Connectwise Agreement Setup

If you still want to charge as a station wagon fix, but if you want to charge a special price for the offer purchased by a customer, you can make an agreement with custom work types and labor prices. Then define that the agreement does not cover roles or types of work. This would still bring all the time to billing as normal, but they would be charged at customs rates (as long as the agreement was fixed on the ticket and time entries). Do you want to set up ConnectWise in your organization? It only takes a few minutes to represent your entire billing and billing system on Sherweb`s partner portal. This is a unique configuration. Just stop it and forget! Follow these 5 simple steps. • Synchronization of agents with agreements using custom fields for agreement assignment Note: This manual makes certain assumptions and is only provided as a guide. None of this is a prerequisite for using Huntress. Please use as you please. Please direct all Connectwise support questions to Connectwise or a ConnectWise consultant. A few thoughts before continuing: – This document assumes that the ConnectWise Manage partner has set up a funding agreement containing a position for Huntress and the partner understands how ConnectWise Manage works, its agreements, and its billing functions. – The partner must understand that this configuration will change the number “addition” to “Agreements” in ConnectWise.

In this case, you may have unintended effects on your billing if they are not configured correctly or if the settings are not compatible with your environment. – This updates “Huntress Product” on your “agreement” with the number of automatic terminals installed with Huntress. For example, if there are 50 agents in AUTOMATAs equipped with an installed huntress, but this organization has 5 points more than vending machines, the line for Huntress is always updated to 50 agents, regardless of what the partner sets manually (probably 55). To solve this problem, you can create a product called “Huntress-Automate” in ConnectWise Manage to distinguish counts specifically from vending machines (remember that you can always have hidden and non-breakable items in an agreement, you can at any time set the number of Huntress agreements for “information” purposes for your billing team). – This “integration” does not affect the huntress side of the house, so the implementation of this law has no influence on your huntress billing date or the number of Huntress agents billed. If your contract`s billing date and Huntress` billing date are different, you may have a different number of arrival points on the customer`s contract invoice than your Huntress invoice. . . .