Integrations
Connect helpdesk, routes, payments, AR, inventory and customer feedback.
- Service intake
- Helpdesk handoffin
- Routes and customer communications
- Route serviceServiceLocations, Routes, RouteStops · in and out
- Customer messagesServiceCalls, RouteStops · out
- Inventory fulfillment
- Inventory and procurementin and out
- Payment reconciliation
- Payment servicein and out
- Accounts receivable
- Invoice handoffInvoices, InvoiceLines, Payments · in and out
- Customer feedback
- Survey servicein and out
- Agents
- Your agentWorks within the permissions you assign
Service intake
- Helpdesk handoff. Resolve the source ticket identity into one service call for the same customer and location. Repeated delivery returns that call; ticket ownership remains with the helpdesk.
Createdno assigned technicianno assigned crew
| Call Number | Customer | Service Location | Service Category | Priority |
|---|---|---|---|---|
| SC-41234 | CUS-240 | SL-120 | SC-4107 | Low |
| SC-97431 | CUS-201 | SL-140 | SC-8613 | Medium |
| SC-52692 | CUS-085 | SL-120 | SC-9920 | High |
| SC-81669 | CUS-080 | SL-140 | SC-3932 | Emergency |
| SC-36686 | CUS-021 | SL-110 | SC-8259 | Low |
| SC-77134 | CUS-096 | SL-150 | SC-1105 | Medium |
Routes and customer communications
- Route service. Export permitted ServiceLocations and current RouteStops to the route service. Import proposed travel durations and stop order for Routes. Dispatch accepts a feasible revision before it changes the committed appointment. Provider failure leaves that appointment intact.
- Customer messages. Export accepted ETA updates from ServiceCalls and RouteStops through permitted configured channels. Recheck current communication permission before a delayed message is sent.
Inventory fulfillment
- Inventory and procurement. Choose the authoritative stock owner and reconcile accepted transfer or procurement requests. Reversals retain the original operation and its compensating movement; local and external stock owners must not apply the same movement twice.
StatusApprovedPickedSent
Payment reconciliation
- Payment service. Keep requests, authorizations, capture, refund and unknown responses distinct. Reconcile the original request before retrying. A credit-completion decision is retained payment-term authority, not processor evidence.
StatusPendingAuthorizedUnknownFailed
Accounts receivable
- Invoice handoff. Export the accepted Invoices and InvoiceLines billing revision and its approved credit or replacement adjustments to accounts receivable, including confirmed Payments receipts and approved credit terms. Import correlated receivable acknowledgements using the same request identity, without charging the customer again.
SyncStatusPendingFailedUnknown
| Invoice Number | Service Call | Customer | Invoice Date | Total Amount |
|---|---|---|---|---|
| INV-89490 | SC-16108 | CUS-176 | 03 Sep | 5,026.16 |
| INV-97424 | SC-46492 | CUS-175 | 12 Sep | 43,449.34 |
| INV-10963 | SC-49001 | CUS-157 | 12 Sep | 19,314.10 |
| INV-83571 | SC-17955 | CUS-206 | 04 Sep | 25,911.09 |
| INV-42234 | SC-21721 | CUS-203 | 04 Sep | 34,196.53 |
| INV-30899 | SC-55510 | CUS-015 | 13 Sep | 25,973.93 |
Customer feedback
- Survey service. Send one eligible follow-up intent after the configured delay and accept correlated responses. A missing response is not a zero score, and a queued message is not confirmed delivery.
How connections are governed
service accounts, audit, pausingConfigure each connector with a scoped credential, target identity and stable request key. Keep payment, inventory, AR and survey requests pending until their own correlated acknowledgement. Unknown outcomes are reconciled using the original request before retrying. External warehouse ownership disables independent local balance changes. Do not store card data in operational notes or offline payloads.
The API is one more client of the same interface. Agent reference →
# Example work after configuration
$ curl -s erp.ai/skill.md
› Find unassigned visits whose required skills have no eligible technician.
› Show submitted estimates that need an independent Operations Manager decision.
› Explain failed mobile events using their original command identity.
› List invoices whose AR acknowledgement is still unknown.