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If your books are in QuickBooks Desktop, they can stay there.
For independent HVAC, plumbing and electrical shops that do residential and commercial work.
Invoices written in ServiceFactor, in the office or on a tech's phone, sync to QuickBooks. Nobody types them in a second time.
Changes made in QuickBooks come back into ServiceFactor.
Card and ACH payments taken through SF Pay post to the invoice and go to QuickBooks with it.
Customers, items, invoices, payments, credit memos, vendor bills, employee time and payroll items, tax rates and terms. Bill-to accounts and their sites sync to QuickBooks as parent customers and sub-customers, so each invoice lands under the right account. Purchase orders also sync with QuickBooks Desktop.
A dedicated onboarding specialist connects QuickBooks with your team during onboarding, which takes about 30 days.
ServiceFactor shows gross profit on every job. Commercial projects also show estimated, committed and actual cost.
Take card and ACH payments in the field. ACH is 1%. Card rates are quoted with your seats.
| Payments | QuickBooks Online | QuickBooks Desktop |
|---|---|---|
| Card and ACH payments through SF Pay | Yes | Yes |
| Customer deposits | Yes | No |
| Overpayments | Yes | No |
| One payment across several invoices | Yes | No |
There's a one-time onboarding fee, which includes importing your data and connecting QuickBooks. We'll walk you through pricing on a demo.
ServiceFactor calculates sales tax on each invoice and sends it to QuickBooks with the invoice.
Yes, with timesheets. ServiceFactor works with QuickBooks Online and QuickBooks Desktop payroll, and exports payroll files for ADP and eBacon.
No. SF Pay is optional, and if you try it there's no termination fee or lock-in.
No. Your data is yours, and you can export it any time.
