Finance

  • Coffee or Kahlua 2020.03

    Feb 20, 2020

    In our 3rd Coffee or Kahlua Conference of 2020 we had a round-table discussion about business processes and answered live Q&A.

  • Coffee or Kahlua Conference 2020.04a

    Apr 8, 2020

    Bare with us as we just started numbering our CKC to YYYY.MMletter where letter = the sequence during the month, e.g. a is the first meeting, b the second. In today’s conference we had Doreen…

  • CW03 - Expenses

    Sep 9, 2020

    ​This is a high-level overview of expenses in ConnectWise Manage. This document will cover what expenses are, define terms, define the process for expense entry, and explain some of the uses for each section.  …

  • F01 - Master Service Agreement

    Sep 22, 2020

    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 MB]…

  • F01.1 - Managed Services Addendum (MSPA)

    May 1, 2019

    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 Details of the MSA may be superseded by details within the Addendum.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 MB]…

  • F01.2 - Backup And Recovery Addendum (BDRA)

    May 1, 2019

    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 Details of the MSA may be superseded by details within the Addendum.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 MB] ALSO…

  • F01.3 - Hardware as a Service Addendum (HaaSA)

    Jan 10, 2020

    This HARDWARE AS A SERVICE ADDENDUM (hereinafter known as the “Addendum”) is an addendum to this Master Service Agreement. It is a modified to that agreement. Details of the MSA may be superseded by details…

  • F01.4 - Hosted Voice Addendum (HVA)

    Jan 10, 2020

    This VOICE 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 Details of the MSA may be superseded by details within the Addendum.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 MB] ALSO…

  • F01.5 - VoIP Premise Addendum

    May 1, 2019

    This VOICE 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 Details of the MSA may be superseded by details within the Addendum.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 MB] ALSO…

  • F02 - Work Types (CW)

    Jul 6, 2020

    Work Types in ConnectWise Manage are used to set rate modifiers based on the Type of Work done. This is different than Work Roles (see F03 – Work Roles (CW)) which set a rate for…

  • F03 – Work Roles (CW)

    Jul 6, 2020

    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] ALSO READ  F01 - Master…

  • F04 - Company Creation in CWM

    Jan 10, 2020

    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…

  • F05 - Agreement Invoicing

    Apr 24, 2019

    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…

  • F07 - Schedule of Charges

    May 1, 2019

    Remediation / Installation Charges (One Time) Download [38.63 KB] ALSO READ  F05 - Agreement Invoicing ALSO READ  F08 - Collections

  • F08 - Collections

    Aug 1, 2019

    Our collections process is designed to create general guidelines as to when to what actions and to provide general guidelines. This is even more important than the specific tools we use, though tools are highly…

  • F09 - Procurement Flow in ConnectWise Manage

    Sep 9, 2019

    A simplified visualization of how procurement works in ConnectWise MAnage. Premise should work for most PSAs. ALSO READ  SA05.1 – Orders Board Statuses

  • F10- E-Rate

    May 8, 2020

    E-Rate is short for Effective Rate. In the world of flat-rate projects and tickets, and all-you-can-eat agreements, it’s important that we don’t just look at “enough” profit, but that we compare our hourly earnings to…

  • Growing a Business is No Way to Make Money

    May 18, 2020

    This comes straight from the “Sh!t Allen Says” Teams channel I mentioned in a few previous blog posts, (Consistency in Marketing (and all things) being one of them. I recently had to say it twice…

  • L02 - Accountability Chart Diagram

    Jan 31, 2020

    A sample Accountability Chart you can add your own names, roles, and structure to.

  • L08.3 - Finance Scorecard

    Aug 5, 2020

    ALSO READ  L08 - Leadership Team Scorecard ALSO READ  L08.2 - Sales Scorecard

  • LifeCycle Insights Demo with Allen Edwards & Guests

    Aug 5, 2020

    We ran into Marnie Stockman and Alex Farling at IT Nation showing off their new Client Business Review software.  Brook and I felt like every client was looking for something or something better, so we…

  • P04.1 - Project Scoping

    Apr 7, 2020

    This spreadsheet has a lot of tabs, so please make sure to click the 3 dots at the bottom to navigate them all. Download [634.51 KB]

  • P05 - Project Management

    Apr 17, 2020

    The outline of what managing projects looks like day by day. Download [1.39 MB] ALSO READ  P01 - Project Management Basics ALSO READ  P02 - Project Checklist

  • P05.3 – Project Wrap Up Meeting Agenda

    Aug 5, 2020

    An sample agenda with purpose for the Project Wrap Up Meeting Download [1.40 MB] ALSO READ  P05 - Project Management

  • SA02.16 - Referral Marketing Program

    Nov 22, 2019

    See how we build our Job Descriptions in this document. Download [1.39 MB] ALSO READ  F08 - Collections ALSO READ  F09 - Procurement Flow in ConnectWise Manage

  • SA07 - Client Engagement Depth

    Jul 2, 2019

    This can be a great metric for a ScoreCard for Sales or Leadership! ALSO READ  L08.2 - Sales Scorecard ALSO READ  L08 - Leadership Team Scorecard

  • SA10.2 – QBR Agenda

    Jun 25, 2019

    See the QBR Agenda Plan in this document. Download [1.39 MB] ALSO READ  SA10 - Quarterly Business Reviews (QBR) ALSO READ  SA10.1 – Strategy Overview

  • T13 - Backup Process

    Aug 5, 2020

    ALSO READ  T13 - Backup Process

  • T15 - RMA Processing

    Oct 29, 2019

    Download [1.39 MB]