pro-Forms - Zapier Integration

So, what exactly are benefits of integration using Zapier?

The Holy Grail for all businesses is how to reduce the burden on admin staff as a company grows without needing an accompanying increase in headcount. For many it can be quite a conundrum to solve.

We are in the infancy of seeing AI in common use for replacing routine business admin tasks, but what is within reach for the vital SME layer of the business economy is systems integration and business process automation - and this is exactly where the power of pro-Forms^® and Zapier comes to the fore.

Being able to automatically and intelligently move key pieces of data between systems, people and locations can have a significant impact in many areas of business from accounting and finance, to compliance and customer service. And this is especially true if data movements involve exisitng software solutions already in use and therefore budgeted for such as Office 365, Google Workspace and QuickBooks/ Xero Accounting.

Two of the most popular SME accounting solutions in use are Intuit QuickBooks and Xero Accounting software.

As a pro-Forms^® user completes a job using either our WORK MANAGER or Mobile Forms Plans, the relevant information such as parts used, labour time and travel are automatically passed to either QuickBooks or Xero and a draft invoice generated ready for staff to check and issue.

Using this approach a company could be issuing an invoice to their Customer within around 10 minutes of the job being completed on site resulting in improved cashflow and more staff hours to redirect to other duties. This is a very neat solution for 1,000s of companies everyday.

Where members of a field team raise and manage their own appointments using Google Calendar, adding a new calendar entry can automatically raise and update jobs within pro-Forms^® WORK MANAGER or ENTERPRISE MANAGER.

This is extremely useful for their office admin staff to oversee diaries for the whole team and then liaise with Customers and other members of the supplychain whilst still giving fields staff the freedom over visit dates and times.