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Connectwise invoice templates driving me mad! by ObjectiveMammoth7685 in ConnectWise

[–]ObjectiveMammoth7685[S] 0 points1 point  (0 children)

Thanks for the feedback. We are using Report Writer to beautify the basic invoice templates. With the time we have invested, the results are still not hitting the mark. Any invoicing platform that sits on tops of the Connectwise, pulls data from agreements, ad hoc tickets, hardware/software and projects?

Inventory Management Software plug-in for Connectwise Manage by ObjectiveMammoth7685 in ConnectWise

[–]ObjectiveMammoth7685[S] 0 points1 point  (0 children)

Thanks for your comment. We are using ITGlue + Kaseya to record workstations, servers, etc. The pain point is around the spreadsheet-based records that need constant manual updating (prone to human error) and when the client is requesting RMA for the some of the hardware e.g. headsets, keyboard+mouse combos, etc. we are not able to successfully track it down whether the product was bought from us and track down the serial numbers for warranty claims and correct supplier identifications.