/ Systems architecture · ServiceTitan
ServiceTitan to QuickBooks or Sage setup for Burlington Plumbing contractors
Service calls, emergency after-hours work and parts markup move fast. When the field data in ServiceTitan does not tie to the books, you cannot tell which work actually pays. Burlington is one of Ontario's most competitive markets, where thin margins punish blind spots.
01 How plumbing shops break on ServiceTitan
The problem is upstream, before accounting sees it.
- After-hours calls that close overnight but invoice days later.
- Parts markup and truck stock that never reconcile.
- Membership and service-plan revenue blended into one line.
02 The build
Fixed scope, $5,000 to $8,000 plus HST. Only after the audit says it is worth it.
- Rebuild the item and GL map so products, business units and classes survive the sync.
- A merchant clearing workflow that separates gross sales, fees, refunds and deposits.
- A reviewed export cadence: who posts, who accepts, who checks the rejects.
- A WIP bridge where project work is turned on.
03 Local to Burlington
On call across the Golden Horseshoe.
Burlington is one of Ontario's most competitive markets, where thin margins punish blind spots. I work with Burlington plumbing contractors here and across Burlington, Aldershot and Waterdown. Looking for the fractional CFO side? See fractional CFO in Burlington, or the full ServiceTitan to QuickBooks page.
/ Next step
Get your real numbers for Burlington.
The $750 plus HST Diagnostic Audit shows exactly what is breaking between ServiceTitan and your books.