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Experience the QuickBooks and Zuper integration in action

Elevate your business with the perfect blend of field service management and accounting excellence. Check out the Zuper and QuickBooks integration workflows.

Merge Your Accounting And Field Service Needs To Create The Perfect Synergy For Your Business

Integrate Zuper and QuickBooks Online to effectively manage your accounting and field service needs. Experience the efficiency of automated invoicing, inventory tracking, sharing financial data, and seamlessly tracking your income and expenses with this integration.

Automate your accounting process

Save time and reduce errors by eliminating manual data reconciliation between systems.
  • Ensure that all your transactions are accurately recorded with bi-directional data flow
  • Sync your customers, products and services, estimates, invoices, and payments automatically

Streamline your invoicing and payments

Get better visibility into financial performance, customer payments, and profitability.
  • Record payments made in QuickBooks as transactions in Zuper
  • Enable on-site payment collection through automated invoices
  • Track your expenses and action on multiple payments and deposits

HubSpot and Zuper: A Dynamic Duo for Field Service Businesses

In this video, James Bond, Solutions Advisor from Unlimited Tech Solutions, shares valuable insights on how field service businesses can leverage Zuper’s seamless integration with HubSpot

Explore the full potential of Zuper and HubSpot and achieve greater efficiency by streamlining your operations! 

Facilitate faster and accurate billing

Enable faster invoicing, accurate billing, and seamless communication without switching platforms.
  • Achieve faster payment cycles with automated billing alerts and notifications
  • Save time with pre-filled invoice templates and automate schedules for recurrent work orders
  • Create invoices containing all the job details, including the exact hours spent on the job

Track your inventory availability

Optimize inventory levels and minimize stockouts by syncing inventory levels accurately between systems. Ensure your field technicians have the right parts at the right time for on-time service delivery.
  • Sync your inventory in real time from Zuper to QuickBooks
  • Access the real-time inventory data to allocate parts for jobs
  • Set re-order triggers, create purchase orders, and request approvals in a few clicks

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Sora Partners’ Success Story with Zuper and HubSpot

Sora Partners, specializing in point-of-sale and network services, overcame operational inefficiencies by integrating Zuper with HubSpot. This transition replaced their outdated systems, streamlining work order management and improving team collaboration. The back-office team now efficiently converts deals into work orders and dispatches jobs with ease. Technicians enjoy Zuper’s user-friendly mobile app, enhancing task management and real-time updates.

CEO Mark Scharaga stated, “Zuper’s integration with HubSpot connects everything and significantly improves our team’s efficiency.”

Integrating Field Service with Customer Service  

Improved Communication Between the Frontline and Field Service Teams  
Enable communication between agents, back-office staff, business owners, and field technicians in one unified location without switching between platforms. This enhanced collaboration minimizes ticket reopening rates and significantly reduces the time to resolve issues.
Real-time Progress Updates
Helpdesk staff stay constantly informed about the progress in the field directly from the ticket screen. They receive instant status updates from field technicians, access job notes, and view completed task images—all within the ticket interface.  

How Does the Zuper + Freshdesk Integration Work? 

Streamline the entire service process, from initial service request to on-site service delivery. Experience easy to set up, no coding, two-way integration. Manage and sync customer and job details to Zuper from Freshdesk. All actions taken on Zuper are immediately reflected in Freshdesk ensuring consistent records between both platforms. 

Optimized Ticket-to-Job Conversion for Field Service Operations 

For every new ticket in Freshdesk, the Zuper widget embedded in the ticket screen can be used to create a field service job without users having to enter the data twice. A customer support agent can quickly check for available field technicians who have the needed skills and are in close proximity to the job site. Zuper also allows dispatchers to map the service location with the right geo coordinates and assign any required assets directly from the ticket screen. 
  • Record payments made in QuickBooks as transactions in Zuper
  • Enable on-site payment collection through automated invoices
  • Track your expenses and action on multiple payments and deposits

Real-time Field Notifications and Insights 

Field technicians easily access job details through their mobile app, enabling them to acknowledge job requests and provide updates to the agent and other stakeholders. For instance, if a technician needs to temporarily leave the site to purchase equipment, they can pause the job and resume it when they return. Logged in on the Freshdesk site, the agent receives real-time updates directly on the ticket screen, eliminating the need for manual follow-ups with the technician. The agent can also track the technician’s current location, distance to the job site, and the estimated time of arrival (ETA). 

Real-time Field Notifications and Insights 

Field technicians easily access job details through their mobile app, enabling them to acknowledge job requests and provide updates to the agent and other stakeholders. For instance, if a technician needs to temporarily leave the site to purchase equipment, they can pause the job and resume it when they return. Logged in on the Freshdesk site, the agent receives real-time updates directly on the ticket screen, eliminating the need for manual follow-ups with the technician. The agent can also track the technician’s current location, distance to the job site, and the estimated time of arrival (ETA). 

Two-Way Sync for Job Notes 

Back-office staff and technicians can swap job notes, such as task completion updates, unexpected challenges and solutions, and follow-up requirements, as well as documents like before-and-after images of completed work, contract agreements, and inventory lists. This two-way communication allows everyone involved to keep tabs on the job’s status and take prompt action to quickly resolve issues. The activities tab records each step, providing a complete job history for supervisors reviewing the job later. If a new agent or a field technician takes over the job, they already have a detailed record of progress made so far, ensuring a smooth transition. 
  • Record payments made in QuickBooks as transactions in Zuper
  • Enable on-site payment collection through automated invoices
  • Track your expenses and action on multiple payments and deposits

Customer 360: A Holistic View of All Jobs for Agents 

The Customer Page view provides the customer support agents with a comprehensive list of all jobs associated with a specific customer. Agents easily navigate between new and resolved tickets, including for enterprise customers with multiple tickets linked to a single customer. This list view also displays assets owned by the customer, service locations, and other relevant details—all on a single screen. Integrated within the Freshdesk interface, this full-page view ensures that each agent, regardless of their history with the ticket, has access to all customer-related tickets. 

Customer 360: A Holistic View of All Jobs for Agents 

The Customer Page view provides the customer support agents with a comprehensive list of all jobs associated with a specific customer. Agents easily navigate between new and resolved tickets, including for enterprise customers with multiple tickets linked to a single customer. This list view also displays assets owned by the customer, service locations, and other relevant details—all on a single screen. Integrated within the Freshdesk interface, this full-page view ensures that each agent, regardless of their history with the ticket, has access to all customer-related tickets.