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Integrations

FSM Navigator® connects with the tools your business already uses. Sync financial data with QuickBooks, dispatch technicians with travel-time awareness built in, or build custom integrations with the Enterprise REST API.

Available integrations

  • QuickBooks Online

    Sync customers and invoices between FSM Navigator and QuickBooks Online. Keep your books up to date automatically.

    Plan: Pro and above

    Connect QuickBooks

  • Enterprise REST API

    Build custom integrations, automate workflows, and sync data with any external system through a standard REST API.

    Plan: Enterprise

    API integration guide

  • AI Connector

    Connect Claude, ChatGPT, Gemini, Grok or a voice agent. Your AI reads your data and drafts quotes; your team sends.

    Plan: Enterprise

    Connect your AI app

  • Text notifications

    Send customers one-way appointment, reminder and on-the-way texts from your own Twilio account, in addition to email.

    Plan: Enterprise

    Set up text notifications

  • Email sending

    Send invoices, estimates and appointment emails from your own domain or Microsoft 365 mailbox instead of FSM Navigator's address.

    Plan: Enterprise

    Set up email sending

  • Intelligent dispatch

    Drive-time-aware technician matching. Built into auto-assignment — no setup required.

    Plan: Pro and above

Integration comparison

Integration What it does Required plan Setup time
QuickBooks Online Syncs customers and invoices Pro+ ~5 minutes
Enterprise REST API Full programmatic access to your data Enterprise ~10 minutes
Text notifications One-way appointment texts from your own Twilio account Enterprise ~10 minutes, plus Twilio's A2P 10DLC review
Intelligent dispatch Travel time estimates and technician matching Pro+ Automatic

How integrations work

QuickBooks Online

A direct OAuth connection between your FSM Navigator account and your QuickBooks Online account. Once connected, data flows automatically based on your sync preferences.

Set up QuickBooks

Enterprise REST API

A standard REST API with API key authentication. Create jobs, query customers, manage assets and inventory, and more from any programming language or integration platform (Zapier, Make, custom scripts).

Get started with the API

Intelligent dispatch

Drive-time awareness is built in and requires no configuration on your part. Auto-assignment accounts for drive time when matching technicians to jobs.

Getting started

  1. Check your plan — QuickBooks sync requires a Pro subscription or higher. The Enterprise REST API requires an Enterprise subscription. Compare plans.
  2. Navigate to Settings → Integrations — find and configure available integrations.
  3. Follow the setup guide — each integration page walks you through the connection process step by step.

Data privacy and security

All integrations follow FSM Navigator's security standards:

  • Sign in with QuickBooks — you connect by signing in to Intuit. FSM Navigator never sees or stores your QuickBooks password.
  • Protected connections — the connection details FSM Navigator keeps for each integration are stored encrypted.
  • Scoped API keys — Enterprise API keys are limited to only the data scopes you grant.
  • Audit logging — Every API request and sync operation is logged in your company audit trail.
  • Instant revocation — Disconnect QuickBooks or revoke API keys at any time from Settings.

Security overview

Frequently asked questions

Can I use integrations on the Free or Pro plan?

Intelligent dispatch is included on Pro and above. QuickBooks Online is also available on Pro and above. The Enterprise REST API requires an Enterprise plan.

Will you add more integrations?

Yes. We are actively expanding our integration catalog. If you need a specific integration, contact us.

Can I build my own integration?

Absolutely. The Enterprise REST API gives you full programmatic access. You can integrate with any system that can make HTTP requests — including Zapier, Make, Power Automate, and custom applications.

Is my data safe when using integrations?

Yes. Connection details are stored encrypted, connected apps can be disconnected instantly, and API keys support IP allowlists for additional security. See Security for details.