Field Service + Accounting

The Job Is Done.
The Invoice Isn't.

Your technician completed the job three days ago. The invoice still hasn't been created in your accounting system. We connect your dispatch software to Xero or QuickBooks so billing happens automatically.

Automate Your Billing

The Problem

Days Between Job Completion and Invoice

Your field technician marks a job complete in Jobber, ServiceTitan, or Housecall Pro. The office manager sees it eventually. Then someone has to open Xero or QuickBooks, find or create the customer, enter the line items, and send the invoice.

On a busy week, that process takes days. Sometimes a week. Every day between job completion and invoice is a day you're not getting paid. And every manual entry is a chance for errors — wrong amounts, missed line items, duplicate customers.

The data already exists in your dispatch system. It just needs to flow to your accounting system automatically.

What manual billing costs you:

Delayed cash flow Jobs completed Monday, invoiced Thursday, paid in 30 days. That's 33 days instead of 30.
Manual data entry Someone re-types job details, line items, and customer info from dispatch into accounting.
Invoicing errors Wrong amounts, missed materials, duplicate customer records. Errors compound as volume grows.
Office staff bottleneck Your office manager becomes the single point of failure for getting invoices out the door.

What We Build

Dispatch → Accounting Data Flow

We build middleware that watches your dispatch system and creates invoices in your accounting platform automatically.

Auto-Invoice Creation

Job marked complete in dispatch? Invoice created in Xero or QuickBooks within minutes. Line items, rates, and quantities carry over.

Customer Sync

Customer records created and maintained in both systems. No more duplicate entries or mismatched contact details.

Payment Status Sync

When a customer pays in your accounting system, the payment status flows back to dispatch. Your field team knows who's paid.

Platforms

What We Connect

Dispatch Platforms

  • Jobber
  • ServiceTitan
  • Housecall Pro
  • Service Fusion
  • FieldEdge
  • Any dispatch platform with an API

Accounting Platforms

  • Xero (preferred — clean API, great documentation)
  • QuickBooks Online
  • Others with API access

The Process

How the Integration Works

1

Map Line Items

We map your dispatch services and products to the correct accounts, tax codes, and items in your accounting system.

2

Build the Connector

We build middleware that listens for job completions and creates properly formatted invoices in your accounting platform.

3

Test & Verify

We run the integration against real jobs. Your accountant verifies the invoices are correct before we go live.

4

Managed Service

We host, monitor, and maintain it. When either platform updates their API, we handle the changes.

The Big Picture

How It All Connects

Field service to accounting bidirectional integration showing job completion to invoice creation and payment to job status sync

FAQ

Common Questions About Field Service Accounting Integration

Which accounting platforms do you integrate with?

We prefer Xero for its clean API. We also integrate with QuickBooks Online. If your accounting system has an API, we can likely connect it.

Which dispatch platforms can you connect?

Jobber, ServiceTitan, Housecall Pro, Service Fusion, FieldEdge, and others with APIs.

What data flows from dispatch to accounting?

Completed jobs create invoices with line items, quantities, and rates. Customer records sync. Payment status can flow back to dispatch.

Don't dispatch platforms have built-in invoicing?

Some do, but it's basic. Your accountant needs invoices in Xero or QuickBooks for reconciliation, tax prep, and financial reporting.

How quickly do invoices get created?

Within minutes of job completion. No waiting for office staff to manually process paperwork.

How Many Invoices Are You Creating by Hand?

Tell us what dispatch and accounting software you're using. We'll show you how to eliminate the manual step.

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