PSA Software Solution for Medium IT Business

ConnectWise PSA: The Right Choice for Your Business

ConnectWise is the business operating system for IT services providers—built by IT services providers. In one centralized system, you get all the information you need to be successful and optimal control of every aspect of your business. ConnectWise simplifies roles and communication within your company and offers the ability to integrate all the functions of your IT business including:

Help & Service Desk
Time Tracking
Invoicing
Project Management
Sales, Marketing & Account Management
And More When you Grow

ConnectWise Keeps Everything Together

ConnectWise is a business automation solution providing you with all the information you require to be successful plus control of every aspect of your business, all in one centralized system. This potent combination has helped our ConnectWise Partners grow their businesses. The benefits many of them have derived can be yours, as well. These benefits include:

Enhance Service Levels and Customer Satisfaction - The minute you make a promise of excellence in service delivery, client expectations climb accordingly. Making those numbers becomes a key driver and often makes the difference between a long-term, happy client and one who leaves as soon as possible. ConnectWise helps ensure accountability in your service level management by tracking SLA's, and providing closed loop client communication. You can also use ConnectWise to establish workflow rules that are role-defined and can automatically notify or escalate issues to the appropriate person.

Produce Coordinated Sales and Marketing Efforts - When your company grows, you need to attract and maintain more business to support your employees. In order to be successful, you need the right tools to help you keep track of important client data so you can keep your hard-won customers. ConnectWise helps everyone in your company stay informed about your customers – from sales orders and service tickets to new projects and product orders. The key to effective sales and marketing programs is the ability to work together throughout the total customer lifecycle. ConnectWise offers:

Integrated sales contact information
Marketing campaign management
Automated follow-up calls and reminders
Sales forecasting
Order tracking

Improve Cash Flow - ConnectWise tightens the tracking of billable hours and your invoicing process. Bill your client according to existing individual agreements or by industry standard rates. Manage employee work and resources wisely. Instead of a grueling billing process, streamline that process and invoice clients the same day the work gets done. You can improve your cash flow by gaining more control over data to:

Improve time tracking
Automate invoicing and have provable supporting data at your fingertips
Increase resource utilization by reducing time leakage

Save Time – ConnectWise brings it all business critical information together in one integrated system so you can save time on regular tasks. You'll have configuration information at your fingertips so you know when clients need to be renewed and warranties expire. You'll have everything needed to create invoices, saving hours of backtracking a week. By automating key processes and getting better visibility into your business, you'll have more time to focus on growing your business.

Grow Your Business Without Needing an Upgrade – No matter how big your company grows, ConnectWise will always be there for you. With ConnectWise, you get all of our features at once and can choose to use what you need – when you need it including procurement and inventory and mobile options.

Built for Your Needs

Get the peace of mind and end-to-end visibility you've been dreaming about. With ConnectWise, you get transparency into help desk operations, detailed time tracking and resource management, accurate invoices, and more control over your clients' infrastructure and information. No more late nights trying to catch up on paperwork and client follow-up. Understand what your team is doing and how much time they need to do it. Instantly see what billable hours go into each invoice. Give customers direct feedback confidently, knowing the right answers in a timely manner. With ConnectWise, you can rest assured that your business is running efficiently and effectively, freeing up more time for you to think strategically about your business.

Help & Service Desk: A predictable, defined ticket process
Help your IT service manager provide timely and consistent response to your customers with the ability to track employee time, manage resources and confirm problem resolution. ConnectWise helps you implement a predictable ticket process so you can ensure that no client problems fall through the cracks. With ConnectWise, customers can send an email to your service board that triggers an alert to automatically assign, dispatch, prioritize and escalate service tickets based on rules you customize for each account. You can even link service tickets to Google and Outlook calendars to provide an additional level of visibility.

Time Tracking: Effectively capture all billable time

Capture time in field
ConnectWise makes sure all time is captured before a ticket can be closed. This means no more time leakage because your team is recording their time while they do the job, ensuring more accurate numbers for billing purposes.

Reschedule, prioritize and dispatch work to field employees
Keep track of how your people spend their time. Re-assign and re-deploy field personnel as required. Set priorities, re-schedule work assignments and dispatch tickets to field personnel. Take care of the business even when you are away.

Automatically update schedules
Push a button to view current personnel and work schedules. Change schedules and daily work assignments with just a few clicks and communicate those changes immediately.

Invoicing: Faster, more confident billing

Update time and invoice immediately
With just a few clicks, ConnectWise will enable employees to accurately record time, update any additional work, obtain client approval and invoice the client with just a few clicks.

Billable work is applied automatically
Define individual client rates or industry standards. Be assured that any and all billable work is applied to client records automatically.

Work your way
With ConnectWise, how you want to bill is up to you. Our system can handle fixed price, retainers, block time, monthly managed service agreements and more. You can use a combination of styles. It can also handle project billing so that you can bill each phase of a project or even mix phases that are fixed cost with phases that are time and material.

Project Management
Best practices in project management require two essential elements: collaboration and coordination. ConnectWise gives you both, ensuring a smooth running project from beginning to end. Familiar to-dos include assigning action items, tracking progress toward due dates and reporting right down to each individual task. Drill down or dig up- your project information is readily available and visible to all involved. Powerful, flexible and customizable to your requirements, we make sure your projects are handled with excellence all along the way.

Sales, Marketing & Account Management

With ConnectWise, back and front office tasks are coordinated like never before. The motivation, resources and business intelligence required to make your sales results jump is in the right hands at the right times. Marketing efforts are tracked effortlessly, making sure you are reaching your target audience. And our account management tool set helps your team stay on top of client issues and concerns.

And More When you Grow: Designed to Enhance Your Success

Procurement & Inventory Management
With ConnectWise, you get full visibility of the entire purchasing cycle, which eliminates the guesswork as to who is waiting on what and why. Get automated notifications of product deliveries and schedule installations with just a few keystrokes. Track your inventory any number of ways, even across multiple warehouses. Know where everything is so you can pull it when the situation demands it. Handling inventory transfers, adjustments and assemblies is a breeze.

Add Mobile Access

Wherever you happen to be, ConnectWise Mobile is right there with you, ensuring that you stay in touch with your clients and your business. Available for most smartphones- including the iPhone and Android phones- ConnectWise Mobile puts all the robust functionality of ConnectWise at your command. Hitting the road or heading home, our Mobile app makes sure you can accomplish the work you need to get done.

Documenting Successes With IT Services

Partner Comments On Profitability, SLA's, Community, Time Entry Videos

Our desire to maintain our place as an industry leader and pacesetter means our work is never done. Part of accomplishing that objective means being sensitive to Partner feedback. Listen to our Partners discuss not only their impressions, but also the results they have experienced since installing ConnectWise.

Brett Jaffe, IT4, Inc.