Accounting & ERP
QuickBooks and NetSuite: customers, invoices, payments, items, and job costs stay in sync with operations, with no re-keying.
INTEGRATIONS & AUTOMATION
Make the tools you already pay for
work together.
Most businesses don’t need another app. They need QuickBooks or NetSuite, their field service platform (ServiceTitan, Housecall Pro, or Jobber), their spreadsheets, and their custom applications to share information so nobody retypes it.
SIGNS YOU NEED THIS
The same data,
typed three times.
- The same customer gets entered in three places.
- Invoices wait until someone copies data out of a job sheet.
- The field team texts photos that never reach the job record.
- Reports are rebuilt by hand every week.
WHAT WE CONNECT
Systems we
integrate with.
QuickBooksNetSuiteServiceTitanHousecall ProJobberCustom standalone applicationsSpreadsheetsEmail & SMS
Field service platforms
ServiceTitan, Housecall Pro, and Jobber: jobs, customers, schedules, estimates, and status flow to and from your accounting system and any custom tools.
Custom standalone applications
Connect the internal or custom-built software you already run, or software we build for you, to the platforms above.
Spreadsheets
Turn the sheet everyone depends on into a reliable data source, or move it into a real system.
Notifications
Email and SMS alerts and escalations when something needs attention.
WHAT WE AUTOMATE
Handoffs that
happen on their own.
Lead intake and routing, quote-to-invoice handoffs, job status updates, scheduled reports, reminders and escalations, and document generation.
- 01Lead intake
- 02Quote
- 03Job status
- 04Invoice
- 05Report
AI-ASSISTED STEPS
AI where it helps,
a person where it matters.
Reading incoming emails, PDFs, and forms into structured records; classifying and routing requests; drafting replies or summaries for a person to approve.
AI implementation ↗OUR APPROACH
We integrate
before we replace.
If a connection solves the problem, we build the connection. If it doesn’t, we’ll tell you, and scope a focused tool instead.
In FilmOptix, customer approval and payment links connect to the same job record as measurements, schedules, and invoices. Frost Tracker routes sensor readings into SMS and email escalation.
See the work ↗QUESTIONS
Before you start.
We already have software. Do we have to replace it?
Usually not. We integrate before we replace, and we can add AI or automation to the tools you already use.
Which systems do you integrate with?
QuickBooks, ServiceTitan, Housecall Pro, Jobber, NetSuite, and custom standalone applications, including software we build for you.
How do we start?
Book a free 30-minute discovery call. Bring a spreadsheet, form, or description of the process that’s slowing you down. If there’s a fit, the next step is usually our AI Readiness Assessment.
START WITH THE WORK
Tell us which tools aren’t talking.
Show us where data gets retyped between your systems. We’ll tell you whether a connection, an automation, or a focused tool is the right fix.
Book a consultation↗