{"id":217856,"date":"2026-06-21T15:27:31","date_gmt":"2026-06-21T12:27:31","guid":{"rendered":"https:\/\/www.fahimai.com\/?p=217856"},"modified":"2026-06-21T15:27:41","modified_gmt":"2026-06-21T12:27:41","slug":"how-to-use-connectwise","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/pl\/how-to-use-connectwise","title":{"rendered":"How to Use ConnectWise: Manage, Automate &amp; Recover in 2026"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image141321_2a6c6c-03.kb-image-is-ratio-size, .kb-image141321_2a6c6c-03 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image141321_2a6c6c-03.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image141321_2a6c6c-03 .kb-image-is-ratio-size{align-self:unset;}.kb-image141321_2a6c6c-03 figure{max-width:350px;}.kb-image141321_2a6c6c-03 .image-is-svg, .kb-image141321_2a6c6c-03 .image-is-svg img{width:100%;}.kb-image141321_2a6c6c-03 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image141321_2a6c6c-03\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/07\/CTA-2-5.png\" alt=\"ConnectWise\" class=\"kb-img wp-image-135497\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/07\/CTA-2-5.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2025\/07\/CTA-2-5-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>This guide covers every ConnectWise feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-connectwise\">Getting Started<\/a> \u2014 Create your account and set permissions<\/li>\n\n\n\n<li><a href=\"#how-to-use-connectwise-psa\">How to Use ConnectWise PSA (Professional Services Automation)<\/a> \u2014 Run your whole service desk and ticketing system in one place<\/li>\n\n\n\n<li><a href=\"#how-to-use-connectwise-email-security\">How to Use Email Security<\/a> \u2014 Block phishing and protect every user mailbox<\/li>\n\n\n\n<li><a href=\"#how-to-use-connectwise-it-documentation\">How to Use IT Documentation Software &amp; Tools<\/a> \u2014 Keep client documentation searchable and aligned<\/li>\n\n\n\n<li><a href=\"#how-to-use-connectwise-data-protection\">How to Use Comprehensive Data Protection<\/a> \u2014 Back up and recover business data safely<\/li>\n\n\n\n<li><a href=\"#how-to-use-connectwise-ai-assisted-actions\">How to Use 70+ AI-Assisted Actions<\/a> \u2014 Speed up routine tasks with 70+ AI actions<\/li>\n\n\n\n<li><a href=\"#how-to-use-connectwise-endpoint-management\">How to Use Endpoint Management<\/a> \u2014 Push patch management and scripts to every device<\/li>\n\n\n\n<li><a href=\"#how-to-use-connectwise-vulnerability-management\">How to Use Vulnerability Management<\/a> \u2014 Find and reduce security gaps across the system<\/li>\n\n\n\n<li><a href=\"#how-to-use-connectwise-quote-proposal\">How to Use Automated Quote &amp; Proposal Software<\/a> \u2014 Build quotes and proposals that win clients<\/li>\n\n\n\n<li><a href=\"#how-to-use-connectwise-x360recover\">How to Use X360Recover<\/a> \u2014 Restore servers fast after any outage<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Also in this guide:<\/strong> <a href=\"#connectwise-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#connectwise-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#connectwise-troubleshooting\">Troubleshooting<\/a> | <a href=\"#connectwise-pricing\">Pricing<\/a> | <a href=\"#connectwise-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I&#8217;ve used ConnectWise for over two years across a busy MSP and tested every feature covered here.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This tutorial comes from real hands-on work \u2014 not marketing fluff or vendor screenshots.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will learn how to use ConnectWise the way a real service team does each day.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"420\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/06\/How-to-use-ConnectWise.png\" alt=\"How to use ConnectWise\" class=\"wp-image-217861\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/06\/How-to-use-ConnectWise.png 800w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/06\/How-to-use-ConnectWise-480x252.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">ConnectWise is one of the most trusted <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/it-management-softwares\" title=\"IT management\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128715\" target=\"_blank\" rel=\"noopener\">IT management<\/a> platforms for any MSP today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It brings remote monitoring, a ticketing system, and billing into one platform.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That single platform is the reason teams pick it over a pile of separate tools.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But most users only scratch the surface of what the software can do.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They run tickets and stop there, missing the <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-automation-tools\" title=\"automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128720\" target=\"_blank\" rel=\"noopener\">automation<\/a> that saves real time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide shows you how to use every major feature, step by step, with screenshots and pro tips.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By the end, you will know how to set up, automate, and run the platform with confidence.<\/p>\n\n\n\n<h2 id='connectwise-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">ConnectWise Tutorial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This complete ConnectWise tutorial walks you through every feature step by step, from setup to advanced tips that make you a power user.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each section keeps things simple so your whole team can follow along and work more effectively.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Work through it in order the first time, then use it as a reference later.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You do not need to master everything at once; start with the basics and build from there.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image141321_2a6c6c-03.kb-image-is-ratio-size, .kb-image141321_2a6c6c-03 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image141321_2a6c6c-03.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image141321_2a6c6c-03 .kb-image-is-ratio-size{align-self:unset;}.kb-image141321_2a6c6c-03 figure{max-width:350px;}.kb-image141321_2a6c6c-03 .image-is-svg, .kb-image141321_2a6c6c-03 .image-is-svg img{width:100%;}.kb-image141321_2a6c6c-03 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image141321_2a6c6c-03\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/07\/CTA-2-5.png\" alt=\"ConnectWise\" class=\"kb-img wp-image-135497\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2025\/07\/CTA-2-5.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2025\/07\/CTA-2-5-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">ConnectWise<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">Run your entire MSP from one platform. ConnectWise unites remote monitoring, a ticketing system, and automated billing so your team can deliver service faster. See custom pricing built for your <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/best-ai-tools-for-business\" title=\"business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128717\">business<\/a>.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\">TRY CONNECTWISE NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/connectwise\">READ FULL REVIEW \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-connectwise'  id=\"boomdevs_3\" id=\"getting-started-with-connectwise\" class=\"wp-block-heading\">Getting Started with ConnectWise<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Before using any feature, complete this one-time setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes about 3 minutes and sets up your account the right way.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this quick overview first:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"ConnectWise RMM Tutorial | ConnectWise RMM Demo\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/tD1NKKFbL5s?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now let&#8217;s walk through each step.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the ConnectWise website and request a demo or start your trial.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click &#8220;Sign Up,&#8221; then enter your company email and create a password.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A sales contact will help you align the right plan with your organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Check your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128711\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for a confirmation email.<\/p>\n\n\n\n<h4 id='step-2-access-the-platform'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Access the Platform<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">ConnectWise runs in your browser, with desktop and mobile apps for your team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Log in with your new account to reach the main dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The unified dashboard is where you manage service delivery from one place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> You should see the main dashboard and menu.<\/p>\n\n\n\n<h4 id='step-3-set-permissions-and-integration'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Set Permissions and Integration<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Create user roles and set permissions for each member of your team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For ConnectWise Manage integration, create an API key under a custom role with specific permissions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This API access keeps your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/alaya-ai\" title=\"data\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128722\" target=\"_blank\" rel=\"noopener\">data<\/a> secure while connected tools sync tickets.