/ Systems architecture · ServiceTitan
ServiceTitan to QuickBooks or Sage setup for Hamilton 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. Hamilton's construction super-cycle keeps the phones ringing, which is exactly when clean numbers slip.
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 Hamilton
On call across the Golden Horseshoe.
Hamilton's construction super-cycle keeps the phones ringing, which is exactly when clean numbers slip. I work with Hamilton plumbing contractors here and across Hamilton, Ancaster, Dundas, Stoney Creek and Waterdown. Looking for the fractional CFO side? See fractional CFO in Hamilton, or the full ServiceTitan to QuickBooks page.
/ Next step
Get your real numbers for Hamilton.
The $750 plus HST Diagnostic Audit shows exactly what is breaking between ServiceTitan and your books.