Field service integrations & connectors that 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 your everyday office systems and frictionless business processes and this accounts for our world class standard data integrations and connectors.
Seamless, secure data flow between office and field
We’re 100% committed to ensuring data moves seamlessly and securely between office admin staff and field teams. It’s central to how pro-Forms® is built — our integrations and data connectors exist to deliver maximum productivity and remove friction from field service processes, so information captured on-site reaches the right system automatically, without manual re-entry or delay.
Our data connectors and system integrations
Integration Options & Features
pro-Forms® offers a full range of integrations and data connectors, giving you flexibility in exactly how field service data reaches the rest of your business. Whether you need a single-purpose accounting link, a multi-app automation platform, or raw data exchange via API, our system integration options are built to remove manual re-keying and keep information moving automatically between your field teams and office systems.
From accounting and business intelligence tools to cloud storage and everyday productivity apps, the options below cover the connections most field service businesses rely on day to day.
Zapier integration — connect pro-Forms® to 8,000+ apps
Our Zapier integration will connect pro-Forms® to over 8,000 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.
We aim to seamlessly connect your office admin staff with customer facing field teams to prevent errors, delays and unnecessary bottlenecks so you can provide customers with the best possible value for money.
Google, Microsoft & cloud storage integrations for field service
Webhooks — keep your lookup data live, automatically
Many pro-Forms® customers use Lookup Files — their own data, such as customer sites, product codes, price lists or parts — to populate fields inside forms, so field teams always choose from the right options instead of typing them out. Keeping that data current used to mean re-uploading a file every time something changed. With webhooks, it doesn’t.
Connect pro-Forms® to the system that already owns your lookup data — an ERP, ecommerce platform, CRM, stock system or accounting package — and updates flow through automatically the moment they happen, so your lookup files stay in step with the rest of the business.
- Always accurate — when your product catalogue, pricing or customer list changes, your form dropdowns update with it, so out-of-date options never reach the field.
- Less admin, no re-keying — one update to your source system pushes through to pro-Forms® on its own, freeing your office team from manual list maintenance.
- Works alongside your other integrations — use webhooks together with Zapier, custom APIs or CSV import, whichever combination fits how your systems are set up.
What are lookup files used for?
Lookup files are lists of your own data — customer sites, product or part codes, pricing, and more — that populate fields in your pro-Forms® forms. Instead of engineers typing free text, they choose from an accurate, pre-approved list you control.
How do I get a webhook set up?
This depends on the system you’re connecting it to. Most modern business platforms can send updates via webhooks, with the configuration options and security information required to work with pro-Forms® being available to each of our customers within their dedicated, secure Work Group.
Xero & QuickBooks integration for field service accounting
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.
