In Episode #5 of Don’t Be That Guy, hosts Josh Peterson and Ryan Alter take a hard look at ConnectWise Manage. Many MSPs jump straight to complex workflows and templates but ignore the fundamentals—clean data, cost inputs and operational discipline. This webinar lays out why the real power of ConnectWise is in the data it generates and how to avoid the configuration traps that hamstring profitability.
You’ll learn why agreement additions require accurate cost entries to produce meaningful gross profit reports, why linking ConnectWise to QuickBooks is essential, and why you should limit service boards to avoid chaos. Josh and Ryan Alter also show how to leverage views for efficient ticket and time management, why frequent status updates are critical for SLAs, and how budget hours and due dates help with resource planning and estimation accuracy.
To learn more about ConnectWise optimization and common configuration pitfalls, explore our articles Recurring Revenue in ConnectWise: How to Set Up Agreements That Don’t Break Later and Dispatchers Keep Your Support Team Accountable.
For more conversations like this, visit the BMK Vision Podcast main page →
Ryan Alter is a former MSP owner who grew a one‑man shop into a 25‑person operation before selling the business. Ryan advocates for disciplined ConnectWise setups, PSA data hygiene, and simple service boards to drive profitability.
Josh Peterson is the CEO of Bering McKinley and host of the BMK Vision Podcast. Through the Don’t Be That Guy series, Josh helps MSPs uncover hidden profits, streamline operations and scale with confidence.