Devices delivered, not billed
Alder Clinic · 37 managed, 34 billed
- Agreement, RMM and invoice compared
- Bill the delivered quantity
- HaloPSA recurring line 34 → 37
- HaloPSA read back shows 37
How it works
Revtein finds the problem, your team fixes it, the source proves it.
Unbilled work, failed backups, unprotected devices, vendor price rises, thin margins, renewals and data that does not match. Every one becomes a case that is worked to a verified end.
Alder Clinic · 3 devices delivered, not billed
Case checklist4 of 4 done
- Check the numbersAgreement 34 · delivered 37 · invoiced 34
- Decide what to doBill the delivered quantity · approved
- Make the changeHaloPSA line 34 → 37
- Confirm and close the caseVerified against HaloPSA
Case closed · verified against HaloPSA · +$165/mo recurring
Much more than a number
Every kind of problem becomes a case, and every case reaches an end.
Billing differences, backups, endpoint protection, vendor prices, thin margins and data that does not match. Each one gets an owner, a fix and a new read of the source that proves it.
Backup not running
Pine Street Law · 2 servers, no backup in 48 h
- Which servers, since when, from Datto
- Assign a technician or open a PSA ticket
- Agent redeployed on both servers
- Datto shows a new snapshot
Endpoints without protection
Falcon Clinic · 4 devices without an agent
- Devices in the RMM vs SentinelOne
- Assign the install, ticket stays linked
- Agent installed on the 4 devices
- SentinelOne reports them active
Vendor price rise not passed on
Microsoft 365 · $18.50 → $19.80 a seat
- Cost change matched to 6 clients
- Update the price now or at renewal
- New price set on the recurring line
- Next invoice shows the new price
Agreement below margin
Cedar Engineering · 10.8% vs 35% target
- Margin built from costs and labor
- Raise the price 10% at renewal
- Proposal approved and sent
- Signed terms read in the PSA
Data that does not match
Acronis client not matched to HaloPSA
- Same client under two names
- Link the two records, with Undo
- Mapping saved for every future read
- Next sync compares the client
How a case works
One case, step by step.
Alder Clinic is billed for 34 devices but 37 are managed. Every case in Revtein follows these four steps.
Alder Clinic · 3 devices delivered, not billed
Case checklist0 of 4 done
- Check the numbersNow
HaloPSAAgreement34
NinjaOneDelivered37
XeroInvoiced34Same client, service and period · read Nov 15, 9:20 · $55 per device
Numbers checked - Decide what to do
- Make the change
- Confirm and close the case
Step 1 of 4 · Check the numbers
Alder Clinic · 3 devices delivered, not billed
Case checklist1 of 4 done
- Check the numbersAgreement 34 · delivered 37 · invoiced 34
- Decide what to doNow
- Bill the delivered quantity37 devices from the next invoice
- Keep the contracted 34record the clause as an exception
- Wait and reviewchoose a follow-up date
- Make the change
- Confirm and close the case
Step 2 of 4 · Decide what to do
Alder Clinic · 3 devices delivered, not billed
Case checklist2 of 4 done
- Check the numbersAgreement 34 · delivered 37 · invoiced 34
- Decide what to doBill the delivered quantity · approved
- Make the changeNowHaloPSA recurring line
34 × $5537 × $55Let Revtein apply it in HaloPSA, or do it by hand with these values. Issued invoices are never edited.
Apply in HaloPSA - Confirm and close the case
Step 3 of 4 · Make the change
Alder Clinic · 3 devices delivered, not billed
Case checklist3 of 4 done
- Check the numbersAgreement 34 · delivered 37 · invoiced 34
- Decide what to doBill the delivered quantity · approved
- Make the changeHaloPSA line 34 → 37
- Confirm and close the caseNowNew read of HaloPSA37 devices
The source now shows the change, so the case can close with proof.
Close the case
Step 4 of 4 · Confirm and close the case
Alder Clinic · 3 devices delivered, not billed
Case checklist4 of 4 done
- Check the numbersAgreement 34 · delivered 37 · invoiced 34
- Decide what to doBill the delivered quantity · approved
- Make the changeHaloPSA line 34 → 37
- Confirm and close the caseVerified against HaloPSA
Case closed · verified against HaloPSA · +$165/mo recurring
Done · the case is closed with proof and the result is kept
Example case from a demo MSP. Numbers are illustrative.
The principle behind it
Find. Prove. Decide. Correct. Verify. Remember.
The checklist is how your team works a case. This is the promise behind it: nothing is left in a list of alerts.
- 01FindRevtein compares your sources and flags what needs attention.
- 02ProveEach finding shows its sources, records, period and last read.
- 03DecidePick the right treatment, within your roles and approvals.
- 04CorrectApply it in the source, by hand with exact values, or hand it off.
- 05VerifyA new read of the source confirms it, or Revtein says it cannot.
- 06RememberThe full history stays with the case for the next time.
Three ways to make the change
Not every fix has to be automatic to be useful.
- Approved direct change. Revtein updates the source where the connector supports it, after approval.
- Guided manual change. Revtein shows the exact record and values, and how the fix will be checked.
- Handoff. The work goes to a person or a PSA ticket and stays linked to the case.
Make the change · approved by Dana Ruiz
HaloPSA · recurring line 41081- Apply in HaloPSAWrite enabled
- Or do it by handwith these exact values
- Or hand it to a personticket stays linked
The next invoice uses 37 · issued invoices are never edited
Know what needs to change. See it through.
Reserve your spot for launch. Tell us who you are and what you would use Revtein for, and we will email you the day it opens, with a 7-day free trial of the full platform.