ConnectWise Mobile

ConnectWise Mobile


Your On the Go Companion!


Free

2.0.3for iPhone, iPod touch
7.7
570 Ratings
ConnectWise
Developer
62.1 MB
Size
Dec 6, 2023
Update Date
Business
Category
4+
Age Rating
Age Rating
4+
Apps in this category do not contain restricted content.
9+
Apps in this category may contain mild or occasional cartoon, fantasy or real-life violence, as well as occasional or mild adult, sexually suggestive or horrifying content and may not be suitable for children under 9 years of age.
12+
Apps in this category may contain occasional mild indecent language, frequent or intense cartoon or real-life violence, minor or occasional adult or sexually suggestive material, and simulated gambling, and may be for children under 12 years of age.
17+
You must be at least 17 years old to access this App.
Apps in this category may contain frequent and intense offensive language; Frequent and intense cartoon, fantasy or realistic violence: frequent and intense adult, scary and sexually suggestive subjects: as well as sexual content, nudity, tobacco, alcohol and drugs, may not be suitable for children under 17 years of age.
ConnectWise Mobile Screenshots
ConnectWise Mobile posterConnectWise Mobile posterConnectWise Mobile posterConnectWise Mobile posterConnectWise Mobile posterConnectWise Mobile posterConnectWise Mobile poster

About ConnectWise Mobile

The official ConnectWise® Manage Companion app is your on the go companion for Service Technicians!
This mobile app includes the most popular features of ConnectWise® PSA and combining them with a user friendly interface designed to help you complete assigned tasks quickly and efficiently. See your agenda at a glance, update ticket status and notes, submit expenses, and more while on the go.
We want to hear your feedback!
Please use the “Send Feedback” button within the app or post on our enhancement forums at:
https://product.connectwise.com/communities/35-connectwise-mobile-enhancements
Requires ConnectWise® PSA Add-on license.
Show More

What's New in the Latest Version 2.0.3

Last updated on Dec 6, 2023
Old Versions
This release contains the following new features and fixes including:

1. New enhancements added to the app:
Global search to include History of previously searched tickets
Global search to include Opportunities
Opportunity sorting options in list view
Opportunity List view search bar added
Ticket List view search bar added
Ability to attach URL in ticket attachments
Ticket Filter now allowing for multiple types
Misc Schedule Entry and Activities now have a FAB to allow adding Time/Expense entries and Resources where applicable
Viewing ticket to update customer updated flag
Ticket filters allowing default customizations
Added permission errors where needed
Allow for deleting contacts
2. Bug fixes include:
SSO login over non SSO member already logged in caused app to crash
Opportunity filter to view open was showing closed
Company ID was getting overwritten when creating new Company
Missing Ticket Owners when updating tickets in Mobile app
Incorrect Permission error when adding Products to Tickets or when accessing Agenda
Search Contacts not giving search results
Show More
Version History
2.0.3
Dec 6, 2023
This release contains the following new features and fixes including:

1. New enhancements added to the app:
Global search to include History of previously searched tickets
Global search to include Opportunities
Opportunity sorting options in list view
Opportunity List view search bar added
Ticket List view search bar added
Ability to attach URL in ticket attachments
Ticket Filter now allowing for multiple types
Misc Schedule Entry and Activities now have a FAB to allow adding Time/Expense entries and Resources where applicable
Viewing ticket to update customer updated flag
Ticket filters allowing default customizations
Added permission errors where needed
Allow for deleting contacts
2. Bug fixes include:
SSO login over non SSO member already logged in caused app to crash
Opportunity filter to view open was showing closed
Company ID was getting overwritten when creating new Company
Missing Ticket Owners when updating tickets in Mobile app
Incorrect Permission error when adding Products to Tickets or when accessing Agenda
Search Contacts not giving search results
2.0.2
Sep 6, 2023
This release contains the following new features and fixes including:

New enhancements added to the app:
Barcode Scanner for Serialized Pick and Ship
Service Ticket Agreement Selection
Customizable Side Bar Menu
Site Default Mileage to apply to expense
Time / Expense Ability to Change Billing Option
Products Internal Notes visible in Ticket
Disable Editing to Invoiced Product
Bug fixes include:
Dark Mode Global Search Issue
Agreement Added to Product
Expense Entry Character Limit
Numbers Custom Field Character Limit
Editing Misc Schedule
URL Attachement in Tickets
2.0.1.1
Jul 6, 2023
MFA Login with accepting Token bug fix
2.0.1
Jun 28, 2023
This release contains the following new features and fixes including:

New enhancements added to the app:
Add Products to Opportunity
Update Ticket Summary
Customize Sort on ticket boards
Project Ticket Filter by Company
View tickets via configuration
Activity to use defaults
Activity to show Company Name on Calendar
Jailbroken Device not supported
Bug fixes include:
TimeSheet info ribbon to show submitted
Expense entry on tickets not applying Agreement
SSO login errors
Attaching Video crashes app
2.0.0
May 10, 2023
This release contains the following new features and fixes including:

- New enhancements added to the app:
- Updated App icon Logo and color scheme
- Add option to search Closed Tickets in Global Ticket Search
- Add ticket owner to Service/Project ticket
- Access Submitted Time Sheets/Expense Reports
- Show Product Price
- Change Site on a New Ticket
- Add team tab to Companies
- Add extension numbers to contact phone
- Ability to add and edit contacts
Bug fixes include:
- Calendar deletes items when adding new to following day
- Calendar shows duplicate scheduled items at first
- Schedule items do not show on Calendar after 6:30PM ET, but show on Agenda
- Barcode Scanning products adds extra digit to code
- Touch ID not accepting of SSO member password
- Calendar missing entries for New Zealand members
- Limited permission adding resource to ticket
1.4.4
Dec 5, 2022
This release containing the following new features and fixes:
New enhancements added to the app:
Delete products from tickets
Ticket Status set to not show are now hidden on service board when set to a filter
Bug fixes include:
Product Billable flag was incorrectly set when added to tickets
Custom fields set to Number type did not hold more than 3 values
Time Entry company selection
Company Notes character limit increased
Keyboard was covering notes when typing
Agenda issues
Time Entries CC field
Attachments to tickets
Warehouse and BINs selection
1.4.3.1
Sep 15, 2022
Bug Fixes to ensure user is able to update tickets with no issue
1.4.3
Aug 3, 2022
- Time / Expense sheets verbiage updates
- Date and Time picker fixed to come up on first click
- Attach Configuration to ticket issue fixed
1.4.2.2
Jun 13, 2022
Crash fix
1.4.2.1
May 26, 2022
Bug Fixes
1.4.2
May 4, 2022
Item removed from ticket when status changed
Time Entry notes, recipients, and CC fixes
SSO log off changes
Deleting Product from ticket
1.4.1.1
Apr 1, 2022
Bug fixed for the MFA
1.4.1
Mar 29, 2022

This release contains the support for Email MFA.

1.3.9
Oct 12, 2020
1) My Activities list view - a filterable list view to view activities for your member.
2) Recently searched suggestions - available on Company, Contact, and Configuration searches.
3) View Closed Tickets for a Company. Available on the Ticket - Details tab and Company - Details tab.
4) Drill into a Company from a Ticket.
5) Sign-Off form - Signature is now stitched to the sign off form.
6) 'Now' button to set current time or date on time and date fields.
1.3.8
Jun 5, 2020
This release contains the following new features:

1. Delete Time and Expense entries.
2. View Total Hours on a Time Sheet.
3. Create Service Ticket from a Config.
4. Add/View Company Notes.
5. View Sites & Addresses on Company.
6. Product Description displays on Product Search (Products show Product ID and Product Description).
7. Priority can be updated on Tickets.
8. Default Home Page can now be set in Settings (standard default is Agenda).
9. Viewing another Members Agenda or Calendar will now default that viewed Member when creating Misc. Schedules/Activities/Tickets.
1.3.7
Jun 2, 2020
This release contains the following new features:

