for ConnectWise

SmartPhone and Tablet
Keep managing your business even on-the-go

Need to manage your MSP Practice even when you are NOT in the office?  Our SmartPhone reports give you access to key information you need even when you are mobile. Here’s some of our most popular SmartPhone reports:


 Quick Overview of a Client You Are About to Meet With
They are important to you, even if you’re running short on time to prepare

Didn't have time to "do your research" on this client, but you are meeting with them in 15 minutes? No problem. Our SmartPhone report gives you a QUICK overview of their value to you (revenue and profit), past due invoices, sales opportunities, open tickets, and more.

Didn’t have time to “do your research” on this client, but you are meeting with them in 15 minutes? No problem. Our SmartPhone report gives you a QUICK overview of their value to you (revenue and profit), past due invoices, sales opportunities, open tickets, and more.


 Am I Spending Enough Time with my Fully Managed Clients?
Keep Fully Managed Clients in the “Goldilocks zone”

Fully Managed clients pay you a flat fee to service them. They have expectations on the level of service you provide. You have goals regarding how much you want to earn per hour worked. The key question is: Am I spending the RIGHT amount of time with each of these clients? Too little time? Too much time? The far-right column of this report tells you where you stand for EACH of your Fully Managed clients.

Fully Managed clients pay you a flat fee to service them. They have expectations on the level of service you provide. You have goals regarding how much you want to earn per hour worked. The key question is: Am I spending the RIGHT amount of time with each of these clients? Too little time? Too much time? The far-right column of this report tells you where you stand for EACH of your Fully Managed clients.


I’m an Engineer.  How am I doing on my KPIs?
“I WANT to excel, but how am I doing right now?”

Mobile-Ops-KPI-by-Engineer

Give your engineers the ability to see how they are progressing versus their KPIs (Key Performance Indicators) right from their SmartPhone. We give you the ability for them to access the system and see only THEIR results. (Click image for larger version).

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