Best Suited for:
- Field technicians and back office staff
- Users responsible for expense tracking and job costing
- Businesses looking to automate financial workflows
Important Information:
- You must have an active Clyr account
- Integration setup includes syncing financial accounts and configuring job matching rules
- Clyr will use Service Fusion job data to assign expenses automatically
Strategic Workflow:
- Create a Clyr account and connect your financial institutions
- Link your Service Fusion account to enable job data syncing
- Begin capturing receipts and assigning expenses to jobs
Process Description:
- Visit the Clyr + Service Fusion integration page
- Click Get Started or Schedule a Demo
- Create a Clyr account or log in to an existing one
- Connect your bank or credit card accounts
- Link your Service Fusion account using API credentials
- Configure job matching rules to automate expense assignment
- Begin capturing receipts and syncing transactions