STACK · SERVICETITAN + QUICKBOOKSServiceTitan + QuickBooks
ServiceTitan + QuickBooks
working as one.
What AI runs between ServiceTitan and QuickBooks, and the skills, agents, and industries that use this stack.
AT A GLANCE
SERVICETITANField service management for HVAC, plumbing, and electrical: booking, dispatch, pricebook, invoicing, and memberships.
QUICKBOOKSAccounting, invoicing, and payroll, Online or Desktop.
SKILLS ON THIS STACKJob Closeout
skill already run on this stack.Job Closeout
0new software to learn. You keep both tools.ServiceTitan · QuickBooks
01 · WHAT IT DOES
Why connect ServiceTitan and QuickBooks
ServiceTitan 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 ServiceTitan, someone has to update QuickBooks by hand. Things get missed, and the two never quite match.
Sounds familiar?
You re-type data from ServiceTitan 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
01Invoices and payments synced to QuickBooks without re-keying
02Technician hours checked before payroll runs
03Job costing by technician and job type every Monday
04 · HOW IT CONNECTS
How it connects
The two tools
ServiceTitanField service management for HVAC, plumbing, and electrical: booking, dispatch, pricebook, invoicing, and memberships.QuickBooksAccounting, invoicing, and payroll, Online or Desktop.Skills on this stack
Job CloseoutFinal invoice, review request, and warranty record, sent automatically.Agents on this stack
BookkeeperRuns on Claude. Preps payroll, reconciles time, and closes out jobs in QuickBooks.Industries
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.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.