The ticket work, done and queued for one look
A companion works the 7 operations your Connectwise PSA account exposes. It can create a ticket and create a contact, and every one of those waits on an approval card showing the ticket before it changes.
Open the ticket. Check it against something else. Write the change. Move to the next one. That is the Connectwise PSA afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a ticket until you approve it.
What it can do is exactly what Connectwise PSA exposes to an account you authorise and nothing beyond it: 7 operations, 4 reads and 3 writes. In practice that means it can create a ticket, create a contact and create a company, and work across the tickets, companies and contacts.
The Connectwise PSA API stops at Connectwise PSA. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
Which Connectwise PSA tickets does a companion see?
4 of the 7 operations are reads.
Your account, not a guess at it: a companion can list time entries, list tickets and list reports, and the full list below is the whole list, with nothing inferred from Connectwise PSA's documentation.
The tickets are what most of this inventory is about, alongside the companies. A companion can hold all 7 of these operations and forty open tabs in the same pass, which is how an afternoon of Connectwise PSA admin becomes a queue you review.
- List Time Entries
- List Tickets
- List Reports
- Get Ticket
Who signs off on a new company?
All 3 write operations wait for you.
A companion can create a ticket, create a contact and create a company, and each one is staged on an approval card first: you see the ticket, the field and the new value before it lands in Connectwise PSA.
Nothing in Connectwise PSA is sent, changed or deleted on your behalf without that click, and a rejected card leaves the ticket exactly as it was. The gate is the same one on every surface, described at security.
- Create Ticket
- Create Contact
- Create Company
Can the tickets pass run every Monday?
Yes.
Saved as a routine, the Connectwise PSA tickets pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The operations playbook catalogues the other recurring shapes of the operations, the Connectwise PSA tickets sweep among them, and finished runs are published at real runs.
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