What Are Claris FileMaker Pro® Systems Built On?
Claris FileMaker Pro® is a powerful, flexible platform for building custom business software — without needing a team of developers. It’s used by thousands of businesses worldwide to replace spreadsheets, streamline workflows, and connect teams across departments.
At its core, FileMaker lets us design tailored systems that do exactly what your business needs: quoting, scheduling, inventory, invoicing, compliance, reporting — and more. These systems can be accessed on desktop, iPad, iPhone, or web browser, and can connect with your other tools like Xero, SAGE, Mailchimp, or courier systems.
Unlike rigid off-the-shelf software, FileMaker grows with you. We can start with what you need today, and build further functionality as your business evolves.
Core Platforms
Desktop — Power at Your Fingertips
What it does: Full-featured FileMaker Pro® interface for Mac and Windows.
Benefits: Complete control for admin work, layout design, and bulk data management.
Use case: Office staff managing large data sets, administrators building scripts, or supervisors reviewing job status.
iPad — Work Where You Are
What it does: Mobile version via FileMaker Go®, optimized for touch.
Benefits: Field teams can access and update records in real time—even offline.
Use case: Engineers capturing on-site data, warehouse teams doing stock checks, or project managers reviewing delivery logs.
iPhone — Essential Data, Pocket-Sized
What it does: Condensed access to key data via FileMaker Go®.
Benefits: Carry key functions in your pocket—quick, secure, always ready.
Use case: Field staff accessing contact info, capturing quick notes, scanning barcodes.
Cloud Hosting — Secure Accessibility
What it does: Hosted systems via FileMaker Cloud or custom servers.
Benefits: Real-time access from any location, secure backups, multi-user access.
Use case: Nationwide teams sharing databases, remote approvals, or high-reliability data access.
Web Browser — Get in Without Installing
What it does: FileMaker WebDirect provides browser access to layouts and logic.
Benefits: No software required—just log in and go.
Use case: Casual staff submitting reports, external users reviewing documents, or occasional data checks.
Workflow & Data Tools
PDF Creation & Reading — Presentation, Automated
What it does: Generate branded, formatted PDFs—and read PDF data when needed.
Benefits: Fully automated document creation; avoids formatting errors and manual uploads.
Use case:Client-ready quotes, delivery notes, compliance forms, monthly reports
Email Send & Receive — Streamlined Communication
What it does: Automate outbound emails and parse inbound emails with attachments.
Benefits: Keeps communication timely, traceable, and tied to your data.
Use case: Sending invoices and quotes, importing lab test results, capturing supplier responses or site photos.
API Integrations — Connect to Anything
What it does: Connect your system with SAGE, Xero, Shopify, CRMs, or logistics platforms.
Benefits: Real-time syncing, less manual data entry, and better accuracy.
Use case: Pull job costs from accounts, push orders to suppliers, track courier delivery progress.
AI Integrations — Smarter Workflows
What it does: Uses AI for document parsing, tagging, summarizing, or classification.
Benefits: Cuts down on manual work and improves data clarity.
Use case: Summarising support tickets, classifying invoices, tagging emails by urgency.
Visual & Physical Tools
Image Capture - Visual Record-Keeping
What it does: Use device cameras to capture job photos directly into the record.
Benefits: Adds proof, context, and reduces lost data.
Use case: On-site deliveries, inspection photos, time-stamped compliance proof.
Barcode Scanning — Fast, Accurate Tracking
What it does: Uses device cameras or scanners to read barcodes and QR codes.
Benefits: Zero typing errors; instant item identification.
Use case: Checking warehouse stock, verifying parts in repairs, scanning delivery labels.
Location & Mapping — Know Where Things Happen
What it does: Captures GPS data or maps address data visually.
Benefits: Adds location precision and geo-awareness.
Use case: Logging service visit locations, mapping installations, tracking mobile teams.
Data Visualisation & Integration
Dashboards — Know What’s Happening, Right Now
What it does: Real-time views of jobs, project status, alerts, and next actions.
Benefits: Keeps teams aligned and focused—everyone knows what to do next.
Use case: Engineers check today’s scheduled jobs; managers see project bottlenecks and outstanding handovers.
Charts — Visualise Trends and Track Progress
What it does: Visual KPIs, time-based charts, pie breakdowns, and performance graphs.
Benefits: Spot issues, track performance, and report outcomes—without digging through spreadsheets.
Use case: Monitor monthly spend by supplier, log time per task, or chart delivery stages across multiple projects.
CSV/Excel Import & Export — Spreadsheet Harmony
What it does: Import/export structured data with Excel or CSV files.
Benefits: Smooth workflows with outside systems and legacy tools.
Use case: Uploading new product lines, exporting reports for finance teams, syncing supplier lists.
