Construction-Focused Accounting & ERP Solution
Inspect Point’s integration with Vista by Viewpoint, delivered through Trimble, enables Vista users to enhance efficiency by leveraging Inspect Point’s best-in-class inspection-first platform alongside Vista’s ERP functionality.
Syncing your inspection and business data between platforms improves cross-team collaboration and productivity and streamlines your project management.
Streamlining Operations for Better Business Management
The partnership between Inspect Point and Vista combines Inspect Point’s inspection-focused expertise, including our built-in form library and workflows, with Vista’s robust ERP capabilities, allowing contractors to efficiently manage projects from scheduling to completion, invoicing, and payment.
Profile/Account Syncing
When a customer profile is created in Vista, users can opt to create an associated record in Inspect Point, eliminating time wasted and errors made with manual double entry.
Invoice Automation
Once an inspection or service job has been completed, contractors can sync invoices and payments, complete with relevant line items such as inspection prices, materials, and labor, from Inspect Point to Vista with the click of a button.
Payment Collection
With our integration, technicians or office users can collect payment as soon as a job is done. Our simple online payment module on the invoice makes it easy for customers to pay via credit or debit. As the status of an invoice, like payment made, changes within Vista, that information will automatically sync back to Inspect Point.
Integrating With Vista
Benefits to Your Business
As your business grows, managing essential day-to-day tasks can become increasingly challenging. You can choose to work longer hours, hire additional staff, or invest in integrated software solutions that automate these processes and provide a comprehensive view of your business’s performance.
Streamline Workflows
Sync customer information, invoices, and payments between the systems, while leveraging Inspect Point’s best-in-class inspection platform and deficiency management features, including the industry’s largest form library of NFPA, ULC, AES, Joint Commission, DNV, and more, and comprehensive compliance integrations with TCE and IROL.
Gain Invoice Insight
Inspect Point’s invoice builder allows technicians or office staff to seamlessly track materials used, services, and labor hours. The invoice is automatically populated in Inspect Point, synced to Vista, and the payment status can be tracked between platforms.
Save Time & Resources
Syncing invoices from Inspect Point to Vista reduces manual data entry and errors, ensuring accurate invoicing and real-time payment tracking in order to enhance financial oversight.
Centralize Data
Bi-directional data syncing centralizes all of your core inspection and business data, providing a single source of truth for your financial reporting, from invoicing to reconciliation. This informs strategic decision-making,while boosting efficiency, accuracy, and transparency across all teams.
Integrated Inspection and ERP Solutions: Inspect Point & Vista!
Combine key inspection, service, and installation information with robust financial management for enhanced efficiency. Discover the power of Inspect Point and Vista.