On April 13, an announcement was made confirming that new default remote and on‑site install fees are now enabled in PREO and standardized across all regions.
These install fees are automatically applied based on the install option on the Equipment page. Please note that all proposals default to Remote Connect but can be adjusted.
Where Install Fees Are Set in PREO
Install fees are driven directly from the Equipment page.
Step‑by‑Step
Navigate to the Equipment page.
At the top of the page, locate Page View.
Use the dropdown to change Standard → Install.
On the right‑hand side, select the appropriate Install Option.
✅ The install option you choose here controls the type of support provided and the install fee applied. You can locate the install fee on the Expense tab under Networking.
Install Options Explained
1. On‑Site Install (Highest Fee)
A technician is dispatched to the customer location.
Most hands‑on support option.
Highest install fee applies.
Important Rule
❌ On‑site install is NOT available for proposals under 5 units
✅ Exceptions must be reviewed and approved by a PS Manager. To locate your PS Mangaer Consult the Web Tool.
2. Remote Install -XBS DEFAULT (Lower Fee)
Device is delivered to the customer.
The C3 team contacts the customer by phone/remote desktop to assist with installation.
Lower fee than on‑site install.
3. Customer Self Connect (No Fee)
Customer connects and installs the device themselves.
No install fee.
Best option for customers that do not require install support.
4. Other Connect - Custom Quote
This is used when install pricing is customized by the PS Manager.
Includes Large Opportunities (20+ Units) or for Small Opportunities (Less than 5 units) that require onsite connect.
🚨 If a custom quote is provided by the PS Manager it must be uploaded to the additional documents section in PREO.
Other Connect- Custom Quote process
Engage your PS Manager early
PS Manager provides a custom quote
Upload the approval email from the PS Manager showing the approved amount
Change the Install type to "Other Connect"
Then in the Expense Tab add additional expense. Make sure that the amount in the request matches the updated quote.
Unit & Deal Size Guidelines
Under 5 Units
❌ On‑site install is not supported
✅ Requires PS Manager approval for any exception
Large Opportunities (20+ Units)
✅ PS Manager engagement is required
Used for:
Custom install pricing
Specialized install support
🚨 Sales should engage their PS Manager as early as possible on large or complex deals to avoid delays later in the process.
Fee Adjustments (Remote Connect or Onsite Install)
This process should only be used when requesting an exception to standard install pricing. If the deal is a custom quote due to a large opportunity, follow the Custom Quote process instead.
Required Process:
Engage your PS Manager early
Discuss the requested pricing adjustment prior to submitting the order.
Obtain PS Manager Approval
The PS Manager must provide approval and the adjusted pricing amount for the services.
Upload Supporting Documentation
Attach the approval email from the PS Manager showing the approved pricing.
Submit Charge Override Request
Clearly outline which networking/install fees are being adjusted.
Reference the approved quote uploaded in the Additional Documents section.
To Locate your PS Manager, please consult the web tool.
When utilizing this tool please make sure to transition from Enterprise to Corporate when needed. You want to make sure to contact your corporate support team instead of the Enterprise team.
