Transform Your MSP Operations
ConnectWise Manage is powerful out of the box, but the right configurations can transform your MSP operations. Here are 5 essential settings every MSP should implement immediately.
1. Automated Time Entry Rules
Set up automatic time tracking to ensure accurate billing:
- Service Board Rules: Auto-start timers when tickets move to In Progress
- Activity Rules: Pre-populate time entries based on ticket types
- Resource Allocation: Automatically assign appropriate billing codes
2. Client Portal Customization
Brand your client portal to reinforce your professional image:
- Upload your company logo and colors
- Customize welcome messages and FAQ sections
- Configure automatic ticket notifications
- Set up knowledge base integration
3. SLA Management and Escalation
Implement robust SLA tracking for different priority levels and ensure proper escalation procedures.
4. Integration Workflows
Connect Manage with your RMM and other tools for seamless operations.
5. Reporting and Dashboard Setup
Configure executive dashboards for key metrics like resolution times and revenue tracking.
Need help implementing these configurations? Our ConnectWise certified team provides complete Manage setup and optimization services.
Schedule a consultation to optimize your ConnectWise Manage instance today!