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Simplify and Enhance Your Field Service and Accounting Processes with Zuper and Sage Intacct Integration

Enhance your inventory management with Zuper and Sage Intacct integration. Keep track of inventory levels across multiple warehouses within close proximity to easily identify available spares for technicians closest to the job site. The seamless two-way syncing also allows you to experience faster payment processing.

Experience Real-Time Data Synchronization and Eliminate Manual Data Entry

Unlock the potential of this dynamic duo and effortlessly merge field service data with accounting information to create concise and robust reports.
  • Manage different organizations on Zuper and sync them as companies on Sage Intacct
  • Track important merchandise between warehouses on Zuper
  • Update the price and quantity of your inventory
  • Real-time data sync allows you to keep track of pending or missing payments

Optimize Your Accounting Process to Stay on Top of your Business Financials

Enhance your business operations by streamlining your accounting processes and reducing the administrative burden for your back-office staff.
  • Effortlessly simplify routine accounting tasks like accounts receivable, accounts payable, and financial reporting
  • Enable your finance team to devote more time to more advanced strategic activities
  • Access all vital customer information, task history, and work order details with ease
  • Eliminate billing errors and maintain error-free financial interactions for effective bookkeeping

Simplify and Optimize Work Order Management

Improve productivity, reduce errors and see the bigger picture by gaining a comprehensive understanding by simplifying complex jobs.
  • Access real-time visibility of your technicians’ availability and location
  • Automate your payroll process by generating invoices based on your technician’s nature of work and job complexity
  • Easily transfer work information, inventory details, and invoices between Zuper and Sage Intacct
  • Empower field technicians with access to the nearest warehouse, ensuring they arrive at the job site equipped with the correct spare parts

Delight Customers With Zuper And Zendesk

Delight Customers With Zuper And

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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. 
  • Effortlessly simplify routine accounting tasks like accounts receivable, accounts payable, and financial reporting
  • Enable your finance team to devote more time to more advanced strategic activities
  • Access all vital customer information, task history, and work order details with ease
  • Eliminate billing errors and maintain error-free financial interactions for effective bookkeeping

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. 
  • Effortlessly simplify routine accounting tasks like accounts receivable, accounts payable, and financial reporting
  • Enable your finance team to devote more time to more advanced strategic activities
  • Access all vital customer information, task history, and work order details with ease
  • Eliminate billing errors and maintain error-free financial interactions for effective bookkeeping

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.