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Also create a dummy company to catch tickets from unregistered users.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Implementation usually follows three stages: onboarding, implementation, and going live.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Onboarding takes 1\u20134 weeks to set up the server and documentation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The deep dive configuration of ConnectWise PSA then takes about 4 to 12 weeks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Plan that <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/runway-ai\" title=\"runway\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128716\" target=\"_blank\" rel=\"noopener\">runway<\/a> with your team so the rollout stays calm and on schedule.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Training resources, including ConnectWise University, help your staff ramp up fast.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Treat this runway as a real project with owners and milestones, not a box to check. Assign someone to lead the rollout, set a weekly check-in, and document each decision as you go. A little structure during these <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/early-app\" title=\"early\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128702\">early<\/a> weeks saves your team from rework once the platform is live and clients depend on it every day.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Done:<\/strong> You&#8217;re ready to use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-connectwise-connectwise-psa-professional-services-automation'  id=\"boomdevs_7\" id=\"how-to-use-connectwise-psa\" class=\"wp-block-heading\">How to Use ConnectWise ConnectWise PSA (Professional Services Automation)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>ConnectWise PSA (Professional Services Automation)<\/strong> lets you run your service desk, ticketing system, and billing in one platform.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ConnectWise PSA is the heart of the platform for any MSP. It ties your ticketing system, service boards, and finance tools into one process your whole team can trust.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Picture a Monday morning with forty open tickets. With PSA, each one is already on the right board, tied to the right client, and ready for the right technician.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-psa-workspace'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open the PSA Workspace<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click the PSA tab to reach your ticketing system and service boards. This workspace is where your whole team manages every client request. Spend a few minutes learning the layout before you create your first ticket.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Service boards help organize tickets and route each request to the right technician. Set one board per service type so the routing process stays clean as you grow.<\/p>\n\n\n\n<h4 id='step-2-create-and-route-tickets'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Create and Route Tickets<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">ConnectWise automates ticket creation, assignment, and escalation across your team. New requests arrive by email, portal, or phone and land on the correct board automatically. Each ticket carries the client, contact, and priority so nothing is lost.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image174372_4bd81a-d8 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image174372_4bd81a-d8 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"421\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/CONNECTWISE-PSA-1024x421.png\" alt=\"CONNECTWISE PSA\" class=\"kb-img wp-image-174378\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/CONNECTWISE-PSA-980x403.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/CONNECTWISE-PSA-480x198.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Set service templates so updates post to ticket notes automatically. This saves your technicians from repeating the same notes and keeps every record consistent. Good templates also make your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/it-reporting-tools\" title=\"reporting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128700\" target=\"_blank\" rel=\"noopener\">reporting<\/a> far more accurate.<\/p>\n\n\n\n<h4 id='step-3-set-agreements-and-billing'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Set Agreements and Billing<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Agreements dictate billing amounts and define what services you provide to each client. They also set limits, so you never bill outside the terms you agreed. Map every client to the right agreement during setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automated billing and invoicing then bill clients for the right services each month. This removes hours of manual finance work and reduces costly mistakes. Review the first few invoices closely to confirm everything is configured correctly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Done right, PSA gives you a single source of truth for every client request. It lets you align tickets, agreements, and billing so nothing slips and your service delivery stays on track.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most teams underuse the reporting built into PSA. Once your boards and agreements are clean, the dashboards show where time goes and which clients drive the most tickets. Set a weekly time to review those numbers and you will spot trends in service delivery long before they become problems for your business.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You can run tickets, agreements, and billing from one ticketing system.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Map service boards to teams early so escalation routing stays clean as you grow.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-connectwise-email-security'  id=\"boomdevs_11\" id=\"how-to-use-connectwise-email-security\" class=\"wp-block-heading\">How to Use ConnectWise Email Security<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email Security<\/strong> lets you protect every user mailbox from phishing and spam.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Email is still the top way attackers reach your clients. ConnectWise Email Security scans every message so your users stay safe with no extra effort from them.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Say a client&#8217;s staff gets a <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/wave\" title=\"wave\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128712\" target=\"_blank\" rel=\"noopener\">wave<\/a> of fake invoice emails. The filter quarantines them before anyone clicks, so a phishing attempt never becomes a breach.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-connect-your-mail-system'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Connect Your Mail System<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Link your mail platform so ConnectWise can scan every inbound message. The setup wizard walks you through the connection for each client domain. Once connected, scanning starts right away with no action from your users.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This protects each user account from phishing and malicious links. The system checks attachments, links, and sender reputation in real time. Threats are stopped before they ever reach an inbox.<\/p>\n\n\n\n<h4 id='step-2-set-filtering-rules'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Set Filtering Rules<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose filtering levels and quarantine settings for your whole organization. Start with the recommended profile, then adjust per client as you learn their needs. Stricter rules catch more, but may need closer review at first.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image174372_bd7878-08 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image174372_bd7878-08 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"427\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/EMAIL-SECURITY-1024x427.png\" alt=\"connectwise EMAIL SECURITY\" class=\"kb-img wp-image-174381\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/EMAIL-SECURITY-980x409.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/EMAIL-SECURITY-480x200.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Tune rules so important client mail is never blocked by mistake. Whitelist trusted vendor domains during setup to avoid false positives. A short tuning period now saves many support tickets later.<\/p>\n\n\n\n<h4 id='step-3-review-threats'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Review Threats<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the security dashboard to see blocked threats and trends over time. The view shows what was stopped, for which user, and why. Use it during weekly reviews to spot patterns early.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Share clear reports with clients to show the value you deliver. These reports turn invisible protection into something clients can see and understand. That visibility makes renewals far easier to win.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Strong email security protects your clients&#8217; reputation and your own. It blocks threats before they reach a user, which reduces tickets and keeps your team on higher-value work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Pair email security with quick user training for the best result. Tools stop most threats, but a five-minute reminder about suspicious links closes the last gap. Share a short monthly note with each client so their staff keep security in mind as their first habit, not an afterthought.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Every user mailbox is now protected and monitored.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Whitelist key client domains during setup to avoid blocking important mail.