Katie McEvoy
19 articles
CentrexIT
Adding a Manageit Agreement to Customer in Pzzle Work Instructions Adding or Removing a Client as Extra Care in Pzzle Work Instructions Adding/Onboarding a New Client as a Customer in Pzzle Work Instructions Advising & Consulting Agreement Process Procedures After Hours Alerts Configuration Standard Standards Approving Time Entries Pushed to ConnectWise From Halo Work Instructions ConnectWise Manage Not Able to Send Email Reference Creating Domain Administrator Accounts Standards E-Waste Standards Extra Care Processes Identifying an Extra Care Client Procedures Offboard/Remove a Customer in Pzzle Work Instructions Performing Media Sanitization Reference Pzzle & ConnectWise Integration Schema for Billing Work Instructions Safety - Height (Ladders) Standards Shipping & Insurance Standard - Provisioning Standards Smart Tag: White Glove Procedures Time Entry Review -Client Billable and Allocation Time Work Instructions Updating the Poway Inventory Spreadsheet Work Instructions