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Integration Overview

Key Features

  • Secure payment processing for maintenance services and asset rentals
  • Automatic synchronization of invoices and payment records
  • Real-time updates on payment statuses within DreamzCMMS
  • Support for multiple payment methods, including credit cards and ACH transfers
  • Seamless integration with recurring billing for subscription-based services
  • Consolidated reporting for financial and operational transactions
  • Multi-currency support for global payment processing
  • Automated reconciliation of payments with invoices and expenses
  • API-based connectivity for reliable and scalable payment solutions
  • Enhanced customer experience with streamlined payment workflows

How it works

1

Connect Propelr Account

Use API credentials to securely link your Propelr account with DreamzCMMS, enabling seamless payment processing.

2

Sync Invoice and Payment Data

Configure the integration to automatically synchronize payment records with invoices generated in DreamzCMMS.

3

Enable Multiple Payment Methods

Allow customers to pay using various options, including credit cards, ACH transfers, and other payment methods supported by Propelr.

4

Process Payments Securely

Payments made through Propelr are automatically processed and recorded in DreamzCMMS with secure encryption protocols.

5

Track Payment Statuses in Real-Time

Monitor successful, pending, and failed transactions within DreamzCMMS to ensure up-to-date financial records.

6

Integrate Recurring Billing

Set up recurring payments for subscription services directly within DreamzCMMS using Propelr’s billing features.

7

Generate Financial Reports

Access consolidated reports on payment activity, including transaction details, outstanding balances, and reconciliations.

8

Go Live and Monitor Transactions

Activate the integration, monitor real-time data flow, and optimize payment workflows for better financial management.

The Benefits to Your Business

1

Simplified Payment Workflows

Streamline payment processes for maintenance services, asset rentals, and operational expenses directly within DreamzCMMS.

2

Real-Time Financial Tracking

Monitor payment statuses and reconcile transactions in real-time, ensuring accurate and up-to-date financial records.

3

Enhanced Customer Experience

Offer multiple payment options and a seamless checkout process, improving convenience for customers and vendors.

4

Improved Operational Efficiency

Automate payment workflows, reduce manual effort and eliminate errors in payment processing and reconciliation.

5

Secure and Scalable Solutions

Benefit from Propelr’s secure payment infrastructure and scalable features to support businesses of all sizes and locations.

FAQ

The integration includes secure payment processing, real-time synchronization of invoices and payments, and support for multiple payment methods.

Yes, the integration supports payments for asset rentals, maintenance services, and other operational expenses.

Payment statuses, including successful, pending, and failed transactions, are updated in real-time within DreamzCMMS.

Absolutely. You can manage recurring payments for subscription-based services directly within DreamzCMMS.

Propelr supports multiple payment methods, including credit cards, ACH transfers, and digital wallets.

Yes, all transactions are processed through Propelr’s PCI-compliant infrastructure with advanced encryption for secure data transfer.

Yes, the integration supports multi-currency transactions, allowing global payment processing.

You need an active Propelr account, DreamzCMMS subscription, and API credentials to set up the integration.

Payments processed through Propelr are automatically reconciled with invoices in DreamzCMMS, enabling consolidated financial reporting.

DreamzCMMS offers comprehensive setup assistance, troubleshooting, and training to ensure seamless integration with Propelr.