ConnectWise Mobile2.1.3 - App Store
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Publisher Description
The official ConnectWise(R) Manage Companion app is your on the go companion for Service Technicians!
This mobile app includes the most popular features of ConnectWise(R) 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(R) PSA Add-on license.
Version History With this release, we have fixed an issue that was preventing the Agenda screen from loading a users schedule. 2.1.3 Jul 15 With this release, we have fixed an issue where the Add Signature button was not displaying on service tickets. 2.1.2 May 5 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 Apr 13 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 07/17/2024 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 12/06/2023 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 2.0.2 09/06/2023 MFA Login with accepting Token bug fix 2.0.1.1 07/06/2023 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 2.0.1 06/28/2023 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 2.0.0 05/10/2023 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 12/05/2022 Bug Fixes to ensure user is able to update tickets with no issue 1.4.3.1 09/15/2022 - Time / Expense sheets verbiage updates
- Date and Time picker fixed to come up on first click
- Attach Configuration to ticket issue fixed 1.4.3 08/03/2022 Crash fix 1.4.2.2 06/13/2022 Bug Fixes 1.4.2.1 05/26/2022 Item removed from ticket when status changed
Time Entry notes, recipients, and CC fixes
SSO log off changes
Deleting Product from ticket 1.4.2 05/04/2022 Bug fixed for the MFA 1.4.1.1 04/01/2022 This release contains the support for Email MFA. 1.4.1 03/29/2022 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 10/12/2020 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. 1.3.8 06/05/2020 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 06/02/2020 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. 1.3.6 05/06/2020 Markdown - This release has Markdown available for Time Entries and Ticket Notes. 1.3.5 03/28/2020 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. 1.3.4 02/27/2020 Maintenance release with SSO fixes. 1.3.3 02/11/2020 Attachments can be added and viewed on Companies, Configurations, and Opportunities. 1.3.2 02/04/2020
About ConnectWise Mobile
The company that develops ConnectWise Mobile is ConnectWise, Inc. The latest version released by its developer is 2.1.3.
To install ConnectWise Mobile on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-15 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the ConnectWise Mobile as malware if the download link is broken.
How to install ConnectWise Mobile on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the ConnectWise Mobile is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After ConnectWise Mobile is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 2.1.3
posted on 2026-10-15
Version History With this release, we have fixed an issue that was preventing the Agenda screen from loading a users schedule. 2.1.3 Jul 15 With this release, we have fixed an issue where the Add Signature button was not displaying on service tickets. 2.1.2 May 5 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 Apr 13 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 07/17/2024 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 12/06/2023 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 2.0.2 09/06/2023 MFA Login with accepting Token bug fix 2.0.1.1 07/06/2023 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 2.0.1 06/28/2023 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 2.0.0 05/10/2023 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 12/05/2022 Bug Fixes to ensure user is able to update tickets with no issue 1.4.3.1 09/15/2022 - Time / Expense sheets verbiage updates
- Date and Time picker fixed to come up on first click
- Attach Configuration to ticket issue fixed 1.4.3 08/03/2022 Crash fix 1.4.2.2 06/13/2022 Bug Fixes 1.4.2.1 05/26/2022 Item removed from ticket when status changed
Time Entry notes, recipients, and CC fixes
SSO log off changes
Deleting Product from ticket 1.4.2 05/04/2022 Bug fixed for the MFA 1.4.1.1 04/01/2022 This release contains the support for Email MFA. 1.4.1 03/29/2022 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 10/12/2020 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. 1.3.8 06/05/2020 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 06/02/2020 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. 1.3.6 05/06/2020 Markdown - This release has Markdown available for Time Entries and Ticket Notes. 1.3.5 03/28/2020 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. 1.3.4 02/27/2020 Maintenance release with SSO fixes. 1.3.3 02/11/2020 Attachments can be added and viewed on Companies, Configurations, and Opportunities. 1.3.2 02/04/2020
