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Integrations

Your Prophet 21 jobs, invoiced days sooner.

Financials, inventory and billing stay in Epicor Prophet 21 (P21). Time-to-Invoice works the job on the way there, from the brief that preps your technician to the close-out your billing team opens.

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What connects

The P21 records Time-to-Invoice works with.

#P21 recordWhat Time-to-Invoice does with itDirection
01Customers and ship-to recordsPulled into Time-to-Invoice, so each job opens on the right customer and the right site.P21 to Time-to-Invoice
02Items, inventory levels and warehousesPulled in, so a technician can see what's on hand at a branch and add the part to the job.P21 to Time-to-Invoice
03Service items, the equipment on the orderPulled in from P21. New ones can also start in Time-to-Invoice and go back, or you can switch that off.Both ways
04Service ordersMatched one to one with the job and sent by a checkbox on either side. When the job's closed, a status on the P21 order tells billing it's ready.Both ways
05Labor codes and hoursLabor codes come from P21. The hours a technician logs against them go back to the order, and P21 handles the cost and the accounts.Both ways

The connection brings P21 customer, inventory and sales order data to the job, and it leaves financials, inventory and billing under the control of P21. If your build depends on a particular record or field, bring it to the call.

Nothing moves

P21 keeps the books, and your team keeps its routine.

P21 holds the financials, the inventory counts and the bill. Time-to-Invoice doesn't ask your team to work somewhere new, and nothing is migrated to make room for it. Your office keeps working in the ERP it already knows.

The outcome on this stack

Speed up Time-to-Invoice on the P21 you already run.

The gap opens before the technician finishes. A job that goes out missing something comes back missing what the invoice needs, so by the time the work is done, the bill is waiting on hours, parts, a photo and a signature, and on someone in the office having time to collect them.

Time-to-Invoice closes that gap on the job. Your technician arrives prepared, gets a text about whatever the close-out is missing while they're still on site, and the finished job reaches your billing team complete. They open a job ready to bill instead of chasing the pieces of one.

A finished job you haven't billed is work you've already paid for and can't invoice yet.

See how Time-to-Invoice works
Who connects it

Who connects P21 to Time-to-Invoice, and what it takes.

Our professional services team runs the implementation, and an integration partner that specializes in P21 hooks up the connection. It works through the P21 service module, so your team sets up service items and labor codes there first, and the sync gets checked against that data.

FAQ

Questions P21 teams ask.

How does Time-to-Invoice connect to Epicor Prophet 21?

Through the Time-to-Invoice connection for P21. It carries customer, inventory and sales order data between P21 and the job, while financials, inventory and billing stay in P21. The field-level detail comes on a call, with your build in front of us.

Do we have to move off Prophet 21 to use Time-to-Invoice?

No. P21 stays your ERP and keeps the books, and Time-to-Invoice works the job that ends up there.

Which Prophet 21 records does Time-to-Invoice read and write?

It reads customers, ship-to records, items, inventory levels, warehouses and labor codes from P21. Service orders and service items move both ways, and the hours and parts from each job go back to the P21 order. Field-level detail depends on your setup, so we'll go through it on a call.

Is Time-to-Invoice the same product as Service Pro FSM?

No. Service Pro FSM is MSI Data's field service management software, with its own scheduling, dispatch and mobile app, and it connects to P21 as well. Time-to-Invoice works the span from job assigned to invoice sent. Earlier versions of this page described Service Pro FSM.

Your demo starts with one of your jobs.

Bring a recent job that took too long to bill. We'll walk it through Time-to-Invoice on Prophet 21, from the visit to the sent invoice. If someone looks after your Prophet 21 setup, bring them too. We'll answer their questions on the call.

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Epicor and Prophet 21 are trademarks of Epicor Software Corporation.