IP Library Granted Patent US 12,511,601
Granted Patent B2
US 12,511,601 · App. 17/360,358 · Granted Dec 30, 2025

Systems and methods for providing a marketplace for accessories of a business automation system

Inventors: Arnold Bellini, III (Tampa, FL); Linda Brotherton (Tampa, FL); Gerwai Todd (Lutz, FL)
Assignee: ConnectWise, LLC
G06Q10/0637G06Q10/067
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Quick Facts
Patent No.
US 12,511,601
App. No.
17/360,358
Granted
Dec 30, 2025
Kind
B2
Abstract

Systems and methods of the present disclosure can facilitate a marketplace for a business automation system comprising at least one processor executing on a computing device. In some embodiments, the system includes an upload module, an accessory creation module, and a download module. The upload module may be configured to receive, responsive to a first user, a configuration of the business automation system of the first user. The accessory creation module may be configured to create, based on the configuration, an accessory comprising at least one of a solution set, a service board, and a project board. The download module may be configured to verify, responsive to a second user, the suitability of the accessory for the business automation system of the second user. The download module may be further configured to transmit the accessory to the second user.

Claims (77)

1 . A method of improving performance of business automation systems executing on a computing device having at least one processor, the method comprising:

receiving, at an upload module of a network marketplace system executing on the computing device, a first request from a first device corresponding to a first business automation system;

receiving, responsive to the request and at the upload module, a first configuration of the business automation system, the first configuration based on a template, the first configuration automatically populated with device configuration data by a remote monitoring and management application executing on the computing device;

creating, via an accessory creation module, an accessory based on the first configuration of the business automation system, the accessory comprising a solution set having at least one of a service board, a project board, an instructional video, and a checklist;

storing the accessory in a memory of the network marketplace system;

receiving a second request from a second device corresponding to a second business automation system;

responsive to receiving the second request, receiving, at a download module executing on the computing device, a second configuration of the second device, the second configuration based on the template, the second configuration automatically populated with device configuration data by the remote monitoring and management;

verifying, via the download module, the suitability of the accessory for the second business automation system based on the second configuration, the verifying comprising at least one of:

(i) a version of the second business automation system is compatible with the accessory,

(ii) the second business automation system is configured with one or more accessories on which the accessory depends for execution,

(iii) the accessory does not require a configuration that is incompatible with the second business automation system, and

(iv) the accessory is compatible with each of the accessories previously installed on the second business automation system; and

transmitting, via the download module, the accessory to a workstation of the second business automation system; and

installing the accessory on the workstation.

2 . The method of claim 1 , wherein

the solution set further comprises an instructional video, and a checklist, an agreement, a product configuration, a CRM survey, a custom report, an HTML email template, a project template, a service template, a track, a view, and a workflow rule.

3 . The method of claim 2 , further comprising:

receiving, via a rating module executing on the computing device, responsive to receiving a third request from a third device, an evaluation of at least one of the solution set, the service board, the project board, the instructional video, the checklist, the agreement, the product configuration, the CRM survey, the custom report, the HTML email template, the project template, the service template, the track, the view, and the workflow rule; and

displaying, responsive to receiving a fourth request from a fourth device, the evaluation;

wherein the evaluation represents an opinion about at least one of the solution set, the service board, the project board, the instructional video, the checklist, the agreement, the product configuration, the CRM survey, the custom report, the HTML email template, the project template, the service template, the track, the view, and the workflow rule.

4 . The method of claim 1 , further comprising paying, via a payment module executing on the computing device, a first fee to a first user associated with the first device.

5 . The method of claim 4 , wherein paying further comprises paying, via a payment module executing on the computing device, a first fee denoted in currency to the first user.

6 . The method of claim 4 , wherein paying further comprises paying, via a payment module executing on the computing device, a first fee denoted using non-currency units to the first user.

7 . The method of claim 1 , further comprising collecting, via a collection module executing on the computing device, a second fee from a second user associated with the second device.

8 . The method of claim 7 , wherein collecting further comprises collecting, via a collection module executing on the computing device, a second fee denoted in currency from the second user.

9 . The method of claim 7 , wherein collecting further comprises collecting, via a collection module executing on the computing device, a second fee denoted using non-currency units from the second user.

10 . The method of claim 1 , further comprising:

receiving, via a rating module executing on the computing device, responsive to receiving a third request from a third device, an evaluation of at least one of the solution set, the service board, the project board, the instructional video, and the checklist; and

displaying, responsive to receiving a fourth request from a fourth device, the evaluation; wherein the evaluation represents an opinion about at least one of the solution set, the service board, the project board, the instructional video, and the checklist.

11 . The method of claim 1 , further comprising:

receiving, via the upload module, responsive to receiving a third request from a third device, an application configured to communicate with the business automation system using an application programming interface;

verifying, via the download module, responsive to receiving a fourth request from a fourth device, the suitability of the application for the business automation system of the fourth device; and transmitting the application to the fourth device.

12 . The method of claim 11 , further comprising:

receiving, via a rating module executing on the computing device, responsive to receiving a third request from a third device, an evaluation of at least one of the solution set, the service board, the project board, the instructional video, the checklist, and the application; and

displaying, responsive to receiving a fourth request from a fourth device, the evaluation; wherein the evaluation represents an opinion about at least one of the solution set, the service board, the project board, the instructional video, the checklist, and the application.

