Connectwise, LLC

Connectwise.com, Inc.

Robert Isaacs

Arnold Bellini, Iii

Linda Brotherton

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 interfacing between a sales management system and a project planning system

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.

Business management system that uses product data with product classes

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.

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Tampa, FL, United States of America

Robert Isaacs