Track time and manage customer relationships with HappyFox and FreshBooks

Last Updated: August 11, 2021

When it comes to managing a business, there can be a lot of manual tasks, especially for small and medium businesses (SMBs) where employees wear many hats. If you’re in charge of providing a product or service for your clients, tracking time for various support tasks can quickly turn tedious if not managed properly.

As a business owner, you want to be able to use technology so you can better serve your employees to effectively track their time spent supporting your clients. The best way to do this is to ensure that two of your most important systems seamlessly work together: your help desk and your financial management software.

Benefits of connecting your Help desk with an accounting tool

Most businesses begin tracking their project time with spreadsheets like Google Sheets. This may work when you’re just beginning, but it’s easy to outgrow this setup as you scale. Here are 3 benefits of integrating your help desk with your favorite accounting software:

1. Reduce process errors

When your accounting and customer relationship systems are connected, you can easily enforce practices to streamline key business processes. For example, if you have a client that you bill by “Hourly Rate” for the support they receive from your company, you can leverage the HappyFox – FreshBooks integration to equip your support team with time tracking functionality right within their help desk. This enables them to spend less time switching tools and processing information and decreases the likelihood of costly errors that may arise due to these additional overheads.

2. Powerful reporting

Having your support and time tracking data centralized can also ease your reporting processes. When you no longer have to go searching for data in multiple spreadsheets and systems, you can easily create cross-functional reports that encompass both your support and time tracking data. With powerful reporting functionality available with both HappyFox and FreshBooks, gathering insights and auditing existing processes become a breeze.

3. Seamless internal and external communication

By integrating your accounting software with your help desk, you can also streamline communication among your support team members and customers. If you have separate finance and support teams, this integration can make it easy for the two teams to share information. The flow of information from finance teams will also lead to lower context switching for your support teams as they have access to time tracking information at their fingertips.

Get started with the HappyFox – FreshBooks integration

Here’s how to track time for your customer support operations with HappyFox:

  1. Start by booking a demo for HappyFox, if you haven’t already. 
  2. Install the FreshBooks app inside HappyFox by clicking “Apps → Accounting → FreshBooks.”
  3. Link your FreshBooks account with HappyFox.

Using FreshBooks Classic? Click here for step-by-step installation instructions.

By integrating the help desk and accounting system, you’re able to provide a seamless time-tracking experience for your agents, putting your business in a better position for growth and scalability.