Integrations

16
Claire GautreauxOwner

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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

At A Glance

EnterpriseYour plan
19On
19Coming soon

Accounting Books, payroll, payments and financing.

IntegrationWhat It DoesStatusPlan
QuickBooks Online Send invoices, payments, expenses and customers to QuickBooks Online (file now; live sync once connected). Your own account; the partner bills you. Coming soon Pro and up
QuickBooks Desktop The same for QuickBooks Desktop, as an IIF file it imports. Your own account; the partner bills you. Coming soon Pro and up
Xero Invoices and payments to Xero. Your own account; the partner bills you. Coming soon Pro and up
Gusto Approved Time Clock hours to payroll. Your own account; the partner bills you. Coming soon Business and up
Wisetack Monthly financing offered on estimates. Your own account; the partner bills you. Coming soon Pro and up
Invoices & Payments Invoices, statements, aging and payments right in the CRM, no accounting app needed. Built in, no extra apps. On Every plan
Payroll CSV Time Clock hours and Commission & Bonus pay as a payroll-ready CSV. Built in, no extra apps. On Business and up
Card Payments Online card and bank payments, saved cards and autopay. On Every plan

Marketing Mailers and lead sources.

IntegrationWhat It DoesStatusPlan
SendJim Postcards and neighbor mailers after a Service. Your own account; the partner bills you. Coming soon Pro and up
Lead Sources Where every customer came from and what each source is worth. Built in, no extra apps. On Every plan
Quote Request Form A Request a Quote form for your website and social pages; each request lands as a Prospect with a Task. Built in, no extra apps. On Every plan
Lead Marketplaces Thumbtack, Angi and Google Local Services leads land as customers. Your own account; the partner bills you. Coming soon Business and up

Reviews Getting and answering reviews.

IntegrationWhat It DoesStatusPlan
Review Sites Google, Facebook and industry review links, requests and the report. On Every plan
Customer Survey A one-question 0-10 survey; happy customers go on to your review page. Built in, no extra apps. On Every plan
Google Business Profile Read and answer Google reviews in the CRM. Your own account; the partner bills you. Coming soon Pro and up
NiceJob Review campaigns after each Service. Your own account; the partner bills you. Coming soon Pro and up

Phone Texting and call tracking.

IntegrationWhat It DoesStatusPlan
Texting (Telnyx) Two-way customer texting on your business number. Simulated Texting
CallRail Calls and missed calls on the customer, by lead source. Your own account; the partner bills you. Coming soon Advanced Marketing

Fleet Truck GPS and arrivals.

IntegrationWhat It DoesStatusPlan
Geofencing The tech's phone starts the Service on arrival, no truck trackers needed. Built in, no extra apps. On Every plan
Linxup Truck GPS: arrivals start Services like phone geofencing. Your own account; the partner bills you. Coming soon Business and up
Samsara Truck GPS and drive times from Samsara. Your own account; the partner bills you. Coming soon Business and up
Route Summary and Truck Loading Sheet Daily list of products and amounts to load on each truck. Coming soon Business and up

Maps & Routing Routes, drive times and house photos.

IntegrationWhat It DoesStatusPlan
Smart Routing Optimize the day, ETAs and team balance (openrouteservice by HeiGIT, your free key). Built in, no extra apps. On Pro and up
Google Street View A photo of the house on every stop in Route (Google Maps Platform, your own key). Simulated Every plan

Measuring Square footage from the sky.

IntegrationWhat It DoesStatusPlan
Aerial Measuring Draw the turf on a satellite map, cut out beds and drives, save the sq ft. On Pro and up
Parish Lot Lines Calcasieu Parish lot lines on every property map. On Every plan
Deep Lawn One-tap measuring and instant quotes from Deep Lawn. Your own account; the partner bills you. Coming soon Pro and up

Suppliers Price lists and ordering.

IntegrationWhat It DoesStatusPlan
Price List Import Any vendor's price list CSV updates your product costs, with a check step and Undo. Built in, no extra apps. On Every plan
SiteOne Login to SiteOne brings your SiteOne prices into Products. Waiting for SiteOne to register us as a partner; until then, download your price list and use Price List Import. Your own account; the partner bills you. Off Pro and up

Compliance Labels and lab results.

IntegrationWhat It DoesStatusPlan
EPA Label Lookup Product labels, ingredients and restricted use from EPA PPLS. On Every plan
Soil Tests Soil test results and the lab file on the property, from any lab. Built in, no extra apps. On Business and up
State Compliance Reports Downloadable chemical and application reports for the state. Coming soon Add-on
Waypoint Analytical Soil lab results straight onto the property. Your own account; the partner bills you. Coming soon Business and up

Automation Connect anything else.

IntegrationWhat It DoesStatusPlan
Calendar Feed Services in Google, Apple or Outlook calendars. On Every plan
Zapier Connect thousands of apps without code. Your own account; the partner bills you. Coming soon Business and up
Rachio Smart irrigation controllers: zones, schedules, rain delay, start and stop from Route and the portal. Your own account; the partner bills you. On Pro and up
Hydrawise Hunter Hydrawise controllers: zones, next run, Run a zone and Stop, with your own Hydrawise key. On Pro and up
Webhooks & API Send events to your own systems. Coming soon Business and up

Integrations

Shared limits for every integration; partner accounts are always your own and bill you directly.MoreLess
What It Does
Holds the limits shared by every integration.
What It Changes
Disconnecting stops syncing without deleting anything.
How to Use
  1. Set the limits.
  2. Click Save.
  3. Connect each partner on its own line above.
Help Article
The master switch for everything sent to partners (mailers, accounting, links out). Off: nothing goes out.MoreLess
What It Does
One switch for everything sent to partners: mailers, accounting and links out.
What It Changes
Connections and settings are kept while it's off, like Automations Sending.
How to Use
  1. Leave it Off while you set things up.
  2. Turn it On when you're ready.
  3. Click Save.

A failed partner call is retried this many times (waiting longer each time), then the owner is alerted and Service Status turns red.

Sync log lines older than this are cleared. Tokens and headers are never logged.

A ceiling across every integration, so a loop can never run up a partner bill.

Quick Calc

Type a rate, mix or unit question, or tap an example.