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NEW - Free ConnectWise PSA (Manage) Office Hours hosted by yours truly!

Oct 6, 2025
NEW - Free ConnectWise PSA (Manage) Office Hours hosted by yours truly! Sign up today - https://lnkd.in/gE-u3Rm7 I've been helping companies with their ConnectWise PSA (Manage) headaches for a while now, and I can't help but notice there are a few big pain points I see all the time. Usually, these issues come up on our very first call, and they involve: Project Module - Progress Billing, Fixed Fee Projects, Phases Procurement Module - Product Classes, Categories, GL Mappings and Purchasing I'm just one person, and it's hard for me to see how much people are struggling with their ConnectWise systems when it could be so much easier. When I'm able to save people time and frustration and show them an easier way to do their job using ConnectWise, it's incredibly rewarding. So, the idea of a free Q&A where people can ask their questions and we can work through the process together was born. Bring your ConnectWise PSA (Manage) questions (it doesn't matter if you think they're silly, or you should already know the answer) and Iโ€™ll walk through answers live (using my demo environment so you can see it in action). I've got three sessions lined up so far: ๐Ÿ“… Oct 15 - Project Billing: How to bill fixed fee projects and progress billing ๐Ÿ“… Oct 22 - Product Catalog Setup: Choosing the right product class, understanding product classes, checking new classes, Category/Subcategory, and GL mapping ๐Ÿ“… Oct 29 - Purchasing Basics: How to start using the Purchasing Module in ConnectWise The priority will always be your questions, but Iโ€™ll also be covering these common headaches I see in almost every client conversation.