MEASURE & CONNECT · LINE 9 OF 9

Custom Integrations & API

We make your tools talk to each other; no more copy-pasting.

Your booking tool, accounting software, job system, and CRM each know something the others don't. We wire them together so a record entered once appears everywhere it should.

LINE INFORMATION
Line
Custom Integrations & API
Group
Measure & Connect — what everything returns, and tools that talk to each other
Connects to
CRMWorkflow AutomationReporting Dashboards
Management fee
Quoted on the discovery call. No long-term contract.
Not for
Home-service trades — we'll refer you to our sister brand.
The route · six stops

What happens on this line, in order.

Every stop is done by us. Your part is a 30-minute call and a few approvals.

  1. STOP 01

    Discovery call

    What you sell, who buys it, what a lead is worth. If this line isn't right for you, we say so here.

  2. STOP 02

    Inventory

    Every tool you use, what it holds, and where the same data is typed twice.

  3. STOP 03

    Map the flows

    Which system is the source of truth for each record, and which direction data moves.

  4. STOP 04

    Connect

    Standard integrations where they exist; custom API work where they don't. Documented either way.

  5. STOP 05

    Test with real data

    A week of running in parallel before anything by hand is switched off.

  6. STOP 06 · TERMINUS

    Reported in one place

    Records synced and errors caught, monthly — and the documentation is yours.

INTERCHANGE · CONNECTS TO
Custom Integrations & APICRMthe hub most flowspass throughWorkflowautomations ride onthe connectionsReportingconnected data becomesone dashboardCRMthe hub most flows pass throughWorkflow Automationautomations ride on the connectionsReporting Dashboardsconnected data becomes one dashboard
WHAT THIS LINE WON'T DO
  • Replace a tool that works.
  • Build something custom when an off-the-shelf connection exists.
TERMINUS · BOOKED

Find out what should be connected first.

Thirty minutes, free. We'll look at what you have today and tell you straight whether this line is worth it for you.