Socket + Kaseya BMS
Socket’s quoting software integrates seamlessly with Kaseya BMS
- When creating a Quote in Socket, you can search for an existing Kaseya BMS Contact or create a new one automatically. You can also pull existing Kaseya BMS Products into Socket Quotes in real-time.
- When a Quote is created or updated in Socket, the Kaseya BMS Opportunity will be updated with the value of the Quote, and a Service Quotation will be created or updated with the line items in the Socket Quote. Socket automatically matches your existing Items, or creates new ones if they do not exist.
- When a Socket Quote is won or lost, Socket will update the status of the Kaseya BMS Opportunity according to the mapping settings you configure.