公开(公告)号：US20200012982A1

公开(公告)日：2020-01-09

申请号：US16434749

申请日：2019-06-07

Applicant: ConnectWise LLC

Inventor： Arnold Bellini, III ,  Linda Brotherton ,  Robert Isaacs

IPC: G06Q10/06

Abstract: Systems and methods of the present disclosure facilitate managing a business. In some embodiments, the system includes a product data module and a plurality of business process modules executing on at least one processor of a server. The product data module may be configured to store at least one product description. Responsive to a first user, the system may associate a product class with a first description. Responsive to a second user, the system may associate a first product description with a first of the business process modules. The system may be configured to select a second business process module based on the product class and update the second business process module with the first product description.

公开(公告)号：US20230359962A1

公开(公告)日：2023-11-09

申请号：US18079376

申请日：2022-12-12

Applicant: ConnectWise, LLC

Inventor： Arnold Bellini, III ,  Linda Brotherton ,  Robert Issacs

IPC: G06Q10/0631 ,  G06Q30/0601

CPC classification number: G06Q10/063118 ,  G06Q30/0635

Abstract: 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.

公开(公告)号：US20220374818A1

公开(公告)日：2022-11-24

申请号：US17733395

申请日：2022-04-29

Applicant: ConnectWise, LLC

Inventor： Arnold Bellini, III ,  Linda Brotherton ,  Robert Isaacs

IPC: G06Q10/06

Abstract: Systems and methods of the present disclosure facilitate scheduling and managing a project. In some embodiments, the system includes a quoting module, a product data module, and a project planning module executing on at least one processor of a server. The product data module may be configured to store at least one product. The product stored in the project module may have a product class indicating that the product is a labor product, parts product, or agreements product. The system may be configured to copy products from the product data module to the quoting module. The system may be configured to also copy products from the product data module to the project planning module, and generate tasks for the project planning module based on the products.

公开(公告)号：US11321647B2

公开(公告)日：2022-05-03

申请号：US17101450

申请日：2020-11-23

Applicant: ConnectWise LLC

Inventor： Arnold Bellini, III ,  Linda Brotherton ,  Robert Isaacs

IPC: G06Q10/06

Abstract: Systems and methods of the present disclosure facilitate scheduling and managing a project. In some embodiments, the system includes a quoting module, a product data module, and a project planning module executing on at least one processor of a server. The product data module may be configured to store at least one product. The product stored in the project module may have a product class indicating that the product is a labor product, parts product, or agreements product. The system may be configured to copy products from the product data module to the quoting module. The system may be configured to also copy products from the product data module to the project planning module, and generate tasks for the project planning module based on the products.

公开(公告)号：US20210135960A1

公开(公告)日：2021-05-06

申请号：US17150439

申请日：2021-01-15

Applicant: ConnectWise, LLC

Inventor： Arnold Bellini, III ,  Linda Brotherton ,  Craig M. Fulton

IPC: H04L12/24 ,  H04L12/18 ,  G06Q10/00 ,  G06F11/00 ,  H04L12/58 ,  G06F9/44

Abstract: Systems and methods of the present disclosure facilitate managing information technology service level agreements. In some embodiments, the system includes a server that accesses a database storing a support ticket in memory. The support ticket can include a creation time and a service level agreement. The service level agreement can include a maximum response time. The server initiates, via the computer network, responsive to input from a computing device, a chat session associated with the computing device and the support ticket. The initiating can be associated with a time stamp. The server can be configured to determine a compliance with the service level agreement. The compliance can be computed as a difference between the time stamp and the creation time being less than the maximum response time. The server can be configured to generate a notification of the compliance with the service level agreement.

公开(公告)号：US12223450B2

公开(公告)日：2025-02-11

申请号：US17886336

申请日：2022-08-11

Applicant: ConnectWise, LLC

Inventor： Arnold Bellini, III ,  Linda Brotherton ,  Mark E Laplante

IPC: G06Q10/0631 ,  G06Q10/10 ,  G06Q10/1093 ,  G06Q10/0835 ,  G06Q30/04

Abstract: 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.

公开(公告)号：US12199842B2

公开(公告)日：2025-01-14

申请号：US18239070

申请日：2023-08-28

Applicant: ConnectWise, LLC

Inventor： Arnold Bellini, III ,  Linda Brotherton ,  Craig M. Fulton

IPC: G06F15/173 ,  G06F9/44 ,  G06F11/00 ,  G06Q10/20 ,  H04L12/18 ,  H04L41/5074 ,  H04L51/00

Abstract: Systems and methods of the present disclosure facilitate managing information technology service level agreements. In some embodiments, the system includes a server that accesses a database storing a support ticket in memory. The support ticket can include a creation time and a service level agreement. The service level agreement can include a maximum response time. The server initiates, via the computer network, responsive to input from a computing device, a chat session associated with the computing device and the support ticket. The initiating can be associated with a time stamp. The server can be configured to determine a compliance with the service level agreement. The compliance can be computed as a difference between the time stamp and the creation time being less than the maximum response time. The server can be configured to generate a notification of the compliance with the service level agreement.

公开(公告)号：US20230032331A1

公开(公告)日：2023-02-02

申请号：US17886336

申请日：2022-08-11

Applicant: ConnectWise, LLC

Inventor： Arnold Bellini, III ,  Linda Brotherton ,  Mark E Laplante

IPC: G06Q10/06 ,  G06Q10/10

Abstract: 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.

公开(公告)号：US20230025514A1

公开(公告)日：2023-01-26

申请号：US17839015

申请日：2022-06-13

Applicant: ConnectWise, LLC

Inventor： Arnold Bellini, III ,  Linda Brotherton ,  Craig M. Fulton

IPC: H04L41/5074 ,  H04L12/18 ,  G06Q10/00 ,  G06F11/00 ,  H04L51/00 ,  G06F9/44

Abstract: Systems and methods of the present disclosure facilitate managing information technology service level agreements. In some embodiments, the system includes a server that accesses a database storing a support ticket in memory. The support ticket can include a creation time and a service level agreement. The service level agreement can include a maximum response time. The server initiates, via the computer network, responsive to input from a computing device, a chat session associated with the computing device and the support ticket. The initiating can be associated with a time stamp. The server can be configured to determine a compliance with the service level agreement. The compliance can be computed as a difference between the time stamp and the creation time being less than the maximum response time. The server can be configured to generate a notification of the compliance with the service level agreement.

公开(公告)号：US11526820B2

公开(公告)日：2022-12-13

申请号：US17372628

申请日：2021-07-12

Applicant: c/o ConnectWise, LLC.

Inventor： Arnold Bellini, III ,  Linda Brotherton ,  Robert Isaacs

IPC: G06Q10/06 ,  G06Q30/06

Abstract: 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.