Integrations
Connect your system with third-party services and tools.
Connected Services
QuickBooks
Not Connected
Financial management and accounting
Connect your QuickBooks account to sync financial data
Accounting
Sync invoices, expenses, customers, vendors, reports
Google Calendar
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Calendar and scheduling integration
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Mailchimp
Authentication Required
Please log in to connect Mailchimp
SMS Notifications
Active
Customer communication via SMS
Provider:Telnyx
Phone Number:+1-833-493-2191
Status: Configured
Messages (month):0
Receipt Tracking
Setup Required
Automated receipt collection for company card purchases
Stop chasing technicians for missing receipts. When an employee swipes a company card, the system detects the transaction instantly via your bank's email alerts and sends the employee an SMS with a one-tap link to photograph the receipt on the spot — while they still have it.
- Automatic SMS reminders so receipts never slip through the cracks
- Receipts auto-link to the employee's active job for easy job costing
- Manager dashboard with escalation for overdue receipts
Works with
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AI Agent Requests
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Let users submit natural-language requests that an AI agent executes with admin approval
Allow users to submit AI-powered requests
Technicians can type what they need — client info, schedule changes, job updates — and the AI agent figures out how to fulfill it. Admins review and approve with one click, then the agent executes automatically and sends results back instantly.
StrategyForge
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Blast bidding, commodity price tracking, and savings analytics
Activate purchasing intelligence features
Uncle Josh's 3-Level Purchasing Strategy: blast bids to suppliers for competitive quotes, track commodity prices with AI-powered buy/hold/wait recommendations, and measure savings across every purchase.
Google Calendar Settings
Google Calendar Settings
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