Integrations
Field service + accounting, on the same page
Level builds and operates the data layer between the operational platform your team uses every day (BuildOps, ServiceTitan, Jobber, Housecall Pro) and the accounting or ERP system that holds the books (QuickBooks, Sage Intacct, Spectrum, Foundation, Vista, Acumatica, more).
Every page below covers the real API capabilities, the documented failure modes of the native sync, and how Level's unified data layer fixes them.
Free data-layer audit
Your stack does not need another dashboard. It needs one trusted operating record.
We review the path from field work to invoice to payroll to books, then show where margin disappears because job, customer, class, item, or labor dimensions do not survive the sync.
We check for:
- • missing job, account, class, location, and item dimensions
- • payroll hours that cannot be tied back to billed work
- • quote, invoice, payment, retainage, and revenue-recognition drift
- • AI automation opportunities worth building first
The reason owners call
The system went live. WIP, job costing, project budgets, and KPIs still do not reconcile.
That is usually not a vendor failure. It is an operating-model gap: job, customer, property, cost code, labor, billing, retainage, and revenue-recognition rules need one finance-ready model across the stack. That is the layer Level builds.
Real API research
Each page documents what the native sync actually does — not what marketing claims it does. Capability matrix grounded in public API docs and Level's hands-on integration work.
Documented failure modes
Specific failure modes by integration — cost-code mapping drift, retainage distortion, membership revenue, job-cost dimension loss. Factual, not editorial.
Unified data layer
How Level's data layer fits between systems — preserved hierarchy, dimension fill, retainage as managed liability, AI-assisted reconciliation, agentic workflows.
Browse by field service platform
Start at the FSM hub for the system your team uses, then drill into the specific accounting / ERP destination.
BuildOps hub
BuildOps integrations
Commercial FSM — operations system of record for trade businesses $3M–$50M
Open hub →
ServiceTitan hub
ServiceTitan integrations
Residential trades FSM — public company, dominant in HVAC + plumbing + electrical
Open hub →
Housecall Pro hub
Housecall Pro integrations
Residential FSM — heavy density in the $1M–$5M home services band
Open hub →
Jobber hub
Jobber integrations
SMB FSM — most common for $500K–$5M home-service pros
Open hub →
FieldEdge hub
FieldEdge integrations
Residential trades FSM with equipment-centric maintenance plan tracking
Open hub →
NetSuite Field Service Management hub
NetSuite Field Service Management integrations
NetSuite FSM for scheduling, dispatch, service orders, customer assets, mobile field execution, inventory, and billing
Open hub →
All integration pairs
24 productized integrations across 6 field service platforms.
BuildOps
See hub →Field Service Management for commercial mechanical, electrical, plumbing, fire/sprinkler contractors
BuildOps → HighRadius
Order-to-Cash / AR automation platform
BuildOps + HighRadius integration: what works, what breaks, and how Level's unified data layer makes commercial AR automation work for $20M+ contractors.
BuildOps → Spectrum
Construction ERP (Viewpoint / Trimble)
BuildOps and Spectrum (Viewpoint/Trimble) are not a 2-way sync. Spectrum owns payment + invoice status; BuildOps owns operations. Level's data layer stitches the two sources of truth so finance and operators get one pane of glass.
BuildOps → QuickBooks
SMB accounting (Online and Desktop/Enterprise)
BuildOps + QuickBooks Online: the most common contractor stack. Native sync handles invoices but breaks on job costing, retainage, and service agreement P&L. Level's data layer fixes it.
BuildOps → Sage Intacct
Mid-market cloud accounting / multi-entity GL
BuildOps + Sage Intacct: the right stack for $10M+ commercial contractors. Native sync drops dimensions; Level preserves the full job/cost-code/property chain.
BuildOps → NetSuite
Mid-market ERP with field service and project accounting workflows
BuildOps + NetSuite integration for commercial contractors: why NetSuite migrations still fail on job costing, WIP, project budgets, and KPI reporting unless the data layer is designed first.
BuildOps → Bill.com
AP automation (with adjacent AR + spend)
BuildOps + Bill.com for commercial contractors — job-aware bill coding, 3-way PO matching, sub compliance gating. The right way to automate AP without losing job-cost detail.
BuildOps → Foundation
Construction accounting ERP for GCs + specialty subs
BuildOps + Foundation: no native connector, structural one-way for payment status, same SoT-stitching problem as BuildOps + Spectrum — with Foundation's contractor-native cost code grid and certified-payroll-heavy workflow layered on top.
BuildOps → Vista (Viewpoint)
Construction ERP for heavy commercial GCs (Trimble)
BuildOps + Vista (Viewpoint, Trimble) for heavy commercial GCs and heavy-civil contractors running trade service alongside major project work. Same one-way-payment-sync pattern as BuildOps + Spectrum, with Vista's project-first orientation and prevailing-wage payroll demands layered on top.
