HouseCall Pro
+
+
QuickBooks
+
QuickBooks
Field service to accounting: the complete integration
Field-to-Finance Integration Stack
Jobs in HCP, inventory in Ply, accounting in QuickBooks - all connected
Jobs
HCP to Ply Sync
Inventory
Track + PO in Ply
Accounting
POs to QuickBooks
What Syncs
- ✓ Jobs (HCP → Ply)
- ✓ Users / Technicians
- ✓ Materials & Catalog
- ✓ Truck Inventory
- ✓ Purchase Orders
- ✓ Vendors & Bills
How It Works
1
HCP: Create job, assign tech
2
Ply: Track materials, deduct
3
QBO: POs sync, pay vendors
4
Done: Field to finance automated
Integration Flow
Create Job
→
Track Materials
→
Create PO
→
PO in QBO
→
Pay Vendor
Complete field-to-finance workflow with three integrated systems
Use Case
"Our dispatchers work in HouseCall Pro, techs track materials in Ply, and accounting handles bills in QuickBooks. Everything syncs automatically - no double entry anywhere."
— HVAC Company, 20 Technicians
HCP
1-30 min sync
Ply
Inventory hub
QBO
Webhook sync
~25 min
Total setup
Ready for the full stack? Connect all three systems.