ConnectWise PSA Essentials: Building a Streamlined Service Desk

Join us for an exciting webinar designed to guide you through the essential screens and configurations for building a fully functional service desk within ConnectWise PSA.

We’ll walk through the Dispatch Portal and Calendar setup, showing how technician skills and certifications can be leveraged for efficient ticket routing. Next, we'll explain how to use type/subtype/item fields and ticket templates to streamline service delivery. Then, we'll discuss how the email connector enables closed-loop communication, keeping everything in the ticket. We’ll also cover service board setup, status notifications, and how to optimize the End User Portal for better engagement.

By the end of this session, you will have actionable insights and hands-on strategies for elevating your service desk operations and enhancing customer satisfaction.