Situation: A flower delivery company wanted to automatically take information from an invoice created in QuickBooks and include it when digitally dispatching their drivers. The company had been wasting time and money by printing out physical invoices for their delivery drivers.
Solution: Mobile Workforce Plus offered the integration connection to the company and helped streamline their business process by showing how the dispatcher can create a PDF of the QuickBooks invoice, upload it to Dropbox, generate a share link, and add the link to a field in the digital job order. MWP was able to take an invoice created from QuickBooks and import it into their Job Dispatching module for a more optimized, digital process.
Impact: As a result, the company quickly provides their drivers with key information digitally while maintaining a connection to the actual QuickBooks invoices. Going paperless reduced costs and inefficiencies for the company so they can provide services and goods more dynamically and efficiently.
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About the author : Actsoft Team
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Encore & Geotab Drive
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