11.01
2019

Professional Services Spotlight: QuickBooks Integration

Last week, we introduced you to the world of our Professional Services team, a group of talented individuals who are responsible for spearheading the more labor-intensive integration projects that some of our customers don’t have the resources to execute for themselves.

While we continue to explore the various projects that our Professional Services team takes on, you’ll quickly see that their capabilities are quite extensive. Last time, we showed you how they were able to save one company a lot of time and money by creating a custom business intelligence dashboard. This week, we’re going to take a look at how they handled QuickBooks integration with another of our customers.

Order Integration with QuickBooks

The Challenge: This delivery service was using QuickBooks Online (QBO) as their invoicing tool to keep track of orders that needed to be delivered. Historically, they would print out the invoices for their drivers at the beginning of each workday, which drivers used to appropriately load their vehicles and then refer to at each delivery site.

Rather than continue to rely on this tedious process, the customer wanted to have invoice information automatically feed into Encore via the Dispatching tool. This would allow the back office to save time and resources by cutting back on so much printing. Plus, drivers wouldn’t have to haul piles of paperwork around every day.

The Solution: Our Professional Services team was able to create a workflow that synced the customer’s QuickBooks Online account with our Encore solution. So now, whenever the customer creates an invoice using QBO, the integration our team put together — using Microsoft Flow — automatically generates an order in Encore.

Taking it a step further, they also added a feature that would create a PDF of each QBO invoice. These invoices can be uploaded to a Dropbox account, with a sharable URL included on each order form, allowing drivers to easily view the full invoice, as the customer would receive it, right on their phones.

The solution that Professional Services came up with for this customer greatly sped up their processes and ultimately saved them both time and money. It’s just another example of the innovative thinking this team puts forward and demonstrates the potential return for your business if you were to take advantage of their expertise.

Have any questions on how Actsoft can help you?

Call (888) 732-6638 or Receive a Live Webinar

09.18
2019

Five Supported Types of Integration with Actsoft

The versatility that our solutions provide is a powerful resource for companies with mobile workforces. By having compatibility with many third-party systems, our Encore solution makes it simple for your team to stay adaptable during daily operations and sync data collected by it* with many of the existing software types your business already uses. Integration between our solution and outside ones is possible with five kinds of API data:

Orders

Historical records of instructions you dispatched to your workforce can be accessed from your Actsoft solution’s API and synced with some third-party systems. Review and integrate past directives issued to your team for quality control, proof of service, and checklist verification purposes.

Client and User Lists

Keep better track of customer totals with user list integrations. Your clientele is essential to successful operations; use API integration to retain detailed logs of all users involved with your company.

GPS Positions

Past locations of employees, assets, and fleet vehicles can all be called up whenever you need them by accessing the Actsoft API. Sync GPS data with anything from weather maps to Esri GIS systems to better understand your workforce’s resiliency, spatial analytics, and historical dispersion.

Form Data

Using our Encore solution to create custom digital versions of all your company’s documents provides your company with a cleaner, faster, and more cost-effective way to process its information. You can then integrate this data with many alternative software types for simpler, more consolidated storage.

Timesheet Data

QuickBooks and Kronos are a couple examples of solutions that are compatible with Encore’s Timekeeping feature. When your remote employees clock in or out from their mobile devices while in the field, their timesheet information is stored within the Actsoft API, making it easy to be synced. Save time and money by eliminating manual entry entirely while trying to merge payroll or accounting systems with data from Encore.

*API integration is only supported on the Ultimate tier of our Encore solution.

Have any questions on how Actsoft can help you?

Call (888) 732-6638 or Receive a Live Webinar