Elevate your business to new heights by harnessing the power of seamless integrations. Connect with industry-leading tools to streamline your operations, automate processes, and boost efficiency.
Streamline finances with Xero Integration: 2-way sync, CRM balance checks, manage customers, suppliers, invoices, payments, taxes, and terms efficiently.
Optimize finances with Quickbooks Integration: 2-way sync, CRM balance checks, manage customers, suppliers, invoices, payments, taxes, and terms seamlessly.
Elevate payments with Stripe Integration: Card gateway, web and in-app payments, client portal, invoice integration, Xero compatibility, secure, low fees.
Enhance outreach using Mailchimp Integration: Bulk emailing, CRM integration, auto updates, ideal for newsletters, announcements, promos, and new offerings.
Maximize connectivity with Zapier Integration: Link to Google Suite, Slack, Wave, Microsoft Excel, Calendly, and thousands of other platforms.
Your new Building Inspection website features an amazing integration with your Building Inspection App, saving you time and eliminating double entry.
Customer completes website
Contact Us form and a new Contact is automatically created in your Building Inspection App CRM with notification.
Customer completes Quick Quote form and a new Sales Lead is automatically created in your App Pipeline with notification.
Customer completes Request a Job form on the website, and a new Sales Lead is created in Building Inspection App, convertible to a Job with just 2 clicks.
Your Building Inspection App Pre-Inspection Agreement Webforms and Surveys are all available on your website for customers to instantly complete.
Link already in place for the new Building Inspection App Client Portal, so your customers can access their Web Portal directly from your web site.
Explore our incredible selection of optional features that, when integrated into your business, can revolutionize your operations and propel you ahead.
Efficiently manage multi-stage compliance tasks like Non-Compliance Management, Incident, and Near
Miss Reporting. Simplify operations
and enhance your business with Workflows.
Complete Asset Management platform
that integrates seamlessly to CRM, Client Locations, Jobs, and Forms, creating a powerful and incredibly flexible Asset solution with Change Log and QR integration.
Transform your day with powerful Smart Routing route optimization. One click to automatically reorder your jobs for the day, saving travel time and fuel costs. Incredibly smart, easy to use, and integrated into the Job Scheduler.
Permission-based Client Portal, enabling your customers to Accept Quotes, Pay Invoices, Review Form Reports, Request Jobs, and more. Give your customers the information they need.
Unified, scalable platform, Connect Submitted Forms, Collate and table data, Visualize data, Create Charts, Add Data Connectors, Share & Collaborate, Custom Dashboards, Integrate with Microsoft Suite.
Additional Security Elements including options for 2 Factor Authentication, Forced Password Reset, Password Complexity, Login Tracking, URL Monitoring, Browser Monitoring and Microsoft SSO.
