Robert A Isaacs

US Patent:

20220374818, Nov 24, 2022

Filed:

Apr 29, 2022

Appl. No.:

17/733395

Inventors:

- Tampa FL, US
Linda Brotherton - Tampa FL, US
Robert Isaacs - Tampa FL, US

Assignee:

ConnectWise, LLC - Tampa FL

International Classification:

G06Q 10/06

Abstract:

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.

US Patent:

20220180296, Jun 9, 2022

Filed:

Jul 12, 2021

Appl. No.:

17/372628

Inventors:

- Tampa FL, US
Linda Brotherton - Tampa FL, US
Robert Isaacs - Tampa FL, US

Assignee:

c/o ConnectWise, LLC. - Tampa FL

International Classification:

G06Q 10/06
G06Q 30/06

Abstract:

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.

US Patent:

20210150435, May 20, 2021

Filed:

Nov 23, 2020

Appl. No.:

17/101464

Inventors:

- Tampa FL, US
Linda Brotherton - Tampa FL, US
Robert Isaacs - Tampa FL, US

Assignee:

Connectwise LLC - Tampa FL

International Classification:

G06Q 10/06

Abstract:

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.

US Patent:

20210150452, May 20, 2021

Filed:

Nov 23, 2020

Appl. No.:

17/101450

Inventors:

- Tampa FL, US
Linda Brotherton - Tampa FL, US
Robert Isaacs - Tampa FL, US

Assignee:

ConnectWise LLC - Tampa FL

International Classification:

G06Q 10/06

Abstract:

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.

US Patent:

20200012982, Jan 9, 2020

Filed:

Jun 7, 2019

Appl. No.:

16/434749

Inventors:

- Tampa FL, US
Linda Brotherton - Tampa FL, US
Robert Isaacs - Tampa FL, US

International Classification:

G06Q 10/06

Abstract:

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.

US Patent:

20200012995, Jan 9, 2020

Filed:

Jun 21, 2019

Appl. No.:

16/448810

Inventors:

- Tampa FL, US
Linda Brotherton - Tampa FL, US
Robert Isaacs - Tampa FL, US

Assignee:

ConnectWise LLC - Tampa FL

International Classification:

G06Q 10/06
G06Q 30/06

Abstract:

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.

US Patent:

20180005166, Jan 4, 2018

Filed:

Jun 15, 2017

Appl. No.:

15/624628

Inventors:

- Tampa FL, US
Linda Brotherton - Tampa FL, US
Robert Isaacs - Tampa FL, US

Assignee:

ConnectWise Inc. - Tampa FL

International Classification:

G06Q 10/06

Abstract:

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.

US Patent:

20170337502, Nov 23, 2017

Filed:

Jun 2, 2017

Appl. No.:

15/612650

Inventors:

- Tampa FL, US
Linda Brotherton - Tampa FL, US
Robert Isaacs - Tampa FL, US

International Classification:

G06Q 10/06
G06Q 30/06

Abstract:

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.