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-connectwise-it-documentation-software-tools'  id=\"boomdevs_15\" id=\"how-to-use-connectwise-it-documentation\" class=\"wp-block-heading\">How to Use ConnectWise IT Documentation Software &amp; Tools<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>IT Documentation Software &amp; Tools<\/strong> lets you store and manage client documentation in one place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Good documentation is what separates a calm MSP from a chaotic one. These IT documentation tools give every technician the information they need in seconds.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A technician picks up a late-night ticket for a client they have never touched. The documentation tool hands them the network map and access details in seconds.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-documentation-tool'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Open the Documentation Tool<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Use the IT documentation tools to store passwords, configs, and runbooks in one secure place. Everything lives behind permissions, so only the right people can view it. This central store ends the hunt through scattered spreadsheets.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-travel-agency\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128703\" target=\"_blank\" rel=\"noopener\">CRM<\/a> functionality keeps client documentation and service level agreements together. When a ticket opens, the technician sees the full client history at once. That context speeds up every response your team makes.<\/p>\n\n\n\n<h4 id='step-2-add-client-records'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Add Client Records<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Create a record for each client with sites, contacts, and assets. Capture key information like network layout, finance owner, and main point of contact. The more detail you add now, the faster work flows later.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image174372_b73859-a5 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image174372_b73859-a5 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"435\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/IT-documentation-software-tools-1024x435.png\" alt=\"conncetwise IT documentation software &amp; tools\" class=\"kb-img wp-image-174415\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/IT-documentation-software-tools-1024x435.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/IT-documentation-software-tools-980x417.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/IT-documentation-software-tools-480x204.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Good documentation lets any technician find information fast and act with confidence. New staff can pick up a ticket without asking a dozen questions first. That alone shortens onboarding by days.<\/p>\n\n\n\n<h4 id='step-3-keep-it-updated'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Keep It Updated<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Set review dates so records stay current as client systems and changes roll in. Stale documentation is worse than none, because it sends people the wrong way. A simple review schedule keeps trust high.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Aligned documentation reduces mistakes and speeds up service delivery. Assign an owner to each client record so updates never get forgotten. Remember to log every major change as it happens.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When documentation is current, onboarding new staff is faster and service delivery is smoother. <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-plumbers\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128721\" target=\"_blank\" rel=\"noopener\">CRM<\/a> functionality ties client records to service level agreements so support and billing stay aligned.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Treat documentation as a living asset, not a chore. The teams that win keep records tidy because they know every clean note saves a future ticket. Set permissions so each technician can edit the right records, and your documentation stays both current and secure as your company grows.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your client documentation is searchable and aligned.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Tag records by site and finance owner so the right person is always easy to find.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-connectwise-comprehensive-data-protection'  id=\"boomdevs_19\" id=\"how-to-use-connectwise-data-protection\" class=\"wp-block-heading\">How to Use ConnectWise Comprehensive Data Protection<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Comprehensive Data Protection<\/strong> lets you back up and recover business data safely.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Data loss can end a client relationship overnight. This feature backs up business data on a schedule and stores it safely so recovery is always within reach.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A client&#8217;s file server fails on a Friday afternoon. Because backups ran on schedule, you restore their business data and they barely notice the gap.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-enable-backups'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Enable Backups<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Turn on backups for the servers and endpoints you need to protect. Choose what to capture based on each client&#8217;s risk and agreement. The platform handles the rest on the schedule you set.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ConnectWise then backs up business data on a schedule you control. You can run full and incremental backups to balance speed and storage. This keeps protection strong without slowing the network.<\/p>\n\n\n\n<h4 id='step-2-set-retention'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Set Retention<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Define how long each backup is kept to match client agreements and rules. Some clients need months of history for compliance, others only weeks. Match retention to real needs to control storage costs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image174372_3aee87-25 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image174372_3aee87-25 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"398\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/comprehensive-data-protection-1024x398.png\" alt=\"connectwise comprehensive data protection\" class=\"kb-img wp-image-174376\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/comprehensive-data-protection-1024x398.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/comprehensive-data-protection-980x381.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/comprehensive-data-protection-480x187.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Proper retention keeps you compliant and ready for any <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-seo-audit-tools\" title=\"audit\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128725\" target=\"_blank\" rel=\"noopener\">audit<\/a> request. Document your retention policy inside the client record for easy reference. Clear policies protect both you and your client.<\/p>\n\n\n\n<h4 id='step-3-test-a-restore'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Test a Restore<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Run a test restore to confirm your backups actually work. A backup is only useful if you can recover it when it counts. Schedule these tests so they never get skipped.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Regular tests give you peace of mind before a real outage hits. They also reveal gaps in your process while the stakes are low. Treat every test as a rehearsal for the real thing.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Reliable backups turn a disaster into a minor event. Test your restores often, because a backup you have never recovered is only a guess you are making about the future.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Decide your recovery goals before a crisis, not during one. Knowing how much data and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/avoid-business-downtime\" title=\"downtime\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128709\" target=\"_blank\" rel=\"noopener\">downtime<\/a> each client can accept shapes every backup choice you make. Write these limits into each service agreement so the charges and expectations align, and every client knows exactly what protection they are paying for.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Critical business data is backed up and recoverable.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Schedule restore tests monthly so a real recovery is never your first attempt.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-connectwise-70+-ai-assisted-actions'  id=\"boomdevs_23\" id=\"how-to-use-connectwise-ai-assisted-actions\" class=\"wp-block-heading\">How to Use ConnectWise 70+ AI-Assisted Actions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>70+ AI-Assisted Actions<\/strong> lets you speed up routine tasks with built-in AI.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The 70+ AI-assisted actions are built into the daily workflow, not bolted on. They help your team handle routine tasks with far less typing and far more speed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A technician faces twenty similar tickets. AI drafts a clear reply for each one, so what once took an hour of typing now takes a few minutes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-ai-actions'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Open AI Actions<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Find the 70+ AI-assisted actions inside tickets and the dashboard. They sit right where your team already works, so there is nothing extra to learn. <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/browse-ai\" title=\"Browse\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128723\" target=\"_blank\" rel=\"noopener\">Browse<\/a> the list to see which actions fit your daily process.