Patents Assigned to Connectwise, LLC
  • Patent number: 11551170
    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.
    Type: Grant
    Filed: November 23, 2020
    Date of Patent: January 10, 2023
    Assignee: ConnectWise, LLC
    Inventors: Arnold Bellini, III, Linda Brotherton, Robert Isaacs
  • Patent number: 11553010
    Abstract: Systems and methods of the present disclosure are directed to providing remote control capabilities in information technology infrastructure. In particular, systems and methods of the present disclosure can provide remotely control capabilities to facilitate the management, configuration, or maintenance of information technology infrastructure.
    Type: Grant
    Filed: June 28, 2021
    Date of Patent: January 10, 2023
    Assignee: ConnectWise, LLC
    Inventors: Jake Morgan, Mayfield Reynolds
  • Patent number: 11526820
    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.
    Type: Grant
    Filed: July 12, 2021
    Date of Patent: December 13, 2022
    Assignee: ConnectWise, LLC
    Inventors: Arnold Bellini, III, Linda Brotherton, Robert Isaacs
  • Patent number: 11516093
    Abstract: The present disclosure facilitates improving the operation of a cloud service by updating its configuration information and its resource requirements. The resource utilization of the cloud service can be monitored, and a decision logic module can determine whether action is required. When action is required, an update can be prepared and applied, and notifications can be generated about the condition and its resolution. Resolutions can require correlation of multiple cloud services to provide real-time access to information that is not otherwise available to a single entity. Resolutions can be learned and predicted in a number of ways using a predictive engine.
    Type: Grant
    Filed: June 15, 2020
    Date of Patent: November 29, 2022
    Assignee: ConnectWise, LLC
    Inventors: Craig M. Fulton, Stephen Burgess, Arnold Bellini, III
  • Publication number: 20220374818
    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.
    Type: Application
    Filed: April 29, 2022
    Publication date: November 24, 2022
    Applicant: ConnectWise, LLC
    Inventors: Arnold Bellini, III, Linda Brotherton, Robert Isaacs
  • Patent number: 11429913
    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.
    Type: Grant
    Filed: August 2, 2013
    Date of Patent: August 30, 2022
    Assignee: CONNECTWISE, LLC
    Inventors: Arnold Bellini, III, Linda Brotherton, Mark E Laplante
  • Publication number: 20220200846
    Abstract: Systems and methods of the present disclosure are directed to providing remote access capabilities in information technology infrastructure. In particular, systems and methods of the present disclosure can provide remotely access capabilities to facilitate the management, configuration, or maintenance of information technology infrastructure.
    Type: Application
    Filed: October 11, 2019
    Publication date: June 23, 2022
    Applicant: ConnectWise, LLC
    Inventors: Jake Morgan, Max Booth
  • Publication number: 20220191216
    Abstract: Systems and methods of managing fraudulent devices are provided. The system detects a request for a connection to communicatively couple a technician computing device with a receiver computing device. The system identifies connection data for the connection. The system requests, based on the connection data, a plurality of account values. Each of the plurality of account values is associated with an account that the technician computing device used to establish the connection. The system generates a score indicating a fraudulent level of the account based on the plurality of account values. The system terminates, responsive to a comparison of the score with a fraud threshold, the connection. The system transmits, to a ticketing system, a support ticket generated responsive to the comparison of the score with the fraud threshold.
    Type: Application
    Filed: March 4, 2022
    Publication date: June 16, 2022
    Applicant: ConnectWise, LLC
    Inventors: Jacob Morgan, Benjamin Burner
  • Patent number: 11362913
    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.
    Type: Grant
    Filed: January 15, 2021
    Date of Patent: June 14, 2022
    Assignee: ConnectWise, LLC
    Inventors: Arnold Bellini, III, Linda Brotherton, Craig M. Fulton
  • Publication number: 20220180296
    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.
    Type: Application
    Filed: July 12, 2021
    Publication date: June 9, 2022
    Applicant: c/o ConnectWise, LLC.
    Inventors: Arnold Bellini, III, Linda Brotherton, Robert Isaacs
  • Publication number: 20220182423
    Abstract: Remote control to facilitate the management, configuration, or maintenance of information technology infrastructure is provided. The system activates a real-time communication session and a code for the real-time communication session. The system generates a link with an indication of the code for the real-time communication session. The system transmits the link to a mobile telecommunications device that launches a web browser to request content. The system receives the request for content, and obtains access to data from a sensor of the mobile telecommunications device. The system identifies the real-time communication session corresponding to the code. The system establishes, via a web socket over a network protocol, the real-time communication session with a data feed from the sensor. The system provides, based on at least a portion of the data feed, a command to control the mobile telecommunications device.