BuildOps → Acumatica
Mid-market cloud ERP with Construction Edition
BuildOps + Acumatica Construction Edition: a partner connector exists but uses a subset of Acumatica's rich sub-account segmentation. Level extends the connector so every dimension Acumatica is designed to track actually gets filled.
NetSuite Field Service Management
See hub →Field Service Management native to the NetSuite ecosystem
ServiceTitan
See hub →Field Service Management for residential + light commercial trades
ServiceTitan → QuickBooks
SMB accounting (Online and Desktop/Enterprise)
ServiceTitan + QuickBooks: pricebook drift, membership amortization, QBD sync fragility. Level's data layer fixes the three issues every ServiceTitan + QBO contractor hits.
ServiceTitan → Sage Intacct
Mid-market cloud accounting / multi-entity GL
ServiceTitan + Sage Intacct: the right stack for $10M+ residential trades. Level preserves the full dimension chain, amortizes memberships, and runs a clean close.
ServiceTitan → Spectrum
Construction ERP (Viewpoint / Trimble)
ServiceTitan + Spectrum is what happens when a residential trade grows into commercial project work. Same one-way payment sync as BuildOps + Spectrum, plus the additional complexity of memberships and AIA on the same GL. Level stitches it.
ServiceTitan → Bill.com
AP automation (with adjacent AR + spend)
ServiceTitan + Bill.com integration for trades. Connect vendor bills, purchase orders, jobs, approvals, and accounting so AP automation preserves margin visibility.
ServiceTitan → Acumatica
Mid-market cloud ERP with Construction Edition
ServiceTitan + Acumatica integration for trades outgrowing QuickBooks. Preserve pricebook, customer, location, job, project, and technician dimensions in a cloud ERP model.
ServiceTitan → HighRadius
Order-to-Cash / AR automation platform
ServiceTitan + HighRadius integration for trades with large AR. Connect invoice, customer, location, job, retainage, and collection context so AR automation works.
Jobber
See hub →Field Service Management for residential / small commercial home services
Jobber → QuickBooks
SMB accounting (Online and Desktop/Enterprise)
Jobber + QuickBooks: the home-services default stack. Level preserves recurring revenue analytics, fixes job-expense coding, and reconciles sales tax monthly.
Jobber → Sage Intacct
Mid-market cloud accounting / multi-entity GL
Jobber + Sage Intacct integration for service businesses outgrowing QuickBooks. Preserve job, customer, location, service-line, and revenue dimensions so the close still ties out.
Jobber → Bill.com
AP automation (with adjacent AR + spend)
Jobber + Bill.com integration for service businesses. Route bills, preserve job and vendor context, and stop AP automation from breaking job costing.
Jobber → Xero
SMB cloud accounting (QBO alternative, strong outside US)
Jobber + Xero is the default home-services stack outside the US (UK, AU, NZ, Canada) and increasingly inside it. Xero's 2-tracking-category dimension limit collapses Jobber's rich operational hierarchy. GST/VAT/sales-tax reconciliation against statutory filings isn't native. Level fixes both.
Housecall Pro
See hub →Field Service Management for residential home-service businesses
Housecall Pro → QuickBooks
SMB accounting (Online and Desktop/Enterprise)
Housecall Pro is a cash-accounting platform; you're on accrual. Jobs move between months whenever anyone touches an old record. Level fixes it with a clean data layer and nightly automated checks.
Housecall Pro → Sage Intacct
Mid-market cloud accounting / multi-entity GL
Housecall Pro + Sage Intacct integration for service businesses outgrowing QuickBooks. Fix cash-vs-accrual drift, preserve jobs and locations, and close with usable margins.
Housecall Pro → Xero
SMB cloud accounting (QBO alternative, strong outside US)
Housecall Pro + Xero integration for home-service businesses using Xero. Reconcile cash and accrual views, preserve job and location context, and monitor tax and AR drift.
FieldEdge
See hub →Field Service Management for residential HVAC, plumbing, electrical
How Level's integrations work
One unified data layer behind every integration
Level operates a single data layer that ingests data from your field service platform and your accounting / ERP system, normalizes against a shared canonical model, and posts the right data back so your month-end close runs fast and your CFO reports are trustworthy.
Custom integration work is included in most Level engagements — it isn't a separate paid implementation gated behind a premium tier. We scope your specific setup on a call and stand up the data layer as part of your monthly engagement.
Simple pricing
Three tiers, one ladder.
$99-$500/mo
Bookkeeping
The clean data layer: monthly books, reconciliations, and organized financials AI can work with.
$1,500-$5,000/mo
Scale
The full AI operating layer — custom agents, weekly actions, and benchmarks to grow margin per hour.
Custom
Platform / Multi-Office
Multi-branch benchmarking and scorecards for PE-backed and multi-location groups.
Let's get your stack on the same page
Free profitability audit — the Level team will review your current FSM + accounting setup and show you what's breaking down. Free audit included.
No commitment. Real numbers, not generic advice.