There will be people who want to integrate their own system into QuickFile who don’t have the relevant skills.
I have integrated my system in a fairly simple manner, and it does everyting I need. If anyone needs any help with the techincal side of it (ie PHP/MySQL code), I can provide my services.
My company provides a domestic service, and I have built an end to end system to run the business using the Concrete5 CMS. It provides everything from:
WebsiteEnquiry->Quote->BookingJob->JobClosure->PaymentChasing->SubcontractorPayments->CustomerFeedback
As far as my integration goes, I have created webhooks to do the following and it works a dream:
JobClosure:
- checks if client already has a QF account with us, if not create a new client on QF.
- create and email invoice
- if cash received, create a Cash payment for the invoice on QF.
PaymentChasing
- when a customer pays, add a payment to the invoice on QF
SubcontractorPayments
- Create a purchase on QF for them from our system
- Update the purchase with a payment when we pay them.
The beauty of this is that I can just carry on using my system as I did before, and QuickFile is automatically updated with all financial information from our day to day jobs.
If anyone has a similar system and needs help, please let me know.