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These actions speed up routine tasks like replies, summaries, and notes. What used to take minutes now takes seconds across the team. That time adds up fast over a busy week.<\/p>\n\n\n\n<h4 id='step-2-apply-an-action'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Apply an Action<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Pick an action, such as drafting a ticket reply, then review the result. The AI reads the ticket context and produces a solid first draft. You stay in control of what actually gets sent.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image174372_a67c05-75 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image174372_a67c05-75 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"498\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/70-AI-assisted-actions-1024x498.png\" alt=\"connectwise 70+ AI-assisted actions\" class=\"kb-img wp-image-174374\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/70-AI-assisted-actions-1024x498.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/70-AI-assisted-actions-980x477.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/70-AI-assisted-actions-480x234.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> AI handles the first draft so your team works with more efficiency. Technicians spend less energy on wording and more on solving the real issue. The capabilities grow as your team learns to prompt them well.<\/p>\n\n\n\n<h4 id='step-3-refine-the-output'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Refine the Output<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Edit the AI <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-text-generator\" title=\"text\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128705\" target=\"_blank\" rel=\"noopener\">text<\/a> to match your tone before you send it. A quick read keeps every message accurate and on brand. Small tweaks turn a good draft into a great reply.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keep a human in the loop to ensure accuracy on every reply. AI is a strong <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-chatbots\" title=\"assistant\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128707\">assistant<\/a>, not a replacement for judgment. Save your best prompts so quality stays high across the team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI does not replace your technicians; it removes the busywork. That frees your team for complex problems where human judgment matters most, raising efficiency across the whole organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Roll AI out gradually so your team trusts it. Start with low-risk drafts, measure the time saved, then expand to more of your daily process. Give the AI clear context from your documentation so its replies match your standards, and the efficiency gains will compound across the whole organization.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Routine tasks now move faster with AI support.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Save your best AI prompts as templates to keep replies consistent across the team.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-connectwise-endpoint-management'  id=\"boomdevs_27\" id=\"how-to-use-connectwise-endpoint-management\" class=\"wp-block-heading\">How to Use ConnectWise Endpoint Management<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/autonomous-endpoint-management\" title=\"Endpoint Management\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128701\" target=\"_blank\" rel=\"noopener\">Endpoint Management<\/a><\/strong> lets you manage patch management and scripts on every device.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Endpoint management is where remote monitoring earns its keep. ConnectWise Automate watches every device and acts before small issues grow into outages.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A new security patch drops overnight. You push it to every managed endpoint automatically, and your clients wake up already protected.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-deploy-agents'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Deploy Agents<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">ConnectWise Automate uses a Network Probe to deploy agents to <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-vpn-for-multiple-devices\" title=\"devices\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128718\" target=\"_blank\" rel=\"noopener\">devices<\/a>. Agents are essential for remote monitoring of every endpoint you manage. Deploy them on all target devices for full coverage across each site.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can deploy agents manually or automate the install process. Check that each machine meets the system requirements for installation before you push agents widely. Automation is the better way once you manage more than a handful of machines, so confirm each device reports back before you move on.<\/p>\n\n\n\n<h4 id='step-2-run-patch-management'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Run Patch Management<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Schedule <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/patch-management-software\" title=\"patch management\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128724\" target=\"_blank\" rel=\"noopener\">patch management<\/a> so updates install on all target devices. Group devices by client first to avoid surprise reboots during business hours. Test patches on a small group before a wide rollout.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image174372_aed5a6-60 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image174372_aed5a6-60 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"406\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/endpoint-management-1-1024x406.png\" alt=\"connectwise endpoint management\" class=\"kb-img wp-image-174382\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/endpoint-management-1-1024x406.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/endpoint-management-1-980x388.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/endpoint-management-1-480x190.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Automated scripts can install updates and run virus scans without manual work. This keeps every endpoint current while your team sleeps. Set maintenance windows so users never feel the disruption.<\/p>\n\n\n\n<h4 id='step-3-monitor-health'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Monitor Health<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Watch CPU, disk, and alerts from one screen for every site you manage. The unified view shows trouble across your whole client base at a glance. Set alert thresholds that match each client&#8217;s environment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Proactive monitoring helps reduce system downtime before clients notice. You fix the small problems that would have become big ones. That is the difference clients feel and pay for.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automated scripts install updates and run virus scans across hundreds of machines at once. Proactive monitoring helps reduce system downtime and keeps your clients confident in your services.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Standardize your scripts across clients where you can. A shared library of trusted scripts makes patch management and routine fixes faster and safer for everyone. Schedule scans and updates for off-hours so the work happens quietly in the background and your clients never notice a slowdown on their site.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Every endpoint is patched and under remote monitoring.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Group devices by client before you automate patch management to avoid surprise reboots.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-connectwise-vulnerability-management'  id=\"boomdevs_31\" id=\"how-to-use-connectwise-vulnerability-management\" class=\"wp-block-heading\">How to Use ConnectWise Vulnerability Management<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/autonomous-vulnerability-management\" title=\"Vulnerability\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128713\" target=\"_blank\" rel=\"noopener\">Vulnerability<\/a> Management<\/strong> lets you find and reduce security gaps across the system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every unpatched device is a door left open. Vulnerability management finds those doors so you can close them before anyone walks through.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A scan flags an outdated service on a client server. You fix it the same day and rescan, closing the gap before anyone could attempt to use it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-run-a-scan'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Run a Scan<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Start a vulnerability scan across the devices in your organization and clients. The scan checks for missing patches, weak settings, and known risks. Schedule scans to run regularly, not just once.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The scan flags weak spots that attackers could attempt to use. Each finding comes with a severity rating to guide your response. This turns guesswork into a clear list of priorities.<\/p>\n\n\n\n<h4 id='step-2-review-findings'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Review Findings<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Sort findings by priority so the team fixes the worst risks first. Focus your limited time where it cuts the most danger. A ranked list keeps everyone aligned on what matters now.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image174372_ffb516-55 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image174372_ffb516-55 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"411\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/Vulnerability-Management-1024x411.png\" alt=\"connectwise Vulnerability Management\" class=\"kb-img wp-image-174384\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/Vulnerability-Management-980x394.