Customer and job import
Bring customers, jobs, and a material price book in from CSV, with the source rows and field mapping shown before any record is created.
Truthful connection states
Connect without hiding setup
Each connection says whether it is available now, needs account setup, is access-gated, or remains planned before you depend on it.
Available now
QuickBooks Sync
Prepare a reviewed sync file from an eligible pay application. Company authorization is required first.
CompanyCam
Photo connection depends on provider access and account permissions.
Supplier ordering
ABC Supply, SRS Distribution, and QXO connections are not available yet.
