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Integrations

Connect Footprint WFM
to the tools you already use

Footprint WFM slots into your existing workflow - passing jobs in, pushing results out, and keeping your data in sync.

Talk to us about integrations →
Salesforce ✓ Salesforce Registered Partner

From CRM opportunity to completed job - automatically

When a deal closes in Salesforce, Footprint WFM creates and assigns the job to your field team. When the work is done, results flow straight back.

How the data flows
Salesforce
SalesforceCRM
Job created
▶
◀
Results back
Footprint WFM
Footprint WFMJob management
Assigned
▶
◀
Completed
👷
Field OperativeMobile app
🧹
Real-world example
A kitchen cleaning company closes a contract in Salesforce - the opportunity moves to Closed Won. Footprint WFM instantly creates the job on the operative's app. Once complete, time, photos and sign-off are written back to the Salesforce record automatically - no manual data entry.
⚡
Trigger on any stage change
Configure which Salesforce opportunity stage fires the job - Closed Won, Contract Sent, or any custom stage you use.
🗂️
Job details mapped automatically
Client name, site address, contact details and job type pulled from the Salesforce record - no re-keying.
↩️
Results written back
Completion time, notes, photos and signatures pushed back to the Salesforce record as an activity or field update.
🔧
Fully configurable
Map any Salesforce field to any Footprint WFM job field. Works with standard and custom objects.
Don't have Salesforce yet?
We can build and configure it for you
As a Salesforce Registered Partner, we implement Salesforce from scratch - then connect it directly to Footprint WFM.
Explore Salesforce services →
SharePoint

Every document filed in exactly the right place, automatically

Footprint WFM pushes completed forms into SharePoint, organised by client, site, document type - whatever folder structure fits your business. Plus automated compliance tracking via SharePoint Lists.

Document Management

👷
OperativeSubmits form
▶
Footprint WFM
Footprint WFMRoutes & files
▶
SharePoint
SharePointCorrect folder

Auto-generated folder path

📁 Clients / Acme Corp / Unit 4B / ✅ Report.pdf

Compliance Lists & Reminders

🚗
Vehicle Checks
Daily/weekly checks logged against each vehicle
📋
Vehicle Records
MOT dates, insurance, service history in one list
🦺
Harness Checks
Pre-use inspection records for working at height
🔧
Equipment Inspections
PAT testing, tool certification, plant records
👷
Operative Qualifications
CSCS, first aid, licences - with expiry dates
🔍
Instantly searchable
Documents land in the right folder every time - no chasing operatives for paperwork.
📅
Never miss a renewal
MOT, insurance, harness checks - automated reminders keep you compliant.
🔒
Uses your existing permissions
Filed within your SharePoint tenancy - existing access controls apply automatically.
Sage 200

Job completions that feed straight into your accounts

Connect Footprint WFM to Sage 200 so completed jobs flow automatically into your accounting system - accurate labour hours, job costs, and customer records without any re-keying.

How the data flows
Sage
Sage 200Accounts / ERP
Customer data
▶
◀
Job costs back
Footprint WFM
Footprint WFMJob management
Assigned
▶
◀
Completed
👷
Field OperativeMobile app
🏗️
Real-world example
A facilities management company raises a planned maintenance job in Footprint WFM. The operative logs hours and materials on site. Footprint WFM pushes the job cost - labour, materials, customer reference - into Sage 200 ready for invoicing. No manual timesheets, no duplicate entry.
💷
Labour hours to invoicing
Operative time logged in the field passes directly to Sage 200 against the correct customer account - ready to invoice the moment the job closes.
👤
Customer records synced
Customer and site data from Sage 200 flows into Footprint WFM so jobs are always linked to the correct account.
📦
Materials and costs
Materials used on site are captured in Footprint WFM and posted to Sage 200 as job costs - accurate profitability per job.
🔄
Eliminates double-entry
Job data entered once in the field flows through to your accounts - saving admin hours and eliminating transcription errors.
Power BI

Turn your job data into live dashboards and reports

Connect Footprint WFM to Power BI and transform raw field data into charts, maps, tables and summaries - giving management instant visibility across every job, site, and operative.

How the data flows
Footprint WFM
Footprint WFMJob & field data
Live data feed
▶
Power BI
Power BIData processing
Visualised
▶
📊
DashboardsLive reports

What you can visualise

📊
Charts & Bar Graphs
Job completion rates, volumes by period, operative performance, client activity
🗺️
Maps & Geographic Views
Plot jobs, sites and operatives on a live map - see coverage and travel at a glance
📋
Summary Tables
Filterable data tables across jobs, costs, time on site and document completion
📈
Trend Analysis
Compare week-on-week, month-on-month performance across any metric
🎯
KPI Scorecards
Highlight key numbers - jobs completed, SLA compliance, outstanding actions
📱
Mobile-ready reports
Dashboards accessible on any device - managers can check in from anywhere
⚡
Live data, not static exports
Power BI connects directly to Footprint WFM - dashboards refresh automatically so you're always looking at current data, not last week's spreadsheet.
🎨
Custom dashboards per role
Build different views for different people - a site manager sees their sites, a director sees the whole business, finance sees costs and billing.
🔗
Combine with other data sources
Blend Footprint WFM data with Salesforce, Sage 200, or your own spreadsheets in a single Power BI report for a complete business picture.
📤
Share and schedule reports
Publish dashboards to stakeholders, schedule automated email reports, or embed live charts directly into your intranet or SharePoint pages.
Microsoft 365

Trigger Microsoft 365 actions directly from field activity

When something happens in Footprint WFM - a job is completed, a form is submitted, a date is approaching - Microsoft 365 can react automatically. Emails sent, spreadsheets updated, calendar entries created, all from your own tenant.

📧
Outlook Email
Send job confirmations, completion reports, and reminders from your own company email address - not a third-party domain.
📗
Excel
Write job data, hours, costs and material usage into Excel files automatically - keeping your existing reports up to date.
📅
Outlook Calendar
Create calendar entries for scheduled jobs, inspections, and renewals - assigned directly to the right person's calendar.
💬
Teams
Post job completion notifications, issue alerts, and daily summaries straight into your Teams channels.
Example automation flow
👷
OperativeMarks job done
▶
Footprint WFM
Footprint WFMTriggers action
▶
M365
Microsoft 365Your tenant
▶
Microsoft 365
Microsoft 365Email · Excel · Teams
🏢
Send from your own domain
Emails triggered by Footprint WFM are sent via your Microsoft 365 tenant - they come from your address, not ours.
📊
Live Excel updates
Job completions, labour hours, and costs written into Excel sheets automatically - keeping management reports current without any manual work.
🔔
Automated reminders
Licence expiries, scheduled inspections, and overdue jobs can trigger Teams messages or Outlook reminders to the right person automatically.
Also from Footprint WFM
We're an approved Microsoft licensing provider - we can supply and support your M365 licences too.
Find out more →
🔌

Don't see your system listed?

We build integrations to fit your business. Whether it's a bespoke CRM, an industry-specific ERP, or another cloud platform - get in touch and we'll discuss what's possible.

Contact us about your system →

Ready to connect your systems?

Tell us what you're working with and we'll show you how Footprint WFM can plug in.

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