Setting up sales commissions in ConnectWise PSA is straightforward, especially if you’re new to commission tracking. However, transitioning to CW Commissions from QuickBooks or manual Excel tracking presents challenges, primarily with integrating existing payouts into Manage to avoid dual management. Let’s Get Started: Rule of thumb with Sales Commission setup: – One commission record per commission type. – Commission records may also be stacked. Navigate to the **Sales Commissions Setup Table**, Located at System >

Lifestyle or Growth: 1. Lifestyle – No growth plans, maintaining a comfortable and stable business. 2. Growth – Initially through ramping up Sales & Marketing, later achieved by expanding or merging with/acquiring another firm. ConnectWise PSA, even with the best implementation, requires extensive planning to handle expansion or M&A. For many, this can be daunting, especially when M&As move quickly. As a wise person once said, “Proper Planning Produces Proper Results.” At Visionary 360, we

One of the complaints many have voiced over the years is the lack of function with the calendar sync, especially when personal items are added to their outlook calendar which would result in it showing up in ConnectWise PSA. ConnectWise introduced a new calendar sync which resolves this issue.  Known as Microsoft 365 Directional Calendar Sync, it allows personalizing the calendar function by member.  We’ll show how to enable and administer this sync function. STEP

If you’re using ConnectWise Manage/PSA, you likely rely on email connectors to create tickets automatically. You might also use parsing rules to guide how ConnectWise handles new tickets based on email subject lines. But did you know that ConnectWise PSA email connectors can also update existing tickets through email tags? By including a special tag in the body of an email, the connector can identify key information and apply it to update an existing ticket

Overview:Pre-Paid Service Agreements (PPSA) are retainer agreements. These are similar to Block Time agreements, but rather than being based on hours (block time), they are based on a dollar amount (retainer). We recommend using a PPSA over a Block Time agreement because in an hour-based agreement, ConnectWise Mange tracks an hour as an hour: For example, if a member records one (1) hour of “Business Hours” time to the agreement, then one (1) hour is

Calculating MSP Costs Knowing the Costs of Providing Service To accurately track the profitability of a service agreement, the costs as well as the revenue corresponding to that agreement need to be entered into Manage. Knowing your costs as well as your revenue is critical to making decisions about how to price your service offerings so they are, and can remain, profitable. What are the Costs of a Managed Services Agreement? The costs of an

How do you HaaS? Hardware as a service (HaaS) is becoming more common with MSPs.  Clients benefit from the reduced upfront capital expenditures and having up to date equipment.  MSPs benefit by establishing consistency and uniformity between client networks, increasing client “stickiness “ and increasing their company’s value with the purchase of depreciable fixed asset. While selling HaaS is more popular there are multiple models for how to sell it.  A true HaaS offering has