Three systems that finally talk
~35-person multi-crew field-services company
Before
Quotes lived in the CRM, jobs in a scheduling app, and invoicing in QuickBooks — all re-keyed by hand. Roughly 15 staff-hours a week went to double entry, invoices trailed completed jobs by about nine days, and billing mistakes were routine.
What we did
We built an integration layer that syncs the CRM, scheduling, and accounting, and generates invoices automatically the moment a job is marked done. AI was used only to map and validate records during the migration. No rip-and-replace — their existing tools stayed.
After
Double entry disappeared, invoices go out same-day, and billing errors all but vanished — so cash arrives faster with less effort.
- ~15 hrs/wk Staff time reclaimed
- 9 → 1 day Invoice lag
- −90% Billing errors
Scope: Built on their current stack; staff approve every automated invoice before it sends.