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Other Integrations

Microsoft Dynamics GP is typically the sales, inventory, invoicing, purchasing, and financial system for many Fieldpoint Software customers. To fully exploit the two applications, fuel stronger collaboration, and provide for a more productive workforce, it keeps customer data, parts, employee stats in sync with GP. From within Fieldpoint software you can track available inventory for projects, tasks and work orders.

Fieldpoint has out-of-the-box integration with Netsuite. We enable quick and seamless adoption and can tailor to your unique business requirements. Our customers can automate business processes and extend the NetSuite platform without the need for software, hardware, or coding.

Fieldpoint has out-of-the-box integration with Intacct. Our Intacct customers can integrate their field service management system with Intacct without any custom coding or a third-party vendor.

Microsoft Dynamics 365

Take advantage of Fieldpoint’s standard CRM integrations to Microsoft Dynamics 365

 

  • Import data from CRM to populate the Fieldpoint database with your existing active customers, contacts, and products.
  • Take CRM opportunities or quotes and create Fieldpoint work orders, project tasks, and maintenance agreements that drive efficiency and reduce errors and confusion.
  • Complete views of field service, job costing, or contract services levels directly from the CRM application enable a true view of all customer interactions.
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AvaTax

AvaTax automates sales, tax calculation, and compliance within your existing ERP, POS, or ecommerce system. AvaTax works in the cloud, giving you a worry-free way to manage compliance. Fieldpoint integrates to AvaTax for accurate tax calculations.

Quickbooks

Quickbooks is an accounting system used by many field service organizations today. Cloud or web-based field service companies offer intuitive features that enable field service organizations to manage jobs and workforce from anywhere at any time. Fieldpoint integrates with your existing accounting system to ensure all data is taken into consideration for job allocations and metrics generation.

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field service management software integration with salesforce

Salesforce

Take advantage of Fieldpoint’s standard CRM integration to Salesforce

 

  • Import data from CRM to populate the Fieldpoint database with your existing active customers, contacts, and products
  • Take CRM opportunity or quotes and create Fieldpoint work orders, project tasks, and maintenance agreements to drive efficiency and reduce errors and confusion.
  • Complete views of field service, job costing, or contract service levels directly from within the CRM application enable a true view of all customer interactions.

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All specifications are subject to change without notice.

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