Agreement Configuration Tab

The Configurations tab on an agreement lists every configuration belonging to that company. Select the checkbox next to a configuration to attach it to the agreement. Select the configuration name to open the full configuration record.

To create a new configuration without leaving the agreement, select New Item.

Automatically apply an agreement and configuration to a service ticket

When a technician creates a ticket from the Configurations screen, ConnectWise automatically attaches both the agreement and the configuration to that ticket — no manual selection required.

To set this up:

1. Create the configuration on the Configuration Search screen.
2. Go to Finance > Agreements and open the agreement.
3. Select the Configurations tab, then select the checkbox next to each configuration to attach.
4. Repeat for any other agreement and configuration combinations.

When a customer calls:

1. Go to Companies > Configurations and locate the configuration they are calling about.
2. Select Create Ticket.

ConnectWise creates the ticket with the agreement and configuration already applied. All time entered on that ticket bills against the agreement.

Note: The agreement appears in the ticket with an asterisk next to it. The asterisk marks the agreement tied to that specific configuration — it displays even if the configuration is not directly attached to the ticket.