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  1. Home Inspection Software
  2. Integrations
Reference

Integrations

Reconcile outside evidence with the exact local order, delivery and settlement source.

  • Home Inspection Software
  • Bank feed
  • Carrier or delivery service
  • Supplier communication
  • Customer communication

Systems to connect

  • Bank feed. Bring statement lines and actual settlement evidence into the relevant entity and bank account.
  • Carrier or delivery service. Match external dispatch and delivery acknowledgments to shipments and route stops when used.
  • Supplier communication. Retain actual send acknowledgments for approved purchase orders.
  • Customer communication. Retain actual send evidence for dealer quotes and invoices.

How connections are governed

Each inbound event carries a source, external key, kind and occurrence time. Verify it before applying an economic effect. An uncertain outbound attempt stays visible for reconciliation; repeating the request must not create another payment or shipment. Choose the connected providers and message fields during implementation, then rehearse a duplicate, a rejection and a timeout against the original record.

Set up Home Inspection Software your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started