Integrations
The data is in your CRM. The report is by hand.
For businesses whose jobs, invoices, or client records sit in field-service or CRM software. This is experience, not a connector: work we and our founder have done, available as custom work.
The answer is in the system. Getting it out is the job.
Field-service and CRM software hold the jobs, invoices, and client records a business runs on. Reporting from them usually means exporting a file and rebuilding the same summary by hand, week after week.
Client review documents are the same story. The facts are already in the CRM, and someone retypes them into a fresh document for each client. The data stays trapped in one system, and the copy in the report drifts from the record.
What we built
Our experience includes two builds on systems of record: a field-service reporting dashboard we built and ran, and CRM automation our founder built in a previous role, described on our founder’s portfolio (opens in a new tab).
- Field service: the platform
- A reporting dashboard we built on Service Fusion, field-service software for HVAC, plumbing, and electrical businesses, for an HVAC company.
- Field service: what it read
- Customers, jobs, invoices, estimates, and technicians, through the Service Fusion REST API, shown as an overview with a recent-jobs table and one table per record type.
- Field service: sign-in and storage
- An admin authorized the connection once through OAuth. The refresh token was encrypted and stored on our server, and the client’s team signed in to 2diff.io to view the reports.
- Field service: data flow
- It only read records. It never created, changed, or deleted anything in the field-service account.
- CRM: the platform
- Our founder built automation on the Redtail CRM API at an investment advisory firm.
- CRM: the result
- Client-review documents filled from the CRM, the system of record, so meeting prep is a data pull rather than a manual assembly step.
The two builds side by side
| Step | Field-service dashboard | CRM automation |
|---|---|---|
| System of record | Service Fusion (field-service software) | Redtail (CRM for financial advisors) |
| Records read | Customers, jobs, invoices, estimates, technicians | Client records |
| Output | An overview plus job and invoice reporting | Client-review documents built from a template |
| Who used it | The client’s team, behind a sign-in | The firm, for client meeting prep |
| Where it stands | Historical: shipped November 2025, retired January 2026 | Experience, not a connector |
Boundaries and status
Status: Historical project (Service Fusion); experience, not a connector (Redtail); both available as custom work
- Historical: the field-service dashboard shipped in November 2025 and was retired in January 2026. It is not running today.
- Experience, not a connector: the CRM work was built inside another firm. It is not a 2diff.io product and is not for sale.
- Neither is endorsed by, or affiliated with, the software vendors. The field-service dashboard read records through the vendor’s API. The CRM work was automation that filled client-review documents from CRM data.
- Available as custom work: reporting from the field-service or CRM system you already run, scoped to your business.
Related
- Financial data integration: statements, ratios, and a forecast from your own numbers.
- Google Places business search: business listings, details, and photos inside your own tool.
- All integrations, each with its status.
Is your report stuck in your software?
Tell us which system holds the records and which report you rebuild by hand. We reply with a plain answer on whether it is worth building.
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