BookWorks Custom Software

If BookWorks doesn't
do it yet, we can
build it.

Custom reports, third-party integrations, billing logic, new modules, state tax filings, and full API access — all built by the same in-house team that wrote BookWorks. Every project is scoped in a detailed Statement of Work before a line of code is written. No sharp elbows on any opportunity.

Same team that built BookWorksDetailed SOW before any work beginsAPI for every data point BookWorks producesCustom integrations welcomed
Statement of Work — Custom DevelopmentApproved
Custom C-Store Integration — Ignite Retail Technology
Profit Central back-office · BookWorks petroleum accounting sync
Scope & Estimated Hours
01Project Management — kickoff, scoping, client coordination8 hrs
02Development — real-time fuel inventory sync (Profit Central → BookWorks)22 hrs
03Development — daily sales reconciliation API bridge18 hrs
04Development — BookWorks → Profit Central pricing push14 hrs
05Quality Assurance — test plan, UAT, issue resolution10 hrs
06Live Support — go-live monitoring, post-deploy stabilization6 hrs
Total — 78 hours · Fixed feeAgreed ✓
APIs used in this project
GET /api/inventory/fuelPOST /api/orders/syncGET /api/pricing/rackPOST /api/cstore/reconcile ★ new
Other custom integrations built
DTN — pricing, BOL, invoice, EFT, loyaltyData automationLive ✓
💳Fleetcor / Corpay — fleet card importCardLock integrationLive ✓
🚛BizSpeed, FleetPanda & RowLogic — delivery managementDispatch integrationLive ✓
Our Approach

No sharp elbows.
Every opportunity
welcomed.

When a prospect or customer needs something BookWorks doesn't do yet — a specific integration, a unique billing structure, a state tax report, a connection to a third-party system — our answer is never "sorry, we don't do that." It's "let's scope it."

The Key Information Technologies philosophy on custom work

We embrace every custom software opportunity. If your operation needs it, we want to build it. The work is scoped in a detailed Statement of Work with agreed hours and dollars before a single line of code is written — so there are no surprises for you or for us. Custom work strengthens BookWorks. Every integration built for one client makes the platform more capable for everyone.

🏗️
Built by the team that knows the platform

Custom work is done in-house by the same developers who built and maintain BookWorks — not outsourced to a third party who needs to learn the codebase. They know every data structure, every API endpoint, and every integration pattern in the platform.

📋
Detailed SOW — hours and dollars agreed upfront

Every custom project is scoped in meticulous detail before work begins. The Statement of Work identifies every deliverable, every hour, and the total cost. No scope creep surprises, no open-ended billing. You approve the SOW; we build exactly what it says.

🔄
Custom work enters the platform

Custom features built for any client are candidates for inclusion in a future BookWorks release — available to all clients, maintained with the platform, and supported under the standard monthly fee. Custom work makes the platform better for everyone.

🔑
Perpetual use — no license cliffs

Key owns the code built on custom projects, and you have perpetual use of it. You're not renting a feature that disappears if you leave. The work is yours to use as long as you run BookWorks.

What brings clients to custom development

Your operation
is specific.
BookWorks can be too.

Every petroleum operation has unique combinations of systems, supplier relationships, regulatory requirements, and billing structures. When a standard feature doesn't quite fit, custom development is how BookWorks molds to your operation rather than the other way around.

🔗
Third-party system integration

Your ATG system, your C-store back office, your fleet software, your bank's specific NACHA format, your loyalty platform — if it needs to talk to BookWorks, we can build the bridge.

🗺️
State or regulatory requirements

A state adds a new fuel tax report format. A regulator requires a specific electronic filing. Your state's environmental fee calculation changes. We build the new report or import/export to spec.

💰
Unique billing or pricing logic

Your contract structure doesn't fit a standard price matrix. Your fleet billing has a custom surcharge calculation. Your consignment commission formula is unlike anything in the standard platform. We build it to your spec.

