Course curriculum

    1. Converting from an Opportunity

    2. Fixed Fee Project

    3. Service Product Setup for Fixed Fee

    1. Project Header Information

    2. Enhancing Project Statuses

    3. Project Types

    1. Intorduction to the Work Plan

    2. Utilizing Project Templates in ConnectWise

    3. Assigning and Scheduling Project Tickets - from Work Plan

    4. Assigning and Scheduling Project Tickets - from Dispatch Portal

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    5. Service Product Setup for Fixed Fee

    1. View Setup

    2. PO Info Column, Special Order and Drop Ship

    3. Purchasing Approvals

    4. Subcontract Labour

    5. Printing a Packing Slip

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    1. Types of Change Orders

    2. Billable Change Order

    3. Non-Billable Change Order

    4. Product Level Changes

About this course

  • $2,428.00
  • 26 lessons
  • 1.5 hours of video content

Discover your potential, starting today