Fire Protection Contractor — ServiceTrade + Sage 300 + Paylocity Integration
- Company: A Multi-Branch Fire Protection Contractor
- Industry: Fire Protection / Life Safety
- Size: Multi-branch operation, 50+ technicians
- Project: Three-way integration — ServiceTrade + Sage 300 Construction + Paylocity via PixisSync
- Integration: ServiceTrade → Sage 300 CRE (invoices, jobs, AR) + ServiceTrade → Paylocity (technician time and payroll export)
The Challenge
This fire protection and life safety contractor runs operations across multiple branches. Like most fire contractors, they’d built their operations around ServiceTrade — it handles scheduling, dispatch, inspection tracking, and customer invoicing. But when it came to accounting and payroll, they were on separate platforms: Sage 300 Construction for their GL, job cost, and AR, and Paylocity for payroll.
The result was a two-headed data entry problem. Accounting staff were re-entering ServiceTrade invoices and job data into Sage 300 every week. Separately, the payroll coordinator was manually pulling technician time from ServiceTrade and re-entering it into Paylocity each pay period. Both processes were error-prone, and both ate hours that could have been spent on actual accounting and payroll management.
What PixisSync Automates
PixisSync serves as the central integration hub connecting all three platforms:
- ServiceTrade → Sage 300: Customers — New service locations and customers in ServiceTrade sync to Sage 300 so accounting always has current customer records without duplicate entry
- ServiceTrade → Sage 300: Invoices and AR — Approved invoices from ServiceTrade generate AR invoices in Sage 300 with correct job cost allocation, revenue codes, and tax treatment
- ServiceTrade → Sage 300: Payments — Payments applied in Sage 300 sync back to ServiceTrade so the field office and service managers see live AR status
- ServiceTrade → Paylocity: Technician time — Hours logged by technicians in ServiceTrade are exported to Paylocity on payroll schedule, with job and cost code breakdown preserved
- Payroll validation — PixisSync flags discrepancies between ServiceTrade hours and Paylocity entries before payroll is submitted, reducing corrections after the fact
The Result
With PixisSync running the three-way sync, the accounting and payroll teams have moved from reactive data-entry to proactive review. Invoices land in Sage 300 within hours of approval in ServiceTrade. Payroll exports run automatically each pay period with no manual time-entry compilation.
The biggest impact has been on payroll accuracy. Before the integration, technician hours were re-keyed from a ServiceTrade export into Paylocity — a process that introduced errors every cycle. Now the data flows directly, and the payroll coordinator spends their time reviewing exceptions rather than transcribing numbers. The team reports near-zero payroll corrections since go-live.
For a multi-branch fire contractor with strict compliance and licensing requirements, having accurate payroll records and clean job cost data in Sage 300 also improves audit readiness and financial reporting.
Running ServiceTrade with Sage 300 and Paylocity?
If you’re managing this three-platform data flow manually, schedule a consult and we’ll show you how PixisSync can connect all three without custom code or ongoing maintenance.