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

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

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

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