    Type: Application
    Filed: July 12, 2021
    Publication date: June 9, 2022
    Applicant: ConnectWise, LLC.
    Inventors: Jeff Bishop, Jake Morgan
  • Publication number: 20220166808
    Abstract: Systems and methods of the present disclosure are directed to providing remote control capabilities in information technology infrastructure. In particular, systems and methods of the present disclosure can provide remotely control capabilities to facilitate the management, configuration, or maintenance of information technology infrastructure.
    Type: Application
    Filed: June 28, 2021
    Publication date: May 26, 2022
    Applicant: ConnectWise, LLC.
    Inventors: JAKE MORGAN, Mayfield Reynolds
  • Publication number: 20220164735
    Abstract: 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.
    Type: Application
    Filed: June 28, 2021
    Publication date: May 26, 2022
    Applicant: ConnectWise, LLC.
    Inventors: Arnold Bellini, III, Linda Brotherton, Gerwai Todd
  • Patent number: 11321647
    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.
    Type: Grant
    Filed: November 23, 2020
    Date of Patent: May 3, 2022
    Assignee: CONNECTWISE, LLC
    Inventors: Arnold Bellini, III, Linda Brotherton, Robert Isaacs
  • Publication number: 20220108367
    Abstract: A system includes a proposal engine configured to present quotes and/or proposals to customers at a network site.
    Type: Application
    Filed: May 24, 2021
    Publication date: April 7, 2022
    Applicant: ConnectWise, LLC
    Inventors: Kent MCNALL, Samuel G. DEMULLING
  • Patent number: 11283813
    Abstract: Systems and methods of managing fraudulent devices are provided. The system detects a request for a connection to communicatively couple a technician computing device with a receiver computing device. The system identifies connection data for the connection. The system requests, based on the connection data, a plurality of account values. Each of the plurality of account values is associated with an account that the technician computing device used to establish the connection. The system generates a score indicating a fraudulent level of the account based on the plurality of account values. The system terminates, responsive to a comparison of the score with a fraud threshold, the connection. The system transmits, to a ticketing system, a support ticket generated responsive to the comparison of the score with the fraud threshold.
    Type: Grant
    Filed: April 2, 2019
    Date of Patent: March 22, 2022
    Assignee: CONNECTWISE, LLC
    Inventors: Jacob Morgan, Benjamin Burner
  • Patent number: 11218362
    Abstract: Systems and methods of the present disclosure can facilitate managing a computing device. The computing device can be a managed device that is managed by a device management server. In some embodiments, the system includes a generation module and an interface module. The generation module may be configured to receive a site location for the computing device, identify an address of the device management server, and generate an optical representation of a configuration based on the site location and the address. The interface module may be configured to provide the optical representation to the computing device and receive a communication from the computing device, the communication corresponding to the configuration.
    Type: Grant
    Filed: July 19, 2019
    Date of Patent: January 4, 2022
    Assignee: Connectwise, LLC
    Inventor: Brett Alan Cheloff
  • Patent number: 11063989
    Abstract: Remote control to facilitate the management, configuration, or maintenance of information technology infrastructure is provided. The system activates a real-time communication session and a code for the real-time communication session. The system generates a link with an indication of the code for the real-time communication session. The system transmits the link to a mobile telecommunications device that launches a web browser to request content. The system receives the request for content, and obtains access to data from a sensor of the mobile telecommunications device. The system identifies the real-time communication session corresponding to the code. The system establishes, via a web socket over a network protocol, the real-time communication session with a data feed from the sensor. The system provides, based on at least a portion of the data feed, a command to control the mobile telecommunications device.
    Type: Grant
    Filed: November 7, 2018
    Date of Patent: July 13, 2021
    Assignee: Connectwise, LLC
    Inventors: Jake Morgan, Mayfield Reynolds
  • Patent number: 11062242
    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.
    Type: Grant
    Filed: June 21, 2019
    Date of Patent: July 13, 2021
    Assignee: ConnectWise LLC
    Inventors: Arnold Bellini, III, Linda Brotherton, Robert Isaacs
  • Patent number: 11049057
    Abstract: 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.
    Type: Grant
    Filed: October 31, 2013
    Date of Patent: June 29, 2021
    Assignee: Connectwise, LLC
    Inventors: Arnold Bellini, III, Linda Brotherton, Gerwai Todd