Integrations · Payments & books
Integrations —
QuickBooks, wired in properly.
The books your accountant already trusts — fed automatically, so marketing spend and job revenue finally share a ledger.
Every HVAC business ends the month in the same place: QuickBooks, where the actual truth lives. Jobs may be dispatched anywhere and marketed everywhere, but revenue is not real until it reconciles. The chronic problem is that the truth arrives by hand — invoices re-entered from the field system, deposits matched by squint, and the marketing ledger kept in a different building entirely, if kept at all.
What gets connected
- Invoice and payment sync from ServiceTitan, Housecall Pro, or Jobber — one entry, both systems.
- Website deposits and Stripe payments landing pre-categorized instead of as mystery deposits.
- Revenue-by-source reporting: the attribution spine meets the ledger, so “what did Google Ads actually make us” has a number.
- Month-end that reconciles itself, give or take your accountant’s coffee.
The report owners actually want
Ask an owner what marketing made last quarter and you get an estimate wearing a shrug — the reporting gap the dashboard exists to close. Closing it requires the books, because clicks and calls are opinions while deposits are facts. With QuickBooks wired into the same spine as the website and the phones, cost per booked job graduates from calculator exercise to standing report, and budget meetings get shorter in the best way.
The wiring is accountant-friendly and touch-free to your chart of accounts without sign-off. Bring your bookkeeper’s complaints to the estimate call — they are usually the spec.
Also on this switchboard
Don’t sweat it —
Wire QuickBooks into the machine.
One call scopes the connection: what you run, what your office retypes by hand, and what should be happening automatically by Friday. The estimate is free and the person quoting it does the wiring.
One craftsman · One promise · 7–10 days to launch