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#5 – Don’t Be That Guy - ConnectWise Setup Mistakes & Fixes (Ryan Alter)
If your ConnectWise feels complex but your data still stinks, this one’s for you. Josh Peterson and guest Ryan Alter break down the most common setup mistakes that quietly wreck reporting, billing accuracy, and profitability—and exactly how to fix them fast.
✅ Enjoyed this episode?
Like, subscribe, and share your biggest takeaway below.
https://beringmckinley.com/bering-mckinley-podcast-blog
Featuring Ryan Alter, CEO of SilverStream AV (https://www.silverstreamav.com).
This episode turns “you’re ConnectWising wrong” into a practical checklist for cleaner data and higher margins. Josh and Ryan walk through BMK-tested standards that simplify boards, tighten ticket hygiene, and make your PSA a real decision engine. You’ll hear why fewer service boards outperform sprawling setups, how member cost and agreement additions unlock real AGP, and the simple cadence that keeps statuses and time tight without “micromanaging.”
👉 Shrink the board sprawl: when to create a new board vs. use views
👉 Set member cost correctly (W-2 + light load) to unlock true AGP/EHR
👉 Use types/subtypes/items to justify upgrades and guide dispatch
👉 Put costs on Agreement Additions and keep them updated for AGP clarity
👉 Budget hours + due dates = realistic scheduling, better project outcomes
Clean inputs drive better invoices, faster approvals, and confident decisions—from renewals to refreshes. Implement the small fixes, and ConnectWise finally pays you back in visibility and profit.
“Visit https://beringmckinley.com for more MSP resources.”
🔗 Resources & Links
• Ryan Alter, CEO of SilverStream AV: https://www.silverstreamav.com
• Bering McKinley MSP Consulting: https://beringmckinley.com
⏱️ Chapters
• 00:00 – Why “your ConnectWising is wrong”
• 00:45 – Data vs. speed: why hygiene beats flashy workflows
• 03:20 – Types/Subtypes/Items to justify upgrades and trends
• 06:20 – Agreement additions with costs for real AGP
• 09:00 – QuickBooks integration and GL mapping fundamentals
• 12:10 – Member cost setup (what to include—and not)
• 18:00 – Fixed-fee pitfalls and estimating with budget hours
• 20:10 – Fewer service boards, smarter views
• 30:00 – Status discipline, SLAs, and workflow triggers
• 35:00 – Budget & due dates for planning and sales feedback
• 42:30 – Owner mindset: care about the numbers or go analog
connectwise setup, msp operations, agreement gross profit, ticket hygiene
member cost connectwise, service boards, effective hourly rate, psa configuration
#beringmckinley, #bmkvisionpodcast, #msp, #managedservices, #connectwise, #psa, #tickethygiene, #serviceboards, #dispatch, #agreementgrossprofit, #ehr, #projectprofitability, #workflows, #operations, #datadrivenmsp, #qbr
View all episodes
By Josh PetersonIf your ConnectWise feels complex but your data still stinks, this one’s for you. Josh Peterson and guest Ryan Alter break down the most common setup mistakes that quietly wreck reporting, billing accuracy, and profitability—and exactly how to fix them fast.
✅ Enjoyed this episode?
Like, subscribe, and share your biggest takeaway below.
https://beringmckinley.com/bering-mckinley-podcast-blog
Featuring Ryan Alter, CEO of SilverStream AV (https://www.silverstreamav.com).
This episode turns “you’re ConnectWising wrong” into a practical checklist for cleaner data and higher margins. Josh and Ryan walk through BMK-tested standards that simplify boards, tighten ticket hygiene, and make your PSA a real decision engine. You’ll hear why fewer service boards outperform sprawling setups, how member cost and agreement additions unlock real AGP, and the simple cadence that keeps statuses and time tight without “micromanaging.”
👉 Shrink the board sprawl: when to create a new board vs. use views
👉 Set member cost correctly (W-2 + light load) to unlock true AGP/EHR
👉 Use types/subtypes/items to justify upgrades and guide dispatch
👉 Put costs on Agreement Additions and keep them updated for AGP clarity
👉 Budget hours + due dates = realistic scheduling, better project outcomes
Clean inputs drive better invoices, faster approvals, and confident decisions—from renewals to refreshes. Implement the small fixes, and ConnectWise finally pays you back in visibility and profit.
“Visit https://beringmckinley.com for more MSP resources.”
🔗 Resources & Links
• Ryan Alter, CEO of SilverStream AV: https://www.silverstreamav.com
• Bering McKinley MSP Consulting: https://beringmckinley.com
⏱️ Chapters
• 00:00 – Why “your ConnectWising is wrong”
• 00:45 – Data vs. speed: why hygiene beats flashy workflows
• 03:20 – Types/Subtypes/Items to justify upgrades and trends
• 06:20 – Agreement additions with costs for real AGP
• 09:00 – QuickBooks integration and GL mapping fundamentals
• 12:10 – Member cost setup (what to include—and not)
• 18:00 – Fixed-fee pitfalls and estimating with budget hours
• 20:10 – Fewer service boards, smarter views
• 30:00 – Status discipline, SLAs, and workflow triggers
• 35:00 – Budget & due dates for planning and sales feedback
• 42:30 – Owner mindset: care about the numbers or go analog
connectwise setup, msp operations, agreement gross profit, ticket hygiene
member cost connectwise, service boards, effective hourly rate, psa configuration
#beringmckinley, #bmkvisionpodcast, #msp, #managedservices, #connectwise, #psa, #tickethygiene, #serviceboards, #dispatch, #agreementgrossprofit, #ehr, #projectprofitability, #workflows, #operations, #datadrivenmsp, #qbr