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/Vulnerability-Management-480x193.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Clear priority lists keep your remediation work focused and fast. Assign owners to high-risk items so nothing stalls. Track progress so clients can see the work being done.<\/p>\n\n\n\n<h4 id='step-3-remediate-and-recheck'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Remediate and Recheck<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Apply fixes, then rescan to confirm each gap is closed. Verification matters as much as the fix itself. Never assume a patch worked without checking.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This loop helps reduce risk and proves progress to clients over time. Re-scan right after major changes so new gaps never sit unnoticed. Consistency here builds a strong security record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A steady scan-and-fix process turns security from a fire drill into a routine. Sharing progress with clients builds trust and proves the real value of the services you provide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tie your scans to a simple reporting rhythm. A short monthly summary keeps clients informed and shows the steady work that keeps their systems safe. Make remediation a priority the moment a critical gap appears, because the time between discovery and the fix is where real risk lives.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Security gaps across the system are found and reduced.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Re-scan right after major changes so new gaps never sit unnoticed.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-connectwise-automated-quote-proposal-software'  id=\"boomdevs_35\" id=\"how-to-use-connectwise-quote-proposal\" class=\"wp-block-heading\">How to Use ConnectWise Automated Quote &amp; Proposal Software<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Automated Quote &amp; Proposal Software<\/strong> lets you create quotes and proposals that win clients.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Winning new work should not mean hours in a spreadsheet. The quote and proposal software builds clean, branded documents fast so you can focus on the client.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A prospect asks for a quote on a Friday. You build a branded proposal from a template in minutes and send it before they leave for the weekend.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-start-a-quote'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Start a Quote<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the quote and proposal software to build a new quote for a client. Pull products and services straight from your catalog to save time. Accurate catalog data here means accurate pricing every time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The tool keeps your numbers tied to real costs and agreements. That stops the small errors that eat into your margin. Set up your catalog once and reuse it for every deal.<\/p>\n\n\n\n<h4 id='step-2-build-the-proposal'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Build the Proposal<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add pricing, terms, and branding to create a clean proposal. Drop in the right blocks so the document reads clearly for the client. Strong design here signals that your business is professional.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image174372_4ed8ca-dc .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image174372_4ed8ca-dc size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"413\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/Automated-quote-and-proposal-software-1024x413.png\" alt=\"connectwise Automated quote and proposal software\" class=\"kb-img wp-image-174375\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/Automated-quote-and-proposal-software-980x396.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/Automated-quote-and-proposal-software-480x194.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Templates keep every proposal consistent across your business. Build a few up front and quote time drops sharply. Consistency also makes your brand more memorable.<\/p>\n\n\n\n<h4 id='step-3-send-and-track'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Send and Track<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Send the proposal and track when the client opens it. You see exactly when to follow up instead of guessing. Timely follow-up is often what closes the deal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Faster approvals mean you start billable work sooner. A clear, tracked proposal removes friction from the client&#8217;s yes. That speed shows up directly in your revenue.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Faster quotes mean faster yeses. Consistent templates keep your pricing accurate and your brand sharp across every proposal, so more of your effort turns into signed work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keep your product catalog current so quotes stay accurate. Outdated pricing is the quiet leak that costs MSPs margin on deal after deal. Set a quarterly reminder to review your catalog and templates so every proposal you create reflects your true costs and current services.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Quotes and proposals go out faster to win clients.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Build a few proposal templates up front to cut quote time in half.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-connectwise-x360recover'  id=\"boomdevs_39\" id=\"how-to-use-connectwise-x360recover\" class=\"wp-block-heading\">How to Use ConnectWise X360Recover<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>X360Recover<\/strong> lets you recover servers fast after an outage.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">X360Recover is built for the worst day, when a server goes down. It captures full images so you can rebuild quickly and keep your client running.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ransomware hits a client overnight. You recover their server from a clean image and have them working again before the business day begins.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-set-up-recovery'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Set Up Recovery<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Configure X360Recover for the servers you must protect first. It captures full images so you can recover business data quickly. Start with your highest-priority systems and expand from there.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Image-based recovery means you restore the whole machine, not just files. That gets a client back to work in minutes, not days. Document each protected server in your records.<\/p>\n\n\n\n<h4 id='step-2-schedule-backups'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Schedule Backups<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Set backup frequency to match each client&#8217;s recovery goals. Frequent backups shrink the data you could lose if a server fails. Balance frequency against storage and network load.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image174372_1755ff-32 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image174372_1755ff-32 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"405\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/connectwise-x360RECOVER-1024x405.png\" alt=\"connectwise x360RECOVER\" class=\"kb-img wp-image-174379\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/connectwise-x360RECOVER-980x388.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/connectwise-x360RECOVER-480x190.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Tighter schedules suit clients who cannot afford to lose an hour. Looser schedules work for systems that change slowly. Match the plan to the agreement you signed.<\/p>\n\n\n\n<h4 id='step-3-recover-fast'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Recover Fast<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Spin up a recovered server when an outage strikes. The recovery runs from your captured images with a few clicks. Practice this once so the real event is never your first attempt.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fast recovery keeps client operations running with little downtime. That speed is what clients remember long after the outage. A documented plan lets any technician handle it calmly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Recovery speed is what clients remember after an outage. Frequent backups and a documented plan let any technician restore service with confidence, even under real pressure.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Write your recovery runbook and store it where any technician can reach it. The worst time to learn the steps is during a live outage. Run a practice restore once a quarter so your team can attempt a real recovery with calm confidence when an actual outage finally arrives.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Servers can be recovered quickly after any outage.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Document your recovery steps and share them so any technician can act fast.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='connectwise-pro-tips-and-shortcuts'  id=\"boomdevs_43\" id=\"connectwise-pro-tips-and-shortcuts\" class=\"wp-block-heading\">ConnectWise Pro Tips and Shortcuts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After testing ConnectWise for over two years, here are my best tips for your team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>New ticket<\/td><td>Ctrl + N<\/td><\/tr><tr><td>Save record<\/td><td>Ctrl + S<\/td><\/tr><tr><td>Global search<\/td><td>Ctrl + K<\/td><\/tr><tr><td>Quick note<\/td><td>Ctrl + M<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Automated workflows:<\/strong> Build rules that automate ticket steps and improve technician efficiency across the team.<\/li>\n\n\n\n<li><strong>Work plan templates:<\/strong> Use templates to define phases and tasks in client projects so nothing is missed.