WORLD FIRST: Formitize Announces Powerful Two-way Integration with Xero

WORLD FIRST: Formitize Announces Powerful Two-way Integration with Xero

Published on: 20-08-2014 | by Misty in paperless, mobile workforce, mobile forms, digital forms

SYDNEY, Australia August 2014 – The creators of Formitize – an amazing paperless App used by many businesses worldwide – have unveiled wonderful news for organizations with a mobile workforce everywhere. Formitize are the first mobile forms solution in the world to team up with Xero in a powerful two-way integration that will change the future of field based reporting - making paperwork paperless.

Two Amazing Software Solutions

Xero is an easy-to-use online accounting software that’s designed specifically for small businesses. Xero has everything business owners need to run their business – including invoicing, paying bills, sales tax returns, reporting, and much more.

Formitize leads the world in smart, paperless mobile forms App and field data collection solutions with clients across every continent in more than eighty industries from single, sole traders through to some of the world’s largest corporations.

And now there is a full two-way integration between these two amazing software solutions. Formitize’s feature rich mobile forms, automated reporting, and field data collection solutions integrate seamlessly with Xero – a match made in heaven.

Formitize convert old paper forms and documents into a smart-phone or tablet based App. Work orders, invoices, inspections, audits, sales records, risk assessments, reports, and so much more can be converted to Formitize. Once the information is collected, the relevant financial details integrate beautifully into Xero to update records or create Invoices, expense claims, purchase orders, new contacts, and more.

How the Two-way Integration Works

To illustrate, here is an example of the power of the two-way integration between Formitize and Xero. Field technicians can now receive a Job dispatched from the Formitize Management Portal, together with job details and route guidance to the job location. Once on site, the technician completes their job card, work order, or inspection. The old paper form is dramatically improved with GPS integration, time and date stamping, before and after photos of the job collected and tagged with the job number together with integrated client signatures. A risk assessment and quality check process has also been incorporated into the new mobile forms to ensure safety and compliance is adhered to throughout the work process.

On completion, the technician submits the digital forms from the mobile device and the magic happens. The customer receives an instant, perfectly completed work order report incorporating data from the form together with terms and conditions, photos, and signatures, along with a completely integrated invoice. All relevant financial information uploads instantly into Xero adding the invoice details to accounts receivable. All completed in seconds and not a piece of paper in sight.

On the Formitize App side, existing customers’ names and contact fields together with product and pricing details can auto-fill the form instantly using contact information and data directly from Xero. So much time saved with instant linking, no mistakes, and all so simple. The result – a completely paperless end-to-end solution incorporating existing mobile forms and paperless reports with the financial and contact elements integrating into Xero. Paperless and perfect!

Discover more ways to maximize the benefits from Formitize’s powerful two-way integration with Xero.

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