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.
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 →
All integration pairs
15 productized integrations across 5 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 → 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.
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.
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 → 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
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/mo
Books
Clean monthly books, tax-ready year-end. Same flat rate for catch-up.
$1,500+/mo
Fractional CFO
Cash forecasting, profitability analysis, monthly strategy calls.
$3,000+/mo
CFO + Operations
Dedicated CFO, AI-native workflows, dashboards, and integrations.
Let's get your stack on the same page
Free profitability audit — a Level CFO will review your current FSM + accounting setup and show you what's breaking down. Free audit included.
No commitment. Real numbers, not generic advice.