📊
Management reporting

Your controller needs a specific Crystal Reports layout. Your executive team wants a dashboard that doesn't exist in standard BookWorks. We build the report.

Integrations Built

A track record of
connecting BookWorks
to the real world.

These are integrations Key has built — connecting BookWorks to the third-party systems petroleum operators actually use. Each was built to a detailed SOW, tested against live data, and is now in active use by BookWorks customers.

DTN Data Automation
Data Feeds & Pricing

Comprehensive DTN integration covering every automated data feed relevant to petroleum wholesale operations — the most widely used integration in the BookWorks platform.

Rack pricing (.prn) — live price updates from DTN
BOL imports (.bol) — terminal receipts automated
Supplier invoices (.inv) — AP matched automatically
EFT supplier drafts (.eft) — payment automation
Credit card batches (.ccm/.cm2) — cardlock reconciliation
Loyalty data — Sunoco and branded programs
🏪
Ignite Retail / Profit Central
C-Store Back Office

Bidirectional integration between BookWorks petroleum accounting and Ignite Retail Technology's Profit Central C-store back-office platform — for operators running both petroleum wholesale and convenience retail.

Fuel inventory sync — BookWorks ↔ Profit Central
Daily sales reconciliation across both platforms
Profit Central sales, COGS, inventory, AP, and AR journal entries ingested by BookWorks
Consolidated financial reporting across retail and wholesale operations
💳
Corpay (Fleetcor)
Fleet Card Integration

Full Corpay / Fleetcor card transaction import — covering both Pacific Pride and CFN networks — enabling unified fleet billing across Corpay-managed cardlock accounts directly within BookWorks CardLock.

Fleetcor Card import — Pacific Pride & CFN networks
Consumer card exclusion — keeps commercial fleet billing clean
Unified billing with all other cardlock networks
Local & foreign transaction reconciliation
🚛
In-Truck Delivery Partners
Delivery Management

Native support for BizSpeed, FleetPanda, and RowLogic delivery and field mobility platforms — full API configuration and bidirectional order exchange between BookWorks and each platform.

Order sync — BookWorks → BizSpeed, FleetPanda & RowLogic
Route and dispatch data exchange
Delivery confirmation — BizSpeed, FleetPanda & RowLogic → BookWorks
Real-time status updates across both platforms
🔧
MobiWork
Field Services Integration

Integration between BookWorks and MobiWork — the award-winning field services management platform (4.9 on G2 and Capterra). MobiWork field service notifications and work order updates surface in BookWorks, giving back-office teams real-time visibility into field activity without manual bridging between the two systems.

MobiWork notifications surfaced in BookWorks in real time
Work order sync — petroleum service calls and ATG maintenance
Field service activity reconciled against BookWorks customer accounts
Closes gap between field team workflows and back-office accounting
⚙️
Your Integration
Custom Build

Running a system that needs to connect to BookWorks? ATG platforms, cardlock networks, fleet management software, banking systems, state regulatory portals, ERP or accounting systems, or anything else — bring the requirement and we'll scope it.

ATG systems we don't already interface with — bring us the hardware
Cardlock networks — additional network support
State regulatory filing formats — any state
Banking and treasury systems
Custom loyalty and rebate platforms
Any system with an API or file-based interface
BookWorks API

An API for every
data point BookWorks produces.

BookWorks exposes a comprehensive API covering every data entity the platform manages — customers, orders, inventory, pricing, GL transactions, deliveries, tank readings, and more. Every standard endpoint is available for integration. And when a custom API endpoint is needed for a specific workflow, we build it.

