STACK · JOBTREAD + QUICKBOOKSJobTread + QuickBooks
JobTread + QuickBooks
working as one.
What AI runs between JobTread and QuickBooks, and the skills, agents, and industries that use this stack.
AT A GLANCE
JOBTREADJob management for builders and remodelers: estimates, budgets, schedules, time entries, and daily logs.
QUICKBOOKSAccounting, invoicing, and payroll, Online or Desktop.
SKILLS ON THIS STACKPayroll Prep, Job Closeout, Lead ROI Tracker
saved every payroll cycle. One home services company went from almost a week of payroll prep to one sitting.Remodeling · Payroll Prep · JobTread → QuickBooks Desktop
True ROIon every lead source. Angi and Thumbtack spend tracked through JobTread to revenue.General Contractors · Lead ROI Tracker · Angi + Thumbtack → JobTread → QuickBooks
01 · WHAT IT DOES
Why connect JobTread and QuickBooks
JobTread and QuickBooks each do their job well, but on their own they do not share everything. Someone on your team becomes the bridge, copying records from one to the other.
We connect them with AI skills so the work moves between both tools automatically. Claude checks what moves, and anything that touches money or a client waits for your approval.
02 · THE GAP BETWEEN THEM
Every time something changes in JobTread, someone has to update QuickBooks by hand. Things get missed, and the two never quite match.
Sounds familiar?
You re-type data from JobTread into QuickBooks
The two tools disagree about the same job or client
Someone spends hours a week keeping them in sync
Updates get missed when that person is out
That's us. Book a call →03 · HOW IT WORKS
What AI runs between them
01Payroll prep from time entries, with approval before posting
02Invoices and payments synced both ways
03Job costing report every Monday
04 · HOW IT CONNECTS
How it connects
The two tools
JobTreadJob management for builders and remodelers: estimates, budgets, schedules, time entries, and daily logs.QuickBooksAccounting, invoicing, and payroll, Online or Desktop.Skills on this stack
Payroll PrepPulls JobTread time entries, flags missing or odd hours, and preps QB Desktop payroll for your approval.Job CloseoutFinal invoice, review request, and warranty record, sent automatically.Lead ROI TrackerTracks what you spend on Angi, Thumbtack, and other lead sources, follows every lead through JobTread, and shows the true ROI of each source.Agents on this stack
BookkeeperRuns on Claude. Preps payroll, reconciles time, and closes out jobs in QuickBooks.Ops AnalystRuns on Claude. Watches calls, jobs, deals, and permits, then tells you what's happening, who needs to approve, and what to do next.Industries
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.RoofingFast lead response, storm-surge intake, and insurance paperwork handled for every job.HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.InspectionsField Reporter, Office Assistant, and Ops Analyst. Built around scheduling, site visits, and fast reports.Permits + DesignOps Analyst, Estimator, and Office Assistant. Built around permit tracking, client updates, and a bird's-eye view.General ContractorsOps Analyst, Estimator, and Bookkeeper. Built around a bird's-eye view of calls, jobs, deals, and lead spend.05 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callSometimes partly. We fill the gaps with skills and automations so the whole job runs end to end.
Every run is logged and watched. On a Managed plan, fixing breaks is part of the service.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.