Make the tools you pay for talk
Systems integration
Your booking tool, CRM, accounting, and inbox stop holding separate versions of the truth — data moves between them without a person as the integration layer.
Usually live 2–4 weeks after the audit.
The problem
Every system holds part of the record. People become the glue: double entry, missed handoffs, and reporting that has to be rebuilt in a spreadsheet each month.
What we build
One source of truth
We decide which system owns each field, then sync the rest to it so there is no argument about which record is right.
Two-way sync
Contacts, jobs, invoices, and appointments stay aligned across tools, with conflict rules for the edge cases.
Reporting feed
A single dashboard-ready dataset so you can see enquiries, conversion, and job throughput without exporting anything.
Failure alerts
If a sync breaks, you hear about it from us, not from a customer wondering where their booking went.
Booking to invoice, no re-typing
- 01Booking made in the scheduling tool
- 02Contact created or matched in the CRM
- 03Job record created with the service and price
- 04Completion pushes a draft invoice to Xero
- 05Payment status flows back onto the job
Tools this usually touches
- Xero
- HubSpot
- ServiceM8
- simPRO
- Cliniko
- Google Sheets
- Airtable
- Zapier / Make
Using something else? We work with almost anything that has an API or a shared inbox.
Want systems integration running in your business?
Book the free 30-minute audit and we'll tell you what it would take, and whether it's worth it.
Book a free audit