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Field Service Software | How EyeOnTask integrates with third-party applications?

How does EyeOnTask field service software integrate with third-party applications?
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Field service businesses are currently facing an increasing number of challenges that are driving digital transformation. Customer expectations have risen, as has the level of competition. Manually managing a field service business increases costs and creates misconceptions. Field service management software aka FSM automates busy and time-consuming manual workflow to avoid such challenges. After revolutionizing the field service industry, EyeOnTask field service software now integrates with platforms such as QuickBooks, Xero, Stripe, PayPal, and Google Maps.

Why do field service organizations need third-party integrations?

Field service organizations have scattered processes & it demands seamless software to manage all the processes without any error. The execution of the service businesses is dependent on third-party tools like payment gateways, accounting software & location tracker. To offer a centralized field service management system, EyeOnTask offers seamless integration with these tools.

Let's discuss how these integrations made the field service business process flawless:

Powerful Integration with QuickBooks: In 2023, QuickBooks is going to be one of the most popular accounting software for small businesses. QuickBooks is a good choice as it doesn’t burn a hole in your pocket. If you want to move away from manual bookkeeping, and your miserable spreadsheets, you need a better option than your current software. QuickBooks also offers integration with EyeOnTask software by using its API. Let us find out how-

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1. Login into QuickBooks account: The first step in syncing QuickBooks with EyeOnTask is to navigate to settings, click on integrations, and then sign in to intuit (QuickBooks). Now, users can simply establish a connection between QB and EyeOnTask.

2. QuickBooks Sync with Clients: EyeOnTask offers seamless two-way sync with QuickBooks. It helps users to import & export users from both platforms in order to link these clients to invoices .

3. QuickBooks Sync with Invoices: This is one of the primary reasons why field service organizations use QuickBook integration. EyeOnTask facilitates its users to sync all the invoices to QB in order to prevent data leakage.

4. QuickBooks Sync with Payments: EyeOnTask integration with QuickBooks offers an effortless synchronization payment system. It allows two-way syncing of payments so that the users can swiftly import & export payment details in both software.

5. QuickBooks Sync with Inventory: Inventory is an integral part of any field service business. EyeOnTask provides a facility to sync products/services from QB to EyeOnTask.

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Seamless Integration with Xero: Xero is one of the most loved accounting software. Due to its simplicity and adaptability, Xero is one of the fastest-growing and most widely used cloud-based software solutions available. It enables small businesses to view their cash flow in real-time and streamline their accounting process. To facilitate users, EyeOnTask offers trouble-free integration with Xero.

1. Sign in to the Xero account: Navigate to settings, click on integrations, and then sign in to begin synchronizing Xero with EyeOnTask . In this way, you can easily sync EyeOnTask with Xero.

2. Client Synchronization with Xero: Listed customers can sync with EyeOnTask thanks to the interface between Xero and EyeOnTask. Users can now import clients from Xero into EyeOnTask and export clients from EyeOnTask to Xero with an easy two-way syncing process.

3. Invoices Synchronization with Xero: The main motive for using Xero integration in field service firms is to eliminate any loss of invoices. In order to perform a seamless invoice & billing process, EyeOnTask enables its users to sync all invoices to Xero.

4. Payments Synchronization with Xero: The Xero and EyeOnTask combination provides a simple payment synchronization solution. It enables two-way payment synchronization so that users may quickly import and export payment details between the two programs.

5. Inventory Synchronization with Xero: Any business that provides field services must have inventory. A seamless syncing of products and services from Xero to EyeOnTask is offered by this intuitive software.

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Payment Gateway Integration: Providing a phenomenal customer experience is a priority for EyeOnTask. This feature-rich field service software offers smooth integration with payment gateways like PayPal & Stripe. Simply enter your Stripe or PayPal credentials like Stripe Publish Key, Stripe Secret Key, PayPal Email & password to access the payment gateway.

Payment Collection has never been so easy: EyeOnTask field service software offers a flawless payment collection process. Users can send invoices to clients' email addresses by just selecting the client's invoices, which has all the necessary information like total payable amount, due date, job code & invoice code. The recipient of this email can effortlessly make a payment with an integrated button that redirects clients to a PayPal or Stripe account.

Integration with Google Maps: EyeOnTask is a comprehensive field service software. It offers features like job scheduling/dispatching, job assignment, field employee tracking, and more. To accomplish this, Google Maps is integrated with EyeOnTask. This compelling API integration helps to identify the exact location and distance of the field worker & the best routes.

These third-party integrations made field service professionals' lives less hectic. Field service business organizations can easily send invoices, make payments and keep their accounting process healthy by using EyeOnTask field service software. This centralized field service management system offers a one-stop solution for users to handle every manual task on one screen.

Click here to discuss more about your field service business and requirements.

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