General
How to import an Audit Questionnaire from Excel?
It is possible to import Audit Questions from Excel, but you need to add your questions to our Excel template. Here are the steps to do so: 1- Create a new Questionnaire 2- Save the basic information about the questionnaire Before you can see the ...
How to clean up / reorganize your assets
Often, your RMM does not distinguish between physical servers and virtual servers or from regular laptops and power laptops, etc.. When that happens, your PSA asset types do not identify all the nuances necessary to create a precise budget. In that ...
How to setup a vCIO Process?
Setting up a vCIO Process can be a bit tricky, we know. This guide will help understand how to set it up the way you want. Steps The very first thing you need to do is define (with a pen and paper) what you want to have as a process, so: 1) Define ...
Reusing Audit Questions & Client Status
An update to the Audit Questionnaires has been released to allow reusing the same question in multiple questionnaires. Watch the video to learn more. It is now possible to reuse audit questions and audit sections in multiple questionnaires. This ...
Outlook 365 Calendar integration for vCIO Process Meetings
To facilitate keeping track of client meetings, you can push a vCIO Process Meeting straight to your Outlook 365 Calendar and invite attendees exactly as if you had created the meeting invitation directly from Outlook. Watch the following video for a ...
Attach file(s) to Company Audit Questions
In a Company Audit, you can attach file(s) to an question's answer. When creating a PSA ticket from Propel during the Audit's review, the attachments can also be sent to the PSA and attached to the created ticket. PSA Security Permissions ConnectWise ...
How to Structure your Asset Categories?
A Budget is not a Quote One of Propel Your MSP's goals is to create a precise budget for the next 3 or 5 years. But a budget is not a detailed quote, nor should it be. It's a tool to help MSPs have a productive discussion with their client about the ...
Company Team Members (vCIO and Account Managers) from PSA Users
Team Members (vCIO and Account Managers) are assigned from the list of PSA Users. This allows setting up a company's vCIO and Account Manager even if the said vCIO does not yet have a User Account in Propel Your MSP. For ConnectWise Manage, it is ...
How to Update the Billing Address for Email Invoices?
Email invoices are sent to both the Account Owner's email address and the Billing Contact set in "Settings / Billing". To update where invoices are sent, simply change the Billing Contact's email address. No other emails are sent to the Billing ...
How to Un-Propel a Company?
Once a Company is Propelled, it must remain in that state for a minimum of 45 days. You can un-Propel any Company from the "Settings / Billing" page if that initial 45-day period is over. From the "Settings / Billing" screen Un-Propelling a Company ...
PSA to Propel Your MSP Asset Mapping
Concept Assets in the PSA normally have an associated type (Workstation, Firewall, Switch, etc.). Each type can be (but does have to be) mapped to an Asset Category in Propel Your MSP. Example: You can create / modify Asset Categories to better suit ...
PSA Opportunity Sync Back to Propel
Project Opportunities created in Propel can be pushed to the PSA. Once pushed, the following fields become read-only in Propel and are refreshed (during the daily sync) from the PSA: Material Cost Labor Cost Expected Start Date* Customer Response** ...
ConnectWise Manage Integration error "You do not have security permission to perform this action."
Are you are seeing this error about your ConnectWise Manage integration when signing in to Propel Your MSP? The reason is because in ConnectWise Manage v2020.4, a new "Table Setup" security permission, introduced in v2020.3 has started throwing the ...
How to reset a Company's vCIO Process to the Account Master template?
A Company's vCIO Process can be customized to differ from the Account's Master Template. To reapply the Account's default template and remove any customization, do the following: Delete (not Cancel) all items Temporarily change the Company's vCIO ...
How to Manage License Renewals in the QBR Budget?
This article covers how to manage licences or vendor contracts (e.g. Cisco Support Contract, Microsoft Subscription, etc.) in Propel Your MSP. Two options are available depending on the way that the licenses are stored in your PSA. License Stored as ...
Notifications to vCIO / Account Manager
Propel Your MSP can send notifications to your vCIOs and/or Account Manager provided they have an account on Propel and are associated to a Company. Note: Propel Your MSP never emails anything to your customers Notifications: Event Possible ...
Automatic OS End of Life Date Detection
When importing Assets from your PSA, Propel Your MSP can automatically detect and set the OS End of Life date if imported fields are properly formatted as a recognized OS. The PSA Fields that play a role are: OS Type OS Info For example, the ...
FAQ - PSA Integration
How do I limit the number of companies imported in Propel Your MSP? You have full control over which Company Types are imported in Propel Your MSP from your PSA. The following example from ConnectWise Manage will only import customers with an ...
Why is my asset replacement / warranty / OS upgrade not showing up in the IT budget?
There are many possible reasons why an asset action would not show up in the IT Budget. Here's a list of the general rules used to determine if an action makes it to the budget. Remember: every Company's Asset Category is customizable. The values ...
Creating Good MS Word Templates
Propel Your MSP allows you to customize the MS Word .dotx template used when generating reports so you can brand them to your company colors and add your logo for example. Here are a few things to know when customizing the template in order to ...
FAQ - Warranty Lookup
Manufacturer vs Serial Number To know which manufacturer's API to query, Propel Your MSP relies on the following information: Asset's Manufacturer Asset's Serial Number Asset's Model Number Asset's Tag Number In cases where the Manufacturer is blank, ...