Workflows aren’t just for chasing time entries—they can clean up chaos, boost efficiency, and save hours every week. If your team is still relying on sticky notes, Slack messages, or “Did you see that ticket?” emails… ConnectWise automation might be the sidekick you didn’t know you needed. But let’s be real: building automation isn’t just about checking a box. It’s about understanding how triggers work, setting realistic expectations, and avoiding alert fatigue. Let’s walk through

Hint: They’re the secret to profitable agreements and stress-free invoicing. When it comes to ConnectWise setup, Work Roles and Work Types don’t always get the spotlight. But here’s the truth: without them, your invoicing and agreement coverage can quickly turn into a nightmare. Think of Work Roles and Work Types as your PSA’s power couple. One sets the rules, the other defines the exceptions—and together, they make sure your time entries get billed correctly. How

Stop Letting Service Boards Run the Show: Take Back Control in ConnectWise Because a chaotic board isn’t a personality trait—it’s a problem. If your ConnectWise service board feels more like a game of Whac-A-Mole than a professional workflow, you’re not alone. Without intentional setup, boards quickly spiral into a mess of statuses, endless notifications, and frustrated techs who’d rather roll the dice than follow a process. The good news? With a few best practices, you

Support ConnectWise’s Invoice Enhancement Request ConnectWise has reached out for our support in promoting an exciting enhancement request, and we’d love your input to help make it a reality. If you’ve ever invoiced through ConnectWise PSA, you’re likely familiar with the frustration of managing multiple invoices instead of having one. Now, imagine a streamlined process where a single invoice could cover various types, all bundled into one. Currently, the only way to achieve this is

⚠️ Known Issue: Zero-Dollar Invoices with Down Payments Fail to Sync to QuickBooks via Wise-Sync OverviewIf you’re using down payments or prepaid agreements in ConnectWise PSA—common in project billing or retainer models—you may encounter a frustrating sync issue: zero-dollar invoices fail to sync to QuickBooks when processed through Wise-Sync. What’s Causing the Issue?This problem specifically arises when a down payment is applied to an invoice that includes sales tax, and you override the down payment

Did you know that organizations with high employee engagement are 21% more profitable than those with low engagement? In today’s fast-paced business environment, ensuring employee buy-   in can be crucial for success, especially when implementing new technologies or processes. Engaging employees in making organizational changes fosters an inclusive atmosphere and enhances overall productivity. This blog post will dive deep into effective strategies for simplifying your setup, ultimately creating an environment where employees feel valued

We’ve had the opportunity to explore the new ASIO email connector and wanted to share some thoughts on our journey so far. When the connector was first announced at IT Nation Connect, we—like many others—were genuinely excited. It felt like a huge step forward, and we eagerly awaited its release, much like kids counting down to Christmas morning. Once available, we dove in right away. Our first attempt led to a few unexpected errors, which