<\/li>\n\n\n\n<li><strong>Training library:<\/strong> ConnectWise University offers training videos to grow your team&#8217;s skills at their own pace.<\/li>\n\n\n\n<li><strong>Service templates:<\/strong> Set them once so ticket notes update without manual typing, keeping records consistent.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/network-discovery-tools\" title=\"Network discovery\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128714\" target=\"_blank\" rel=\"noopener\">Network discovery<\/a>:<\/strong> Configure discovery settings and user roles to map every device on a new client site.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Set aside an hour to explore these and your whole team will work faster. The time you invest learning these shortcuts now pays back every single week.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='connectwise-common-mistakes-to-avoid'  id=\"boomdevs_44\" id=\"connectwise-common-mistakes-to-avoid\" class=\"wp-block-heading\">ConnectWise Common Mistakes to Avoid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">These are the errors I see most often when teams first start with the platform.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Avoid them early and your setup will run smoothly from day one.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Skipping the API and Permission Setup<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Connecting tools without an API key or proper permissions on each user role.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Create an API key under a custom role with specific permissions before any integration.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">API access settings need a dedicated custom role, not your everyday admin login. Setting this up first keeps your data secure and your integration stable. It also makes troubleshooting far easier later.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Ignoring the Dummy Company<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Letting tickets from unregistered users fall through with no place to land.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Create a dummy company in ConnectWise Manage so every request is captured.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Without this, a message from someone outside your client list can simply vanish. A dummy company catches those tickets so your team can sort them by hand. It is a five-minute fix that prevents lost work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Doing Routine Tasks by Hand<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Handling routine tasks manually instead of letting the platform automate them.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Use automation and scripts to install updates, run scans, and route tickets.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Manual work does not scale, and it burns out your best technicians. Automating workflows in ConnectWise improves technician efficiency and frees time for real problems. Start small, then automate more as your confidence grows.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #4: Treating Setup as a One-Time Task<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Configuring the platform once and never revisiting boards, agreements, or roles.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Review your configuration each quarter as your team and clients change.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Your business does not stand still, and your setup should not either. A short quarterly review keeps service boards, permissions, and agreements aligned with reality. This habit keeps the platform working for you, not against you.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='connectwise-troubleshooting'  id=\"boomdevs_45\" id=\"connectwise-troubleshooting\" class=\"wp-block-heading\">ConnectWise Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Even a solid setup hits the odd snag. Here are the issues teams report most, with the fix for each.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Integration Will Not Connect<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The API key is missing, or the API user lacks the right permissions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Create a custom security role, set API access, then generate a fresh API key. Confirm the role has the specific permissions the integration needs, then test the connection again.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Agents Are Not Reporting<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Agents were not deployed to every target device on the site.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Use the Network Probe to deploy agents on all target devices, then recheck status. Agents are essential for monitoring, so confirm each one checks in before you rely on the data.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Tickets Land in the Wrong Place<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Service boards and routing rules are not configured for your team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Set up service boards and escalation rules so each ticket reaches the right technician. Map every email source and client to a board so nothing is routed by accident.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Billing Does Not Match the Agreement<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> A client is mapped to the wrong agreement, or the agreement terms are outdated.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Open the client record, confirm the linked agreement, and update its terms. Agreements dictate billing amounts, so a quick check here clears most invoice disputes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Work through these in order, since most connection and ticket issues trace back to the same root causes around access, permissions, and agent deployment. A calm, step-by-step attempt almost always beats a rushed guess when something stops working.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact ConnectWise support. Keep your account details and a clear description of the changes you made ready, since that information helps support resolve your request far faster.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn 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#3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-connectwise'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is ConnectWise?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>ConnectWise<\/strong> is an IT management platform that helps any MSP run service delivery from one place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it like a control room that ties remote monitoring, tickets, and billing together.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It integrates IT service management and remote monitoring so your team works with more efficiency.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this quick overview:<\/p>\n\n\n<!--presto-player:video_id=2786--><figure class=\"wp-block-video presto-block-video  presto-provider-youtube\" style=\"--plyr-color-main: var(--presto-player-highlight-color, #00b3ff); --presto-player-logo-width: 150px; \">\n\t<presto-player \n\t\tpreset='{&quot;id&quot;:1,&quot;name&quot;:&quot;Default&quot;,&quot;slug&quot;:&quot;default&quot;,&quot;icon&quot;:&quot;format-video&quot;,&quot;skin&quot;:&quot;modern&quot;,&quot;play-large&quot;:true,&quot;rewind&quot;:true,&quot;play&quot;:true,&quot;fast-forward&quot;:true,&quot;progress&quot;:true,&quot;current-time&quot;:true,&quot;mute&quot;:true,&quot;volume&quot;:true,&quot;speed&quot;:false,&quot;pip&quot;:false,&quot;fullscreen&quot;:true,&quot;captions&quot;:false,&quot;reset_on_end&quot;:true,&quot;auto_hide&quot;:true,&quot;show_time_elapsed&quot;:false,&quot;captions_enabled&quot;:false,&quot;save_player_position&quot;:true,&quot;sticky_scroll&quot;:false,&quot;sticky_scroll_position&quot;:&quot;bottom right&quot;,&quot;on_video_end&quot;:&quot;select&quot;,&quot;play_video_viewport&quot;:false,&quot;hide_youtube&quot;:false,&quot;lazy_load_youtube&quot;:false,&quot;hide_logo&quot;:false,&quot;border_radius&quot;:0,&quot;caption_style&quot;:&quot;&quot;,&quot;caption_background&quot;:&quot;&quot;,&quot;is_locked&quot;:true,&quot;cta&quot;:[&quot;&quot;],&quot;watermark&quot;:[&quot;&quot;],&quot;search&quot;:[&quot;&quot;],&quot;email_collection&quot;:[&quot;&quot;],&quot;action_bar&quot;:[&quot;&quot;],&quot;created_by&quot;:2,&quot;created_at&quot;:&quot;2024-03-02 00:00:21&quot;,&quot;updated_at&quot;:&quot;2024-03-02 00:00:21&quot;,&quot;deleted_at&quot;:&quot;&quot;}'\n\t\tbranding='{&quot;logo&quot;:&quot;&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;logo_width&quot;:150,&quot;player_css&quot;:&quot;&quot;}'\n\t\tchapters='[]'\n\t\toverlays='[]'\n\t\ttracks='[]'\n\t\tblock-attributes='{&quot;playsInline&quot;:true,&quot;id&quot;:2786,&quot;src&quot;:&quot;https:\\\/\\\/youtu.be\\\/LZH9FiR8Z2E?si=d2UKAMm2Y2JuYzj6&quot;,&quot;preset&quot;:1,&quot;video_id&quot;:&quot;LZH9FiR8Z2E&quot;,&quot;visibility&quot;:&quot;public&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;mutedPreview&quot;:{&quot;enabled&quot;:false,&quot;captions&quot;:false},&quot;mutedOverlay&quot;:{&quot;enabled&quot;:false,&quot;src&quot;:&quot;&quot;,&quot;width&quot;:200,&quot;focalPoint&quot;:{&quot;x&quot;:0.5,&quot;y&quot;:0.5}},&quot;mutedOverlayType&quot;:&quot;text&quot;,&quot;mutedOverlayText&quot;:&quot;Click to play&quot;,&quot;mutedOverlayImageWidth&quot;:200,&quot;chapters&quot;:[],&quot;overlays&quot;:[],&quot;tracks&quot;:[],&quot;FlyingPress&quot;:{&quot;lazyRender&quot;:false},&quot;TrpContentRestriction&quot;:{&quot;restriction_type&quot;:&quot;exclude&quot;,&quot;selected_languages&quot;:[],&quot;panel_open&quot;:true},&quot;title&quot;:&quot;ConnectWise Review: 12 Things You Need To Know Before Buying (Best RMM Software)&quot;}'\n\t\tanalytics=''\n\t\tautomations\t\tprovider='youtube'\n\t\t\t\tid=\"presto-player-1\"\n\t\tsrc=\"\/\/www.youtube.com\/embed\/LZH9FiR8Z2E?iv_load_policy=3&amp;modestbranding=1&amp;playinline=1&amp;showinfo=0&amp;rel=0&amp;enablejsapi=1\"\n\t\tmedia-title=\"ConnectWise Review: 12 Things You Need To Know Before Buying (Best RMM Software)\"\n\t\tcss=\"\"\n\t\tclass=\"presto-video-id-2786 presto-preset-id-1 skin-modern\"\n\t\tskin=\"modern\" \n\t\ticon-url=\"https:\/\/www.fahimai.com\/wp-content\/plugins\/presto-player\/img\/sprite.svg\" \n\t\tpreload=\"\" \n\t\tposter=\"\"\n\t\tyoutube=\"{&quot;noCookie&quot;:false,&quot;channelId&quot;:&quot;&quot;,&quot;show_count&quot;:false}\"\n\t\tprovider-video-id=\"LZH9FiR8Z2E\"\n\t\tvideo-id=\"2786\"\n\t\t\t\tvideo-attributes='{}'\n\t\tplaysinline\t\t\t\t>\n\t\t\n    <div class=\"presto-iframe-fallback-container\">\n        <iframe style=\"width: 100%\" title=\"Youtube Video\" class=\"presto-fallback-iframe\" id=\"presto-iframe-fallback-1\" data-src=\"https:\/\/www.youtube.com\/embed\/LZH9FiR8Z2E?iv_load_policy=3&amp;modestbranding=1&amp;playsinline=1&amp;showinfo=0&amp;rel=0&amp;enablejsapi=1\" allowfullscreen allowtransparency allow=\"autoplay\"><\/iframe>\n    <\/div>\n\n\t<\/presto-player>\n<\/figure>\n\n\n<p class=\"wp-block-paragraph\">It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>ConnectWise PSA (Professional Services Automation):<\/strong> A full ticketing system with service boards and billing.