Full read/write API covering customers, orders, inventory, pricing, GL, and deliveries
Custom API endpoints built to spec when standard endpoints don't cover a specific integration need
API Log page in BookWorks for real-time visibility into all third-party API activity and troubleshooting
Documented and supported — not a hidden internal API, but a supported integration layer
BookWorks API — Sample Endpoints
GET/api/v1/inventory/fuel/locations
Fuel inventory levels by location — real-time
GET/api/v1/pricing/rack/{supplier}
Current rack price by supplier — DTN live
POST/api/v1/orders/create
Create a new fuel sales order
GET/api/v1/customers/{id}/ar
Customer AR balance and aging
POST/api/v1/deliveries/confirm
Confirm delivery — posts to inventory and AR
GET/api/v1/tanks/atg/readings
ATG tank gauge readings — all monitored accounts
★ Custom endpoint — built to spec
POST /api/v1/cstore/profit-central/reconcile
Custom: daily C-store sales reconciliation — Ignite Retail Technology integration
How Custom Projects Work

Agreed hours.
Agreed dollars.
No surprises.

Every custom software project at Key follows the same process — a detailed discovery, a meticulous Statement of Work, and then execution by the team that built the platform. You know exactly what you're getting and what it costs before work begins.

1
Discovery conversation

You describe the requirement — a new integration, a missing report, a billing rule that doesn't exist in standard BookWorks. Key asks clarifying questions to fully understand the scope, the data involved, the systems that need to connect, and the desired outcome. This conversation is free.

2
Key scopes the Statement of Work

Key's development team breaks the project into tasks, estimates each one in hours, and assembles a detailed Statement of Work that describes every deliverable, every integration point, every test case, and the total fixed fee. This is a real engineering document — not a vague proposal.

3
You review and approve

You review the SOW, ask questions, and approve it. If the scope needs adjustment — you want to add something or remove something — the SOW is revised before sign-off. Nothing starts until you've agreed to exactly what's being built and what it costs.

4
In-house development — the same team

Development is done in-house by the BookWorks development team — not outsourced. They have full access to the BookWorks codebase, full knowledge of the data model, and deep understanding of petroleum operations. Work is done against the SOW scope.

5
Testing, review, and deployment

Custom work is tested against your actual BookWorks environment before deployment. You review the output — the integration working, the report rendering, the billing logic calculating — and sign off before it goes live. Deployment is managed by Key, not handed off to you as a self-service update.

6
Supported under your monthly fee

Once deployed, custom features are supported under your standard BookWorks monthly support. If something breaks, you call support. If a platform update affects your custom integration, Key addresses it. You're not left maintaining a feature you paid to build.

Statement of Work — Custom Development
Custom State Tax Report — Indiana GT-103DR
BookWorks Petroleum · Key Information Technologies · v1.0
Project Scope
Requirement analysis — IN GT-103DR form specification4 hrs
Data mapping — BookWorks fuel inventory to GT-103DR fields6 hrs
Report engine development and GL integration14 hrs
Electronic filing format (.txt) — IN DOR specification8 hrs
Testing against client's historical data6 hrs
Documentation and deployment4 hrs
Deliverables
IN GT-103DR report within BookWorks Tax Reports✓ Included
Electronic .txt filing export — IN DOR format✓ Included
Included in future BookWorks release — all clients✓ Included
Total Fixed Fee42 hours — agreed
SOW approved by client and Key Information Technologies. Work begins upon receipt of deposit per payment terms. Scope changes require a written SOW amendment before implementation.
Types of Custom Work

Five categories.
Infinite possibilities.

Custom BookWorks development falls into five broad categories — each with its own scope considerations, typical timelines, and integration points. If what you need spans multiple categories, that's fine. The SOW covers everything.

🔗 Integrations
🔗

Third-Party Integrations

Connect BookWorks to any external system that has an API or file-based interface. We've built integrations across C-store POS, fleet management, card networks, delivery platforms, and banking — and we'll build yours.

Examples built
Ignite Retail / Profit Central C-store sync
DTN full data automation suite
Fleetcor / Corpay card import
BizSpeed, FleetPanda & RowLogic delivery management
MobiWork field services integration
Custom ATG system connections
📊 Reports
📊

Custom Reports

Crystal Reports layouts, Excel exports, management dashboards, state tax filings, and any structured output your operation or regulators require that isn't in standard BookWorks.

