With accounting and CRM in one, Exact Online is the foundation of any healthy business. They also have integrated packages for SMEs in manufacturing, trade and business services.
Continue reading to learn how you can integrate Exact Online with Simple-Simon.
With Simple-Simon, you can easily create work orders and then manage in Exact Online the work order. Create a work order in Simon’s office module and assign it to a colleague in the field. Your field employee can not only work on the work order in our app, but also easily record travel and work hours. Also register consumed items, take pictures, fill out checklists and ask for a signature from the customer. Moreover, you can work online and offline interchangeably.
Better communication between the office and the field
Your office employees use the office module that synchronizes in real time with the Simon app. The office staff can immediately schedule or edit a work order if needed. Calling back and forth is a thing of the past! Simple-Simon works on all devices (smartphones & tablets) and is available for Android & iOS.
Make sure your invoice is correct
By digitizing your work orders, you say goodbye to paperwork forever. As a result, you will not miss out on any turnover due to forgotten, lost or badly completed work orders. Thanks to the fast and flawless communication between the internal and external departments, you are assured of a correct invoice.
When you activate the integration through Simple-Simon, Exact becomes leading. Customers and articles need to be added to Exact. Simon will retrieve these and you can start creating and planning your work orders!
Note: Always make changes to customers and articles via Exact so Simon can retrieve the correct data.
You can integrate Simple-Simon’s job management software with Exact Online* very easily. Just go on your dashboard to the “integrations” menu and choose Exact.
*Please note that in order to use all the necessary API functions, you need to ensure that your Exact Online license meets the supplier’s requirements for this purpose.
The first year you can use the Simple-Simon and Exact Online integration for free. After the first year, the maintenance costs are £22 per month. However, to keep administrative costs low, these are billed annually in advance. These costs are necessary to keep the integration up to date. You can read more about the technology behind the integration and the maintenance costs here. Read the general terms and conditions of use regarding integrations here.
Simple-Simon supports the following modules of Exact Online. Per module it’s possible to easily set up the coupling.
In order to set up the connection, it is required to create a Simple-Simon account. Create your free Simon account now and easily pair Simple-Simon with Exact Online!
