ConnectWise Mobile
商务
仅适用于 iPhone
免费 · 专为 iPhone 设计。未针对 macOS 验证。
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.
更多 With this release, we have fixed an issue that was preventing the Agenda screen from loading a users schedule.
2.1.3 7月15日
With this release, we have fixed an issue where the Add Signature button was not displaying on service tickets.
2.1.2 5月5日
With this release, users who do not have the Custom Fields license can now use ticketing within the app, reducing the amount of permission errors.
The following issues have been resolved with this release:
Products can now be added to tickets.
Expenses can now be added to service tickets without error when the user has the required permissions.
The Work Type’s default billing now automatically carries over to the Mobile app.
2.1.1 4月13日
This hotfix address defects with Service Tickets having an option to Add Signature
Users can now Add Signature to Service Tickets which will save Sign Off form as an attachment
2.0.3.1 2024/07/17
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
2.0.3 2023/12/06
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
2.0.2 2023/09/06
MFA Login with accepting Token bug fix
2.0.1.1 2023/07/06
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
2.0.1 2023/06/28
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
2.0.0 2023/05/10
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
1.4.4 2022/12/05
Bug Fixes to ensure user is able to update tickets with no issue
1.4.3.1 2022/09/15
- Time / Expense sheets verbiage updates
- Date and Time picker fixed to come up on first click
- Attach Configuration to ticket issue fixed
1.4.3 2022/08/03
Crash fix
1.4.2.2 2022/06/13
Bug Fixes
1.4.2.1 2022/05/26
Item removed from ticket when status changed
Time Entry notes, recipients, and CC fixes
SSO log off changes
Deleting Product from ticket
1.4.2 2022/05/04
Bug fixed for the MFA
1.4.1.1 2022/04/01
This release contains the support for Email MFA.
1.4.1 2022/03/29
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.
1.3.9 2020/10/12
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.
1.3.8 2020/06/05
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 2020/06/02
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.
1.3.6 2020/05/06
Markdown - This release has Markdown available for Time Entries and Ticket Notes.
1.3.5 2020/03/28
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.
1.3.4 2020/02/27
Maintenance release with SSO fixes.
1.3.3 2020/02/11
Attachments can be added and viewed on Companies, Configurations, and Opportunities.
1.3.2 2020/02/04
With this release, we have fixed an issue that was preventing the Agenda screen from loading a users schedule.
更多 版本 2.1.3 7月15日
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