- HELP CENTER
- Knowledge Base
- 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.