Invention Grant
- Patent Title: Systems and methods for interfacing between a sales management system and a project planning system
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Application No.: US18079376Application Date: 2022-12-12
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Publication No.: US12112286B2Publication Date: 2024-10-08
- Inventor: Arnold Bellini, III , Linda Brotherton , Robert Isaacs
- Applicant: ConnectWise, LLC
- Applicant Address: US FL Tampa
- Assignee: Connect Wise, LLC
- Current Assignee: Connect Wise, LLC
- Current Assignee Address: US FL Tampa
- Agency: Foley Hoag LLP
- Agent John Lanza; Joshua S. Matloff
- Main IPC: G06Q10/0631
- IPC: G06Q10/0631 ; G06Q30/0601

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.
Public/Granted literature
- US20230359962A1 SYSTEMS AND METHODS FOR INTERFACING BETWEEN A SALES MANAGEMENT SYSTEM AND A PROJECT PLANNING SYSTEM Public/Granted day:2023-11-09
Information query