Hero | he·ro : (n) a person who is admired or idealized for courage, outstanding achievements, or noble qualities.
A Visionary hero: a person, using the Visionary 360 methodologies, who has taken their company to new boundaries and achievements.
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Technicians spend most of their time at the computers ‘browse’ screen. By default, there is a lot of computer information presented. Some of it we’ll need and some we won’t. Did you know you can modify the columns to meet your needs? Maybe the ‘service version’ is an unnecessary field and is just taking up space? Maybe ‘Last Contact’ is important to you, yet the column is so far to the right that you need
Workflow messaging is great, but it can be tricky to determine which specific rule triggered a notification. This usually becomes an issue when you have multiple workflow rules sending out messages every day. In the past, it was really difficult to figure out which workflow rule was responsible for a particular message. However, ConnectWise has recently introduced a couple of new tools to make it easier to troubleshoot and identify which rule generated a given
Creating new members in Manage PSA is a process – assigning defaults, granting permissions, and setting restrictions so members have the appropriate access to records within your system. Use Member Templates in ConnectWise PSA to help standardize settings for new members. Member Templates provide default values that can be applied to new members as they are created. It’s a great tool for speeding up the onboarding process and ensuring consistency in member settings within a
To take full advantage of ConnectWise reporting for agreement and service margin, as well as administrative overhead costs track the hourly cost for all Members in ConnectWise. The majority of Managed Service Providers (MSPs) and Technology Service Providers (TSPs) monitor product margins in ConnectWise by factoring in product price and cost. However, savvy business owners understand that the bulk of their expenses and revenue stem not from product sales, but from services rendered. Utilizing ConnectWise
Tuesday Darlene Larsson – DataSHUR Corporation Cameron Poucher – Creative Resources Technology Group, Inc. Chris Sarkisian – Evolution IT Services, Inc. Wednesday Sabrina Sullivan – Net X It Solutions Daniel Walsh – Penn Systems Group Danielle Bradford – DandyIT Marion Gutierrez – 210 IT Thursday Rochelle Ingram – We Define IT Richard Reiffer – Fusion IT, LLC Leo Bletnitsky – Healthy Technology Solutions, LLC
Th ConnectWise Marketplace Partner Exchange is a great resource for ConnectWise partners. If you are looking to build something custom in ConnectWise PSA, such as a Report Writer report or a project template, don’t try and re-invent the wheel, check out the ConnectWise Marketplace Partner Exchange first. The Partner Exchange offers thousands of partner contributed templates for service & project boards, project templates, surveys, html templates, configuration setups, Report Writer reports and more. Another resource
What’s going on? As of June 3rd, on-prem ConnectWise Automate instances installed on Windows Server 2012 R2 will lose the ability to communicate with cloud-hosted PSA servers. We did some digging to determine what functionality is lost until Server 2012 Automate instances have their server OS updated to a modern version. Companies can no longer be imported from PSA to Automate. Contacts will stop synching between the two platforms. Alert ticketing generated by Automate’s monitors
Meet Gary, a Sr. Business Consultant with the Visionary 360 team of Consultants. Gary has built and sold two IT companies, but instead of chilling on a beach with a Corona, he continues to bring his passion of driving profits. Seeing clients succeed is the most rewarding part of the job he says. Gary, a visionary in the IT Solution Provider space, has a passion like no other, in guiding companies towards operations excellence and
There are two ways to create managed service agreements in ConnectWise PSA: The correct way. The incorrect way. We see “MANY” agreement setups, some are awesome, and some… not so awesome. Why so not awesome? While one purpose of an agreement is for recurring billing, another is to show profitability of it’s use for each client. This can only be accomplished if “EVERYthing” is included. Let’s say your company has an all-inclusive per seat type
Project management begins with the creation of a project. For many this is a daunting task, especially if it’s the same type of project over and over again. WHY CREATE THE SAME TYPE OF PROJECT FROM SCRATCH EACH TIME SCREAMS THE BRAIN! One would say “Use Project Templates”, which of course is the correct answer, but how does one create these templates, reuse phase modules and tickets without creating excessive work? Visionary 360’s answer to
Visionary 360 is a team of veteran coaches focused on the technology sector, mainly IT Service Providers, helping to successfully implement their tools more effectively with a financial focus.
We are problem solvers who love helping people, doing the impossible while having fun doing it. We engage with our clients like they are family. We love working with them, watching their companies grow. There is no greater reward than seeing our clients prosper. To learn more about Visionary 360, visit our website at visionary360.com or setup an introductory meeting to discuss your needs.
