Integrations
Manage QuickBooks and Square here so Open Jobs can stay focused on production.
QuickBooks invoices
Review invoices that need attention and queue approved jobs for QuickBooks Web Connector.
QuickBooks Customer List
Refresh BRO’s customer/job matching snapshot from QuickBooks Desktop when you need an updated list.
BRO still checks the live QuickBooks record through Web Connector before creating a customer or job.
QuickBooks → BRO: Financial Read-back
Read invoice balances, customer payments and vendor activity back from QuickBooks Desktop. These records are for comparison and do not create duplicate payments.
AI Phone Receptionist
Control when the Bauer Roofing Twilio line rings Eve first and when AI answers immediately.
Message routing: every AI call-message text goes to Eve. If the caller asks for Jonathan or Roy, Eve’s text is labeled FOR JONATHAN or FOR ROY; the AI does not text them directly.
Use this before enabling AI for customers. Normal customer calls keep their current routing; a call placed to Bauer Roofing from Eve’s staff mobile goes directly to the AI receptionist and still falls back to voicemail if AI fails.
Checking AI voice bridge…
Square
Bring recent Square payments into BRO and match any payment that could not be linked automatically.