Organisation settings

Integrations

MS

Accounting

Only one accounting system can be connected at a time.

  • Xero

    Connected to Tidewater Mechanical Services Pty Ltd. Last sync Today, 09:30.

    Sync settings

  • MYOB

    Not connected. Disconnect Xero first.

Claude connections

Each User connects their own Claude. Revoking cuts that User off at once.

UserRoleStatusLast usedActions
Mac SweenyMac SweenyOwnerConnectedToday, 08:07
Rob HendryRob HendryEstimatorConnectedToday, 09:18
Kate LindqvistKate LindqvistEstimatorConnectedToday, 08:51
Sam OkaforSam OkaforEstimatorConnectedToday, 09:42
Dana BrooksDana BrooksOfficeNot connectedNever

See what each connection has done on the Agents page.

Import from AroFlo

Bring across your Tasks, Assets and periodic work. A Location in AroFlo is a Client's address, which this app calls a Site.

  1. 1Connect
  2. 2Choose what to import
  3. 3Review
  4. 4Import
In AroFloIn this app
TaskJob
LocationSiteIn AroFlo a Location is a Client's address. This app calls it a Site.
AssetAsset
PeriodicMaintenance Schedule
ClientClient
ContactContact
SupplierSupplier

Read-only access is enough.

Import from simPRO

Bring across your Jobs, Quotes, Clients and Catalogue.

  1. 1Connect
  2. 2Choose what to import
  3. 3Review
  4. 4Import
In simPROIn this app
JobsJobs
QuotesQuotes
CustomersClients
SitesSites
ContactsContacts
CatalogueCatalogue Items
Pre-buildsKits

Read-only access is enough.