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

Workflow messaging is great, but it can be tricky to determine which specific rule triggered a notification. This usually becomes an issue when you have multiple workflow rules sending out messages every day. In the past, it was really difficult to figure out which workflow rule was responsible for a particular message. However, ConnectWise has recently introduced a couple of new tools to make it easier to troubleshoot and identify which rule generated a given

Creating new members in Manage PSA is a process – assigning defaults, granting permissions, and setting restrictions so members have the appropriate access to records within your system. Use Member Templates in ConnectWise PSA to help standardize settings for new members.   Member Templates provide default values that can be applied to new members as they are created. It’s a great tool for speeding up the onboarding process and ensuring consistency in member settings within a

To take full advantage of ConnectWise reporting for agreement and service margin, as well as administrative overhead costs track the hourly cost for all Members in ConnectWise. The majority of Managed Service Providers (MSPs) and Technology Service Providers (TSPs) monitor product margins in ConnectWise by factoring in product price and cost. However, savvy business owners understand that the bulk of their expenses and revenue stem not from product sales, but from services rendered. Utilizing ConnectWise

Th ConnectWise Marketplace Partner Exchange is a great resource for ConnectWise partners. If you are looking to build something custom in ConnectWise PSA, such as a Report Writer report or a project template, don’t try and re-invent the wheel, check out the ConnectWise Marketplace Partner Exchange first.  The Partner Exchange offers thousands of partner contributed templates for service & project boards, project templates, surveys, html templates, configuration setups, Report Writer reports and more. Another resource

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