iii. Time Entry Bots
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      3. iii. Time Entry Bots

      Attached Agreement Prompter

      Alerts user if time entry has no attached agreement

       

      This bot is available for ConnectWise Manage PSA Integration

      Having agreement profitability calculation issues can lead to loss of revenue.

      This bot sends a message to the assignee when a ticket is processed without 'agreement attached'. This reminds the tech to review the ticket number, the client, and the summary of the ticket. 

       

      Screen Shot 2020-11-02 at 8.51.28 PM