ConnectWise Agreement Tabs Overview

Each agreement in ConnectWise Manage is organized into tabs. Here is what each tab covers:

• Agreement — Core agreement fields: type, billing method, dates, and status.
• Additions — Line items added to the agreement, such as managed devices or recurring services.
• Adjustment — Manual adjustments to agreement billing amounts.
• Agreements — Child agreements nested under the current agreement.
• Work Roles — Work role overrides that apply when billing time against this agreement.
• Work Types — Work type overrides controlling how time entries are categorized and billed.
• Sites — Company sites covered by the agreement.
• Invoice — Invoice settings specific to this agreement, including billing cycle and exclusions.
• Service — Default service board and team assigned to tickets created under this agreement.
• Time — Time entry defaults and restrictions for the agreement.
• Expense — Expense billing rules for this agreement.
• Product — Product billing settings tied to the agreement.
• Configuration — Configuration items (devices/assets) associated with the agreement.
• Activities — Activity records linked to the agreement.
• Attachments — Files and documents attached to the agreement.
• Ticket Templates — Recurring ticket templates that fire automatically under this agreement.
• Project — Projects associated with the agreement.
• Audit Trail — Change history for the agreement record.