Compatible tradie program
Does anyone know of a tradie program our workers can use for our plumbing business that is compatible with Reckon Hosted.
Comments
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Hi @Straightline, welcome to the Community.
What sort of requirements are you looking to utilise for your staff?
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Hi Rav. Where their time on job sites can be tracked etc. They will have an ipad and be able to complete time sheets, materials etc and submit an invoice from out in the field but I also want the invoicing to go into Reckon so that its not double handling. There a numerous programs out there, one that I have been referred to is Aroflo but it isn't compatible with Reckon Hosted.
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Thanks for that @Straightline
Check out Fieldmagic which is a field service software that integrates with Hosted and based on its feature set might tick off a few of those requirements you've specified.
I'll link more info to it below -
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Thanks Rav, I'll have a look
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Its exactly what we are after! Thanks so much. I'm trying to set it up and link Reckon Hosted. It asks me to put in my log in details which I have done then it brings up the company file name and asks for the file username and file password. I have tried several to no avail. Do you know where I would find these?
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Hey @Straightline, glad to hear!
The file user name & password is what appears right before accessing your file after logging in. Below is a screenshot from my own test account just an example. In my instance, I'm just using the default which is Admin as user name and no password.
Note, this will appear if you have setup users in your file and the integration with Fieldmagic may require you do this. I'll add some info below that steps you through how to setup users in your Reckon Accounts Hosted file.
Just one little extra thing to keep in mind, when you setup a user name and password on your file itself make sure you remember what these details are because we don't visibility on this on our end.
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Hi Rav,
I have tried all my log in details several times and it says that its not compatible. The company file name that comes up is Straightline Guttering Pty Ltd.QBW. Its the only option that comes up. There is no Reckon Hosted file. Not sure what is going on.
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Have you gone through the process to setup a user name and password on the file itself? (Outlined in the video above)
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I have gone through the process now. It has let me progress. Thank you for your help
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