Fieldproxy + Sage: field service and your books, in step
Customers, suppliers, products, invoices, credit notes, payments and bills sync both ways between Fieldproxy and Sage. Jobs become Sage invoices with the right nominal and tax codes, payments taken on the job are matched, and whatever your accounts team does in Sage shows on the job.
Does Fieldproxy integrate with Sage?
Yes, deeply and in both directions. Fieldproxy works with Sage 50, Sage 200, Sage Business Cloud and Sage Intacct. Customers and suppliers, products and services, sales invoices and credit notes, payments and receipts, and supplier bills all sync two ways, and status changes made on either side show on the other. A completed job becomes a Sage invoice with its labour, parts, nominal codes and tax codes; a card taken with Tap to Pay on the technician's phone is recorded against it. Fieldproxy replaces the field service tool you run today; Sage stays your book of record. Setup is done with you and tested on your own invoices, live within a day.
Sage
Your books of record
Fieldproxy
Field Service Management
What syncs between Fieldproxy and Sage
Record by record, which way it moves and what happens. The exact mapping to your nominal codes, tax codes and customer accounts is agreed with you during setup.
| Record | Direction | What happens |
|---|---|---|
| Customers | Both ways | A customer added in Fieldproxy is created as a Sage customer account, and accounts added or edited in Sage come into Fieldproxy. Names, contacts, addresses and payment terms stay matched, so there is one customer list. |
| Suppliers | Both ways | Supplier records are shared, so parts bought for a job are raised against the same supplier your accounts team pays. |
| Products and services | Both ways | Product and service codes, prices and tax settings are shared. Change a price in Sage and technicians quote and bill the new rate; add a part in Fieldproxy and it exists in Sage. |
| Sales invoices | Both ways | When a job is completed or approved, the invoice goes to Sage with its line items, labour, parts, tax codes and nominal codes. Edits and status changes made in Sage come back onto the job. |
| Credit notes | Both ways | A credit or goodwill adjustment against a job is raised as a credit note in Sage, and credit notes raised in Sage show against the job and the customer. |
| Payments and receipts | Both ways | Payments taken in Fieldproxy (Tap to Pay on the technician's phone, a payment link, a deposit on a signed quote) are recorded in Sage against the right invoice. Receipts posted in Sage mark the invoice paid in Fieldproxy. |
| Bills | Both ways | Supplier costs for parts bought for jobs go to Sage as purchase invoices, and their status comes back, so job cost in Fieldproxy matches your purchase ledger. |
| Nominal and tax codes | Sage → Fieldproxy | Nominal codes and VAT or tax codes come from Sage and are mapped to your job and line types, so every invoice lands in the right place in your chart of accounts. |
| Balances and history | Sage → Fieldproxy | Open balances and past invoices show on the customer record in Fieldproxy, so the office and the technician see who owes before the next visit. |
Works with Sage 50, Sage 200, Sage Business Cloud and Sage Intacct
The same two-way records, whichever Sage your accounts team runs.
Sage 50
Customers, suppliers, products, invoices, credit notes, payments and bills, synced both ways.
Sage 200
The same two-way records, mapped to your nominal codes and tax codes during setup.
Sage Business Cloud
Two-way sync of customers, products, invoices, payments and bills, with status kept in step.
Sage Intacct
Customers, items, invoices, payments and bills both ways, mapped to your chart of accounts.
See your own jobs land in your own Sage company.
Get DemoFrom finished job to paid invoice in Sage
One record from the job to the ledger, with nothing retyped.
Job completed
The technician finishes the work order in the Fieldproxy app with labour, parts, photos and the customer's signature.
Invoice drafted from the job
Fieldproxy builds the invoice from what was actually done, priced from the product list it shares with Sage, with the right tax codes. Your rules decide whether the office reviews it first.
Paid on the spot, or by link
The technician takes the card with Tap to Pay on their own phone, or the customer pays from a link by email or text, through your own Stripe account.
Sage gets the invoice and the payment
The invoice posts to Sage with its nominal and tax codes against the right customer account, and the payment is recorded against it.
Sage changes come back
A receipt posted, a credit note raised or an invoice edited in Sage shows on the job in Fieldproxy, and payment reminders stop the moment it is paid.
How Fieldproxy and Sage stay in agreement
Two-way sync only helps if both sides agree on who owns what. Every setup starts from these rules.
- Sage stays your book of record, and your VAT and tax returns are still done in Sage. Fieldproxy runs the work and the billing that comes from it.
- One owner for the customer list and the product list, agreed at setup, so the first sync matches existing records instead of duplicating them.
- A payment recorded in either system shows as paid in both, so nobody chases an invoice your accounts team has already closed.
- Edits, credit notes and status changes made in Sage show on the job, not silently overwritten.
