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Maximize Your Business Productivity with Back-Office Integration Solutions

Working with traditional CRM, ERP, and payroll systems won’t equip you to fully address the dynamic challenges in the field service industry. As a field service company, you must secure specific information within your system to ensure timely access and an optimal customer experience. However, that does not mean you will have to change the current systems that you use. Instead, all you need is a field service software integration tool that provides effective integration with your systems.

FSM Grid’s back-office integration capabilities allow you to effortlessly synchronize critical customer information with your sales and financial systems, such as customer history, jobs completed, parts and tasks, products, photos, customer signatures, and pricing. Using our SaaS-based back-office software integration, it is extremely easy to select the information you need and share it quickly and seamlessly between the back office and the field service management application. This SaaS software is easy to implement and intuitive, and it gets you up and running ASAP.

Out-of-the-Box Integrations

Businesses engaged in field service management do not have the time or resources to devote to a complicated and lengthy integration process. FSM Grid offers easy installation and provides a set of pre-built APIs that allow easy integration with backend billing systems, enterprise systems, work orders by third parties, and mobile app providers to improve cash flow, manage inventory, and shorten billing times. Our back-office software integration is one of the leading tools that gives a seamless integration experience with multiple applications and extensions in a single place.

Popular Integrations

Discover the capabilities of FSM Grid, designed to manage popular systems like back office, RPA, and database integrations. Popular integrations include:

  • Back Office: Remedy, SAP, Navision, Netcool, QuickBooks, Salesforce, and CRM systems.
  • Database Integrations: Oracle, Sybase, and Microsoft SQL Server.
  • RPA Integrations Blue Prism, UiPath, Automation Anywhere, Nice Systems, Pega, and more.
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Better Security Open API

With an open API, your users can have easy access to applications and backend data. It also facilitates effective communication and interaction between the app and other software tools. As a field service management company, you can add further integrations to FSM Grid and leverage the power of highly comprehensive field service back-office software integration for your operations.

Faster Customer Service Seamless Billing and Invoice Integrations

FSM Grid seamlessly integrates with the top accounting software for invoicing and payment processing. It can automatically generate professional invoices from sales or delivery orders, easily track payments, determine taxes on spare part purchases, manage recurring billing, and facilitate online payments. With FSM Grid integration capabilities, you can now simplify the financial aspects of your business.

Automated Approval Process

FSM Grid’s potential can now help field service management firms automate their work order approval process, from requesting approval to efficiently managing each stage. This back-office software integration can speed up your business processes by automating repetitive work so that you can spend that time on higher-value tasks.

Event Triggers

FSM Grid has a robust event triggering mechanism, which can send data as and when some events happen within FSM. Admin users can configure the event triggers in the manner described below:

  • End point to be called
  • Output type can be of XML or JSON
  • Fields to be pushed (even field names can be changed)
  • Authentication type and keys
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Key Benefits Back-Office Software Integration

Integrate and Automate

FSM Grid seamlessly merges your entire backend suite while pioneering cross-solution automation within your existing tools. This helps your field service business effortlessly transform disparate manual tasks into complex, automated workflows.

Complete Customer View Uninterrupted Data Flow

Integrating data from various systems, whether similar or diverse, FSM Grid ensures seamless, intelligent cross-tool interaction with no interruptions in the data flow. This back-office software integration lets them communicate, interpret, respond, direct, and act based on all of your data.

Instant Access to Service History Future Ready

As technology evolves rapidly, FSM Grid remains adaptable and poised for system upgrades. Transition your systems seamlessly when the time is right.

Legacy Ready

Businesses with our back-office software integration can easily accommodate legacy and in-house systems, ensuring smooth integration while upholding stringent data security measures. Now, your organization can integrate with peace of mind.

Eliminates Paper-Based Work Orders Exception Handling

Experience robust exception handling mechanisms that allow FSM Grid to maintain seamless data transmission for your business, effectively avoid errors, and minimize downtime.

Full Visibility into Equipment Ready to Go

FSM Grid’s integration is ready to go, with even the most complex solutions requiring configurations and little to customization.

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How Do We Create Value?

Rapid Implementation

Rapid Implementation

Fully Configurable

Fully Configurable

Exceptional Customization

Exceptional Customization

Constant Innovation Roadmap

Constant Innovation Roadmap

Offline Functionality for Mobile App

Offline Functionality for Mobile App

Guaranteed Quick &Easy Integration

Guaranteed Quick &Easy Integration

Cloud or On-premises Deployment

Cloud or On-premises Deployment

Cost-Effective FSM Solutions

Cost-Effective FSM Solutions

Recognized by Gartner

Recognized by Gartner

Frequently Asked Questions (FAQs)

FSM Grid, a SaaS-based back-office software integration that can be integrated with your back-office systems such as accounting, CRM, ERP, etc. This creates a smooth flow of data, improves efficiency, reduces errors, and gives you a clearer view of your entire operation. FSM Global has more than a decade of experience in customizing and integrating external systems to our clients’ needs. Our application integration services help companies gain greater business agility using the applications they have today. With access to a real-time flow of information, people are able to make better business decisions more effectively.
The complexity of back-office software integration varies depending on the number of systems being integrated, customization requirements, and system compatibility. Working with experienced field service back-office integration specialists can simplify your business processes.
While integration does involve sharing data between systems, our cutting-edge field service back-office integration solutions provide robust security measures to protect data integrity and confidentiality. FSM Grid integrations ensure compliance with data protection regulations.
Yes, you can tailor our back-office software integration to meet your specific business needs. Customization may include creating automated workflows, mapping data fields, and ensuring your back-office systems work together seamlessly.
The cost of implementing FSM Grid integration in your field service business depends on a variety of factors, including the features and systems to be integrated, the level of customization required, and the size of your business. However, our field service back-office integration solutions are surprisingly affordable, making them suitable for businesses of all sizes.

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