ServiceTitan and QuickBooks, read together
ServiceTitan holds the jobs, the technicians, the memberships and the invoices. QuickBooks holds the books. Invoices and payments move across in export batches, and when a batch fails or something is edited after it posts, the two quietly drift apart.
Liaison reads both systems, shows you exactly where they disagree, and answers the questions only the two together can.
Where ServiceTitan and QuickBooks disagree
- An invoice or payment that never exported leaves the books short, with no error anyone sees.
- An invoice edited in ServiceTitan after it posted no longer matches the books.
- Membership and recurring service revenue needs both systems to read right.
- Technician sales live in ServiceTitan and payroll cost lives elsewhere, so margin per technician needs more than one system.
Questions it answers across both
- “Which ServiceTitan invoices from last week are not in QuickBooks?”
- “What is membership revenue this month against last month?”
- “Which customers owe money and still have a visit on the board this week?”
- “What did each technician sell against the hours they were paid?”
What Liaison does with ServiceTitan and QuickBooks
- Compares ServiceTitan invoices and payments with QuickBooks every day and lists what is missing or different.
- Follows up on past-due invoices in your voice, one reminder per customer.
- Writes the weekly report of revenue, memberships, estimates won and receivables.
- Flags a booked visit for a customer with a past-due balance before the technician rolls.
What it reads and does in each
Liaison across ServiceTitan and QuickBooks, set up with you, for $629 a month.
- Connects to ServiceTitan 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 ServiceTitan 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
Does Liaison replace ServiceTitan’s accounting export?
No. Keep it. Liaison reads both systems after the export and tells you what did not make it or what changed afterwards.
Can it read memberships and equipment?
Yes. It reads memberships, recurring services, service agreements and installed equipment, along with jobs, invoices and payments.
Does it change anything in ServiceTitan?
It reads ServiceTitan. The work it does lands in your books, your inbox and your messages, and 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.