Keeping Seayora in step with Jobber, QuickBooks and other software

How a contractor uses Seayora beside Jobber, Housecall Pro, ServiceTitan, Workiz or QuickBooks Online — choosing which way new records move, what goes across to each, and what to do when one does not.

You do not have to move everything at once. Once a platform is connected, choose under Keep in step — on the Import from other software screen on the website and in the Seayora app — which way new records should move between it and Seayora. Your team can then keep working where they are used to while you move over, a little at a time.

The four choices

Only when I import — nothing moves by itself. This is where every connection starts.
Into Seayora — every 15 minutes, new customers, products & services, quotes and open jobs made in the other platform come into Seayora, exactly as an import would bring them. Nothing in the other platform changes. Unpaid invoices are never brought in by themselves, because a payment recorded there afterwards would not reach Seayora; import them by hand when you choose.
Out of Seayora — every 15 minutes, new records you make in Seayora are created in the other platform.
Both ways — both of the above, so your team can work in either one.

Only new records move. A change made afterwards stays where it was made, so editing a customer in one system does not change it in the other, and nothing already in either system is ever deleted. Records you made before you turned sending on stay where they are unless you tick Also send what is already in Seayora.

What goes across to each platform

Jobber — customers (with their address as a property, every other address of theirs as another property, and their notes), products & services, quotes as drafts, jobs, invoices with their line items, and payments you record in Seayora as payment records on those invoices. Sending needs Jobber’s permission to create records; if you connected Jobber before this was turned on, connect it again and approve the new permissions.
Housecall Pro — customers with every address of theirs, quotes as estimates, and jobs at the customer’s address. Housecall Pro makes invoices from jobs itself, so invoices are not sent.
ServiceTitan — customers, with their address as their first location. A customer needs a full address to go across. Jobs, estimates and invoices are not sent, because ServiceTitan books them against your own business units and job types.
Workiz — jobs, with their customer’s details. Workiz needs a start time, an address and a job type on every job; type the job type to use under Job type in Workiz.
QuickBooks Online — customers, products & services, quotes, invoices, and payments you record in Seayora, applied to their invoice. QuickBooks works out sales tax with its own settings, and if its total differs from Seayora’s the record says so. QuickBooks can only be sent to; bringing your books in stays the import in Accounting, which you run when you choose.

Invoices made in Invoices & tax go across when their customer is one of your Clients, so the other platform puts them on the right customer. A payment you record in Seayora goes across to Jobber and QuickBooks as a record on its invoice once that invoice is there — no money moves and nobody is charged. A payment recorded in the other platform does not come into Seayora. If your Jobber or another app already sends invoices to QuickBooks, send invoices to QuickBooks from only one place, or they will be in QuickBooks twice.

Nothing goes round in circles

A record that came from a platform is never sent back to it, and a record Seayora created there is recognized when it comes back on the next import — so turning on Both ways does not make duplicates on either side.

When a record does not go across

Anything that did not go across is listed under Needs a look, with the other platform’s own reason. Fix the record and press Retry, or press It’s already there once you have checked that it is. When a platform did not answer at all, the record may have been created anyway, so Seayora never sends it again by itself — look first, then retry. QuickBooks is the exception: it recognizes a repeat, so Seayora retries it on its own without making a second copy.

Frequently asked questions

Can I stop it at any time?

Yes. Press Stop, or choose Only when I import, and nothing moves by itself again. Disconnecting a platform stops it too. Everything already sent stays where it is.

Is the Jobber connection still read-only?

Importing only reads. Sending needs Jobber to let Seayora create records, which you approve when you connect. Seayora only creates new records there; it never edits or deletes what is already in your Jobber.

Does it cost anything?

No. Keeping in step is part of Seayora. Each platform’s own plan rules still apply — for example, Housecall Pro gives API keys to accounts on its MAX plan.

Can my AI assistant turn this on?

No. Sending your records into another company’s system is your decision, so it is made on this screen and not through a connected assistant.

Related guides

Related features and guides

Importing from Jobber, Housecall Pro, ServiceTitan or Workiz — Documentation. How a contractor brings customers, products & services, quotes, jobs and unpaid invoices across from Jobber, Housecall Pro, ServiceTitan or Workiz — what comes across, what does not, how to check it, and how to keep the two in step afterwards.
QuickBooks Online Integration — Documentation. How to connect QuickBooks Online, exactly what comes across into your Seayora books, what does not, and how the connection is kept and ended — with Seayora’s non-affiliation with Intuit made clear.
Migrating Your QuickBooks Data — Documentation. A step-by-step checklist for importing QuickBooks Online or QuickBooks Desktop data into Seayora and confirming it landed correctly.
Free Data Migration — Feature. Free white-glove data migration for management companies, including QuickBooks data, so switching platforms does not mean re-entering years of records.
Quality & Performance Tracking — Feature. Quality and performance tracking across completed jobs, so consistently good work is visible to the landlords deciding who to dispatch next.
Service Pro Analytics — Feature. Deep analytics across jobs, technicians, and customers so you can see throughput, margin, and where your business is leaking profit.