

The Create Services dialog with billing type, billing cycle and the six priced deliverables

Reading the catalogue

Each card on the Catalogue tab shows the deliverables with their price and cycle, the bundle total per year, and how many assigned clients auto-send is on for. The Service line actions menu edits or retires it.

Name it the way you sell it

Clients buy "a quarterly software health check", not "three one-pagers". Put the deliverables inside a name they recognise, and keep the price internal if that is how your firm quotes.

What you've unlocked

Next: Assign Services to a client and watch the delivery queue