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Integrations

Standard Fieldpoint Integration to Existing CRM, ERP and Accounting Systems

One of the challenges choosing a field service management solution is that enterprises already have ERP, CRM, and accounting systems in place. These systems are not built for field service management exclusively and can lack the depth of functionality for complete end-to-end management. The good news? With Fieldpoint, you don’t have to change systems — just leverage our financial integrations   to streamline all your systems.

Features

  • Seamless Integration of Field Service and Billing to Realize Cash Flow
  • Integration with Your Inventory, Purchasing, and Payables Systems to Drive Superior Financial and Customer Efficiency.

Keep Corporate and Field Service Information Synchronized

Fieldpoint has the capability to keep service information  — customers, products, pricing, costing — in sync with your sales and financial systems. For new accounts, when products and services are sold, you should expect the same account to be set up when the call for service comes in. The same is true for installation projects, service contracts, and customer assets– they should all be created in your service database from sales.

Integration with Inventory, Purchasing and Subcontractor Payments

Why use your existing corporate inventory system in your financial software when you can have a single source for stocking levels, less maintenance of part numbers, pricing, and costs? Fieldpoint has integrated to your inventory, purchasing, and payables systems to drive financial and customer efficiency.

Field Service Seamlessly Integrates to Billing

For field service calls, installation projects, or to bill a service contract, once you generate an invoice in Fieldpoint’s service system, it will automatically appear in your financial sales system. Your customer credits go down and your cash flow accelerates.

Payroll

Driving payroll administration costs is critical for service organizations. Fieldpoint uses a single timesheet system for field service and project resources to easily create payroll batches that are integrated to industry standard payroll systems.

Fieldpoint Open API (FPDTS) – Make it Your Own

Fieldpoint offers standard out-of-the-box financial integrations to many popular ERP and CRM systems. Fieldpoint’s open API (FPDTS) can be used to provide additional integrations to any systems that our customers may have. This tool can be used to provide simple or complex transfers of data efficiently, accurately, and with scalability.

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