MSP Agreements

Sure, you’ve worked hard to build your business, but you shouldn’t have to put as much sweat into managing the agreements. Whether you’re an MSP or ISP, ConnectWise can help steer your operations from a time and materials model to a recurring revenue model PDQ. And don’t worry about complexity. No matter what kind of agreements you have, chances are ConnectWise can handle them. Seriously. We’ve never been stumped because each module is completely customizable in managing your MSP agreements. This means your salespeople have the freedom to sell virtually any type of MSP agreement you want. Set it and forget it. We’ll show you how in our Partner Webinar series.
Our range of agreements includes:
  • Blocktime
  • Retainers
  • MSP agreements
  • Help desk
  • Equipment
  • Web hosting
  • Internet access and more

MSP Agreement List Screenshot
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MSP Agreement Screenshot
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With the ConnectWise Workflow module, we’ll automatically remind you when your MSP agreements are running low or need to be renewed. You can also use our pre-designed, templated service tickets to automatically schedule the right tasks – and people – for all your recurring projects and MSP agreements.

Agreements are invoiced directly from ConnectWise. So whichever billing cycle you prefer – recurring or one-time – your MSP agreements will always be shown in the ConnectWise Invoicing Wizard. ConnectWise can also help you better determine the true profitability of each agreement signed. And if you’re using the optional ConnectWise Managed Service Platform, you can automatically bill the workstations and servers covered by your MSP agreement.

ISP and MSP Agreements Feature List

  • Multiple locations supported
  • Multiple departments supported 
  • Supports block time and retainers
  • Recurring coverage including unlimited hours or amount
  • Specify coverage for time, expenses and/or sales tax
  • Workflow for contract expirations and low balances
  • Multiple rates per agreement
  • Ability to restrict covered sites
  • Ability to exclude certain type of work from coverage
  • Associate equipment configurations
  • Associate recurring service templates
  • Integration into managed service applications using MSP Add-on
  • Recurring invoicing
  • Roles based security
  • SSL supported

See the other Service Delivery Management modules