Product Integration

Punchlist Manager.NET Product Integration

Punchlist Manager.NET can integrate with most accounting applications ensuring a seamless back office infrastructure. Punchlist Manager.NET sets up a connection between your existing accounting, or job-costing system and your Punchlist Manager.NET database.

The Punchlist Manager.NET Synchronization application eliminates time and human error by synchronizing common fields and data used through your enterprise. As new information is entered in your existing systems, such as customers, jobs, and costs, this information is updated into your Punchlist Manager.NET job management system to allow your team to focus on job management and customer service instead of spending their time doing data entry.   The integration module allows you to control what data (vendors, purchase orders, cost codes, jobs, and buyer information) and even how many jobs are synchronized with Punchlist Manager.NET, and how often!

 

Synchronization for Punchlist Manager.NET

Punchlist Manager Synchronization chart

Data is sent in XML format and data mapping is set up custom to each customer’s specific needs

Applications Supported

  • Timberline
  • MasterBuilder
  • Custom Applications
  • Exchange Integration

 

Business Process Flow

Business Process Flow with Sage

 

Here’s how it works. We install a integration module on your desktop that can connect to your accounting database through ODBC that allows data to be passed from your accounting system to Punchlist Manager.NET on a scheduled basis. Changes to your jobs, customers, and costs are sent to our Secure Data Center. The Punchlist Manager.NET Synchronization application updates all changes (new records and changes to existing records) during the scheduled process.

 

 

Don’t see your application on the list? Contact Service Software and talk to one of our synchronization experts. We have been able to synchronize with many custom applications and other ODBC-compliant applications. Typically, if we can have access to your data, we can provide some level of synchronization.