Automations · QuickBooks
QuickBooks automation for service businesses
QuickBooks automation for service businesses means invoices, payments, and customer details land in QuickBooks on their own, with nobody re-typing them from another app. A job closes in your field software and the invoice is drafted in QuickBooks before you're back in the truck.
Re-typing is where a service business leaks money. The job is done, but the QuickBooks entry waits in your head until 11pm. Hand entry adds errors on top of the lost hours: a transposed digit here, a job that never gets billed there.
Lazer Lab builds the automation, then hosts it, watches it, and fixes it when it breaks, all on one flat monthly fee. The first build goes live in 1-3 weeks. Sauna Depot runs this way today: zero re-typing between apps.
QuickBooks
Jobber
Stripe
Google Sheets
GmailZero
re-typing between apps for one client
Sauna Depot, the one engagement we publish
Where hand entry costs you
Every closed job gets entered twice: once in the tool that runs the work, once in QuickBooks. Twice the typing, twice the chances to get it wrong.
- Invoices wait for the evening, so they go out late. Late invoices get paid late.
- Typos ship. You bill $1,840 on a $1,480 job and spend Friday on the phone explaining it.
- Month-end turns into cleanup. Your bookkeeper spends the first week matching payments to invoices and chasing the jobs nobody billed.
- Quotes and invoices drift apart. The customer approved one number and got billed another.
What we automate in QuickBooks
One automation is one trigger and one finished outcome. These are the QuickBooks builds that remove the re-typing for a service business:
No platform switch. We plug into the QuickBooks and field tools you already run, and you keep your setup.
- Invoice creation from job completion. Job marked done in your field software, invoice drafted in QuickBooks with the right customer, line items, and tax.
- Quote-to-invoice handoff. The customer accepts the quote and the invoice carries the same numbers. Nothing re-keyed, so nothing drifts.
- Payment reconciliation. Payments matched against open invoices as they land, so month-end starts with clean books instead of a hunt.
- Customer records synced. A new customer in the field app shows up in QuickBooks once, spelled one way.
Example: from job closed to invoice sent
Take a trades or field service company running Jobber and QuickBooks. Two tools, one connected process.
Every run is logged where you can see it, and nothing reaches a customer without your sign-off unless you decide it should. A build this size fits the Core plan and goes live in 1-3 weeks.
What it costs
The job-to-invoice flow above fits the Core plan: $1,500 setup plus $599/mo, in CAD. That covers one connected process, hosted and monitored, with every fix included. If it breaks at 7am, we fix it and there is no invoice.
Cancel anytime, no exit fees. Your QuickBooks account, your logins, and your data stay yours; we keep no copy. Take a 12-month term and the setup fee is waived. Rates are locked for your first 12 months.
For invoicing plus quote follow-up or lead handling, Growth runs $1,299/mo with a $2,500 setup and covers up to 4 live automations, with one focused improvement built every quarter. Either way you get a flat quote in writing after the call. If the number doesn't work, you say no and it costs nothing.
Book the 20-minute call.
Questions about this
Does this replace my bookkeeper?
No. It removes the re-typing and the month-end hunt. Invoices arrive in QuickBooks correct and on time, payments arrive matched, and your bookkeeper reviews clean books instead of rebuilding them.
Will invoices go out without me seeing them?
Not unless you want that. The default build stops at an approval step: the invoice is drafted in QuickBooks, you review, you send. Every run is logged where you can see it. Once you trust the flow, you can drop the approval on routine jobs. Your call.
We don't use Jobber. Can you still connect our software to QuickBooks?
In most cases, yes. We build across Jobber, HubSpot, Salesforce, Stripe, Google Sheets, and most tools with a way in. Bring what you run to the 20-minute call and we'll tell you straight whether it connects and what it would cost.
What happens when a payment doesn't match or an invoice posts wrong?
The automation flags it for a person instead of guessing, and we watch the runs. If something we built breaks or posts wrong, fixing it is our job and there's no charge. That's what the monthly fee covers: hosting, monitoring, and every fix.
Bring the job that eats the most hours.
A 20-minute call. Nothing to prepare. If automation isn't the right move, you'll hear it on the call.
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