Commercial & specialty field service
ServiceTitan
ServiceTitan helps contractors manage dispatch, scheduling, estimates and invoicing.
Multi-truck residential and commercial trades comparing per-technician packages (Starter, Essentials, Works) with deep dispatch, pricebooks and batch accounting exports.
How it connects to accounting
Exports batches to QuickBooks Online, Desktop, Sage Intacct and Viewpoint Vista/Spectrum, or posts to an internal ledger. Direct API connectors and CSV journal routes handle invoice credits, customer deposits and business-unit GL mapping differently.
What to check in your account
Trace job identifiers, business-unit GL mapping, customer deposits, vendor PO bills and credit adjustments through your selected connector and batch export workflow.
Who owns the ledger after the accounting export?
Ask for this demonstration
Ask the demo operator to show the same completed job through the proposed QBO, Intacct or internal-ledger route, including a later credit and the journal entry you retain. Name the owner of export review and corrections for that selected route.
Hold the decision if: A journal download exists, but no one can identify which system owns the final balance or which later changes were reviewed.
What the owner decides: Select the accounting architecture and its close owner before negotiating optional modules.
ServiceTitan finance review and implementation questionsOfficial sources and what they establish
Commercial & specialty field service
BuildOps
BuildOps supports commercial service and project work, connecting field and office workflows.
Commercial mechanical, HVAC, plumbing and electrical contractors running service and multi-phase project work together.
How it connects to accounting
Connects to QuickBooks Online, QuickBooks Desktop, Sage Intacct, NetSuite and Viewpoint Spectrum/Vista, mapping GL accounts, classes, PO receipts and sales tax. Inventory stays outside the QBO integration. In API integrations, invoice PDF URLs populate only when invoices are emailed, and list-endpoint job statuses can lag detail records.
What to check in your account
Demonstrate PO receipts becoming bills, job/class mapping, returns, historical WIP cutoff snapshots and the separate inventory workflow in your exact accounting edition.
Where do a receipt, return and inventory movement end up?
Ask for this demonstration
Demonstrate one purchase receipt and its return through the quoted QuickBooks edition, with the intended bill or PO, job and class. Show the separately scoped inventory source rather than treating the integration as one complete inventory workflow.
Hold the decision if: The demo shows an invoice syncing but cannot explain the receipt, return or separate inventory balance for the same job.
What the owner decides: Decide who maintains the inventory bridge, freezes month-end WIP cutoff snapshots and reviews PO receipt mapping.
BuildOps finance review and implementation questionsOfficial sources and what they establish
Commercial & specialty field service
Joblogic
Joblogic manages field-service scheduling, jobs, assets, invoices and costs.
Commercial maintenance and field-service contractors tracking assets, planned preventative maintenance (PPM), quotes and subcontractor work.
How it connects to accounting
Joblogic documents connections to QuickBooks Online, Xero and Sage 50. Its QBO guide covers sales invoices, credit notes and payments, not supplier purchase invoices, and excludes QuickBooks Desktop. Internal job-cost records do not establish that supplier bills or payroll burden reach the ledger.
What to check in your account
Trace a sales invoice, credit note, payment and supplier purchase invoice for the same job. Name the CSV export/import or API route used to get supplier bills and labor costs into your general ledger.
Does the supplier cost reach the same job in the books?
Ask for this demonstration
Use one completed job with a sales invoice, payment and supplier invoice. Show the native sales sync, the separately scoped purchase-invoice route and the retained job identifier. If an API is proposed, demonstrate authorized access and reconcile the returned cost population.
Hold the decision if: The sales invoice arrives, but the supplier cost route or job mapping is still unexplained.
What the owner decides: Choose the AP supplier-bill transfer route and its review owner before treating synced sales as a complete job-margin view.
Broader contractor software comparisonOfficial sources and what they establish
Commercial & specialty field service
FieldEdge
FieldEdge supports service dispatch, work orders, scheduling, technician time, purchases and QuickBooks connections.
Mechanical, HVAC, plumbing and electrical contractors wanting real-time two-way QuickBooks Online or Desktop sync with dispatch and service agreements.
How it connects to accounting
FieldEdge lists real-time QuickBooks Online and Desktop connections on Select, Premier and Elite. Warehouse and truck inventory tracking is restricted to QuickBooks Desktop Enterprise with Advanced Inventory on the official plan comparison.
What to check in your account
Name the QuickBooks edition, plan and connector version. Trace an invoice, payment, purchase and later correction by job, then check what technician time contributes to accounting costs. Warehouse inventory is restricted to QuickBooks Desktop Enterprise with Advanced Inventory on the official plan page.
Check the accounting edition before testing the sync
Ask for this demonstration
Run the same service call using your QuickBooks Online or Desktop edition. Follow the invoice, payment and purchase to the books, then change the invoice and issue a refund. Ask which records update automatically and which need an office action. Compare technician time with the cost that actually reaches the job.
Hold the decision if: The vendor demonstrates a different QuickBooks edition, or cannot show how a later correction affects both systems for the same job.
What the owner decides: Verify your exact QuickBooks edition (especially if you need warehouse inventory) and assign an office owner for sync exceptions.
Broader contractor software comparisonOfficial sources and what they establish