Licences
Every subscription and seat this business supplies to its clients, per client: what was bought, who holds it, what is unassigned, what it costs and sells for, and which commitment needs a decision next.
Getting started
These are the steps in the order somebody would do them. The same list is in the tool: press F1, or the control reading "How this works" at the top of the window.
1. Pick the client, then press New page
Every page, purchase and seat in this tool belongs to one of your clients, and no client can see another's. The list is your own customer list, so a client you already invoice is already here.
2. Make a page for each thing you buy them
Microsoft 365, Adobe, endpoint protection, backup, or whatever you actually supply: you name the page and it exists for that client only. Nothing is generated and there is no list to argue with.
3. Record what was bought, with the term on it
The quantity, the supplier, what it costs you and what you charge for it. Record the commitment and the billing interval separately, because a year bought and billed monthly is not a monthly subscription, and that difference is what stops a term renewing nobody meant to renew.
4. Record who holds each one
Recording an assignment writes it down here. It does not change anything at your supplier and this tool never will: it says so on the button. What it gives you is the answer to what the client is paying for, who has it, and what is sitting unassigned.
The screens, and what to do first on each
Each of these opens with nothing on it on a new install. What the tool says on that screen is what this section says, because it is the same sentence.
Nobody is on your customer list yet
The clients here are the ones on your own customer list, and every page, purchase and seat recorded for one is visible to no other.
First thing to do: Pick a client and make its first page.
Nothing is on this register yet
A page is one thing you buy a client: Microsoft 365, Adobe, backup, or a name you choose. It exists for that client only, and renaming it later keeps everything filed under it.
First thing to do: Name the first page, then record what was bought on it.
Nothing has a date on it yet
Nothing on any client's register has a term, a notice period or a day to look at it recorded yet, and those three dates are what this list is made of.
First thing to do: Record a term on a purchase and it appears here.
What this tool does, and what it will not do
It is the register you keep of what you supply. It reads nothing from a supplier and changes nothing at one: recording an assignment writes it down here and nowhere else. A spreadsheet of accounts, purchases or assignments can be read in, previewed row by row, and applied.
First thing to do: Pick what the file holds and read the columns it takes, under the picker, before you import anything.
If you get stuck
Write to support@keywaysuite.com. We answer within one business day. Keyway can send us what it knows about your installation: open the hub, go to About and press Get support. It writes one file wherever you choose and never includes your licence, a password, a customer name or a customer address.