Integrations

We work with many integration partner apps to compliment Field Service and Job Management workflows across CRM, Accounts, Marketing, Field and Project Management.

See our current integrations that make your business operations more efficient and fast.

Xero

Accounting

Xero

Xero Accounting Software

Synching between Xero Accounting software and FieldInsight to remove double entry for invoicing and payment processing.

  • Sync invoices with payment status
  • Sync Quotes, Inventory
  • Sync Customers

Check out our Xero marketplace App Listing

MYOB Advanced

MYOB Advanced (ERP) – Cloud ERP System with Payroll for Bigger Businesses

Syncing inventory, invoices and PO’s from FieldInsight to your MYOB Advanced software. No more double entry, just an easy streamlined workflow to save your thousands of hours of reconciliation every year

  • Send your Invoices and Quotes to MYOB
  • Sync your inventory and customers
  • One way Invoice & Quote sync
  • Two way synch for Inventory & Customers

Check out our MYOB Advanced App Listing

Quickbooks

Quickbooks

Intuit Quickbooks Online Accounting Software

An integration that combines the accounting power of QuickBooks with the job tracking, project management and invoicing strength of FieldInsight.

Allowing an easy sync and flow of relevant financial information. Let FieldInsight do the work to capture all the inputs and let the integration link move those client and invoicing details across to QuickBooks so it can do what QuickBooks does best.

  • Sync your inventory in to FieldInsight on initial sync
  • Import your customers in to FieldInsight
  • Send Invoices and Payment status to QB
myob

MYOB AccountRight

MYOB AccountRight Accounting Software

Syncing your invoices from FieldInsight to your MYOB Account Right Live software. No more double entry, just an easy streamlined workflow

  • Send your Invoices and Quotes to MYOB
  • Sync your inventory and customers
  • One way Invoice & Quote sync
  • Two way synch for Inventory & Customers

Check out our MYOB ARL Marketplace Listing.

Reckon

Reckon One

ReckonOne Accounting Software

Syncing your invoices from FieldInsight to your Reckon One Online Account. Remove double entry from your workflow.

  • Send your Invoices to Reckon
  • Sync your inventory and customers
  • One way Invoice & Quote sync
eWay

Payment Integrations

eWay

eWay Payment

Take credit card payments with your mobile

With our eWay integration you can easily take payments in the field. Just create your invoice, click pay and capture the details for payments. You can even synch a paid invoice over to your accounting software.

  • Take credit card payments from the FieldInsight Mobile App
  • Add service hours and items to the invoice
  • Email the invoice to the customer
QuotientApp

OTHER

QuotientApp

QuotientApp – Simple Quoting made Easy

QuotientApp delivers fantastic looking quotes every time with the very best possible customer experience.

You and your customers deserve it.

  • Sync your Product/Service items from Quotient in to FieldInsight
  • Manage the Quote approval workflow in Quotient and pass an approved Quote in to FieldInsight
  • Create jobs and Purchase Orders in FieldInsight
MailChimp

Mailchimp

MailChimp – Get in Front of Prospects Using a Marketing-savvy Platform

With our Mailchimp integration you can easily sync your CRM data to mailchimp campaigns to keep your lead flow and marketing campaigns ticking along.

  • Leverage your job management data to lock in future service/renewal work
  • Send follow-up emails to keep your customers engaged in your services

 

Email

eMail to Job

eMail to Job

Automatic Job Import

Enables a special email address that will turn all incoming messages into unscheduled jobs in Fieldinsight.

FieldInsight API Access

FieldInsight API access

Fieldinsight has an extensible set of API endpoints that developers can use to tightly integrate FieldInsight with existing line of business applications or 3rd party applications.

Want to see FieldInsight in Action for your Business?

FieldInsight Job Management Software on Laptop

No Sales, just us listening and understanding your goals then show you exactly how you can achieve them using FieldInsight.

You’ll be working with a product and automation expert who has worked in this space for over 5 years, and knows the optimal workflow to address your needs.

Book a 30-minute Demo today to see FieldInsight in Action.

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