Automate the Tedious, Connect What's Disconnected
Manual data entry between systems wastes time and creates errors. We build custom integrations and lightweight tools that sync your field management, accounting, and CRM automatically.
→ Best For
- Contractors juggling multiple disconnected systems
- Teams wasting hours on manual data transfer
- Businesses with unique workflows that off-the-shelf software can't handle
- Companies scaling rapidly and hitting software limitations
- Leaders who need real-time operational visibility
! Common Challenges
- Field data doesn't sync to QuickBooks automatically
- Manual invoice creation from job tickets
- Disconnected CRM, scheduling, and accounting systems
- No real-time dashboard for job status or crew performance
- Time wasted on duplicate data entry and reconciliation
Expected Outcomes
What you can measure after engagement
Automatic data flow between field management, accounting, and CRM systems
Job costs, invoices, and customer data entered once and synced everywhere
Automated invoice generation from completed jobs, reducing billing lag
How It Works
Discovery & Requirements
Map current systems, workflows, and integration points. Identify automation opportunities and technical constraints
Technical specification document with scope, timeline, and integration architecture
API Mapping & Design
Design data models, API connections, error handling, and sync schedules. Build integration framework
Visual system map showing how data flows between platforms
Build & Test
Develop custom connectors, build dashboards or tools, test in staging environment, refine based on feedback
Working integration in test environment for validation before production launch
Deploy & Document
Launch to production, monitor initial sync, provide training, deliver documentation and support runbook
Live integrations running smoothly with clear documentation for troubleshooting
What You Get
Actionable artifacts you can use immediately
Typical Engagement
What's Included
- Discovery and technical planning
- API development and integration
- Testing and QA
- Deployment and launch support
- Team training session
- Documentation package
- 60 days of bug fixes and refinements
What's Not Included
- Third-party software licenses
- Ongoing maintenance (quoted separately)
- Custom mobile app development
- Server or cloud infrastructure costs
- Major feature additions post-launch
Used ServiceTitan for field ops but had to manually create invoices in QuickBooks. Billing was always 5-7 days behind, causing cash flow issues. We built a 2-way sync that automatically creates invoices, posts payments, and tracks WIP. Also built a custom dashboard showing daily crew profitability. Admin time cut in half.
Frequently Asked Questions
What systems can you integrate?
Most common platforms: ServiceTitan, Jobber, HouseCall Pro, FieldEdge, QuickBooks, Xero, HubSpot, Salesforce, and more. If it has an API or data export, we can likely connect it.
How long does integration development take?
Simple 2-system syncs: 4-6 weeks. Complex multi-system workflows: 8-12 weeks. Timeline depends on API complexity and testing requirements.
What if APIs change or break in the future?
We include 60 days post-launch support. After that, we offer optional monthly monitoring and maintenance packages to handle API updates and changes.
Can you build custom dashboards or tools?
Yes. We build lightweight web apps, dashboards, and internal tools tailored to your workflows. Quoted separately from integration work.
Do we need to host anything or manage servers?
Most integrations run on cloud infrastructure we manage (included in maintenance fee). You don't need to worry about servers or hosting.
What happens if we change software platforms?
Integrations are modular, so we can swap out one system without rebuilding everything. Migration work is quoted separately based on complexity.