Back Office Integration with FSM Grid

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If you are working with traditional CRM, ERP, and payroll systems, you will soon realize that they are not equipped to fully address the dynamic challenges in the field service industry. As a field service company, you will require specific information locked into your system so that it can be accessed at the right time to provide your customers with the best 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 tool that provides effective integration with your systems.

That’s where FSM Grid comes in. Thanks to FSM Grid’s back-office integration capabilities, you have the ability to keep critical information on customers’ history, jobs completed, parts and tasks, product, photos, customer signature, and pricing in sync with your sales and financial systems. It is extremely easy to choose the information you need and share it quickly and seamlessly between the back office and the field with FSM Grid. The software is easy to implement and intuitive and gets you up and running ASAP.

Out-of-the-Box Integrations

If you are in the business of field service management, you do not have 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 software is one of the leading tools that gives a seamless integration experience with multiple applications and extensions in a single place.

Open API

With 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 software for your company.

Seamless Billing and Invoice Integrations

FSM Grid allows seamless integration with the top accounting software for invoicing and payment processing. Automatically generate professional invoices from sales or delivery orders, track payments easily, find out the taxes to be paid on spare part purchases, manage recurring billing, and get paid online. Thanks to FSM Grid integration capabilities, you can now ease the financial aspects of your business.

Automated Approval Process

Thanks to FSM Grid, field service management firms can now automate their work order approval process, from whom to request approval and what to do at each stage of the approval process. We help you speed up your processes by automating repetitive work so that you can spend that time on higher-value tasks.