World class integrations to keep your data flowing
Reducing double data entry, minimising input errors and freeing up admin staff time are essential for productivity and efficiency and are central to everything pro-Forms® does.
We believe in seamless data movement between systems and frictionless business processes and this accounts for our world class standard data integrations and connectors.
We are 100% committed to ensuring data moves seamlessly & securely between systems to deliver maximum productivity & frictionless business processes
Our data connectors and system integrations
Features
Zapier integrations
Our Zapier integration will connect pro-Forms® to over 5,000 apps and software solutions covering accounting, HR, CRM, business intelligence (BI) and productivity. Popular integrations include Asana, Slack, Monday.com, Hubspot, BambooHR, DocuSign and Freshservice.
Connecting your business systems
Accounting systems integrations & work pricing
Follow your jobs on their journey from Quote – using our innovative online quotation tool – through to scheduling, issuing to an operative and receiving back the completed job information.
Push draft invoices along with completed job sheets and customer POs to Xero or QuickBooks ready for checking and invoicing.
Pricing jobs or visits using standard, customer or site specific rates either individually or as a consolidated group is built into our WORK MANAGER Plan. Thanks to our cloud APIs to these popular accounting systems you will also be able to easily update your Customers and their sites along with tax codes directly from your accounting system into pro-Forms® so that you only need to maintain one set of data.
