Integrations
From request to invoice without retyping.
How it flows
One job record from start to finish.
1
Request
WorkyFix, email, API or IoT alarm
2
Schedule
Skills, location and SLA
3
Complete
App, checklist, signature
4
Invoice
Accounting sync or export
| Integration | What it does | Status |
|---|---|---|
| Mobile app | iOS and Android, offline job sheets, photos, signatures | Live |
| REST API | Work orders, customers, assets and status updates | Live |
| Email and SMS notifications | Engineer on the way, job complete, certificate issued | Live |
| Excel and CSV import | Customers, sites, assets and price lists | Live |
| Xero | Invoice and customer sync | On request |
| QuickBooks Online | Invoice and customer sync | On request |
| Sage | Invoice export | On request |
| Calendar | Google and Microsoft 365 calendar view | Coming soon |
| IoT and BMS alarms | Turn equipment alarms into work orders | Beta |
In detail
What each integration does.
Mobile apps (iOS and Android)
The engineer app with offline mode, checklists, photos and signatures. Live today.
REST API and webhooks
Create jobs, read status and sync customers and assets with your own systems. Live today.
SMS notifications
Tell clients when the engineer is on the way or the job is complete. Live today.
Excel import and export
Bring in customers, sites and assets in bulk, and export any list for reporting. Live today.
Xero, QuickBooks and Sage
Send invoices and customers to your accounting package. Available on request and scoped during onboarding.
Calendar and IoT alarms
Calendar sync is coming soon. IoT alarms that raise jobs automatically are in beta.
Frequently asked questions
- What does "On request" mean for a WorkyField integration?
- The connection is set up for your account during onboarding. We confirm scope and timing in the demo.
- Is there an extra fee for the WorkyField API?
- No. The WorkyField REST API is included in the Enterprise plan.
- Can we import existing customer data into WorkyField?
- Yes. Customers, sites and assets can be imported from Excel on any plan.
- Where is WorkyField data hosted for UK customers?
- Ask us in the demo for the current hosting and data processing details for UK customers.