Workflow and Business Process improvement
| Username | Proposal | Date | Time | |||
|---|---|---|---|---|---|---|
| | matthewangelo | €540.00 | 20-Apr-2026 11:01:52 | 10 days | ||
| | russflex | €710.00 | 17-Apr-2026 10:49:28 | 15 days | ||
| | charlor | €600.00 | 19-Apr-2026 07:56:57 | 10 days |
Looking to streamline and clarify how tickets get distributed via ConnectWise Manage.
setup Jobs and Task for Jobs, so that Techs can follow steps to finish, tasks consistently and expeditiously.
Fix many "default " settings so monthly billing is correct without manual intervention.
Setup Better sales process and quoting.
Setup Customer surveys.
Setup customer web portal(s), and web based ticket creation.