ConnectWise PSA — Beginner Tutorial

An unofficial, hands-on tutorial that walks through the core features of ConnectWise PSA for MSPs: account setup, ticketing, opportunities, and projects. Built as a learning project — all screenshots use demo or redacted data.

What you'll learn

• Getting started and creating an account
• Navigating the dashboard
• Creating and managing service tickets
• Working with opportunities and sales
• Setting up and tracking projects
• Basic reporting

Lessons

1. Getting Started
2. Creating an Account
3. Navigating the Dashboard
4. Managing Tickets
5. Opportunities & Sales
6. Projects
7. Reporting & Review

Repository structure

connectwise-psa-tutorial/
├── README.md
├── LICENSE
├── docs/                  # one Markdown file per lesson
└── assets/
    └── screenshots/       # per-lesson screenshot folders

Disclaimer

This is an independent educational resource and is not affiliated with or endorsed by ConnectWise. All data shown in screenshots is demo or redacted.

License

MIT