FreeAgent Integration

Automatically keep your FreeAgent account in sync with your field service management job tracking software.

No credit card required

Software to run your business

JobStaq is designed to help you run your field service business, automating admin tasks so you can focus on delivering exceptional service to your customers. Here's a brief summary of how JobStaq can help.

Job management

Keep track of your work from enquiry to payment. Our system will automatically categorise your jobs based on their progression, letting you quickly see all jobs requiring attention.

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Quoting & Invoicing

Create templates for frequent work to speed up the process of raising quotes and invoices. Let your customers view their quote online to accept or reject it, and pay their invoice online through our customer portals.

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Scheduling

Our calendar system gives office staff a central view of engineer availability, and allows engineers to see their schedule on their phone. Our assisted scheduling tools help you optimise your schedule to reduce travel time and increase billable time.

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Forms

Digitally fill out industry standard or custom forms from your phone, and issue a digital PDF copy before leaving the job. Automatic reminders help you secure repeat bookings from customers for any annual services.

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CRM

Keep track of all your customer and property details in one place. Send and track SMS, email, printed letters, and phone calls from your account.

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Vehicle tracking

Install hardware trackers in your vehicles to provide office staff a real-time view of where your engineers are. Send customers automated text messages when your engineers are en-route to their jobs with a link to track their engineer's arrival.

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JobStaq & FreeAgent Integration

Connect your FreeAgent account to your JobStaq account to automatically keep your accounting data in sync, reducing manual data entry, and ensuring you won't lose track of any payments for work you've completed.

Invoices

Raise invoices against jobs from within JobStaq, and they'll automatically be synced to FreeAgent once they've been issued to customers, ready to be reconciled.

Customers

Changes to your customers in JobStaq will automatically sync to FreeAgent, and you've got the option to import your existing customer database from FreeAgent if you'd like to speed up your JobStaq account setup.

Payments & Credits

Payments recorded in the app or processed via our online payments integrations automatically sync to FreeAgent, and any payments reconciled in FreeAgent sync back to JobStaq.

Taxes & Accounts

We'll detect all accounts and tax rates from your FreeAgent account and import these to your JobStaq account, to assist you in accurately tracking your revenue.

Our Plans

We offer a range of plans depending on the needs of your business. Sign up for a free trial to see for yourself how JobStaq can help your business.

Silver

£15.00 /user/mo
  • Accounting software integration
  • Kane & Anton analyser integration
  • Online payments
  • Automatic service reminders
  • Vehicle tracking
  • 2.5GB storage
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Gold

£25.00 /user/mo
  • All features from previous plans, plus...
  • Automatic scheduling
  • Customer bookings
  • Mailchimp / Brevo integration
  • Custom forms
  • 5GB storage
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If you need custom features you don't see listed in our plans, please contact us to discuss your requirements.

FreeAgent Integration FAQs

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