Management Integration !full!: Connectwise Project

The implementation of CW PMI was quick and smooth. The integration tool was installed on a cloud-based server, and the project managers and technicians were trained on how to use it.

Integrated billing ensures that every hour logged against a project task is captured for invoicing, while real-time reporting helps monitor project profitability. connectwise project management integration

Horizon Tech was a growing Managed Service Provider (MSP). They were winning clients, but they were losing the battle against administrative overhead. On Sarah’s desk sat two glowing monitors. On the left, ConnectWise PSA (Professional Services Automation), the system of record for tickets, billing, and agreements. On the right, the company’s chosen project management tool, ClickUp (though for this story, it could just as easily be Asana, Monday.com, or Jira). The implementation of CW PMI was quick and smooth