ConnectWise Automate product updates

Having accurate knowledge about your organization and the teams you manage is crucial to making business decisions that better your different teams. ConnectWise has been working to create a single screen where all application data can be accessed and viewed. This gives you a single location to manage all areas of your business from sales and marketing to service and finance. Having the aggregate data in a single location gives you more control over your business than ever before.

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These days, it's not enough to just have quick and useful information at your fingertips⁠—you want to be able to use this information to take action immediately. ConnectWise has developed the ability to drill through their reports and into actionable screens. So, if you're reviewing a patching report within ConnectWise Now, and you see a system missing patches, simply click into the chart and remediate this. This gives you the power to see how you're company is doing and resolve issues even faster. Some of these charts include:

• Active Alerts

• Patching Alerts

• Accepted Quotes

• Expired Quotes

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Being in IT isn't always convenient. You have a life, and we understand that. So, the next time a patching emergency strikes, whether you're at a t-ball game or your in-laws for dinner, just remember that you'll have access to Automate Patch approvals via the web browser. This makes sure you can take care of work, even when you're on the go.

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Your customers are wanting more help than ever—and faster than ever before. Not to mention, you want to supply great customer service while keeping time spent to a minimum. Now, you'll have the ability to accomplish all of this with a new enhancement—the ability to remotely be at your customer's site with ConnectWise View. This allows you to easily see what's going on at the customer site through the camera on their cellular phone. This way, you can easily give direction to resolve the issue as if you were there, save time, and keep the customer happy.

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Now, adhoc remote control sessions are only a click away from within Automate. With the Control and Automate integrations, you can now easily start a Control session with the end user without ever having to leave the Automate window. This gives you quick access to customers without having to take longer than expected to resolve issues. These integrations lead to a better customer experience and increased efficiency for your techs.

Additional Resources

Adhoc (Remote Support) There is an additional charge for Remote Support and not all Automate partners have access

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Keep customer interruptions to a minimum! Automate and Control have teamed up to give you device access from a single click. Backstage allows you to quickly and easily access the registry and run commands without having to interrupt the customer by contacting them during their busy day.

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Having Automate whenever you need and wherever you are is a big demand for our partners. For this reason, we are continuously developing and migrating current screens over to the browser version. We're working through the system based on the level of involvement a specific task may need and ensuring the higher priority screens are migrated first. We're also simultaneously creating process flow improvements to streamline your jobs. During the webinar, we will be demonstrating the intended functionality and process flow of our development efforts.

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With network maps in ConnectWise Automate, your technicians will have increased visibility to confidently support any remote network. This allows you to have immediate insight into every connected device—even the ones they don’t tell you about.

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Adopting new features can be difficult and time consuming. We are taking steps to simplify the adoption of the toolset and make it faster to see a return on your investment. We are giving you the ability to become more familiar with more areas of the system through an onboarding wizard.

Additional Resources

View the Release Notes