version 2.1.2
posted on 2026-07-01
Version History With this release, we have fixed an issue where the Add Signature button was not displaying on service tickets. 2.1.2 May 5 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 Apr 13 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 07/17/2024 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 12/06/2023 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 2.0.2 09/06/2023 MFA Login with accepting Token bug fix 2.0.1.1 07/06/2023 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 2.0.1 06/28/2023 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 2.0.0 05/10/2023 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 12/05/2022 Bug Fixes to ensure user is able to update tickets with no issue 1.4.3.1 09/15/2022 - Time / Expense sheets verbiage updates
- Date and Time picker fixed to come up on first click
- Attach Configuration to ticket issue fixed 1.4.3 08/03/2022 Crash fix 1.4.2.2 06/13/2022 Bug Fixes 1.4.2.1 05/26/2022 Item removed from ticket when status changed
Time Entry notes, recipients, and CC fixes
SSO log off changes
Deleting Product from ticket 1.4.2 05/04/2022 Bug fixed for the MFA 1.4.1.1 04/01/2022 This release contains the support for Email MFA. 1.4.1 03/29/2022 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 10/12/2020 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. 1.3.8 06/05/2020 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 06/02/2020 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. 1.3.6 05/06/2020 Markdown - This release has Markdown available for Time Entries and Ticket Notes. 1.3.5 03/28/2020 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. 1.3.4 02/27/2020 Maintenance release with SSO fixes. 1.3.3 02/11/2020 Attachments can be added and viewed on Companies, Configurations, and Opportunities. 1.3.2 02/04/2020 Maintenance release containing the following:
1) Issues with SSO.
2) Isolated crashes for users. 1.3.1 01/28/2020
version 2.1.2
posted on 2026-05-10
Version History With this release, we have fixed an issue where the Add Signature button was not displaying on service tickets. 2.1.2 5d ago 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 Apr 13 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 07/17/2024 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 12/06/2023 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 2.0.2 09/06/2023 MFA Login with accepting Token bug fix 2.0.1.1 07/06/2023 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 2.0.1 06/28/2023 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 2.0.0 05/10/2023 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 12/05/2022 Bug Fixes to ensure user is able to update tickets with no issue 1.4.3.1 09/15/2022 - Time / Expense sheets verbiage updates
- Date and Time picker fixed to come up on first click
- Attach Configuration to ticket issue fixed 1.4.3 08/03/2022 Crash fix 1.4.2.2 06/13/2022 Bug Fixes 1.4.2.1 05/26/2022 Item removed from ticket when status changed
Time Entry notes, recipients, and CC fixes
SSO log off changes
Deleting Product from ticket 1.4.2 05/04/2022 Bug fixed for the MFA 1.4.1.1 04/01/2022 This release contains the support for Email MFA. 1.4.1 03/29/2022 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 10/12/2020 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. 1.3.8 06/05/2020 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 06/02/2020 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. 1.3.6 05/06/2020 Markdown - This release has Markdown available for Time Entries and Ticket Notes. 1.3.5 03/28/2020 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. 1.3.4 02/27/2020 Maintenance release with SSO fixes. 1.3.3 02/11/2020 Attachments can be added and viewed on Companies, Configurations, and Opportunities. 1.3.2 02/04/2020 Maintenance release containing the following:
1) Issues with SSO.
2) Isolated crashes for users. 1.3.1 01/28/2020
version 2.0.3.1
posted on 2024-07-17
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
version 2.0.3.1
posted on 2024-07-17
Jul 17, 2024
Version 2.0.3.1
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
version 2.0.3
posted on 2023-12-06
Dec 6, 2023
Version 2.0.3
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
version 2.0.2
posted on 2023-09-06
Sep 6, 2023
Version 2.0.2
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
version 2.0.1.1
posted on 2023-07-06
Jul 6, 2023
Version 2.0.1.1
MFA Login with accepting Token bug fix
version 2.0.1
posted on 2023-06-28
Jun 28, 2023
Version 2.0.1
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
version 2.0.0
posted on 2023-05-10
May 10, 2023
Version 2.0.0
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
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