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 Software

Xero

FieldInsight and Xero

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

FieldInsight & 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

FieldInsight & Intuit Quickbooks Online

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

FieldInsight & MYOB AccountRight

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

FieldInsight & ReckonOne 

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

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
PowerBI

PRODUCTIVITY TOOLS

Microsoft PowerBI

PowerBI

Power BI is a Business Intelligence and Analytics tool by Microsoft that enables you to analyse data and create reports. Benefits incude collaboration and informed decision making through presentation of key business data from all tools in a single location.

Please book a 15 Min Review with the Customer Success team here.  They will discuss with you options and costs to set-up this integration

Zapier Workflow

Zapier

Zapier moves info between your web apps automatically, so you can focus on your most important work.

Leverage the power of creating jobs in FieldInsight from triggers in other tools such as CRM, Marketing campaigns, Social Media Lead generation, Form submissions captured by 3rd party tools or Quotes approved in other tools (estimation, signed documents)

This integration will allow a customer and job to be created in FieldInsight from a variety of triggers elsewhere to ensure a job is never missed.

Book 15 Min Review to Set-up Zapier

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.

All requests require a Developer account, please email integration@fieldinsight.com with your Business Name, Contact details, your 3rd party application/software name and use case/reason to connect FieldInsight and we will review and contact you regarding your application status.

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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