Integrations

Connect the tools you already use — don't rip them out

We don't sell you another all-in-one CRM. We build an operations layer around your existing stack — routing work, syncing data, and automating the manual steps between systems.

Map your stack Try a live demo Task routing

The real problem

A five-person service company might already pay for scheduling, accounting, payroll, payments, email, and a website — and still re-type the same customer into three places. The cost isn't always the software. It's the owner moving information by hand.

Jobber, Housecall Pro, QuickBooks, and similar tools are good at their job. What's missing is your workflow — the specific handoffs, reminders, and rules that happen between those tools.

How we connect

Integrations are not magic switches. We build a small operations layer on secure hosting that listens for events, applies your rules, and talks to your vendors through their supported APIs — OAuth, webhooks, and REST where available.

  1. 1
    Authorize

    You connect Jobber, QuickBooks, Stripe, or similar through a one-time OAuth sign-in. We store tokens securely and refresh them automatically.

  2. 2
    Listen

    Webhooks from your scheduler or accounting system tell us when a quote is approved, a job completes, or an invoice is paid — no polling your data all day.

  3. 3
    Route & notify

    Our task-routing layer assigns work, sends SMS or email through Twilio and your mail provider, and opens follow-ups when something stalls.

  4. 4
    Sync

    We create or update records in the systems that stay your source of truth — clients and jobs in Jobber, invoices in QuickBooks, payment links in Stripe.

Some tools require a specific plan for API access (for example Housecall Pro MAX). If a vendor has no API, we use your website forms, SMS, and a lightweight admin — or bridge through Zapier/Make — and scope that honestly in discovery.

What we connect

Typical systems we integrate with — you keep the vendors you trust:

Scheduling & field service

Jobber, Housecall Pro, Google Calendar, Calendly

Accounting & payroll

QuickBooks, Xero, Gusto

Payments

Stripe, Square, QuickBooks Payments

Communication

Google Workspace, Twilio SMS, email, review platforms

Website & leads

Your site, forms, Google Business, ad landing pages

Files & automation

Google Drive, Dropbox, Zapier, Make

Don't see yours listed? If it has an API, webhook, or export, we can usually work with it.

What we automate

Custom glue between systems — built for how your business actually runs:

Who this is for

Small service businesses — roughly 2–20 employees — where the owner still touches daily operations and software doesn't talk to itself. Jump to a vertical:

Vertical focus

Cleaning companies

Residential and commercial cleaning businesses run on repeat bookings — but quotes, crew assignment, and access details often live in texts, spreadsheets, and a scheduling app that doesn't talk to anything else.

Typical workflow

Lead / inquiry → Property details → Quote → Approval → Schedule → Cleaner assigned → Job complete → Payment → Recurring rebook

Data that matters

Where we integrate (not replace)

Most cleaning companies already use a scheduler (Jobber, Housecall Pro, or similar), QuickBooks or Wave, Stripe/Square, and Google for email. We connect those systems and automate the handoffs:

Start with one workflow — usually quote follow-up or recurring rebooking — not a full platform migration.

Try live demo Discuss a cleaning workflow

Vertical focus

Landscaping & property maintenance

Landscaping and lawn care businesses juggle recurring routes, seasonal spikes, and property-specific notes — often across a dispatcher, crew leads, and accounting that never quite sync up.

Typical workflow

Customer inquiry → Property walkthrough → Estimate → Approval → Recurring schedule → Crew assigned → Route / job → Photos & notes → Invoice

Data that matters

Where we integrate (not replace)

Teams often run Jobber or Aspire for ops, QuickBooks for billing, and texts for day-of changes. We automate what falls between those tools:

Recurring route setup or estimate follow-up are strong first automations for landscaping ops.

Try live demo Discuss a landscaping workflow

Vertical focus

Handyman & home-service contractors

Handyman and small trade shops get project inquiries through phone, text, and email with photos attached everywhere — turning that chaos into quotable, schedulable jobs is the bottleneck.

Typical workflow

Inquiry → Photos / description → Estimate → Approval → Schedule → Materials → Job → Before / after → Invoice

Data that matters

Where we integrate (not replace)

Many operators use Housecall Pro or Jobber plus QuickBooks and Square. We connect intake, quoting, and dispatch without replacing either:

Messy intake-to-quote is the highest-leverage first project for most handyman shops.

Try live demo Discuss a handyman workflow

Vertical focus

Mobile detailing

Mobile detailers book by vehicle, location, and service tier — then route technicians across town. Customer and vehicle history rarely stays with the job when it's spread across DMs and a calendar.

Typical workflow

Customer inquiry → Vehicle profile → Service & price → Location → Booking → Route → Technician → Job complete → Payment & follow-up

Data that matters

Where we integrate (not replace)

Detailers often use Square or Stripe, Google Calendar, and Instagram DMs for booking. We formalize the flow without killing what already works:

Vehicle-aware booking plus day-before reminders are quick wins for mobile detailers.

