Housecall Pro and QuickBooks, read together
Housecall Pro runs the jobs, the estimates, the schedule and the invoices. QuickBooks keeps the books. The sync carries invoices across, but it cannot tell you which finished job never got billed, or which estimate has waited ten days for an answer.
Liaison reads both systems and answers the questions that need both.
Where Housecall Pro and QuickBooks disagree
- A job is marked done but never invoiced.
- A payment taken in the field shows in one system and not the other.
- Estimates sit unanswered while the books show the month coming up short.
- A customer past due in QuickBooks can still be on tomorrow’s schedule.
Questions it answers across both
- “Which jobs finished this week have no invoice?”
- “Which estimates are older than ten days with no answer?”
- “Which invoices are paid in Housecall Pro but still open in QuickBooks?”
- “Which customers are past due and booked again this week?”
What Liaison does with Housecall Pro and QuickBooks
- Lists finished jobs with no invoice every morning.
- Follows up on open estimates in your voice before the customer goes elsewhere.
- Chases past-due invoices with one reminder per customer.
- Writes the weekly report of jobs, revenue, estimates won and receivables.
What it reads and does in each
Liaison across Housecall Pro and QuickBooks, set up with you, for $629 a month.
- Connects to Housecall Pro and QuickBooks with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what Housecall Pro says, what QuickBooks says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Do I still need the Housecall Pro sync to QuickBooks?
Keep it. Liaison reads both after it runs and catches what it missed.
Does it work with Jobber or ServiceTitan?
Yes. Liaison reads both of them the same way.
Will it text customers from our number?
For the messages you approve, from your number and in your voice. Anything that moves money waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
More tools, read together
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See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.