How should the customer add the technical contact to the account?
The customer can connect existing Technical Contact to add/delete the contact on the Customer Connect Portal.
The customer can drop an email to Service Business Operations (svcbusinessoperations@powerschool.com) and the team will be able to get the contacts added to the account.
How to update/add the new Primary contact to the account?
The Primary contact here refers to the main billing contact, who is authorized to review and sign the renewal quote.
To update the new Primary contact, one must email their dedicated Renewals Manager to ensure the name is updated.
Where can I find all my renewal quotes for upcoming school year?
Please contact your Renewal Manager for all the renewal quotes for your upcoming school year.
If we want to remove any product line from the invoice whom do we reach out to?
Removal of Product line from the Quote/Invoice that you have received from our team can only be done if you haven't signed the quote and you are requesting for a change before 45 days of Quote start date. Your Renewals Manager & Customer Success Manager will be the best for assisting you here. Please reach out to your Customer Success Manager via the CSM form.
What steps should be followed when a PO is generated and need a vendor signature from PowerSchool?
Please send a copy of the PO to your Collection Representative or to Accounts Receivable at AR@powerschool.com. Our internal team will handle the signature process and return the signed PO to you as requested.
Where or whom should the customer send a Purchase Order (PO)?
The customer can share the Purchase Order (PO)with dedicated Renewals Manager or Collections Associate so that we can get the invoice generated accordingly.
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