Aiventic connects to field service software, CRM and accounting systems, so your jobs come in automatically, and to parts suppliers, so Iven can check pricing from your own accounts. Which systems you see on the Integrations page can vary by team. If you don't see your system, contact Aiventic support.
Who can do this: Owners only, and your team needs an active subscription.
Field service software
Aiventic reads jobs from these systems. Each has its own page with what syncs, what you need and how to connect:
ServiceTitan integration (card label Service Titan)
ServiceTrade integration (card label Service Trade)
Fieldpoint integration (card label Field Point)
Service Desk integration (powered by ARIES)
EPass integration (powered by ARIES)
CRM
Aiventic can read jobs you track as deals or tickets in your CRM:
Accounting & ERP
Aiventic can import your invoice history as past jobs:
QuickBooks integration (QuickBooks Desktop, through an on-premises agent)
Parts suppliers
Aiventic checks live part prices and stock from your own supplier accounts. Each supplier has its own page:
Where to find them
Go to Settings > Integrations.
Look under Connected apps for systems you already connected.
Look under Available integrations for systems you can connect.
Each card shows a status of Connected or Not connected and a View integration button.
Good to know
If you can't open Settings > Integrations, you are not an Owner, or your subscription is not active.
If you don't use any of these systems, Owners can import jobs from a spreadsheet in Data Hub instead.
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