CRM, Invoicing, and Job Management Integration for Service Business

Challenge

The business was manually transferring customer information from Gohighlevel to QuickBooks for invoicing, and then re-entering job details into Jobber for scheduling and management. This manual process led to frequent errors, delayed invoices, and jobs getting lost between systems.

Solution

• Created centralized Jotform intake forms to capture customer and job details
• Used n8n to automate the transfer of new leads from Gohighlevel to QuickBooks and Jobber
• Automatically generated invoices in QuickBooks and created jobs in Jobber upon lead submission
• Synced status updates back to Gohighlevel, ensuring the sales and operations teams always had the latest information

Results

Invoice generation and job scheduling became fully automated, eliminating double-entry and reducing admin time by over 80%. Team can now process more jobs with greater accuracy and faster turnarounds.