Implementation & Training

Our goal is to take you to a level of productivity – and profits – that is greater than you have now. Not just a little more. A lot more. We have learned what it takes through the implementations of hundreds and hundreds of Partners. In fact, we are so certain of our implementation training and timeline that we give you a Money-Back Satisfaction Guarantee if you follow the plan and are not completely satisfied.

Our training is based on the best practice of Just-in-Time Training. This means that each layer of training builds on the previous learning. We train individuals on just what they need to be successful based on their work roles within your company, no more and no less. So no training is superfluous or wasted. And we train just when it is needed, so it can immediately be put to use to reinforce and speed learning. Everything is carefully timed.

The Implementation Program
The goal for Implementation is to have each user at your company reach a certain level of proficiency based on his or her work role. We don't teach you everything you could know during your implementation; we teach you just what you need to get started on the right foot, so you can hit the ground running when you go live. Click here for more information.

Partner Continuing Education Webinar Series
Once you have completed your implementation, it is not the end of what we offer! We hope you are like many of our Partners in that you become so motivated by success – and with much more available time – that you choose to engage in our Continuing Educations programs. Click here to learn more about our FREE weekly live webinars.  

Additionally, ConnectWise Consulting Services can come to your location to train you, some of your employees, or your whole company.

ConnectWise Live Training >

Welcome to Live, Web-Based Training

These lively, interactive web-based classes are your fast track to wisdom. All ConnectWise Partners are invited to attend ongoing training to continually hone skills and competencies. Register now for a webinar and learn from the experiences of other Partner participants and from ConnectWise consultants. Also, check our list of Pre-Recorded Training Modules. With lots of video sessions and text-based courses to choose from, you can begin learning now! 

Classes typically last for one hour, but can vary based on number of participants and the number of questions. Enrollment is limited to 100 Partners.  Logon to ConnectWise University and register for a webinar today!

Need help? Email us now.

Webinar Topics

GL Integration: Overview of the setup tables and explanation of what is required for posting to your accounting package.
Level of Training: All
Who Should Attend: PSA Admins, Finance

Top Tips and Tricks: Did You Know? Top tips and tricks to get the most out of your ConnectWise.
Level of Training: All
Who Should Attend: PSA Admins, Managers, Finance, Owners

ConnectWise Network: You can use the ConnectWise Network to create your own team of Partners. You can group yourselves together and operate under one name. It is a way for professional IT firms who want to work with each other and create win-win partnerships. That's what the ConnectWise Network is all about!
Level of Training: Intermediate
Who Should Attend: Owners, Service Managers, PSA Admins

Release 8.1 Review: Overview of the new features that will be available for Agreements, Service, Scheduling, etc.
Level of Training: All
Who Should Attend: PSA Admins, Managers, Finance, Owners

ConnectWise Mobile: With ConnectWise Mobile, even the most resource intensive and time sensitive aspects of your operations, can be handled with unprecedented proficiency.
Level of Training: Intermediate
Who Should Attend: Service Managers, Engineers

Service & Dispatch: Provides a deeper look at how the service tickets flow through the system, how to maximize effectiveness of scheduling and how the dispatch workflow can drive high utilization.
Level of Training: Intermediate
Who Should Attend: Schedulers, Dispatch, Managers

Project Management: Spend more in-depth time learning the new features/functions of the re-written projects module.
Level of Training: Intermediate
Who Should Attend: Project Managers

Sales & Opportunities: Provides a deeper look at how the sales process flows through the system with the use of activities, tracks and opportunities.
Level of Training: Intermediate
Who Should Attend: Sales Reps, Sales Managers

Working With Workflows: ConnectWise has a very sophisticated workflow engine to automate processes. In this session, you will learn more about this functionality, as well as some of the best practices by which to run your business.
Level of Training: Intermediate
Who Should Attend: Managers

Mastering Scheduling: Once you have the basics of managing service or project boards, learn how to really make the software ‘sing’! Advanced features of ConnectWise are covered in this class.
Level of Training: Advanced
Who Should Attend: Schedulers, Dispatch, Resource Managers

Advanced Invoicing: Never do anything manually again, regardless of how complex your client billing methods are. This session shows you how to manage anything a client could throw at you!
Level of Training: Advanced
Who Should Attend: Controllers

Advanced Agreements: Using the workflow engine functionality to manage your agreements is key to consistently achieving SLAs. Learn how this works in this session.
Level of Training: Advanced
Who Should Attend: Whoever enters agreements

Managing MSP: You have Managed Service Tools. You have ConnectWise. This session shows you how to really add value for your clients by taking advantage of the integration.
Level of Training: Advanced
Who Should Attend: Account Managers

Executive Management: Visibility and transparency are the keywords of ConnectWise. Learn how to use the dashboards and reports to increase accountability and improve performance.
Level of Training: Intermediate
Who Should Attend: Managers and Owners

Tracks/Marketing Manager: Spend more in-depth time understanding and seeing the different ways to use Tracks and Marketing Manager.
Level of Training: Intermediate
Who Should Attend: Sales Managers, Sales Reps, Managers

Sales Manager Role: A day in the life of a Sales Manager. Provides a deeper look at how the sales process flows through the system using the Sales Dashboard.
Level of Training: Intermediate
Who Should Attend: Sales Managers, Owners

Dispatch Role: A day in the life of a dispatcher. Provides a deeper look at how to manage service boards and master scheduling.
Level of Training: Intermediate
Who Should Attend: Dispatchers, Service Managers

Financial Reporting: Review of various delivered reports such as the Financial Dashboard and the Employee Compensation Report.
Level of Training: Intermediate
Who Should Attend: Controllers, Managers, Owners

Service Templates: Understand the different options available for setting up service templates.
Level of Training: Advanced
Who Should Attend: Service Managers

Projects: Learn more about the functionality of the projects module, which give the user the ability to track the status of a project and various metrics associated with time applied to the project.
Level of Training: Intermediate
Who Should Attend: Project Managers

Logon to ConnectWise University and register for a webinar today >