Try live demo Discuss a detailing workflow

Vertical focus

Pet grooming

Grooming salons and mobile groomers need rich pet profiles — temperament, allergies, cut style — but that context often lives on paper cards or in the groomer's memory, not in the booking system.

Typical workflow

Customer inquiry → Pet profile → Service & duration → Appointment → Grooming → Notes & photos → Payment → Reminder & rebook

Data that matters

Where we integrate (not replace)

Salons may use MoeGo, DaySmart, or a generic scheduler plus Square and Google. We connect pet context to appointments and follow-ups:

Pet profile tied to booking is a strong differentiator — good first build for grooming shops.

Try live demo Discuss a grooming workflow

Vertical focus

HVAC

HVAC shops balance emergency calls, install projects, and maintenance agreements — each with different urgency, skills, and paperwork. Dispatch and follow-up on open estimates often still run through the owner.

Typical workflow

Lead / call → Intake → Dispatch → Diagnosis → Estimate → Approval → Repair / install → Invoice → Follow-up & contract

Data that matters

Where we integrate (not replace)

HVAC companies commonly run ServiceTitan, Housecall Pro, or Jobber with QuickBooks and a phone queue. We integrate rather than rip out:

Estimate follow-up or maintenance-contract reminders are practical first integrations for HVAC.

Try live demo Discuss an HVAC workflow

Vertical focus

Plumbing

Plumbing companies handle everything from drips to repipes — jobs vary wildly in duration and skill. Leads stack up while techs are on site, and approved estimates don't always become scheduled work.

Typical workflow

Lead / call → Intake → Dispatch → On-site diagnosis → Estimate → Approval → Repair → Invoice & payment → Follow-up

Data that matters

Where we integrate (not replace)

Plumbers often stack dispatch software, QuickBooks, Stripe, and Google Voice. We automate the gaps — especially lead response and estimate-to-job conversion:

Lead response and estimate follow-up deliver fast ROI for most plumbing shops.

Try live demo Discuss a plumbing workflow

Vertical focus

Pool maintenance

Pool routes are highly recurring — the same tech visits the same properties on a fixed cadence. Readings, chemical logs, and repair issues need to travel with the stop, not on a clipboard in the truck.

Typical workflow

Customer signup → Pool profile → Recurring route → Weekly service → Checklist & readings → Photos / issues → Repair quote → Invoice

Data that matters

Where we integrate (not replace)

Pool companies use Skimmer, Pool Brain, or generic field-service tools plus QuickBooks. We connect route data to billing and customer communication:

Route-to-invoice and on-site issue-to-quote are natural first builds for pool operators.

Try live demo Discuss a pool service workflow

Vertical focus

Solar installation, repair & maintenance

Solar installers and O&M providers juggle site surveys, design quotes, permit and utility paperwork, install crews, and long-tail maintenance — often across CRM, field apps, and accounting that don't share one job record.

Typical workflow

Lead / inquiry → Site assessment → Design & quote → Permit / utility → Install or repair → Inspection → Invoice & incentives → Monitoring & maintenance

Data that matters

Where we integrate (not replace)

Solar shops often use Aurora or OpenSolar for design, a CRM or field tool for dispatch, QuickBooks for billing, and a separate monitoring portal. We connect the handoffs without replacing design or monitoring vendors:

Inquiry follow-up or post-install O&M dispatch are strong first automations for solar operators.

Try live demo Discuss a solar workflow

Vertical focus

Acupuncture & wellness clinics

Acupuncture and integrative clinics run on appointments, intake paperwork, and treatment continuity — but health history, contraindications, and package balances often live in paper charts, Jane notes, or texts that don't sync to scheduling or billing.

Typical workflow

Inquiry / booking request → New-patient intake → Chart & contraindications → Appointment scheduled → Practitioner assigned → Treatment notes → Payment / package debit → Follow-up & rebook

Data that matters

Where we integrate (not replace)

Clinics often use Jane App, ClinicSense, Acuity, or Google Calendar plus Square/Stripe and email. We connect intake, scheduling, and follow-up without replacing the EHR or calendar:

New-patient intake tied to first book, or package + rebook after treatment, are strong first builds for acupuncture clinics.

Try live demo Discuss an acupuncture workflow

How we work

  1. 1
    Discovery

    What software do you use today? What's the most annoying thing you still do manually?

  2. 2
    Map the gaps

    We trace one workflow end-to-end — lead to payment — and mark every re-type and phone tag.

  3. 3
    Build the layer

    Custom routing, sync, and notifications on top of your stack — not a rip-and-replace.

  4. 4
    Maintain & extend

    Ongoing support as your tools change and new repetitive work appears.

Under the hood

Integrations sit on two core capabilities we build for every client:

Core capability Task routing Assign leads, jobs, and follow-ups to the right person automatically. Core capability Resource management Staff, capacity, and equipment — know what's available before you commit.

Tell us what's still manual

Bring your current software list. We'll identify the highest-value automation to start with — usually one workflow, not a full overhaul.

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