1. Delete Time and Expense entries.
2. View Total Hours on a Time Sheet.
3. Create Service Ticket from a Config.
4. Add/View Company Notes.
5. View Sites & Addresses on Company.
6. Product Description displays on Product Search (Products show Product ID and Product Description).
7. Priority can be updated on Tickets.
8. Default Home Page can now be set in Settings (standard default is Agenda).
9. Viewing another Members Agenda or Calendar will now default that viewed Member when creating Misc. Schedules/Activities/Tickets.
1.3.6
May 6, 2020
1) Change Board on Service Tickets.
2) Custom Fields are now available for the following:
a) Tickets: Company, Ticket, and Additional Details pods are now available and editable.
b) Time Entries: Overview and Details pods.
c) Expense Entries: Overview and Expense Entry pods.
3) Pick and Ship: Products can now be picked and shipped on Tickets.
1.3.5
Mar 28, 2020
Markdown - This release has Markdown available for Time Entries and Ticket Notes.
1.3.4
Feb 27, 2020
This release contains the following new features:

1) Service Board Filtering: filter Service Tickets by Service Board, Status, Priority, Company, Company site, Company Contact, Type, Subtype, and Item. This can be accessed by going to the 'Service Board' option in the Left Navigation Drawer and selecting the filter icon in the upper right hand corner of the Service Board screen.
2) Product Search - Product Description can be used to search for a Product to add to a Ticket.
1.3.3
Feb 11, 2020
Maintenance release with SSO fixes.
1.3.2
Feb 4, 2020
Attachments can be added and viewed on Companies, Configurations, and Opportunities.
1.3.1
Jan 28, 2020
Maintenance release containing the following:

1) Issues with SSO.
2) Isolated crashes for users.
1.3.0
Jan 16, 2020
The following new features are available in this version:

1) Activities - Create Activities, edit Activities, and schedule resources on Activities via the blue Floating Action button on Agenda and Calendar.
2) Configuration updates-
a) Configurations under Company - Details tab as well as Ticket - Configurations tab now sort Alphabetically.
b) Create/Edit Configuration - Configurations are now able to be created via the blue Floating Action button on Configuration Search. Existing Configurations can now edited.
3) Expense Tax Types - Add Tax Types to Expenses using the Floating Action Button.
*Note, Tax Types are set per Location in Billing Setup Table. Tax Types will not append to an Expense that is to a location not set up for Tax Types.
4) Company Contact List - The list of active contacts for a Company can now be viewed in the 'Details' tab of a Company.
1.2.9
Dec 17, 2019
The following are the new features in this release:

1) Opportunities - View, create, and edit Opportunities.
2) Work Role on Time Entry - Work role field now available on Time Entry.
3) Charge To - Time and Expense entries can be added to an Activity/Company/Ticket from the Time Sheet or Expense Report. Items in Charge-to will populate from what is on the Agenda/Calendar.
1.2.8
Nov 21, 2019
The following features have been added to this version:

1) Easier Search - Company, Configuration, and Contacts have been broken out into Left Navigation Drawer items .
*Note: Ticket Search is accessible in 'Search' at the top of Left Navigation Drawer , and Company, Contact, and Configuration can still be accessed in 'Search' as well.

**Note: on smaller sized phones this might 'hide' features like stopwatch. The Left Navigation Drawer has been made scrollable so that they are still accessible.
2) View/Change Site on Ticket - the Site name and address can be seen on Tickets and a new site selected.
3) View Other Members Agenda/Calendar - Can select a different member on Calendar/Agenda to see other members schedules.

ConnectWise Mobile FAQ

Click here to learn how to download ConnectWise Mobile in restricted country or region.
Check the following list to see the minimum requirements of ConnectWise Mobile.
iPhone
Requires iOS 11.0 or later.
iPod touch
Requires iOS 11.0 or later.
ConnectWise Mobile supports English

ConnectWise Mobile Alternative

You May Also Like

Get more from ConnectWise