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Drafts are created automatically when the crew completes a job.
Every calendar event is a billable job. Google Calendar sync attaches here in v2.
Synced two-way with QuickBooks once connected.
Everything servicebill has drafted, sent, and collected.
What lands in QuickBooks — every line coded to the right account, nothing to clean up Monday.
Checking connection…
To attach your account: create an app at developer.intuit.com, then restart with
QBO_CLIENT_ID=… QBO_CLIENT_SECRET=… npm start
Redirect URI to whitelist: http://localhost:3000/api/qbo/callback. Full steps in README.
This is the message that goes out with every approved invoice, and what the customer's payment page says. Merge fields fill in automatically per invoice.
Merge fields: {first_name} {customer_name} {crew} {service_date} {line_summary} {total} {invoice_number} {pay_link} {business_name}