Finance Integration forHeating & PlumbingBusinessesTurn the customer, job and quote information already in Heat Engineer Software into invoices and accounting-ready information, without re-keying the job at the end of the day.
Works alongside your accounting software
The Books uses the information already captured in Heat Engineer Software to get invoicing moving faster, with less copying, retyping and end-of-job admin.
The Books works alongside The Forge or The Builder, carrying the customer, job and quote information already there into invoicing and your connected accounting software.
Use the customer, job and quote information already captured, instead of typing it all in again.
Send invoice details into connected accounting software such as QuickBooks without re-entering them manually.
Customer, job and financial records stay linked instead of becoming separate pieces of admin.
Reduce the copying, retyping and switching between systems that comes after the job.
Connect your Heat Engineer Software workflow to your accounting software and keep job information moving into invoicing without re-entering it.
Add The BooksThe Books works alongside The Forge or The Builder.Build your Heat Engineer Software package around the way your business works, with better value when you use more of the platform.
The Books carries the information already in Heat Engineer Software into invoicing, so you can move on from the job without starting the admin again from scratch.
No. The Books connects Heat Engineer Software with your accounting software. It helps create and pass across the right information, while your accounting software continues to handle the financial side of the business.
Yes. The Books works alongside The Forge or The Builder because it uses the customer, job and quote information already created there.
Yes. The Books can use information already captured in Heat Engineer Software to generate an invoice linked to the relevant customer and job.
The Books connects with QuickBooks and Xero, so invoice information can be passed into the accounts package you already use.
Relevant customer, job and invoice information can be carried through, helping keep the operational and financial sides of the job connected.