🎉 I’m excited to announce the addition of our brand-new course on Project Management! 🎉

Whether you’re running into issues with Project Conversions, or your Labour tickets aren’t showing up the way you’d like them to, this course covers Project Management from Opportunity to Invoice.
Don’t miss out on this opportunity to boost your project management expertise.

Sign up today and take the first step towards mastering your projects!

Additionally, I’ve uploaded 23 new videos across all our courses, focusing on Time Entries, Service, and more. Dive in and explore these fresh insights to enhance your learning experience.

Have you explored the packing slip feature in your Project Management tool?

Let’s say you need to keep track of everything shipped for your project today. Here’s how you can easily print a packing slip:

Navigate to your Project and Open the “Work Plan” Tab

Select the Dropdown beside the Printer Icon

Select the first option (“Packing Slip”) and enter the Ship Dates you would like to run the Packing Slip for. Hit “OK” and you will have a Packing Slip with line-level detail of all shipped products for your given date range!

Now, you can attach this packing slip to your shipment to ensure everything matches up upon delivery.

Want a more detailed walkthrough? Watch the full video tutorial here.

By now, you’ve all seen my Loom videos where I answer your Connectwise questions.
I love using Loom for its quick and efficient communication - and, I love startling clients by addressing them directly at the start of my videos.

Exciting news – Loom now has a feature that automatically creates SOPs from your videos! Several of you have been testing this out to create internal SOPs for your teams, and it's working wonders.

No more screengrabs and typing – just record a video, convert it to a document, and you’ve got a polished, ready-to-use SOP.

Well, it’s been a busy week of recording videos, but now I want to hear from YOU.

🎥 What is the one area of Connectwise you would like to see more tutorials on?

Reply to this email with any questions or suggestions, and your answers will be filmed first in line.