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Integrations & reporting

Connect your accounting software and cloud storage, then monitor your business with built-in financial and operational reports. QuickBooks syncs invoices, while Google Drive and OneDrive back up your documents and photos.

All guides
1

Access the Integrations page

Settings → Integrations
  1. From the main sidebar, scroll down to find "Integrations" (with a plug icon)
  2. Click it to open the Integrations page
  3. You will see three integration cards: QuickBooks Online, Microsoft 365 / OneDrive, and Google Drive

What to enter

  • Each integration shows its name, brief description, and current connection status ("Connected" or "Not connected")

Tips

  • If you see a blue banner saying "Demo mode — connections use stubs until provider API keys are configured on the server", you're in a test environment. The integration flows are still fully exercisable.
  • All integrations are optional — connect only the ones you use
2

Connect QuickBooks Online

Settings → Integrations, QuickBooks Online card
  1. Find the "QuickBooks Online" card
  2. Click the "Connect" button
  3. You will be redirected to Intuit's login page (or a test flow if not configured)
  4. Log in with your QuickBooks Online credentials and authorize Servtide to sync invoices
  5. You will be redirected back to the Integrations page with a "Connected" badge on the QuickBooks card

What to enter

  • QuickBooks Online account (required; if you don't have one, sign up at quickbooks.intuit.com)

Tips

  • Your QuickBooks realm ID and OAuth token are encrypted and never displayed after setup
  • Once connected, you can sync individual invoices from the invoice detail page using the "Sync to QuickBooks" button

Watch out

  • This requires a live QuickBooks Online subscription and your Servtide administrator to have configured the integration keys on the server
3

Connect Microsoft 365 / OneDrive

Settings → Integrations, Microsoft 365 / OneDrive card
  1. Find the "Microsoft 365 / OneDrive" card
  2. Click the "Connect" button
  3. You will be redirected to Microsoft's login page
  4. Log in with your Microsoft account (or your organization's Office 365 account) and consent to let Servtide back up files
  5. You will be redirected back to the Integrations page with a "Connected" badge

What to enter

  • Microsoft 365 account or personal Microsoft account with OneDrive

Tips

  • Files are backed up to a "Servtide" folder in your OneDrive root
  • This is useful for keeping copies of invoices, photos, and documents in your organization's cloud storage

Watch out

  • Requires your Servtide administrator to have configured Microsoft OAuth credentials on the server
4

Connect Google Drive

Settings → Integrations, Google Drive card
  1. Find the "Google Drive" card
  2. Click the "Connect" button
  3. You will be redirected to Google's login and consent screen
  4. Log in with your Google account and authorize Servtide to access your Drive
  5. You will be redirected back to the Integrations page with a "Connected" badge

What to enter

  • Google account with access to Google Drive

Tips

  • Once connected, invoices and photos can be automatically or manually backed up to your Google Drive
  • Useful for keeping shared copies if you use Google Workspace with your team

Watch out

  • Requires your Servtide administrator to have configured Google OAuth credentials on the server
5

Sync an invoice to QuickBooks

Invoice detail page
  1. Open any invoice by clicking on it in the Invoices list or navigate via Invoices → [Invoice number]
  2. Scroll to the top of the page to find the action buttons
  3. Click the "Sync to QuickBooks" button (blue outline button)
  4. The invoice data (customer name, invoice number, line items, total) will be pushed to your QuickBooks Online company
  5. A confirmation will appear on the page showing the sync completed

What to enter

  • QuickBooks must be connected (see Connect QuickBooks Online step)
  • The invoice must have at least one line item and a total amount

Tips

  • You can sync invoices one at a time — there is no bulk sync tool yet
  • Syncing is tracked in your org's audit log
  • The button is always available; if QuickBooks is not connected, you will get an error message
6

View the Reports dashboard

Reports (in the main sidebar)
  1. From the main sidebar, find "Reports" (with a chart icon)
  2. Click it to open the Reports dashboard
  3. You will see seven cards with different financial and operational metrics

What to enter

  • No configuration needed — all reports pull from your live data

Tips

  • Reports update automatically as you create invoices, record payments, and log time entries
  • All financial reports require the "report.view_financials" permission; operational reports require "report.view"
7

Understand Revenue & Cash Flow reports

Reports → Revenue (last 6 months) and Cash flow (last 6 months) cards
  1. On the Reports page, look at the "Revenue (last 6 months)" card to see your monthly revenue as a bar chart
  2. Below that, see the "Cash flow (last 6 months)" table showing Money in (customer payments), Money out (bills paid), and Net

What to enter

  • Revenue is based on succeeded customer payments only
  • Money in = payments received from customers
  • Money out = payments you made to vendors
  • Net = what you kept after paying bills

Tips

  • Use this to spot seasonal patterns and understand when cash is flowing in vs. out
  • The totals row at the bottom shows the 6-month sum for each column
8

Review AR Aging and Recurring Revenue

Reports → AR aging and Recurring revenue (agreements) cards
  1. On the Reports page, see the "AR aging" card on the left showing how long invoices have been outstanding
  2. Buckets show: Current (0–30 days), 31–60 days, 61–90 days, 90+ days
  3. On the right, see "Recurring revenue (agreements)" showing active maintenance plans grouped by status (Active, Paused, Ended, etc.)

