General, flexible, resilent ticketing interface between a device management system and ticketing systems

    公开(公告)号:US11636092B2

    公开(公告)日:2023-04-25

    申请号:US17239886

    申请日:2021-04-26

    申请人: ConnectWise, Inc.

    摘要: Systems and methods of the present disclosure facilitate synchronizing data between a device management system and ticketing systems. In some embodiments, the system includes an update module, a mapping module, and a service board selection module. The update module may be configured to update ticketing information about a ticketing ticket on the ticketing system to match device management information about a device management ticket on the device management system. The mapping module may be configured to select a ticket category for a device management ticket on the device management system responsive to the device management information about the device management ticket. The service board selection module may be configured to select a service board for a ticketing ticket on the ticketing system.

    GENERAL, FLEXIBLE, RESILENT TICKETING INTERFACE BETWEEN A DEVICE MANAGEMENT SYSTEM AND TICKETING SYSTEMS

    公开(公告)号:US20210240696A1

    公开(公告)日:2021-08-05

    申请号:US17239886

    申请日:2021-04-26

    申请人: ConnectWise, Inc.

    摘要: Systems and methods of the present disclosure facilitate synchronizing data between a device management system and ticketing systems. In some embodiments, the system includes an update module, a mapping module, and a service board selection module. The update module may be configured to update ticketing information about a ticketing ticket on the ticketing system to match device management information about a device management ticket on the device management system. The mapping module may be configured to select a ticket category for a device management ticket on the device management system responsive to the device management information about the device management ticket. The service board selection module may be configured to select a service board for a ticketing ticket on the ticketing system.

    Systems and methods for interfacing between a sales management system and a project planning system

    公开(公告)号:US09672484B2

    公开(公告)日:2017-06-06

    申请号:US14565072

    申请日:2014-12-09

    申请人: ConnectWise Inc.

    IPC分类号: G06Q10/06 G06Q30/06

    CPC分类号: G06Q10/063118 G06Q30/0635

    摘要: The present disclosure facilitates interfacing between a sales management system and a project planning system. In some embodiments, the system includes an interface and schedule engine, both executing on a server. The interface can parse a sales order from the sales management system into products and project tasks within the products. The products can also include at least one of a labor product, a parts product, and an agreements product. The schedule engine can generate schedule tasks corresponding to the project tasks, determine a performance order of the schedule tasks, and combine the schedule tasks into schedule phases based on the performance order. The schedule engine can determine a performance order of the schedule phases and combine the schedule phases into a schedule component based on the performance order. The interface can transmit the schedule component to the project planning system for execution.

    Systems and methods for provisioning, configuring, diagnosing, and maintaining out-of band management of computing devices

    公开(公告)号:US10116619B2

    公开(公告)日:2018-10-30

    申请号:US14661744

    申请日:2015-03-18

    申请人: ConnectWise Inc.

    摘要: Systems and methods of the present disclosure facilitate provisioning an out-of-band system. In some embodiments, the system includes a server of a first domain, which includes a management engine. The management engine can establish a network tunnel with a device on a second domain, and modify the domain on a DHCP server on the second domain to be the first domain. The device can use a fixed subdomain of the first domain to transmit a provisioning request for an OOB management system to a provisioning engine in the first domain, which can transmit a certificate including the first domain to the device. The device can validate the certificate by comparing the domain in the certificate to the domain from the DHCP server and verify that they match. The management engine can modify the DHCP server to have the original second domain.

    SYSTEMS AND METHODS FOR AN ONLINE MARKETPLACE FOR ACCESSORIES OF A REMOTE MONITORING AND MANAGEMENT PRODUCT

    公开(公告)号:US20180096374A1

    公开(公告)日:2018-04-05

    申请号:US15835149

    申请日:2017-12-07

    申请人: Connectwise, Inc.

    IPC分类号: G06Q30/02 G06Q30/08 G06Q30/06

    摘要: Systems and methods of the present disclosure facilitate providing a marketplace for accessories of a remote monitoring and management product. In some embodiments, the system may be configured to create a first user account for a first user with a first number of points, and a second user account for a second user with a second number of points. The system may obtain a first RMM accessory item (e.g., a monitor, a data view, an antivirus definition, a search, a report, a script, a system component, a plugin, a probe, or a definition) and a corresponding price. Responsive to receiving an indication of interest, the system may transmit the first RMM accessory item to the second user, add to the first number of points a first multiplier times the price, and subtract from the second number of points a second multiplier times the price.

    SYSTEMS AND METHODS FOR CONVERTING SALES OPPORTUNITIES TO SERVICE TICKETS, SALES ORDERS, AND PROJECTS
    9.
    发明申请
    SYSTEMS AND METHODS FOR CONVERTING SALES OPPORTUNITIES TO SERVICE TICKETS, SALES ORDERS, AND PROJECTS 审中-公开
    转换销售机会以服务票,销售订单和项目的系统和方法

    公开(公告)号:US20150039380A1

    公开(公告)日:2015-02-05

    申请号:US13958095

    申请日:2013-08-02

    申请人: ConnectWise Inc.

    IPC分类号: G06Q10/06

    CPC分类号: G06Q10/06316 G06Q30/06

    摘要: Systems and methods of the present disclosure facilitate managing a sale via a sales management system. In some embodiments, the system includes a sales opportunity module and a service ticket translation module. The sales opportunity module may be configured to receive a sales leads data structure comprising at least one sales lead. Based on at least one qualification criterion, the system may be configured to identify a sales lead of the sales lead data structure as a sales opportunity. The service ticket translation module may be configured to select data of the sales opportunity for inclusion in a service ticket. By maintaining the selected data of the sales opportunity, the service ticket translation module may be configured to translate the selected data of the sales opportunity into the service ticket. The service ticket translation module may be configured to provide the service ticket to a service board.

    摘要翻译: 本公开的系统和方法有助于通过销售管理系统管理销售。 在一些实施例中,系统包括销售机会模块和服务票据转换模块。 销售机会模块可以被配置为接收包括至少一个销售线索的销售线索数据结构。 基于至少一个资格标准,系统可以被配置为将销售线索数据结构的销售线索识别为销售机会。 服务票据转换模块可以被配置为选择包括在服务票证中的销售机会的数据。 通过维护所选择的销售机会的数据,服务票据转换模块可以被配置为将所选择的销售机会的数据转换成服务票据。 服务票据转换模块可以被配置为向服务板提供服务票据。

    Systems and methods for providing a marketplace for accessories of a business automation system

    公开(公告)号:US11049057B2

    公开(公告)日:2021-06-29

    申请号:US14068638

    申请日:2013-10-31

    申请人: ConnectWise Inc.

    IPC分类号: G06Q10/06

    摘要: Systems and methods of the present disclosure can facilitate a marketplace for a business automation system comprising at least one processor executing on a computing device. In some embodiments, the system includes an upload module, an accessory creation module, and a download module. The upload module may be configured to receive, responsive to a first user, a configuration of the business automation system of the first user. The accessory creation module may be configured to create, based on the configuration, an accessory comprising at least one of a solution set, a service board, and a project board. The download module may be configured to verify, responsive to a second user, the suitability of the accessory for the business automation system of the second user. The download module may be further configured to transmit the accessory to the second user.