Explore Accounting And Payment Integrations In Zuper For Service Businesses

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If you are managing a service business, staying on top of your finances is crucial. Given the inherent complexity of field service operations, it becomes difficult to calculate billable expenses, auto-generate invoices, and monitor payments for each work order diligently. Without a field service management solution, neither the back-office team nor management has any visibility over the payment status and is forced to follow up manually with each customer to collect pending payments. It can be especially challenging to compute service costs, identify overdue payments, and make the right decisions without sufficient data.

An Inventory Control Manager may find it challenging to stay on top of all inventory consumption and purchases. They may have to juggle between multiple systems to get a clear idea of the available stock and to keep track of all those moving parts.

If you use just an accounting tool to manage your finances, it can lead to an overflowing software stack, data silos, manual redundancy, and duplicate data entries, costing your business additional time and money.

Instead, what you truly need is robust field service management software that seamlessly integrates with an accounting tool. You can automatically sync data for service details, work orders, and payment information. Zuper integrates with the leading accounting tools and enables you to streamline operations, provide accurate information across systems, and eliminate the need for time-consuming manual tasks.

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What’s in store

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Discover how Zuper simplifies accounting and payment operations, making it easier to maintain accurate financial records.

Zoho Books: Automatically convert new sales order requests in Zoho Books to actionable jobs in Zuper and instantly create billing requests.  

QuickBooks: Generate invoices that accurately reflect service costs based on billable hours and distance covered.

Xero: Field technicians on the job site, as well as the back-office team, have the convenience of creating invoices and the job details are synced both ways for easy access.

Wisetack: Get paid as soon as the job is complete, and Wisetack settles with the customer over time.

Sage Intacct: Effectively manage inventory across multiple warehouses and optimize productivity by allowing your technicians to access inventory from the nearest warehouse.

Square & Stripe:  Gain more control over your cash flow by digitalizing transactions and accommodate a wide range of payment methods for your business, whether in-person, online, or on-the-go.

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Speakers

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Michael Israel, Head of Evangelism at Zuper

Michael has an extensive background in customer and field service. He spent the first 17 years of his working career in field service operations and spare parts management roles, including 12 years with IBM’s Field Engineering division. Over the past three decades he has held management and executive roles with major providers of CRM and Field Service software applications, including tenures with IFS, Oracle, and SAP.  

His broad experience includes marketing, selling, supporting, and implementing CRM and Field Service software applications. Michael has also served as a Field Service analyst for both the Aberdeen Group and Technology Services Industry Association. Today he is the leading thought leader in the concept of “Completed Service Work” and host of the Zuper FM Podcast series.

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Carmen Williams, Head of Product Marketing at Zuper

Carmen Williams is the Head of Product Marketing for Zuper and a 25+ year veteran marketer and business leader helping fast-growing SMBs and mid-market companies accelerate innovation and growth. Her background spans many industries including manufacturing, packaged goods, retail, ecommerce, technology and services. Her expertise includes driving growth, marketing, product management and customer experience.