As of today, we have launched a new feature within integrate to allow our customers to directly link their integrate software database with their Xero accounting software.
The new feature allows users to create customer accounts and invoices in Xero at a click of a button, rather than having to manually transfer data between the two different systems.
This will not only massively reduce the administration time, but also prevents any potential mistakes caused by human error when transferring the data across.
Initial enquiry to installation
EndtoEnd’s integrate software is designed to follow the customer journey from their initial enquiry to the installation or delivery of the windows and doors on site. Gareth at EndtoEnd commented:
“At EndtoEnd our aim is to help joinery companies grow their business by improving their efficiency. Having everything in one place and reducing admin work is a large part of this.
Several of our customers use Xero as their accounting software, so we wanted to help them easily transfer the customer information and prices stored in integrate across to their accounting software.
We are proud to be able to launch this new feature, helping our customers improve productivity within their businesses in this busy and challenging time for the home improvements industry.”
To stay informed about the latest updates to integrate, make sure you register for our monthly webinars where we discuss how to make the most from integrate to improve your business’ profitability.
Our next webinar on Friday 18th June will be covering:
- Quote customisation – allowing you to customise your quotations to adjust the layout and images displayed in your quotes.
- Teams access – setting up additional teams within integrate and giving different levels of access to records in the CRM system, allowing you greater flexibility in who can see what in integrate.
- Ironmongery defaults and ranges – how to specify and edit rules on different ironmongery defaults and ranges, such as ‘premium’, ‘classic’ and ‘standard’ ranges.
To save your place at the June webinar, register at the link below:
Streamlining your admin
Our new feature, connecting integrate to Xero, is just one of the many features within integrate that are designed to help your joinery business be more efficient, streamlining your administration processes.
EndtoEnd was established by highly skilled IT professionals, who also have extensive experience working within the window and door industry. As a result, integrate has been designed from the start to allow for remote working and to help overcome common issues that joinery companies encounter, helping to provide you with the software you need to help grow your business.
With all the information you need at a click of a button, full details of the transaction history and customer journey can be accessed immediately on integrate. This allows you to instantly answer any customer’s questions about their order while speaking to them, reducing admin time and helping to keep your customer happy.
After making the switch from one of our competitors to instead use EndtoEnd’s integrate, one of our customers, Andrew Madge at Gowercroft, commented:
“Cost control has been greatly improved. Credit control is more streamlined as it is now clear for anybody looking at an account when invoices have been sent, what communication there has been and what has been previously agreed. Implementation of integrate has led to improvements in both the sales process and cashflows.”
This is all in addition to the new Xero accounts integration feature, as integrate is built to allow you quickly identify when invoices have been sent and access all communication at a click of a button.
Find out more about integrate
If you are looking for window and door software to help grow your business, speak to Gareth today on 01422 762 098 or book an online demo to find out how integrate can help you get the most from your joinery business.