Time and Ticket Review
Catch billing mistakes before invoices go out: billable time with no agreement, internal-only notes, long or free time, missing ticket details, and clients waiting on a reply. Mark items OK and they stay hidden until something changes.
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Agreement Reconciliation
Agreement invoices side by side with the prior months, with changes flagged by percentage — spot additions, removals and price changes at a glance, plus line-item changes that cancel out in the totals.
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Service Dashboard
Open tickets, SLA, aging and first-touch resolution in one view, refreshed through the day.
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Engineer Daily Report
Each engineer's day by email: time logged, tickets touched, what's still open and what's due.
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Project Status
Budget vs. actual hours, phases and due dates for every open project.
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Custom Invoice Templates
Your ConnectWise invoices in your own branded layout — combined invoices, telephony taxes, payment links.
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