partners
FieldHub, a cloud platform with a modern API that streamlines accounting, field service management, RMR, and parts inventory for security integrators and WeSuite, a sales management software for security technology sales and service providers are pleased to announce their integration.
The integrated software will allow for continuity between FieldHub’s project delivery, accounting, and support-related workflows and WeSuite’s CRM, sales management, and quote-to-booking capabilities. Several of its many benefits include increased quoting and pricing accuracy, fewer errors, elimination of redundant data entry, and streamlined communication between departments.
Through the integration, salespeople in WeSuite are able to search and select customer, site, and billing addresses, contacts, and parts residing within FieldHub in real-time for lead generation, estimate creation, proposal and contract delivery and signature. Winning sales data is then automated to FieldHub for job management and delivery.
As valuable sales data transitions to FieldHub from WeSuite, workflows within its finance, management, and scheduling application will be created. Both solutions will work together to provide real-time, detailed reports that offer actionable insights to key players within the organization.
“We are delighted to offer this WeSuite integration with FieldHub so that customers may benefit from end-to-end workflows made specifically for security integrators. The combined commitment to and knowledge of the security industry is unmatched in the industry,” says Miles Fawcett, FieldHub CEO.
“WeSuite’s integration with a range of business solutions allows security companies to bridge the gap between sales, marketing, accounting, and business operations,” adds Tracy Larson, WeSuite president and co-founder.
The integration between the two solutions provides systems integrators and alarm companies with a robust suite of tools that connect and support the unique complexities of their businesses, allowing for increased customer satisfaction and in turn, greater efficiency and profitability.
💰 FieldHub automates RMR billing, proration, and revenue recognition. You can schedule future RMR changes and track past ones. This is just one part of FieldHub’s comprehensive suite of tools for accounting, inventory, and sales specifically for the secure and fire industry. 🛠️ There’s a lot under the hood!
FieldHub Inc., a leading field service management software company, today announced the release of their next-generation Field Tech mobile app. The new app is fully integrated with FieldHub’s all-in-one cloud-based CRM, accounting, field service, and operations platform, and it delivers significant improvements to optimize technicians’ workflow and jobsite experience. Some key enhancements in the new FieldHub Tech App include simplified login via QR code scanning, preview of work order scope details prior to check-in, ability to access and view project files directly on the device, and streamlined processes for materials tracking and installation recording.
FieldHub excels in mirroring your business workflow and organizational structure. It comprehends the complex relationships among customer accounts, their locations or sites, and the systems installed at these locations, a crucial detail often missed by generic solutions. Picture a unified platform to manage accounts, sites, and systems, including a comprehensive history of a site (materials installed, work performed, customer sign-offs, technician checklists, etc.). The best part? This information stays consistent, even as the site transitions from builder to property owner, to tenant, and so on.
