Services¶
Service vendors and professional service providers.
Overview¶
Documentation of relationships with service providers—software, professional services, and business services.
Service Categories¶
Technology Services¶
- POS system provider
- E-commerce platform
- Payment processing
- Website hosting
- Email services
- Inventory management software
Financial Services¶
- Bookkeeping service
- CPA / tax preparation
- Payroll service
- Banking services
- Merchant services
Professional Services¶
- Business attorney
- Insurance broker
- Marketing agency
- Consultant services
Business Services¶
- Business insurance
- Security services
- Cleaning and maintenance
- Waste management
- Utilities
Service Provider Profile Template¶
For each service provider, document:
Contact Information¶
- Company name
- Primary contact
- Support contact
- Account number
Service Details¶
- Services provided
- Service level agreement
- Contract terms
- Pricing structure
Account Access¶
- Login information
- Admin contacts
- API keys (if applicable)
Contract Information¶
- Contract start date
- Term length
- Renewal date
- Cancellation terms
- Auto-renewal status
Relationship Notes¶
- Service quality
- Issues or concerns
- Value assessment
- Alternatives considered
Active Service Providers¶
List your key service providers here with links to their profile pages.
Related¶
- See
30_legal/contracts/records/for service agreements - See
01_architecture/for technical service integrations - See
20_finance/banking/for financial service providers