Keep your job software. Connect the details.
Less retyping between enquiries and jobs, with a clearer view of the work your marketing brings in. We check what your existing software can share, then scope the connection with you.
Optional add-on. Scoped and priced separately.
Enquiry details going to the job
Your CRM
Customer details
and the enquiry
Job software
Quoting, scheduling
and invoicing
Job outcomes back to reporting
Job status and value, where available, help connect enquiries to the work won.
Each direction and the details shared are checked before we quote.
Less retyping.
A clearer picture.
We start with the details that will make a difference to your team, then agree when and how they move between systems.
See how your CRM fitsPass on the enquiry details
Share the agreed customer and enquiry information when it’s ready for your job process. We decide what starts the handover and how it matches an existing customer record.
Keep running jobs in your existing tools
Your quoting, scheduling and invoicing can stay where they are. We agree which details are maintained in each system so your team knows where to make updates.
See which enquiries become jobs
Where your software supports it, job outcomes and values can feed into revenue and return-on-ad-spend reporting. We agree which figures to use and explain any gaps in matching jobs to their source.
Explore reporting
A clear scope.
A tested handover.
Tell us which software you use and walk us through a typical job. We check the connection, agree costs and support, then test the handover with you before it goes live.
Will it work with my job software?
Tell us what you use and what you want to move between systems. We check your software, subscription and available connection options before quoting, then explain what can be supported.
Does everything sync both ways?
Only the details and directions we agree are connected. We confirm what starts each transfer, how often it runs and which system holds the main record. A connection for enquiry details doesn’t automatically include job-status or revenue updates.
What if a record doesn’t come through?
We agree how failed transfers and duplicate records are identified and who handles them. We test these scenarios before launch and show your team which system to update and what to do if a record is missing.
Is the integration included in my plan?
It’s an optional addition for Tradieboost clients, scoped and priced separately. We quote setup and any ongoing support or usage costs before work starts. Your job-software subscription and third-party charges are separate.