Keep your tools
Type it once
Keep the software that works. We connect it to your own system, so nothing gets typed twice and nobody carries numbers from one app to the next.
A sample. If it has a login or an export, we can connect it.
Typed once, it lands everywhere
The office books a job once.
The schedule, the invoice, your books and the customer’s text all update on their own
A customer pays the deposit.
It’s marked paid, it lands in QuickBooks, and the job moves to the schedule
Your team finishes the job.
The hours go to payroll and the invoice goes out, with nobody typing it in
What most companies connect first
Your books
QuickBooksXeroInvoices and payments land as they happen. See billing
Payments
StripeSquarePayPalTake the deposit when they say yes. Paid invoices marked paid. See deposits and payments
Email and calendar
GmailGoogle CalendarEvery message on the customer, every booking on the calendar. See scheduling
Payroll
GustoADPHours from the team app go straight to payroll. See the team app
Your CRM
HubSpotZohoKept and connected, or moved over when you outgrow it. See how switching works
Files and spreadsheets
Google DriveDropboxAirtableYour history comes across. New files land on the right job. See paperwork
Phones and texts
AircallWhatsAppEvery call and text kept with the customer. See calls
Moving over, without a bad week
Your history comes over
Out of the old app and into yours. You check it before anything goes live.
Both run side by side
Your team uses both until the new one has proved itself. Nobody has to jump.
Then you switch
What’s replaced gets turned off and the bill stops. What you like stays connected.
Your records leave with you any day you ask. Where your data lives
What owners ask
What if a tool isn’t on your list?
If it has a login, an export or a way to send data in and out, we can usually connect it. We tell you on the first call.
Do I have to replace anything?
No. If a tool works for you, you keep it. We only replace what costs you time.
What happens to my data if I leave?
It’s yours. It sits in accounts in your company’s name, and you can take an export any day.
Tell me what you run on
Twenty minutes. You hear what stays, what connects and what goes.
Call or text Braxton, 559-918-9067