Pre-project

Seamless customer setup facilitated by tools that collect vital site data on the go

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Pre-Project

Streamline pre-project workflows with synced customer data, mobile site surveys, and automated job sheet creation for precise project planning. 

Pre Project

ERP Integration

Synchronize customer data seamlessly from your ERP system ( current integration include Xero, IO, and QuickBooks with more to follow) to encompass sites, locations, users, and products included in Quotes and Sales orders.

  • Sync customers
  • Sync Site and users
  • Sync Products from SOs
Mobile App

Site Surveys

Using the Integrator Live mobile application, effortlessly conduct site surveys, enabling the addition of rooms/spaces on-the-go, and assigning customised forms and surveys, editable images featuring sticker overlays, video content and annotations.

  • Survey Forms
  • Images / Annotations
  • Audio Notes converted to text
Inventory management

Job Sheets

Produce job sheets branded with your company’s identity, encompassing all the data gathered during the site survey, such as a detailed breakdown of spaces, images, and survey responses. These job sheets serve to provide your customers with a comprehensive understanding of the project at hand.

  • company branded document
  • Capture data from site survey
  • Engineer insturctions
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Ready to supercharge your Integration business?

An array of tools designed to simplify internal processes, enhance quality control, and boost stakeholder engagement. Generate more accurate customer data and project insights while enhancing internal communication and
efficiencies.