By leveraging ConnectWise, ABC Tech has transformed their project management capabilities, enabling them to focus on delivering exceptional services and driving business growth.
✅ – Don’t rebuild standard projects (e.g., “New Client Onboarding”). ✅ Enforce Time Entry Rules – Require task-level time entry; prevent “miscellaneous” hours. ✅ Set Alert Rules – Notify PM when a task exceeds 80% of estimated hours. ✅ Integrate with Finance – Sync project cost codes with your accounting system (QuickBooks, Intacct). ✅ Close Projects Correctly – Move to “Closed” status only after final invoice and all time approved.