/ Systems architecture · ServiceTitan
ServiceTitan to QuickBooks or Sage setup for Oakville 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. Oakville's premium market rewards contractors who can prove their numbers.
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 Oakville
On call across the Golden Horseshoe.
Oakville's premium market rewards contractors who can prove their numbers. I work with Oakville plumbing contractors here and across Oakville, Bronte and Milton. Looking for the fractional CFO side? See fractional CFO in Oakville, or the full ServiceTitan to QuickBooks page.
/ Next step
Get your real numbers for Oakville.
The $750 plus HST Diagnostic Audit shows exactly what is breaking between ServiceTitan and your books.