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Integrations

Service Buddy connects to the tools your business already uses. Link your email, calendar, accounting, and payments so data flows automatically and your team does not have to copy information between apps.

Disconnected tools mean duplicate data entry, missed appointments, and unpaid invoices. Every integration in Service Buddy is built to save your team time — a QuickBooks sync alone can replace hours of manual reconciliation every week.

Which integrations do flooring retailers connect first?

In order: email (so invoices send from your real address), QuickBooks Online (clean books, no duplicate entry), BuddyPay (online card and ACH payments), Google Calendar or Outlook (visible schedules on installer phones). Marketing integrations (Google Ads, Meta) come later, once lead-source tracking matters.

Is BuddyPay required to accept online payments?

Yes — BuddyPay is the integrated option for both US and international merchants. US accounts run on Rainforest, international accounts run on Stripe — both fully integrated. Contact support if you need it enabled. See Connect online payments.

Does the QuickBooks integration work with Desktop?

No — only QuickBooks Online. Desktop users either export manually or migrate to QuickBooks Online. See Sync invoices to QuickBooks.

Is the calendar sync two-way?

No — Service Buddy → Calendar only. Reschedule from inside Service Buddy and the calendar updates; editing the calendar event directly doesn’t change the underlying job. See Connect your calendar.

What happens when an integration’s credentials expire?

You’ll see a warning badge on Settings → Integrations with a Reconnect button. Click it and re-authorize. Past data stays intact — only new sync stops until you reconnect.

Who can connect or disconnect integrations?

Admins. Other access levels can use connected integrations (send emails, push invoices to QuickBooks) but can’t change connection settings.