Compatible tradie program

Straightline
Straightline Member Posts: 6 Novice Member Novice Member
in Accounts Hosted

Does anyone know of a tradie program our workers can use for our plumbing business that is compatible with Reckon Hosted.

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,418 Reckon Community Manager Community Manager

    Hi @Straightline, welcome to the Community.

    What sort of requirements are you looking to utilise for your staff?

  • Straightline
    Straightline Member Posts: 6 Novice Member Novice Member

    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.

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,418 Reckon Community Manager Community Manager

    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 -

    https://www.reckon.com/marketplace/add-on/fieldmagic/


  • Straightline
    Straightline Member Posts: 6 Novice Member Novice Member

    Thanks Rav, I'll have a look

  • Straightline
    Straightline Member Posts: 6 Novice Member Novice Member

    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?

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,418 Reckon Community Manager Community Manager

    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.

    image.png


    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.

    https://www.youtube.com/watch?v=EmrgwaIErbQ


  • Straightline
    Straightline Member Posts: 6 Novice Member Novice Member
    edited June 2022

    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.

    reckon page2.jpg


  • Rav
    Rav Administrator, Reckon Staff Posts: 16,418 Reckon Community Manager Community Manager

    Have you gone through the process to setup a user name and password on the file itself? (Outlined in the video above)

  • Straightline
    Straightline Member Posts: 6 Novice Member Novice Member

    I have gone through the process now. It has let me progress. Thank you for your help

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