Jobber and QuickBooks, read together
Jobber runs the day: the schedule, the visits, the quotes and the invoices. QuickBooks holds the books. The sync between them carries invoices and payments across, but it cannot tell you which finished jobs never got billed, or which customer is two invoices behind and booked again for Thursday.
Liaison reads both every day and answers the questions that need both.
Where Jobber and QuickBooks disagree
- A visit is done in Jobber but no invoice was created, so the work is never billed.
- A payment is recorded in one system and not the other, so the same invoice looks open in one place and paid in the other.
- Crew hours live in the field app and revenue lives in the books, so job margin needs both.
- A customer who is past due in QuickBooks can still be on next week’s schedule.
Questions it answers across both
- “Which jobs finished this week but have not been invoiced?”
- “Which invoices are paid in Jobber but still open in QuickBooks?”
- “What did each crew bill against the hours it worked this month?”
- “Which customers are past due but booked again next week?”
What Liaison does with Jobber and QuickBooks
- Lists finished visits with no invoice every morning, so no finished work goes unbilled.
- Chases past-due invoices with one reminder per customer, in your voice.
- Flags a booking for a customer who is past due, before the crew rolls.
- Writes the weekly job margin from visits, hours and invoices.
What it reads and does in each
Liaison across Jobber and QuickBooks, set up with you, for $629 a month.
- Connects to Jobber 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 Jobber 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 Jobber sync to QuickBooks?
Keep it. Liaison reads both systems after the sync and catches what it missed or what changed afterwards.
Does it work with Housecall Pro or ServiceTitan?
Yes. Liaison reads both of them the same way.
Will it text my customers?
From your own number and in your voice, for the messages you approve. 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.
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.