Creating a Statement Of Work

Creating a Statement of Work for MSPs

1. Start a New Contract 0:00

• Begin by selecting 'New Contract'.
• Choose 'Statement of Work' from the options.

2. Select a Client 0:17

• Choose a client from the list.
• The system will pull up any Master Client Agreements (MCAs) signed in the past.

3. Review Key Details 0:31

• Confirm the start and end dates of the MCA.
• Make any necessary modifications to these details.

4. Modify Default Settings 1:12

• If you have previously created a statement of work and want to change the verbiage, do so here.
• Example: If you decide not to monitor server traffic, update the settings accordingly.

5. Save Modified Settings 2:06

• After making changes, save the settings to apply them to future statements of work.

6. Adjust Operating Hours 2:27

• Modify the operating hours as needed (e.g., 8 hours a day, 5 days a week, or 24/7).

7. Edit Language and Placeholders 2:39

• Change any language or placeholders in the document to fit your needs.

8. Manage Deliverables 4:00

• Review and adjust deliverables based on client preferences.
• Add or remove deliverables as necessary.

9. Add Custom Deliverables 4:49

• Create a custom deliverable if needed.
• Check the box to save it for future use.

10. Manage Units and Pricing 5:10

• Adjust the number of units (e.g., users, firewalls) as required.
• Save common pricing for future statements.

11. Generate Invoice 5:50

• Choose to generate an invoice automatically based on deliverables and units.

12. Preview the Statement of Work 6:09

• Review the statement of work to ensure it looks correct.
• Enable or disable FOMO mode to show missing services.

13. Submit the Statement of Work 6:33

• Send the completed statement of work to the client for review.

14. Client Signing Process 7:07

• The client will receive a notification to sign the document.
• Once signed, it will be recorded in the system.

15. Additional Features and Support 7:24

• Mention that there are other features available for use.
• Provide contact [e-mail] if there are questions.

Link to Loom

https://loom.com/share/77d1c5130a2e4b42b086cd6ca9b842f3