ConnectWise Mobile
Your On the Go Companion!
無料
2.0.3for iPhone, iPod touch
Age Rating
ConnectWise Mobile スクリーンショット
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.
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.
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最新バージョン 2.0.3 の更新情報
Last updated on 2023年12月06日
旧バージョン
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
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
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Version History
2.0.3
2023年12月06日
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
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
2023年09月06日
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
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
2023年07月06日
MFA Login with accepting Token bug fix
2.0.1
2023年06月28日
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
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
2023年05月10日
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
- 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
2022年12月05日
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
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
2022年09月15日
Bug Fixes to ensure user is able to update tickets with no issue
1.4.3
2022年08月03日
- Time / Expense sheets verbiage updates
- Date and Time picker fixed to come up on first click
- Attach Configuration to ticket issue fixed
- Date and Time picker fixed to come up on first click
- Attach Configuration to ticket issue fixed
1.4.2.2
2022年06月13日
Crash fix
1.4.2.1
2022年05月26日
Bug Fixes
1.4.2
2022年05月04日
Item removed from ticket when status changed
Time Entry notes, recipients, and CC fixes
SSO log off changes
Deleting Product from ticket
Time Entry notes, recipients, and CC fixes
SSO log off changes
Deleting Product from ticket
1.4.1.1
2022年04月01日
Bug fixed for the MFA
1.4.1
2022年03月29日
This release contains the support for Email MFA.
1.3.9
2020年10月12日
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.
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
2020年06月05日
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. 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
2020年06月02日
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. 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
2020年05月06日
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.
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
2020年03月28日
Markdown - This release has Markdown available for Time Entries and Ticket Notes.
1.3.4
2020年02月27日
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) 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
2020年02月11日
Maintenance release with SSO fixes.
1.3.2
2020年02月04日
Attachments can be added and viewed on Companies, Configurations, and Opportunities.
1.3.1
2020年01月28日
Maintenance release containing the following:
1) Issues with SSO.
2) Isolated crashes for users.
1) Issues with SSO.
2) Isolated crashes for users.
1.3.0
2020年01月16日
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) 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
2019年12月17日
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) 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
2019年11月21日
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.
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
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iPhone
iOS 11.0以降が必要です。
iPod touch
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