Browse all 27 areas
Sales
- Clients & properties
- Requests & lead intake
- Site visits & estimates
- Quotes & proposals
- Price book & packages
Operations
- Jobs & scope
- Scheduling & dispatch
- Routes & crew capacity
- Recurring service plans
- Field work & mobile
- Tasks & follow-ups
- Inventory, vendors & equipment
Finance
Team
Customer experience
Growth
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Administration
Features · Administration
Accounting & integrations
Review accounting mappings and the records behind integration activity.
What it does
- Accounting integration health
- QuickBooks Online connectionSetup required
- Customer, item and account mappingsSetup required
- Sync history and error trackingSetup required
Setup required works once the business connects its provider account.
Screens
5 screenshots of this area in Job Pro App, taken with sample business data. Select an image to open it full size.
- Accounting dashboard: QuickBooks connection, mappings, sync jobs and conflicts at a glance
- QuickBooks Online connection for Green Canopy Landscapes
- Mappings: Price Book items, sales tax, payment methods and customers matched to QuickBooks
- Sync jobs: invoices, payments and customers sent to QuickBooks
- Conflicts to resolve, such as a customer name that differs in QuickBooks