Blog

Visionary 360's Latest Blog Posts

Do we Ticket or Project?

Mini-Projects, do we use a service ticket or create a project? This is a very common question and the answer is, well it depends on a handful of questions. Use our chart to help determine when you should use a service ticket and when you should use a project in ConnectWise Manage. Issue: Service Ticket: Project: Duration Generally service tickets can be started and closed within a single billing period by a single resource. Projects may span multiple billing periods and require multiple resources. Finance How should this revenue be recognized? At Visionary 360, following Service Leadership standards, we suggest

Read More »

Service Ticket Surveys – Are you taking advantage of this opportunity?

Customer Satisfaction.  How often do you send out service surveys to your customers?  Surveys help us learn about how the team is performing and what your customers think of your services.  Without feedback can you truthfully make changes to improve your business? Google “IT Service Surveys” and you will find you’ll have 100’s of options, with prices ranging from too cheap, to what a part time employee might cost.  One of the most overlooked survey options is built into ConnectWise Manage, and the cost?  Free as it is included in Manage: It’s 100% integrated with ConnectWise Manage. No coding, no

Read More »

How to use Pods in ConnectWise Manage

What are Pods in ConnectWise Manage? Pods are a way to customize each of your screens in ConnectWise with relevant information that is often out of the view or displayed elsewhere in ConnectWise. Drag and drop Tabs to create additional pods on your Company Screen, Ticket Screen, Contact View, Agreement View and more! How to add a Pod: In the example below we will add a new pod to the Company view in ConnectWise Manage.  After adding this pod, all the open tickets for a specific company along with their company data become view-able. Navigate to the screen you wish

Read More »

Using simple workflows to email your clients about past due invoices

One sore spot for all solution providers is managing past due invoices in the Accounts Receivable function of your company.  ConnectWise Manage does a great job on simplifying the invoice process and giving you plenty of different views to easily see which invoices are past-due, but it lacks out of the box functionality to assist in sending over-due and collections emails to your customers. If Accounts Receivable is a constant pain point for your company, consider setting up some of these easy to use workflow rule events which can help you automate this process.  In this example, we will use

Read More »

Monitoring On-premise ConnectWise Manage

Solution Providers do a great job of monitoring and maintaining their client’s systems; however, many tend to forget their own equipment. If your company’s ConnectWise Manage installation is On-Prem instead of cloud hosted SaaS, are you monitoring it?  We have put together a quick list of services that should be in your monitoring stack. The following are the actual service names which most RMM systems will look for: ConnectWise Email Connector ConnectWise Network Client Service ConnectWise Outlook Sync ConnectWise Updater Service (Also requires windows BITS service to function) ConnectWiseApiCallbackService ConnectWiseBatchApiService ConnectWiseEmailAuditService If your RMM system can also monitor specific tasks,

Read More »

How to Enable Google Authenticator for Manage – Employee Guide

If you follow our blog you’d already reviewed our guide to enabling Google 2FA for Manage, which is a great guide for your Manage administrator to follow.  But how do you employees set up the Authenticator, DUO, of Authy app of their choice? Ensure that your Manage admin has already enabled Google Authenticator for your team via each members profile Navigate to System > Setup Tables > Specific Member Profile Reviewing each profile, scroll down to the bottom until you get to the “Authentication” heading. Ensure Google Authenticator is selected Here you will find two options: A – Each team

Read More »

Covid-19 Emergency Loans and PPP

There is so much information on the internet, yet trying to understand the SBA loans, Paycheck Protection Program is mind boggling.   The US Chamber of Commerce has put together some really awesome literature covering all of this, including some downloadable literature which you can use within your company or share with your clientele. Coronavirus Response Toolkit COVID-19 Emergency Loans:  Small Business Guide Guide to SBA’s Economic Injury Disaster Loans Information provided by US Chamber of Commerce, www.uschamber.com For more Covid-19 guidance tips, check out our other blog Navigating the course during the Covid-19 uncertainty.    

Read More »

Navigating the course during the Covid-19 uncertainty

Pick your preferred name:  Wuhan virus or Covid-19 virus.   Neither helps when trying to navigate this instant unknown.  If your business is located in a territory where weather plays a part of  your disaster recovery plans, then this outbreak didn’t initially change your style, but then again you are a professional that understands planning however what about the rest of your customers, area businesses which feed the rest of your territory area? With all the emails being sent, we didn’t want to be part of the mix however we felt that sharing resources would be of benefit to our community. 

Read More »

Marketing to your Customers with a Corona Marketing Kit

Yet another blog about the Corona Virus.  Yes, but what if it contained free royalty free marketing information that you could use for your business?  🙂 Our friends over at Scott Digital Marketing has created some marketing content for  you to communicate with your customer base and educate prospects. Free of charge and no gimmicks, just download and put it to use.    We hope this can be of help in these times. More information about Scott Digital Marketing can be found at www.scottdigitalmarketing.com

Read More »

ConnectWise Automate, Control, Unite, Cloud Console, Sell and Office 365

If you read our blog article ConnectWise Manage and Office 365 then you are familiar with the changes that Microsoft is making with Office 365.  These changes will also affect other ConnectWise products as well.  To help everyone with finding the conversion instructions, we have brought them to our blog. Product and link to article ConnectWise Automate ConnectWise Control ConnectWise Unite ConnectWise Cloud Console ConnectWise Sell

Read More »