You are probably using fields in the Company Details pod to capture and store information about your clients. You may even be running a few workflows based off fields in this pod. Maybe you’re using  company status in a workflow to alert your staff not to perform work for a client with a past due balance or using company type as a workflow trigger to prevent a Prospect from opening service tickets before they sign

ConnectWise Manage Today The Today screen is a great place to start your day in ConnectWise Manage. Each pod gives different information about your daily and weekly tasks as well as lists additional resources you can access. But the Today page is more than lists and links. Various types of reports can also be added to a Today page. By adding the Business Report Card module, a user can see information regarding their performance and

ConnectWise Manage Today We continue our tour of Today page – discussing how you can change the appearance of this page to suit you. The Today page is a great way to get an overview of your day, listing your scheduled activities, seeing past due activities, and linking to important reports for your company. Many users do not notice the “Customize” link in the upper right corner of the Today page screen. Clicking this opens

ConnectWise Manage Today When logging into ConnectWise Manage, the first page seen is the Today page. Most users simply skip over this page without really understanding how useful it is for reviewing and planning their day; and that it can be personally customized. Over the next few editions, we will be giving a tour of the Today page and its features – including adding reports and dashboards here. Hopefully, you will learn to appreciate this

You are probably using fields in the Company Details pod to capture and store information about your clients. You may even be running a few workflows based off fields in this pod. Maybe you’re using  company status in a workflow to alert your staff not to perform work for a client with a past due balance or using company type as a workflow trigger to prevent a Prospect from opening service tickets before they sign

Empower you Dispatcher using Skills & Certifications Empower your dispatcher and service team be more effective by using the Skills & Certifications view on the Dispatch screen. By completing the Skills tab on the member page and utilizing building Skills & Certifications views on the Dispatch Portal, your dispatcher will be able to identify technicians with the relevant training to resolve the issue at hand getting tickets resolved quicker and with less touches; good for

Ready ConnectWise Manage for the upcoming year with our comprehensive guide. Required settings, Best Practices and Tips & Tricks are all included in our free manual. Download Guide

Visionary 360 recommends billing agreements using recurring agreement addition products. Billing your agreements this way has several advantages over the single Billing Amount field on the Agreement screen. Entering and tracking costs for each line product separately. Mapping revenue to the correct GL account. Adding serial numbers for covered devices. Auto updating usage counts by integration with a 3rd party monitoring software. Getting the most accurate information regarding agreement profitability requires that information pertaining to agreement

A ticket is closed, days have past and then the ticket contact replies to the ticket’s email advising the problem is not resolved.  Depending on the board settings, either the ticket is automatically reopened, or a new ticket is created, but the question is which should it be? ConnectWise Manage has an option which is set per board to handle the question “To reopen or to create new”.  Let us review these settings and discuss