What to enter

  • AR aging is calculated daily; overdue status is set automatically
  • Recurring revenue shows both count and total monthly/annual recurring revenue (depending on agreement cadence)

Tips

  • High amounts in 90+ days may indicate customers who need a phone call or collection effort
  • Track recurring revenue growth as a key business health metric
9

Review technician performance metrics

Reports → Jobs by technician, Technician scorecard, and Commissions & spiffs cards
  1. On the Reports page, see "Jobs by technician" (bar chart) showing how many jobs each tech has been assigned
  2. See "Technician scorecard" (table) showing per-tech hours worked, jobs completed, and labor cost (calculated from time entries × hourly rate)
  3. See "Commissions & spiffs" (table) showing commissions earned by each tech based on paid invoices and their commission rate

What to enter

  • Jobs by technician counts jobs assigned (whether completed or not)
  • Scorecard data comes from completed time entries with start and end times
  • Commissions are calculated only for techs with a commission rate set on their profile, and only for jobs on paid invoices

Tips

  • Use scorecard to see who is the most productive and how much labor cost each job is consuming
  • Commission data updates daily; techs with no commission rate do not appear in the list
10

Review job costing

Reports → Job costing (revenue vs labor) card
  1. On the Reports page, scroll down to the "Job costing (revenue vs labor)" table
  2. See each recently invoiced job with its Revenue, Hours logged, Labor cost, and Margin (Revenue − Labor cost)
  3. Negative margins are highlighted in red to flag unprofitable jobs

What to enter

  • Shows the last 50 invoiced jobs
  • Revenue is the invoice total
  • Labor hours and cost come from time entries assigned to that job
  • Margin does not yet include material cost

Tips

  • Use this to identify jobs that are costing more to complete than expected
  • High labor cost relative to revenue may indicate scope creep or underpricing
11

Export payroll data as CSV

Reports → Payroll CSV button
  1. On the Reports page, look at the top right of the page header
  2. Click the "Payroll CSV" button (gray outline button)
  3. A CSV file will download to your computer with the filename "payroll_[from]_to_[to].csv"
  4. By default, it includes the last 30 days of completed time entries

What to enter

  • Columns: Technician, Email, Date, Hours, JobId, Note
  • Rows are individual time entries (one per technician per day)
  • A summary section at the bottom shows total hours per technician
  • To customize the date range, add URL parameters: ?from=YYYY-MM-DD&to=YYYY-MM-DD

Tips

  • Open the CSV in Excel, Google Sheets, or your payroll provider (Gusto, ADP, etc.)
  • Sum hours by technician for bi-weekly or monthly payroll processing
  • Requires the "timesheet.manage" permission

Watch out

  • Only completed time entries (with both start and end times) are included
  • If a technician has no entries in the date range, they will not appear
12

Disconnect an integration

Settings → Integrations, any integration card
  1. Find the connected integration you want to remove
  2. Click the "Disconnect" button (red or outline button)
  3. The integration will immediately be marked "Not connected" and the token will be deleted
  4. No more automatic or manual syncs will occur for that provider

What to enter

  • No confirmation dialog — the disconnect is instant

Tips

  • You can reconnect at any time by clicking "Connect" again
  • Disconnecting does not delete any files or records in the external service (QuickBooks, OneDrive, Google Drive)

Done when

  • Integrations page opens and shows three integration options (QuickBooks Online, Microsoft 365 / OneDrive, Google Drive)
  • QuickBooks connected (if using accounting software sync)
  • Cloud backup provider connected (OneDrive and/or Google Drive, if using document backup)
  • Invoice synced to QuickBooks from an invoice detail page (if connected)
  • Reports dashboard displays with all seven report cards (Revenue, Cash flow, AR Aging, Recurring revenue, Jobs by tech, Scorecard, Job costing, Commissions)
  • Payroll CSV downloaded and opened in Excel/Sheets for a custom date range (if needed)
  • At least one technician appears in scorecard and/or commissions report with time entries and labor cost data

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