Fieldproxy + Sage
Connect your accounting system with field operations. Automate invoicing, sync customer data, and maintain accurate financials across your business.
Sage
Accounting Software
Fieldproxy
Field Service Management
Streamline Your Financial Workflows
Connect field operations directly to your accounting system for accurate, real-time financial data.
Eliminate Double Entry
Stop manually entering job data into Sage. Completed work orders flow directly to your accounting system.
Faster Payments
Generate and send invoices immediately upon job completion. Get paid faster with automated billing.
Accurate Financials
Ensure your books match your field operations with real-time synchronization and validation.
Enterprise Ready
Scale from Sage 50 to Sage Intacct as your business grows. One integration, multiple editions.
Works With All Sage Editions
From Sage 50 to Sage Intacct - one integration that scales with your business.
Sage 50
Perfect for small to medium field service businesses. Desktop and cloud sync options.
Sage 200
For growing businesses needing advanced stock and project accounting.
Sage Business Cloud
Cloud-native accounting with real-time sync and mobile access.
Sage Intacct
Enterprise-grade financial management for large field service operations.
Powerful Integration Features
Everything you need to connect Sage with your field service operations.
Automated Invoice Generation
Create Sage invoices automatically when jobs are completed in Fieldproxy with all line items and taxes.
Bi-directional Customer Sync
Keep customer and supplier records synchronized between Sage and Fieldproxy in real-time.
Multi-Currency Support
Handle international transactions with proper currency conversion and exchange rate management.
VAT & Tax Compliance
Automatically apply correct VAT rates and tax codes based on service type and customer location.
Nominal Code Mapping
Map service types to Sage nominal codes for accurate financial categorization and reporting.
Financial Reporting
Access combined field service and accounting data for comprehensive business intelligence.
How the Integration Works
Automate the flow of financial data between field operations and accounting.
Job Completion
Technician completes work order in Fieldproxy with labor, parts, and service details captured.
Invoice Generation
Fieldproxy automatically creates a draft invoice with all line items, taxes, and customer details.
Sage Sync
Invoice pushes to Sage with proper nominal codes, VAT rates, and customer account mapping.
Payment Tracking
Payments recorded in Sage sync back to Fieldproxy for complete job profitability visibility.
Reconciliation
Bank feeds and statements reconcile automatically with matched field service transactions.
Built for Your Industry
See how field service companies use the Sage integration.
Home Service Companies
Generate invoices for completed repairs and installations automatically. Handle one-off jobs and recurring maintenance contracts with proper revenue recognition.
B2B Field Service
Manage complex commercial contracts with milestone billing, retention, and purchase orders. Sync supplier invoices for parts and materials.
Manufacturing & Industrial
Track project costs across multiple sites and cost centers. Integrate with Sage 200 for advanced stock and project accounting.
Mobile Service Operations
Handle high-volume transactions from mobile technicians. Batch process invoices and manage cash flow with accurate revenue forecasting.
Built for UK & International Businesses
Full compliance with Making Tax Digital (MTD), proper VAT handling, and multi-currency support for international field service operations.
Stay compliant with HMRC requirements while automating your field service finances.
Ready to Connect Sage?
Start syncing your accounting data with field operations in minutes. Works with Sage 50, Sage 200, Sage Business Cloud, and Sage Intacct.
Explore More Integrations
Connect Fieldproxy with your entire tech stack.