The document
What has to be written into the agreement?
The scope, to start with. Which workstations, which servers, which services. An agreement that says “your IT” without drawing up a list ends in an argument the day a forgotten device fails.
The priority grid comes next, with the definition of an emergency. A till that locks up on a Friday afternoon and a flickering monitor do not deserve the same rank. Each level has its time, and that time is written down.
Then the service hours. With us, regular support is staffed Monday to Friday, and the day runs from 8 a.m. to 5 p.m., Eastern time. Past those hours, the emergency line covers business-stopping outages. It is included in the Complet plan.
Last, what is not included and who does what. Ask for three examples of work billed as an extra. At OKTO, a need that falls outside the scope, such as a migration project, is quoted separately before it begins.
Sample screen, with a fictional client: an agreement in the client portal. The notice period, times and rates shown are example figures, not a commitment.