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CW03 – Expenses

Tags: ConnectWise Manage, FinanceThis content is for members only.Log In...

F08 – Collections

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F03 – Work Roles (CW)

Work Roles in ConnectWise Manage are used to set rates based on the type of work done. These rates can be modified based on Work Types (F02). Download [1.44 MB] [irp posts=”672″ name=”F01 – Master Service Agreement”] [irp...

F05 – Agreement Invoicing

Tags: Finance, Processes All clients should have a Master Services Agreement, which is just a blank parent agreement used to aggregate all the other agreements a client may have. This gives them ONE invoice for all services. Download [1.39...

F04 – Company Creation in CWM

Tags: Finance, Processes This process is not designed to replace CW University for the how and where to click, but is to help make sure we cover the right items for future processes we may employ. Download [1.39...

F01.2 – Backup And Recovery Addendum (BDRA)

Tags: Finance, Processes This BACKUP ADDENDUM (hereinafter known as the “Addendum”) to the MASTER SERVICE AGREEMENT is a modification to that agreement. Details of the MSA may be superseded by details within the Addendum. Download [1.41...

F01.1 – Managed Services Addendum (MSPA)

Tags: Finance, Processes This MANAGED SERVICES ADDENDUM (hereinafter known as the “Addendum”) to the MASTER SERVICE AGREEMENT is a modification to that agreement. Details of the MSA may be superseded by details within the Addendum. Download [1.43...

F01 – Master Service Agreement

Tags: Agreements, Finance, Processes, Sales This is the Master Services Agreement.  It’s purpose is to get all the legal and general terms out of the way so you can focus your services/scopes of work in the addendums. Download [1.41...