<\/li>\n\n\n\n<li><strong>Email Security:<\/strong> Mailbox protection that blocks phishing for every user.<\/li>\n\n\n\n<li><strong>IT Documentation Software &amp; Tools:<\/strong> Central client documentation with CRM functionality.<\/li>\n\n\n\n<li><strong>Comprehensive Data Protection:<\/strong> Backup and recovery for critical business data.<\/li>\n\n\n\n<li><strong>70+ AI-Assisted Actions:<\/strong> AI that speeds up routine tasks and replies.<\/li>\n\n\n\n<li><strong>Endpoint Management:<\/strong> Remote monitoring and patch management at scale.<\/li>\n\n\n\n<li><strong>Vulnerability Management:<\/strong> Scanning that helps reduce security risk.<\/li>\n\n\n\n<li><strong>Automated Quote &amp; Proposal Software:<\/strong> Quote and proposal building to win clients.<\/li>\n\n\n\n<li><strong>X360Recover:<\/strong> Fast server recovery after any outage.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a full review, see our <a href=\"https:\/\/www.fahimai.com\/connectwise\">ConnectWise review<\/a>.<\/p>\n\n\n<style>.kb-image174372_a6ca1d-17 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image174372_a6ca1d-17 size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"506\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/Untitled-design-29-1024x506.png\" alt=\"connectwise top benefits\" class=\"kb-img wp-image-174419\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/Untitled-design-29-980x484.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/11\/Untitled-design-29-480x237.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Used the right way, the platform raises both efficiency and service quality.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ConnectWise Manage can integrate with various PSA tools, so it fits into the stack you already run.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It is built for the MSP world, where one team supports many clients at once.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That is why so many growing IT companies make it the center of their daily work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Managed service providers, internal IT departments, and break-fix shops all rely on it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Small teams use it to look organized, while large teams use it to stay organized at scale.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Because the platform brings remote monitoring, your ticketing system, and billing into one place, your team spends less time switching between tools and more time serving clients. That single source of truth is what makes ConnectWise Manage so central to the way many MSPs work each day.<\/p>\n\n\n<style>.kb-imagee6ea26_4dda37 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagee6ea26_4dda37 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2026\/03\/ConnectWise-Homepage-Image.png\" alt=\"ConnectWise Homepage\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Keep your goals in mind when you start, and the setup will pay off fast.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Remember that the platform rewards a structured approach to IT service delivery.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, 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#ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='connectwise-pricing'  id=\"boomdevs_47\" id=\"connectwise-pricing\" class=\"wp-block-heading\">ConnectWise Pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what ConnectWise costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Custom<\/td><td>Contact For Custom Pricing.<\/td><td>MSPs of any size<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">ConnectWise uses custom pricing, so cost depends on your modules, seats, and managed devices.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Because every MSP is different, the platform builds a quote around what you actually use.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Your agreements and chosen modules drive the final number more than any list price.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Talk to sales about which features your team needs before you commit to a plan.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It helps to map your priorities first: list the modules you must have, the seats you need, and the number of devices you manage, then bring that to the conversation. A clear request gets you a quote that fits your business instead of a generic package you may outgrow or overpay for.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Request a demo to see the platform before you buy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> Terms are set in your service agreement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb0 <strong>Best Value:<\/strong> Ask sales to bundle PSA and remote monitoring for the best rate.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='connectwise-vs-alternatives'  id=\"boomdevs_48\" id=\"connectwise-vs-alternatives\" class=\"wp-block-heading\">ConnectWise vs Alternatives<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">How does ConnectWise compare? Here&#8217;s the competitive landscape:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>ConnectWise<\/strong><\/td><td>All-in-one MSP platform<\/td><td>Custom<\/td><td>\u2b50 4.6<\/td><\/tr><tr><td>Atera<\/td><td>Flat-rate RMM<\/td><td>$149\/mo<\/td><td>\u2b50 4.6<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ninjaone\" title=\"NinjaOne\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128708\">NinjaOne<\/a><\/td><td>Modern RMM<\/td><td>Custom<\/td><td>\u2b50 4.7<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/kaseya\" title=\"Kaseya\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128710\">Kaseya<\/a> Datto<\/td><td>Backup + RMM<\/td><td>Custom<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/superops\" title=\"SuperOps\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128704\">SuperOps<\/a><\/td><td>AI-first PSA-RMM<\/td><td>$79\/mo<\/td><td>\u2b50 4.6<\/td><\/tr><tr><td>SyncroMSP<\/td><td>Small MSPs<\/td><td>$139\/mo<\/td><td>\u2b50 4.6<\/td><\/tr><tr><td>N-able<\/td><td>Security-focused RMM<\/td><td>Custom<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td>ManageEngine<\/td><td>IT ops suites<\/td><td>Custom<\/td><td>\u2b50 4.4<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> ConnectWise \u2014 the deepest all-in-one platform for a growing MSP that wants every tool under one roof.<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> SuperOps \u2014 strong PSA and RMM at a lower starting price, ideal for lean teams watching costs.<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Atera \u2014 a simple flat-rate setup that is quick to learn and easy to predict.<\/li>\n\n\n\n<li><strong>Best for backup:<\/strong> Kaseya Datto \u2014 recovery-first tools when data protection is your top priority.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf ConnectWise Alternatives<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Looking for ConnectWise alternatives? No single tool wins for every team, so weigh size, budget, and the platforms you already run.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here are the top options worth a closer look:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>Atera:<\/strong> Flat-rate RMM and PSA that&#8217;s easy to start, with predictable pricing for small teams. Its per-technician model can save money as you add devices.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>NinjaOne:<\/strong> Modern remote monitoring with a clean interface and fast patch management. Teams that value speed and simplicity tend to love it.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>Kaseya Datto:<\/strong> Backup-first platform pairing RMM with strong data protection and recovery. A solid pick when protecting client data is your main goal.<\/li>\n\n\n\n<li>\u26a1 <strong>SuperOps:<\/strong> AI-driven PSA and RMM built for MSPs that want automation out of the box. The low entry price makes it friendly for newer shops.<\/li>\n\n\n\n<li>\ud83d\udd12 <strong>SyncroMSP:<\/strong> All-in-one tool with simple billing, ideal for lean MSP organizations. It blends tickets, invoicing, and RMM without a steep learning curve.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong>N-able:<\/strong> Security-focused RMM with layered protection for managed endpoints. A good match if security services are central to your business.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>ManageEngine:<\/strong> Broad IT management suite covering tickets, assets, and monitoring. Its modular design lets you buy only the pieces you need.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>Pulseway:<\/strong> Mobile-first remote monitoring that lets technicians act from anywhere. The mobile app is among the strongest in this space.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong>Microsoft Intune:<\/strong> Cloud endpoint management that fits Microsoft-centric organizations. It shines when your clients already live in the Microsoft world.