Dispatch-to-accounting sync
Completed jobs flow from ServiceTitan, Buildertrend, or Jobber straight into QuickBooks. Invoices go out the day the work is done, not the following week. Cuts invoicing lag from days to minutes.
From $2,1506:1 typical
Vertical · Field operations, dispatch-driven
Field service automation, from dispatch to invoice — without the five-day lag.
Field service automation for HVAC, plumbing, electrical, mechanical, and remodeling contractors. The work between the truck and the invoice: estimating, scheduling, dispatch, job costing, unbilled travel, equipment history, and the hand-off to accounting. Each step a Quick Win waiting to happen.
The problems
Where the revenue leaks.
Service trades run on billable hours and parts margin. Every hour a tech spends driving uncharged, every job that invoices five days late, every callback that should have been a scheduled PM visit is margin walking out the bay door.
Problem 01
Dispatch and accounting don’t talk.
The job closes in the field system. Then someone re-keys it into QuickBooks. Invoices lag days behind completed work, cash sits uncollected, and the office manager reconciles two systems by hand every week.
- Invoicing lags completed work by 3 to 7 days on manual workflows
- Manual invoicing adds 15 to 30 days to days-sales-outstanding
- Weekly reconciliation eats office hours
Problem 02
Unbilled travel and time leak on every ticket.
Drive time, between-stop time, and parts runs rarely make it onto the invoice. The hours are real and the trucks are paid for, but the line item never appears. Most shops can’t tell you what they’re leaving on the table.
- Travel between calls alone runs ~14% of a tech’s paid hours
- Industry-wide, only ~65% of technician time is billable
- No visibility into uncharged hours by tech
Problem 03
Equipment history lives in someone’s head.
Customer equipment, install dates, and service history are scattered across paper tickets and the lead tech’s memory. Maintenance is reactive: you hear about the failure when the phone rings, not before.
- No structured equipment / asset history
- Preventive maintenance tracked manually, if at all
- Recurring revenue (PM contracts) under-sold
Problem 04
Estimates get re-keyed across every system.
A quote starts in CAD or a takeoff, then gets hand-typed into a pricing spreadsheet, the project tool, and the contract. The same numbers, entered three or four times per job, with transcription errors and missed line items riding along.
- Estimate data re-entered across 3+ systems
- Missed materials surface mid-project
- Hours of skilled time lost to data entry
Quick Wins, service trades
Field service automation Quick Wins we ship first.
The most-shipped Quick Wins for service-trade operators. Each one is fixed price, fixed date, scoped from the audit.
Unbilled-travel recovery
Capture drive and between-stop time automatically from dispatch and GPS, surface uncharged hours by tech, and route them to the invoice. The line item that was never there.
From $2,6008:1 typical
Predictive maintenance alerts
Structured equipment history plus install-age and runtime signals flag customer assets before they fail. Turns reactive callbacks into scheduled PM visits — and PM contracts into recurring revenue.
From $3,8005:1 typical
Scheduling & dispatch optimization
Skill- and route-based dispatch fills each truck’s day, cuts missed arrival windows, and fits more jobs per truck — without adding headcount or a second dispatcher.
From $3,0505:1 typical
Claude-drafted customer comms
Appointment confirmations, on-the-way texts, and post-service follow-ups drafted by Claude under office supervision. Always reviewed, never sent unattended.
From $1,600Time, not dollars
Job-costing dashboard
Labor, parts, travel, and margin by job and by tech, refreshed nightly. A real number on every ticket instead of a month-end guess.
From $2,9004:1 typical
Estimate-to-systems automation
Takes the CAD or takeoff materials list, cleans it, and writes it into your pricing spreadsheet, project tool (BuilderTrend and the like), and contract template. One source, no re-keying, no missed line items.
From $2,3508:1 typical
Integration capability
ServiceTitan to QuickBooks, without re-keying.
ServiceTitan publishes a documented API, so we can wire it straight to your books the same way we wire Buildertrend or Jobber — an API is an API. Completed jobs, line items, and payments move from ServiceTitan into QuickBooks on their own, instead of an office manager re-typing them every week. We integrate around the system you already run; we do not replace it.
How it works: we map your ServiceTitan job and invoice fields to the matching QuickBooks records, sync to QuickBooks Online directly, and run QuickBooks Desktop as a scheduled multi-step import — so the invoice goes out the day the work is done, not the following week.
Real engagement
Dropped estimate prep from six hours to one.
A bath-remodeling contractor was entering the same estimate data by hand in four places — the CAD materials list, a pricing spreadsheet, BuilderTrend, and the contract template. The same numbers, four times, on every job.
We built a controller that takes the CAD materials list, cleans it up, and writes it into the spreadsheet, BuilderTrend, and the contract template automatically. Kick it off before lunch; it’s done when you’re back.
Estimate prep went from six hours to one — five hours back on every project, with zero missed materials.
5 hrs
Saved per estimate, down from 6
0
Missed materials
35 hrs
Reclaimed per month across 7 projects
$21k
Year-one labor recovered, redirected to growth
Service trades Q&A
Field service automation questions specific to your shop.
The questions we hear most from service-trade operators. For everything else, the general FAQ has more.
Will this work with Buildertrend / Jobber?
Yes. Buildertrend and Jobber are the ones we’ve shipped against most. More broadly: if your field system has a documented API, we integrate around it — we do not replace it.
Will it sync to QuickBooks?
QuickBooks Online and Sage sync directly — completed jobs, line items, and payments flow without re-keying. QuickBooks Desktop is supported too, though it runs as a multi-step import rather than a live sync.
Do I have to replace my field service software?
No. We integrate around the system you already run. Replacing an FSM is its own project, scoped separately — and usually we’d automate the current one first, then revisit when the math clears.
How fast can dispatch-to-accounting go live?
Typically 2 to 3 weeks from audit sign-off, on a fixed date set before we start.
What is field service automation?
Field service automation is software that handles the work between dispatch and the invoice — scheduling, capturing unbilled travel and time, job costing, and syncing completed work to your accounting system. The aim is fewer manual hand-offs: a job closes in the field and the invoice, the cost record, and the books update without anyone re-keying it.
How do I integrate ServiceTitan with QuickBooks?
ServiceTitan and QuickBooks both expose documented APIs, so we build a done-for-you sync between them — completed jobs, line items, and payments flow from ServiceTitan into QuickBooks without re-keying. QuickBooks Online connects as a direct sync; QuickBooks Desktop runs as a scheduled multi-step import rather than a live one. We map the fields to your chart of accounts and run it under supervision before it goes live.
Does ServiceTitan sync with QuickBooks automatically?
Yes, once the integration is in place — with one nuance. ServiceTitan to QuickBooks Online runs as a hands-off automatic sync; QuickBooks Desktop runs on a schedule as a multi-step import rather than a live connection. Either way, no one re-types the invoice.
How much does field service automation cost?
It starts with a $947 automation audit that scopes the work and prices each Quick Win before you commit. From there, individual Quick Wins run roughly $1,600 to $3,800 each, fixed price and fixed date. You only build what the audit shows will pay for itself.
Ready for service trades
Stop invoicing the truck a week late.
The friction audit surfaces the margin hiding between dispatch and the invoice. The math is on the page in writing.