Examples built
State motor fuel tax reports — 32+ states
Custom Crystal Reports financial layouts
Net margin analysis with custom cost allocation
Multi-entity consolidated reporting
Regulatory electronic filing formats
Custom Excel export with client-specific structure
💰 Billing Logic
💰

Custom Billing & Pricing

Billing structures and pricing logic that don't fit the standard BookWorks model — unique surcharge calculations, custom contract pricing, unusual commission structures, or non-standard invoice formats.

Types of work
Custom surcharge and fee calculations
Non-standard contract pricing structures
Complex commission and rebate formulas
Custom invoice layouts and formats
Multi-entity billing consolidation rules
Unique budget or prepay billing structures
⚙️ New Modules
⚙️

New Modules & Features

Entirely new functionality added to BookWorks — workflows, screens, automation, or data management capabilities that don't exist anywhere in the platform today. The most complex category, and the one most likely to become a standard BookWorks feature.

Types of work
New operational workflow screens
Custom automation and scheduling logic
New data management modules
Additional user role and permission structures
Custom customer-facing portal features
Industry-specific workflow extensions
📥 Data Imports
📥

Custom Data Imports & Exports

Purpose-built import and export formats for specific suppliers, state regulators, banking systems, or partner platforms that require BookWorks data in a format it doesn't currently produce.

Examples built
Sunoco Loyalty XML import
State electronic tax filing formats (.txt, .xml)
Custom NACHA bank file formats
Supplier-specific invoice import formats
Regulatory reporting export structures
Custom XML / JSON for third-party platforms
💬 Not sure?
💬

Describe what you need

If you have a requirement that doesn't fit neatly into one of these categories — or if you're not sure whether it's even feasible — describe it to us. The discovery conversation is free, and "no, that's not possible" is rarely the answer.

Custom Work & the Platform

Your custom work
makes BookWorks
better for everyone.

When Key builds a custom feature for any client, it becomes a candidate for inclusion in a future BookWorks release. What started as one client's specific requirement often turns out to be something the broader BookWorks customer community needs — it just hadn't been asked for yet.

Custom features enter the platform — available to all clients in a future release, maintained and supported as core BookWorks functionality
Code control maintained — all custom work enters the main BookWorks codebase and version control, not a separate branch that diverges over time
Platform updates don't break custom work — because it's maintained as part of the platform, not alongside it
Your investment has compounding value — the feature you funded may be used by dozens of other BookWorks clients, and Key's commitment to maintaining it increases accordingly
BookWorks Release History — Samplev4.5.150
v4.5.150
Fleetcor Card import — Pac Pride & CFN
Originally built as custom integration for a Fleetcor client. Now available to all BookWorks CardLock customers.
Platform
v4.5.146
Sunoco Loyalty XML import
Custom import built for a branded Sunoco client. Released as standard feature for all Sunoco operators.
Platform
v4.5.143
IN GT-103DR / MF-360 / SF-900 filings
Indiana state tax reports built for a multi-state client. Now available to all BookWorks Indiana operators.
Platform
v4.5.141
Ignite Retail / Profit Central integration
Custom C-store sync built for a specific client. Available to all Ignite Retail operators via SOW engagement.
Custom
v4.5.137
BizSpeed, FleetPanda & RowLogic delivery management API
Integration built as custom project. Now standard BookWorks integration available to all dispatch customers.
Platform
Ready to Talk?

Describe what you
need. We'll tell you
if we can build it.

The discovery conversation costs nothing. Describe the requirement — the integration, the report, the billing logic, the new feature — and Key's development team will assess feasibility and scope a Statement of Work. No obligation until you approve the SOW.

📧 sales@keyinfotech.com · 1000 S. Old Woodward Ave, Suite 102, Birmingham, MI 48009

Describe Your Project
Tell us what you need built. The more detail, the better the scoping conversation.

Discovery conversation is free. No obligation until SOW is approved.