ConnectWise PSA: Managing Agreements

Join us for an in-depth session designed to help you optimize your agreement process and system configurations. We’ll explore key concepts such as Agreement Types and how they align with Work Roles and Work Types to ensure accurate service delivery. Learn best practices for setting Recurring Invoicing Parameters and configuring Application Parameters to maintain consistency across your organization. We’ll also cover Defaults for New Records, strategies for Conversion and Agreement Sales, and managing Additions effectively. Whether you’re looking to improve operational efficiency or enhance billing accuracy, this webinar provides practical insights and actionable steps to elevate your processes.