QuickBooks and payment integrations

Business Genie syncs with QuickBooks Online, and your customers pay their invoices by card, Apple Pay, PayPal, Venmo or Cash App. Follow one job through each hand-off, from the drive to the books.

One job, and what it connects to
The jobIn the app
26 minOn site123
DirectionsRoutingRoute optimization
Turn-by-turn
InvoiceTo customerTo the customer
Invoice sentInvoice #1307 sent
Payments5 ways to payFive ways to pay
$0.00 paid · Apple Pay
AccountingQuickBooksQuickBooks Online
QuickBooks Online sync

8:10 — Stop 1 is done. Next: Harper Residence, E Ellsworth Rd.

A sample job, simulated: one visit, from the drive to the books.

8:18

Turn-by-turn directions to every job

Route optimization runs on every plan, on the web and in the iOS and Android app: it orders each crew’s day automatically, re-routes the rest of the day when a job is added, and gives the tech turn-by-turn directions to every job. The drive to the next job is the first hand-off of the visit.

How route optimization works

10:04

Invoices sent from the job

When the work is done, the invoice goes to the customer. Invoicing is part of Business Genie, on the web and in the iOS and Android app, so the bill goes out from the same app the visit was scheduled and routed in. The customer pays from the invoice, and that payment is the next hand-off.

Invoicing in Business Genie

10:15

Payments by card, Apple Pay, PayPal, Venmo and Cash App

The customer pays from the invoice, the way they prefer: card, Apple Pay, PayPal, Venmo or Cash App. Estimates and proposals can carry a deposit too, so part of a job can be paid before the work starts.

Payments in Business GenieDeposits on estimates

Connected

QuickBooks Online sync

Business Genie syncs with QuickBooks Online. The field side of the business — booking, scheduling, routing, estimates, invoicing and payments — runs in Business Genie, and your books stay in the QuickBooks Online account you and your bookkeeper already use.

The QuickBooks Online integrationWhat each plan includes

Set up for you, free

Setup and data migration are free: the Business Genie team moves your data over. Then use it free for a month, with no credit card to start.

Plans start at $50 a month, and route optimization is on every plan. The pricing page lists what each plan includes.