ConnectWise PSA for Security Integrators: Setup and Optimization Guide

ConnectWise PSA (Manage) is the industry standard for professional services automation, but many integrators struggle to leverage its full potential. We've helped dozens optimize their implementations.

Why ConnectWise Matters

Security integration workflows are complex. Without proper systems, they become bottlenecks limiting growth and eroding profitability.

ConnectWise PSA delivers: - Unified platform for sales, projects, service - Automation of repetitive tasks - Operational visibility - Scalability for growth

Setup Phases

Phase 1: Foundation - Company structure, service boards, teams
Phase 2: Sales - Quoting templates, opportunity pipeline
Phase 3: Projects - Templates, scheduling, tracking
Phase 4: Service - Ticketing, SLAs, mobile integration

Best Practices

Automation Opportunities: - Automated ticket creation - Scheduled maintenance tickets - Invoice generation - Client notifications

Avoid These Mistakes: - Over-customization - Insufficient training - Incomplete data migration - Unrealistic timelines

Expected ROI

Proper ConnectWise implementation delivers: - 20-30% less administrative time - 15-25% faster projects - 10-15% more billable utilization
- 5-10% margin improvement

How We Help

ConnectWise consulting services include setup, training, automation, and ongoing optimization.

Contact us for a free assessment.

Work smarter, not harder with Stonos Solutions.