Exoserva works best when it’s connected to the tools you already use. This guide covers the three most popular integrations and how to set each one up from scratch.
Why Integrations Matter
Every time you re-type a customer name, re-enter an invoice, or manually check two calendars to avoid a conflict, you’re burning time you could spend on billable work. Businesses with integrated field service software typically save 5-10 hours per week on manual data entry. That’s real money — especially when you’re running a crew.
QuickBooks Online Integration
What Syncs
- Invoices — created in Exoserva, pushed to QuickBooks automatically
- Payments — when a customer pays, both systems update
- Customers — new customers in Exoserva appear in QuickBooks (no duplicate entry)
Setup Steps
- Go to Settings > Integrations > QuickBooks
- Click Connect to QuickBooks Online — you’ll be redirected to Intuit’s authorization page
- Sign in with your QuickBooks credentials and approve the connection
- Choose your sync preferences: automatic (real-time) or manual (batch)
- Click Test Connection to verify everything is linked
Troubleshooting
- “Authorization expired” — QuickBooks tokens expire after 100 days. Go to Settings and click Reconnect to refresh.
- Duplicate customers — If you already have customers in QuickBooks, use the Match Existing option during setup to link them instead of creating duplicates.
- Invoice not syncing — Check that the invoice has a valid line item and amount. QuickBooks rejects invoices with zero totals.
Stripe Payment Processing
What It Enables
- Credit card payments — Visa, Mastercard, Amex
- ACH bank transfers — lower fees for larger invoices
- Online payment links — customers pay from their phone or email
Setup Steps
- Go to Settings > Integrations > Payments
- Click Connect with Stripe — you’ll be redirected to Stripe’s onboarding flow
- Complete Stripe’s identity verification (takes 2-5 minutes if you have your EIN handy)
- Once approved, payment options automatically appear on all new invoices
Payment Fees
Stripe’s standard processing fees apply: 2.9% + 30 cents for card payments, 0.8% (capped at $5) for ACH. These are Stripe’s fees — Exoserva doesn’t add anything on top.
Google Calendar Sync
How It Works
Two-way sync means jobs scheduled in Exoserva automatically appear on your Google Calendar, and personal events on your Google Calendar block off availability in Exoserva. No more double-booking a service call over your kid’s soccer game.
Setup Steps
- Go to Settings > Integrations > Calendar
- Click Connect Google Calendar and sign in with your Google account
- Choose which calendar to sync (you can select your primary calendar or a dedicated work calendar)
- Set your sync preferences — choose whether personal events should block availability or just display as a reference
Jobs appear on your calendar within a few seconds of being created or updated. Calendar colors match job status: blue for scheduled, green for completed, red for canceled.
Coming Soon
We’re actively working on additional integrations:
- Xero — accounting integration for teams outside the QuickBooks ecosystem
- FreshBooks — lightweight accounting sync
- Square — point-of-sale and in-person payment processing
- HubSpot — CRM sync for sales-driven service businesses
Want to see a specific integration prioritized? Head over to the Ideas category and submit a request — community votes directly influence our roadmap.