Are You Closing ConnectWise Service Tickets The WRONG Way?

In this video, we explore the essential steps and best practices for auditing and closing service tickets in ConnectWise. Learn how to ensure proper billing, apply agreements, and review financial details before closing a ticket to avoid common issues. Follow along for detailed guidance on navigating service ticket headers, financial tabs, and time entries to streamline your ticket management process. 00:00 Introduction to Closing Service Tickets 00:26 Starting with the Service Ticket Header 01:34 Navigating the Finance Tab 02:39 Billing Options and Invoicing 04:48 Handling Time Entries and Agreements 07:02 Final Steps and Best Practices 07:42 Conclusion and Q&A Learn the best practices for closing service tickets in ConnectWise Manage, ensuring your service desk operates efficiently. We'll cover common issues and provide guidance on auditing and billing to streamline your workflow. Improve your customer service by mastering ticket closure.