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong>Freshservice:<\/strong> Friendly ticketing system and service desk with helpful automation. Its clean design makes onboarding new staff quick.<\/li>\n\n\n\n<li>\u2b50 <strong>Lansweeper:<\/strong> Asset discovery that keeps your documentation and inventory aligned. It pairs well with another tool that handles tickets and RMM.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Jamf Pro:<\/strong> Apple device management built for <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-mac\" title=\"Mac\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128706\" target=\"_blank\" rel=\"noopener\">Mac<\/a> and iOS fleets. The clear choice when your clients run mostly Apple hardware.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list, see our <a href=\"https:\/\/www.fahimai.com\/connectwise-alternatives\">ConnectWise alternatives<\/a> guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f ConnectWise Compared<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how ConnectWise stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/atera-vs-connectwise\" title=\"ConnectWise vs Atera\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"128719\" target=\"_blank\" rel=\"noopener\">ConnectWise vs Atera<\/a>:<\/strong> ConnectWise wins on depth and modules; Atera wins on simple flat-rate pricing. Pick Atera if you want predictable costs over a wide feature set.<\/li>\n\n\n\n<li><strong>ConnectWise vs NinjaOne:<\/strong> NinjaOne feels lighter and faster; ConnectWise offers a wider all-in-one platform. Choose by whether you value speed or breadth more.<\/li>\n\n\n\n<li><strong>ConnectWise vs Kaseya Datto:<\/strong> Datto leads on backup; ConnectWise leads on PSA and full service delivery. Many MSPs even run both side by side.<\/li>\n\n\n\n<li><strong>ConnectWise vs SuperOps:<\/strong> SuperOps is cheaper and AI-first; ConnectWise has deeper enterprise features. Budget and scale usually decide this one.<\/li>\n\n\n\n<li><strong>ConnectWise vs SyncroMSP:<\/strong> Syncro suits small teams; ConnectWise scales better for larger organizations. Your headcount is the clearest deciding factor.<\/li>\n\n\n\n<li><strong>ConnectWise vs N-able:<\/strong> N-able centers on security; ConnectWise covers more of the MSP workflow. Lean N-able if security services are your core offer.<\/li>\n\n\n\n<li><strong>ConnectWise vs ManageEngine:<\/strong> ManageEngine is broad and modular; ConnectWise is more MSP-focused. ConnectWise fits the multi-client model more naturally.<\/li>\n\n\n\n<li><strong>ConnectWise vs Pulseway:<\/strong> Pulseway is great on mobile; ConnectWise gives richer ticketing and billing. Field-heavy teams may prefer Pulseway&#8217;s app.<\/li>\n\n\n\n<li><strong>ConnectWise vs Microsoft Intune:<\/strong> Intune fits Microsoft shops; ConnectWise serves mixed client environments. Diverse fleets tip the balance toward ConnectWise.<\/li>\n\n\n\n<li><strong>ConnectWise vs Freshservice:<\/strong> Freshservice is easy to learn; ConnectWise adds remote monitoring and RMM. Choose ConnectWise when you need monitoring built in.<\/li>\n\n\n\n<li><strong>ConnectWise vs Lansweeper:<\/strong> Lansweeper excels at discovery; ConnectWise turns that data into action. The two can complement each other well.<\/li>\n\n\n\n<li><strong>ConnectWise vs Jamf Pro:<\/strong> Jamf rules Apple fleets; ConnectWise manages every platform in one place. Mixed-OS clients point you to ConnectWise.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, 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767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-connectwise-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using ConnectWise Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You learned how to use every major ConnectWise feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 ConnectWise PSA (Professional Services Automation)<\/li>\n\n\n\n<li>\u2705 Email Security<\/li>\n\n\n\n<li>\u2705 IT Documentation Software &amp; Tools<\/li>\n\n\n\n<li>\u2705 Comprehensive Data Protection<\/li>\n\n\n\n<li>\u2705 70+ AI-Assisted Actions<\/li>\n\n\n\n<li>\u2705 Endpoint Management<\/li>\n\n\n\n<li>\u2705 Vulnerability Management<\/li>\n\n\n\n<li>\u2705 Automated Quote &amp; Proposal Software<\/li>\n\n\n\n<li>\u2705 X360Recover<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Each one adds to a single platform that runs your whole MSP from one place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The real gains come from putting these features to work together, not in isolation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next step:<\/strong> Pick one feature and try it now.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most people start with ConnectWise PSA (Professional Services Automation).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes less than 5 minutes to set up your first service board.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From there, add agents, automate routine tasks, and tighten your service delivery week by week.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns141325_deddfe-d2, .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{margin-top:0px;margin-right:0px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns141325_deddfe-d2{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns141325_deddfe-d2 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns141325_deddfe-d2\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button{font-size:18px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn141325_7298c3-0a.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn141325_7298c3-0a kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/connectwise\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try ConnectWise for free<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is ConnectWise used for?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ConnectWise is an IT management platform MSPs use to manage tickets, remote monitoring, documentation, and billing. It unifies service delivery so teams run a whole IT business from one place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is better than ConnectWise?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It depends on your needs. Atera suits flat-rate budgets, NinjaOne offers lighter remote monitoring, and SuperOps brings AI-first automation. ConnectWise still leads on all-in-one depth for a growing MSP.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How much is ConnectWise per month?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ConnectWise uses custom pricing, so there is no fixed monthly cost. Price depends on your modules, seats, and managed devices. Contact sales for a quote built around your organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is there a free version of ConnectWise?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ConnectWise does not offer a free version of the full platform. You can request a demo to test features first. ConnectWise ScreenConnect does have a limited free trial.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to use ConnectWise?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Create your account, set permissions, and add an API key for integration. Then deploy agents for remote monitoring, route tickets through service boards, and automate routine tasks to boost efficiency.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@graph\": [\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-connectwise\/#howto-getting-started\",\n      \"name\": \"How to Get Started with ConnectWise\",\n      \"description\": \"Set up your ConnectWise account, permissions, and integration\",\n      \"totalTime\": \"PT3M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Create Your Account\",\n          \"text\": \"Go to the ConnectWise website, request a demo, enter your company email and create a password.\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Access the Platform\",\n          \"text\": \"Log in to reach the unified dashboard where you manage service delivery.\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Set Permissions and Integration\",\n          \"text\": \"Create user roles, set permissions, and add an API key with specific permissions for ConnectWise Manage integration.\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-connectwise\/#howto-psa\",\n      \"name\": \"How to Use ConnectWise ConnectWise PSA (Professional Services Automation)\",\n      \"description\": \"Learn to run your service desk, ticketing system, and billing in one platform.\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open the PSA Workspace\",\n          \"text\": \"Click the PSA tab to reach your ticketing system and service boards. 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This tutorial comes from real [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":217861,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1214],"tags":[932,1182],"class_list":["post-217856","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-connectwise","tag-autolink","tag-how-to"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fahimai.com\/pl\/wp-json\/wp\/v2\/posts\/217856","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/pl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/pl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/pl\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/pl\/wp-json\/wp\/v2\/comments?post=217856"}],"version-history":[{"count":2,"href":"https:\/\/www.fahimai.com\/pl\/wp-json\/wp\/v2\/posts\/217856\/revisions"}],"predecessor-version":[{"id":217865,"href":"https:\/\/www.fahimai.com\/pl\/wp-json\/wp\/v2\/posts\/217856\/revisions\/217865"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/pl\/wp-json\/wp\/v2\/media\/217861"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/pl\/wp-json\/wp\/v2\/media?parent=217856"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/pl\/wp-json\/wp\/v2\/categories?post=217856"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/pl\/wp-json\/wp\/v2\/tags?post=217856"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}