Your Field Invoices, In QuickBooks — Without the Manual Entry.
HVAC Bridge sits between your field service app and QuickBooks as a controlled staging layer. Sync on demand or on a daily schedule — and catch the mismatches before they become a month-end nightmare.
No credit card required. Trial starts on Team features automatically.
Sound familiar?
Every HVAC shop hits the same wall between their field app and QuickBooks.
It starts as a minor annoyance and ends up as hours of your bookkeeper's time every month — or worse, books your CPA has to untangle at year-end.
- Invoices sitting in your FSM for days before someone manually enters them into QuickBooks
- Duplicate customers created because a tech spelled a name slightly differently
- Tax lines that don't match because your FSM and QB don't talk about rates the same way
- Month-end reconciliation that takes your bookkeeper half a day to untangle
How it works
Up and running in three steps.
Connect Your FSM
Link ServiceTitan, Housecall Pro, Jobber, Zoho FSM, or Workiz. HVAC Bridge reads your invoices, customers, and line items.
Review Before It Hits QB
Every invoice lands in a staging layer first. You see exactly what will sync — and catch mismatches before they become accounting problems.
Sync on Your Terms
Click Sync Now, or let Team's daily auto-sync import overnight — with automatic posting that unlocks after your first successful manual exports.
What you get
Start manual. Upgrade when you want it to run itself.
Solo is the manual, stay-in-control plan. Team is the automated plan — invoices reach QuickBooks without you having to think about it.
Solo
$49/moYou control every sync. Perfect for owner-operators running their own books.
- On-demand FSM → QuickBooks sync
- Match & create customers, items, taxes (field-by-field)
- Basic + AST tax sync
- Duplicate detection — you choose which to keep
- Manual Sync Now
- 30-day invoice history
Team
$99/moAutomated sync for growing shops that can't afford to babysit every invoice.
- Everything in Solo
- Auto Match & Auto Add — resolve everything in one click
- Global auto-sync — invoices arrive ready to go
- Write-back to your FSM where supported (payments, status)
- Daily auto-sync — imports overnight, queues exceptions for review
- Multi-rate & multi-state tax
- Audit mode & invoice integrity checks
- Create line items directly on detail page
- Up to 12 months of invoice history
Every new account starts with a 14-day free trial of Team features. No credit card required.
How Sync Works on Each Plan
Both plans include Manual Sync Now. Team unlocks automation and advanced controls.
Manual Sync Now
Solo + TeamTrigger a sync on demand at any time. Both plans include this — great for end-of-day pushes or after a big job.
Scheduled Overnight Sync
TeamAuto-sync every night at a time that works for your accountant's review window.
Approval-Gated Auto-Posting
TeamAutomatic posting to QuickBooks that unlocks after your first successful manual exports — approval stays the default.
Auto-Create Missing Entities
TeamMissing customer in QB? HVAC Bridge creates it automatically instead of stopping the queue.
Bidirectional Corrections
TeamWhere your FSM supports it, payment status and details sync back — not just one way.
Advanced Invoice Explorer
TeamFilter by technician, job type, customer, amount, and status simultaneously. Bulk import selected invoices.
For bookkeepers & accountants
Make HVAC clients your easiest clients.
Each client gets their own FSM and QuickBooks connections, mapping rules, and sync history — and you review an exception list instead of scanning everything. See the bookkeeper workflow →
- One consistent review workflow for every HVAC client
- Sync history and error queues for each client
- An audit trail of what moved, what's blocked, and why
- Wholesale partner pricing — bundle into your retainer
30–40% wholesale discount. Revenue share available.
Pricing
Simple pricing. No surprises.
Start your free 14-day trial on Team features. Downgrade, upgrade, or cancel any time.
Every account starts with a 14-day free trial of Team features. No credit card required.
Manual control. Real-time sync.
Beta pricing — locked in for life if you subscribe now
- Real-time FSM → QuickBooks sync
- Match & create customers, items, taxes (field-by-field)
- Basic + AST tax sync
- Duplicate detection — you choose which to keep
- Manual Sync Now
- 30-day invoice history
Automated. Bidirectional. Audit-ready.
Beta pricing — locked in for life if you subscribe now
- Everything in Solo
- Auto Match & Auto Add — resolve everything in one click
- Global auto-sync — invoices arrive ready to go
- Bidirectional sync (payments + notes back to FSM)
- Daily auto-sync — runs and fixes errors overnight
- Multi-rate & multi-state tax
- Audit mode & invoice integrity checks
- Create line items directly on detail page
- Up to 12 months of invoice history
For multi-location firms & bookkeepers.
- Multi-FSM & multi-QuickBooks company
- Advanced GL mapping & class tracking
- Avalara / TaxJar integration
- 24-month historical backfill
- CPA-ready reconciliation exports
- Role-based access
Bookkeeper managing multiple HVAC clients? Ask about partner pricing — wholesale rates, multi-client console, and revenue share. Get in touch →
🔒 Beta users lock in these prices for life. They won't increase when we launch publicly.
Scale — Coming Soon
$199/moMulti-FSM + multi-QB company support, advanced GL mapping, Avalara/TaxJar tax, 24-month backfill, CPA-ready reconciliation exports, and role-based access.
Ready to stop doing your bookkeeper's job?
Connect your FSM and QuickBooks, and review your first invoices free. Your first 14 days are on full Team features, no card required.
Have questions before signing up? Contact us.