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Integrations

Our current integration partners

Accounting Integrations:

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

MYOB

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

Intuit Quickbooks

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
  • Import your customers in to FieldInsight
  • Send Invoices and Payment status to MYOB

Reckon One

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

Payment Integrations:

eWay

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

Other Integrations:

QuotientApp

Quotient 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
FieldInsight by 2020 will have helped Mechanical Services businesses save 1,000,000 hours of lost Productivity.
To do this we make it easy and fast for technicians to capture the information needed, ensure they are working safely, capture job costs and can quote and invoice quickly.
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