- Open Inventory and choose Service.
- Pick the category (Connectivity, Voice, Cybersecurity, Cloud and Colo, Mobility, or one of the others) and the type of service, then the provider.
- Add the location, the account number and the circuit or service ID. These are what bills are matched on later, so copy them exactly as the carrier prints them.
- Enter the monthly cost agreed in the contract, not what the last bill said. Bills are checked against this figure.
- Add the contract start, the term and the end date, and whether it renews on its own. The renewal flags are set from these.
Everything except category, type and provider can wait. A service with no price is listed as such, and a service with no end date is listed as a renewal nobody knows about, which is usually worth fixing.
In the app: Add a service · Inventory. Sign in to open them in your workspace.