XeroTHE ACCOUNTS
Less retyping. A clearer money picture.
Bring the agreed invoice and payment information into the wider job workflow. Prepare the right records, keep references consistent and make outstanding items easier to find.
Your jobs / Your accounts / Your conversations
Your tools should work as a team.
You shouldn’t have to be the human connection between every app. We map the job, connect the useful information and give you a clear view of what needs attention.
EnquiryCustomerQuoteJobAccounts
GoHighLevelTHE ENQUIRIES
Keep the next conversation moving.
Connect lead capture, missed-call follow-up and the customer pipeline. Use sensible message timing, stop rules and a clear handover when a real person needs to take over.
BuildxactTHE BUILD
Keep the job moving. Keep the details with it.
Connect the useful parts of estimating, job management and accounting. Capture website leads, keep the scope together and reduce the manual steps between quoting and delivery.
Your CRMTHE CLEAR VIEW
A system that fits the way you work.
When you’re stuck between spreadsheets and software that does too much, we can build the missing piece: a focused CRM, an approval screen, a quoting workflow or a useful business dashboard.
Work with what you’ve got
Familiar tools.
Less double handling.
These platforms offer ways to connect useful information. We scope the right route for your business—not a promise that every app, field or plan connects to everything.
Twilio
Turn a missed call into a follow-up, send a job reminder and keep the conversation with the customer record.
What we check Needs a configured phone setup, customer consent where required and usage budgeting. We scope the call and message rules first.
Twilio integration detailsMicrosoft Excel
Keep useful spreadsheets. Cut the retyping between job records, costing sheets and the reports you rely on.
What we check Microsoft Graph supports .xlsx workbooks in supported cloud storage. File location, permissions and the workflow need checking; an old desktop file is not automatically connected.
Microsoft Excel integration detailsServiceM8
Bring enquiries into the job workflow and keep customer details, job notes and follow-ups together.
What we check Private API-key connections and OAuth have different capabilities. Features such as webhooks need the appropriate developer access.
ServiceM8 integration detailsSimpro
Connect quoting, job progress and maintenance information so the office and the crew see the same useful details.
What we check We check your Simpro product, API access and permissions. Premium API features must not be assumed for every plan or product.
Simpro integration detailsAroFlo
Bring task, labour, material and invoice information into a clearer workflow without another round of copying and pasting.
What we check API access must be enabled. Available records, user permissions and usage limits are checked before the connection is designed.
AroFlo integration detailsFergus
Connect the enquiry, quote and job details that help a busy trade crew keep the next piece of work moving.
What we check API tokens inherit the authorised user's permissions and expire. We plan token renewal and safe handling of failed updates.
Fergus integration detailsMYOB
Reduce retyping between the job and the accounts. Keep agreed customer, invoice and payment information easier to follow.
What we check MYOB Business and AccountRight access differs from other MYOB products. We confirm your product and file setup with your bookkeeper.
MYOB integration detailsQuickBooks
Connect QuickBooks Online customer, invoice and payment records with the operational view of your business.
What we check Requires authorised QuickBooks Online access and the applicable app review. Accounting access does not imply payroll access or support for every QuickBooks product.
QuickBooks integration detailsJobber
Keep service enquiries, customer records and job updates connected to the rest of your day-to-day workflow.
What we check Custom connections use authorised API access. Wider app distribution needs review, and some product features vary by region and plan.
Jobber integration detailsProduct names and logos identify the software discussed. They do not imply endorsement, affiliation or a ready-made connection.
Less complexity, not more
The best system
feels simple.
What happens behind the scenes can be sophisticated. What your team sees should be obvious: the information they need and the next useful action.
Try the connected dashboard
A few fair questions
Good to know.
Can you connect the software we already use?
We scope the particular information and actions you need. Some connections are native, others need authorised APIs or a custom workflow. We verify the supported path before agreeing the build.
Will I need new subscriptions?
Possibly. Access, API features, phone numbers and usage may depend on your software plans. We identify these costs before committing to a solution.
What happens if a connection stops working?
A useful system needs visible failures, safe retries and a way for someone to step in. We design those paths rather than assuming every update will succeed.
Do you need access to real accounts straight away?
No. Discovery can start with a walkthrough and sample information. Any live access is separately authorised, scoped and tested before a production change.
Let’s make work easier
Still copying it from one app to another?
Tell Brock what’s costing you time, money or patience. We’ll work out a sensible place to start.