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Helpful Guides and Best Practice Documents


Documents Available to ascii Members
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Company Status
Definitions and explanations of Company Statuses.  Set up your Company Status List with ease and clarity.
Creating Down Payment
Follow this process to ensure that money collected is applied to a specific ticket, project, or agreement, and nowhere else.
End-of-Year Guidelines
Updated and available every year starting in December, these guidelines are designed to help you prepare your ConnectWise Manage set-up for the new year.
Time Entry & Time Sheet Submission Guide
Distribute this Guide to all your employees and get time sheets submitting correctly and consistently.
Time Entry Approval Guide & Time Entry Approval Flowchart
For designated time sheet approvers – clear and concise procedure for time sheet approval.
Dispatch & Service Ticket Processing
For designated time sheet approvers – clear and concise procedure for time sheet approval.
Service Ticket Status Workflow
This manual includes step-by-step instructions and best practices that will give you the tools to create a service environment where every ticket in ConnectWise Manage is addressed – on-time, every time!
Work Type Definitions
Definitions and explanations of Work Types.  Set up Work Types so your billing rates are consistent and accurate.
Sales Processing w/o Procurement
Quoting & Order Processing with QuoteWerks (with ConnectWise Manage Procurement Module) This comprehensive manual clearly and comprehensively walks you through every phase of quoting and order processing so you never miss a step.
Sales Processing w/ Procurement
Quoting & Order Processing with QuoteWerks (without ConnectWise Manage Procurement Module) This comprehensive manual clearly and comprehensively walks you through every phase of quoting and order processing so you never miss a step.