Clients
Client records are synchronised to prevent duplicates and discrepancies.
DiagNowProduction
bexioAccounting
Bexio compatible
Pollutant report software that connects with Bexio.
This Bexio-compatible workflow connects your account to DiagNow and keeps clients, quotations and invoices aligned with pollutant and condition reports, without repeated data entry.
Quotations
Assignment quotations remain connected to your Bexio commercial follow-up.
Invoices
Invoices follow the assignment through payment without re-entry.
Bexio integration
DiagNow keeps production. Bexio keeps accounting.
Contacts, quotes and invoices can be exchanged with Bexio. Plans, photos, inspected elements and report writing stay in your DiagNow file.
DiagNow — CRM follow-up
Connect your Bexio account in a few steps.
For Swiss expert offices that already manage invoicing and accounting in Bexio.
- 01
Connect Bexio
Link your Bexio account from DiagNow settings through a secure connection.
- 02
Synchronise clients
Client records remain consistent in both tools without duplicate management.
- 03
Link quotations and invoices
Commercial documents for the assignment are available in Bexio for accounting.
- 04
Track the assignment
Reports, payments and history remain easy to follow on both sides.
What to check before the first exchange
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Match contacts
Check matches between existing contacts in DiagNow and Bexio before importing or synchronising records.
-
Select documents
Identify the quotes and invoices to import or send. Check the client match and document data after the exchange.
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Keep technical files clear
Reports, plans and photos stay in DiagNow. Links to commercial records let you find the assignment without moving its technical documents.
Frequently asked questions
How do I connect Bexio to DiagNow?
Connect your Bexio account securely from DiagNow settings. Once connected, clients, quotations and invoices can be synchronised.
What exactly does the Bexio integration synchronise?
It synchronises clients, quotations and invoices. Pollutant reports, condition reports, photographs, plans and PDFs remain managed in DiagNow.
Is Bexio integration available with every plan?
It is included with the Team and Office plans. You can change plans at any time from your billing area.
Does DiagNow replace Bexio?
No. Bexio remains your accounting and invoicing tool. DiagNow structures report production and connects technical work to your existing commercial follow-up.
Is a mobile app available?
Yes. The Android app is available on Google Play. You can record field observations without a signal and send them when you are back online.