Occasionally you are going to have to give a client a discount or credit on services products. A “discount” refers to a reduction in price and is typically reflected on the original invoice while a “credit” is an amount returned to a client after the fact. Credits are typically put on separate transactions and applied against the original invoice. Regardless of the type of reduction – discount or credit – it needs to be recorded in your accounting software and reduce income for the period containing the discount or credit. There

Forms make the world go round, and in this blog, we will show you how a very little unknown gem, ConnectWise Campaign, can help bring automation quickly to your company. What is ConnectWise Campaign? Campaign is an add-on for ConnectWise Manage, to help with your sales and marketing needs.  While far from the industry leader Infusionsoft, this add-on has a bunch of useful features for the price tag.  Today we want to touch on a

Configurations, one of the underutilized benefits of ConnectWise Manage. Benefits of Configurations: Apply a higher SLA to a ticket (Increase SLA due to priority device). Apply a different agreement to a ticket (Supersede the applied agreement). Provide a higher level of reporting (Linked to service tickets showing instant history). Create tickets based on Service Tag (Control service usage of devices). Expiration date for warranty or services (Usable by workflows). Internal notes for the service or

A client has a single agreement covering recurring services being delivered to multiple locations, but they prefer the billing for services and products outside the agreement be separated out based on the company site.  What do you do if your client wants additional billing split on separate invoices?  Other than creating separate companies and agreements for each client location, or sifting through scores of individual tickets and time entries each month to manually create separate invoices, how can this be done?  Try using tax codes! Associating unique tax codes with different company sites allows

Communicating with clients is hard enough but when ticket notices, including closed loop replies are landing in your clients junk mail folder, well it seems like a rabbit hole that won’t fill in. We wanted to run through some steps which may help improve this annoying issue.  Please note, we cannot guarantee that the following steps will solve the junk mail issues, however these are recommended practices so it can’t hurt. (On-Premise & Cloud hosted)

Scenario:  Client wants to be CC’d on every ticket created for their company. We love automation, and ConnectWise Manage has an fairly unknown feature which allows this to happen automatically. To add an Auto CC for any company in Manage start by navigating to Companies > Select a Company > Drill into the “Options” tab running across the top. On the Options Tab of the company screen you will  see a pod called “Options Overview”. 

Just before the new year Manage quietly launched a new customer portal which they refer to as the “NEW Customer Portal.”  All cloud and on-premise partners have access to the new portal, however, it should be noted that regardless of if you’re a hosted partner or not, the new portal is hosted on ConnectWise’s server. Visually the new customer portal is sleek, responsive, easy to navigate, and a huge change from the old portal. Functionally

An onsite visit was scheduled with your client to fix their QuickBooks issue.  Your onsite tech Fred shows up and finds that Sue took the afternoon off, forgetting that she scheduled this very important support session. We all know it will become your service teams fault that she didn’t remember, even though dispatch called to verify a couple days ago.  While there is only so much a service establishment can do in this situation, using

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