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

Having troubles with accessing the new customer portal as an admin?  This could be the answer your looking for. Earlier in 2023, ConnectWise made a change which requires the members security role to be modified in order to gain access as an admin. Let’s review how to enable this setting: 1. Open the security role assigned to your PSA member. 2. Navigate to System. 3. Navigate to Table Setup. 4. Select ALL for the Add,

Did you know? The following enhancements were added to release 2022.2: AGREEMENTS Bill Prorated Additions Immediately:  A new option has been added to agreements, which allows additions to be added to an agreement after the billing period has been invoiced.  These additions will appear in the agreement invoicing immediately instead of waiting until the next billing period. Bill Contract Year Agreements on Billing Start Date:  Agreement invoices can now be invoiced on the billing start

ConnectWise Partners with “Admin” security role access, have been seeing this Action Required advisory statement for a few weeks.  Sadly, many will just click the button to make it go away, instead of reading the content.  Note to software developers, this happens when end users are pounded with non-essential pop-up’s. This notice, however, is something of great importance.  Fact, we published a blog article back in 2020, then in 2022 on this important topic.  See

Many ConnectWise partners are choosing to tailor the customer experience by creating custom service catalogs linked to specific customers. This customization allows partners to provide a personalized and targeted range of services that align with each customer’s unique requirements. Here’s how this approach can be beneficial: Customized Service Offerings: By creating custom service catalogs, partners can curate a selection of services that directly address the specific needs and preferences of each customer. This tailored approach

On-premises partners were given the opportunity to install a new SMTP relay feature with version 2021.3.  This was designed to help partners adhere to the new Microsoft Partner guidelines. After installing however, it was learned that “Due to limitations with Microsoft Graph API” that multiple domains, and email addresses would pose a problem.  We saw many install, then remove this service from their servers due to these issues, going back to direct smtp sending. CW

Notifications:  They are a blessing when they prevent some action from going south, but otherwise they seem to be like the in-laws showing up unannounced. Tuning notifications is almost like a “Science” as there are many factors to be considered while designing them. How large is the company? How many wear multiple hats? Do we have different levels of support teams in the service department? Are there dedicated individuals for Projects, Service, Purchasing, Receiving, or

Once SmileBack has been integrated into ConnectWise PSA, don’t forget a very important step:  Notifications. SmileBack is a customer satisfaction rating system which can be easily integrated into ConnectWise Manage PSA. Our blog article will show how to use their automation process to attach survey responses to tickets and send email notifications. Insert CSAT Rating into the ticket In the Automation screen, select Add CSAT Rule.   When a customer responds to a ticket survey,

Scheduling is a hard enough job, so let’s through in multiple people with their own calendars.  To help solve this chaos, TimeZest comes to the rescue which allows invitee’s to find an open time which works for them.   A common issue we have at Visionary 360, is after a meeting invite has been accepted, it’s learned that others need to be invited to the same meeting time.  Presently, we have to ask the initial invitee