- Sync errors show on the job or invoice they belong to, so they are fixed where the work is.
- Every change to an invoice in Fieldproxy is in its history: who changed it, what changed and when.
Paid on the job, posted in Sage
Technicians take card payments on their own phone with Tap to Pay, with no card reader to carry. Customers who pay later get a payment link by email or text, and deposits can be taken when a quote is signed. Payments run through your own Stripe account.
However the customer pays, the payment is matched to the invoice in Fieldproxy and recorded in Sage, so the job shows paid and reminders stop.
How field service teams use it
The same sync, set up around how each kind of business bills.
Home service companies
One-off repairs and installations invoiced from the job and paid on the doorstep with Tap to Pay, and maintenance plans billed on schedule, all posted to Sage with the payment matched.
B2B field service
Contract and per-site billing with purchase order numbers on the invoice. Parts bought for jobs go to Sage as supplier bills, so job cost and the purchase ledger agree.
Planned and reactive maintenance
Planned visits and call-outs invoiced against the right customer account and nominal codes, with labour and parts on every line and balances visible on the customer record.
High-volume mobile service
Many small jobs a day, each invoiced and paid in the field and posted to Sage without anyone in the office retyping them.
How setup works
The Fieldproxy team does it with you, live within a day of the mapping call.
- 1
Tell us your Sage setup
Which Sage edition, how your nominal codes, tax codes and customer accounts are organised, and what your accounts team needs to see.
- 2
Agree who owns what
Which system owns the customer list and the product list, and how job types and line types map to nominal codes.
- 3
Connect and import
Sage is connected, customers, suppliers and products are brought into Fieldproxy, and existing records are matched rather than duplicated.
- 4
Test with your own invoices
A batch of real jobs is invoiced, paid and synced, then checked against Sage line by line: account, products, tax and totals.
- 5
Go live
The field service side is built around your process and live within a day. Sage is part of that setup, not a separate project.
Ask Claude or ChatGPT, and it reaches Sage
Through Fieldproxy's MCP server, Claude, ChatGPT and Copilot can do anything a user can do in Fieldproxy, including creating and editing invoices and quotes. You confirm a preview before anything is saved, and the invoice then syncs to Sage like any other.
“Create the invoice for yesterday's boiler service at Harbour Court.”
“Raise a credit note for the missed visit on the Northfield contract.”
“Which completed jobs this month have no invoice yet?”
Examples. Names are made up.
See it built around how your team already works.
Get DemoSage and Fieldproxy, answered
Does Fieldproxy integrate with Sage?
Yes, deeply and two ways. Customers, suppliers, products and services, sales invoices, credit notes, payments and bills sync between Fieldproxy and Sage, and status changes on either side show on the other.
Which Sage products does Fieldproxy work with?
Sage 50, Sage 200, Sage Business Cloud and Sage Intacct. Your edition and how your nominal and tax codes are set up are agreed at the start of setup.
Is the Sage sync one-way or two-way?
Two-way. Invoices, credit notes and payments created in Fieldproxy go to Sage, and receipts, edits and credit notes made in Sage come back to Fieldproxy. Customers, suppliers and products are kept in step both ways.
Do payments taken on the job reach Sage?
Yes. A card taken with Tap to Pay on the technician's phone, a payment-link payment or a deposit on a signed quote is recorded against the invoice in Fieldproxy and in Sage.
Can supplier bills for job parts go to Sage?
Yes. Parts bought for jobs can go to Sage as supplier bills against the same supplier records, and their status comes back, so job cost in Fieldproxy matches your purchase ledger.
How are nominal codes and VAT handled?
Nominal codes and VAT or tax codes come from Sage and are mapped to your job types and line types during setup, so each invoice lands in the right accounts with the right tax. Your VAT return is still done in Sage.
Will the first sync create duplicate customers in Sage?
It should not. We agree which system owns the customer list before connecting and match existing accounts in both systems, so they are linked rather than created twice.
Can I create or edit invoices from Claude or ChatGPT and have them reach Sage?
Yes. Through Fieldproxy's MCP server, Claude, ChatGPT or Copilot can do anything a user can do in Fieldproxy, including creating and editing invoices. You confirm a preview before anything is saved, and the invoice then syncs to Sage like any other.
Does Fieldproxy also work with QuickBooks and Xero?
Yes. Fieldproxy has a two-way sync with QuickBooks Online, Desktop and Enterprise, and syncs with Xero.
How long does setup take?
Fieldproxy is set up around your process and live within a day of the mapping call, with Sage connected and tested on a batch of your own invoices as part of that setup.
See it on your own Sage company
We set up a Fieldproxy workspace around how you work, connect it to Sage 50, Sage 200, Sage Business Cloud or Sage Intacct, and run a batch of your own jobs through to paid.
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