I will audit your connectwise psa and deliver a prioritised fix list
Turning messy business processes into clean internal tools
About this Gig
Is your ConnectWise PSA costing you billable hours? Boards nobody trusts, SLAs that fire at the wrong time, agreements that bill wrong, reports nobody reads.
I work in ConnectWise every day as a solutions architect at a UK MSP, and I have delivered ConnectWise consulting on Fiverr before (see my reviews). I review your setup, tell you what is broken, in what order to fix it, and how long each fix takes.
What you get:
- Review of service boards, statuses, SLAs and workflow rules
- Review of agreements, additions, billing and invoicing setup
- Review of your reports and dashboards
- A ranked fix list with effort estimates for each item
- A recorded walkthrough so your team understands the why
Why me: I also build MSP integration tooling (ConnectWise, Autotask, Halo, NinjaOne, Huntress and more), so I know the API side as well as the admin side. Fixes that need code are not a dead end.
Working hours: UK evenings, which is US afternoons. Replies within 12 hours.
Message me before ordering if you are unsure which package fits.
Software:
Other
Industry:
Business services & consulting
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Software
FAQ
Do you need admin access to my ConnectWise?
Read-only API access is enough for Basic and Standard. Premium needs a member with permission to change the areas we agreed. I will tell you exactly how to create a scoped API member.
Are you ConnectWise certified?
I am a solutions architect at a UK MSP that runs ConnectWise daily, and I build against the ConnectWise API. I am not a ConnectWise employee or partner, which means my advice is not tied to their upsell.
Do you cover ConnectWise Automate as well?
Yes, but this gig is PSA (Manage) only. For Automate scripts, monitors and alert tuning, message me or see my other gigs.