13 . A marketplace system for business automation systems executing on a computing device having at least one processor, the system comprising:

an upload module of a network marketplace system executing on the computing device,

receiving a first request from a first device corresponding to a first business automation system;

receiving, responsive to the request and at the upload module, a first configuration of the business automation system, the first configuration based on a template, the first configuration automatically populated using a remote monitoring and management application executing on the computing device;

an accessory creation module executing on the computing device,

creating, based on the first configuration, an accessory comprising a solution set having at least one of a service board, and a project board;

store the accessory in a memory of the network marketplace system; and

a download module of the network marketplace system executing on the computing device to:

receive a second request from a second device corresponding to a second business automation system;

responsive to receiving the second request, receive, at a download module executing on the computing device, a second configuration of the second device, the second configuration based on the template, the second configuration automatically populated with device configuration data by the remote monitoring and management;

verify the suitability of the accessory for the second business automation system of the second user based on at least one of:

(i) a version of the second business automation system is compatible with the accessory,

(ii) the second business automation system is configured with one or more accessories on which the accessory depends for execution,

(iii) the accessory does not require a configuration that is incompatible with the second business automation system, and

(iv) the accessory is compatible with each of the accessories previously installed on the second business automation system; and

transmit the accessory to a workstation of the second business automation system; and

install the accessory on the workstation.

14 . The system of claim 13 , wherein:

the solution set further comprises at least one of an instructional video, a checklist, an agreement, a product configuration, a CRM survey, a custom report, an HTML email template, a project template, a service template, a track, a view, and a workflow rule.

15 . The system of claim 14 , further comprising a rating module executing on the computing device to:

receive, responsive to receiving a third request from a third device, an evaluation of at least one of the solution set, the service board, the project board, the instructional video, the checklist, the agreement, the product configuration, the CRM survey, the custom report, the HTML email template, the project template, the service template, the track, the view, and the workflow rule; and

display, responsive to receiving a fourth request from a fourth device, the evaluation;

wherein the evaluation represents an opinion of the third device about at least one of the solution set, the service board, the project board, the instructional video, the checklist, the agreement, the product configuration, the CRM survey, the custom report, the HTML email template, the project template, the service template, the track, the view, and the workflow rule.

16 . The system of claim 13 , further comprising a payment module executing on the computing device to pay a first fee to a first user corresponding to the first device.

17 . The system of claim 16 , wherein the first fee is denoted in currency.

18 . The system of claim 16 , wherein the first fee is denoted using non-currency units.

19 . The system of claim 13 , further comprising a collection module executing on the computing device, configured to collect a second fee from a second user corresponding to the second device.

20 . The system of claim 19 , wherein the second fee is denoted in currency.

21 . The system of claim 19 , wherein the second fee is denoted using non-currency units.

22 . The system of claim 13 , further comprising a rating module executing on the computing device to:

receive, responsive to receiving a third request from a third device, an evaluation of at least one of the solution set, the service board, the project board, the instructional video, and the checklist; and

display, responsive to receiving a fourth request from a fourth device, the evaluation;

wherein the evaluation represents an opinion of the third device about at least one of the solution set, the service board, the project board, the instructional video, and the checklist.

23 . The system of claim 13 , wherein:

the upload module is configured to receive, responsive to receiving a third request from a third device, an application configured to communicate with the business automation system using an application programming interface; and

the download module is configured to:

verify, responsive to receiving a fourth request from a fourth device, the suitability of the application for the business automation system of the fourth device; and

transmit the application to the fourth device.

24 . The system of claim 23 , further comprising a rating module executing on the computing device configured to:

receive, responsive to receiving a third request from a third device, an evaluation of at least one of the solution set, the service board, the project board, the instructional video, the checklist, and the application; and

display, responsive to receiving a fourth request from a fourth device, the evaluation;

wherein the evaluation represents an opinion of the third device about at least one of the solution set, the service board, the project board, the instructional video, the checklist, and the application.

Assignments (5)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 15, 2024
From: BELLINI, ARNOLD, III; BROTHERTON, LINDA; TODD, GERWAI
To: CONNECTWISE INC.
Reel/Frame 066467/0446 →
MERGER AND CHANGE OF NAME Recorded Feb 15, 2024
From: CONNECTWISE, INC.; CONNECTWISE.COM, INC.; CONNECTWISE, INC.
To: CONNECTWISE, INC.
Reel/Frame 066468/0580 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 15, 2024
From: CONNECTWISE IT, INC.
To: CONNECTWISE.COM, INC.
Reel/Frame 066468/0842 →
CHANGE OF NAME Recorded Feb 15, 2024
From: CONNECTWISE, INC.
To: CONNECTWISE IT, INC.
Reel/Frame 066601/0549 →
CHANGE OF NAME Recorded Feb 15, 2024
From: CONNECTWISE, INC.
To: CONNECTWISE, LLC
Reel/Frame 066601/0834 →
Continuity (2)
Continuation 14068638 · Oct 31, 2013
Related Publication 20220164735A1 · May 26, 2022
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