Get both Quarterly playbooks —QuickBooks Online + Jobber —for $299/qtr.
A single Stripe checkout of $299/qtr buys both the QuickBooks Online quarterly playbook AND the Jobber quarterly playbook — saves $99 versus purchasing them individually at two separate quarterly prices. Each sub-playbook remains individually subscribed AND reportable in the admin table.
- One Stripe checkout unlocks both the QuickBooks Online quarterly playbook AND the Jobber quarterly playbook
- Save $99 versus buying them individually at two separate quarterly prices ($299/qtr per quarter, Save $99 vs buying both individually)
- Each sub-playbook remains individually subscribed — a buyer who already individually subscribes one of them sees the row that wasn’t paid for flip active the moment the bundle payment lands
- One email covers both PDFs — quarterly access for both, every three months, with no extra account or seat bookkeeping to track
What you’re buying
One $299/qtr Stripe charge. Two quarterly playbooks (QuickBooks Online for controllers / bookkeepers / multi-trade owners + Jobber for field-service operators and FSM shops). Both PDFs delivered to the same email after Stripe confirms payment. Quarterly access for each playbook follows the live catalog cadence; review the purchase terms for what each edition includes.
What’s inside the Starter Pack
Two playbooks. One quarterly bundle.
Each column below is one of the two sub-playbooks you’re getting — the same workflow library, the same prompt set, the same failure-mode coverage as if you’d subscribed to each one individually. Both run quarterly so the refresh cadence stays in lockstep when AI tools evolve.
QuickBooks Online playbook
- QBO ecosystem map — what sits around QuickBooks Online and what each integration actually writes to (ServiceTitan / Jobber / Housecall Pro on the field-service side, Gusto on payroll, Stripe and Square on payments, HubSpot on sales receipts)
- Two-step daily reconciliation cadence — morning partial-sync scan and afternoon Undeposited Funds sweep so the books close by Tuesday, not Friday
- Class and location setup prompt — five Class-mapping decisions for a multi-trade firm plus the recurring transactions to wire first
- Duplicate-invoice prompt + GL-mapping drift prompt + unapplied-cash pile-up prompt + Class-on-a-job audit prompt — failure-mode coverage for the controller’s week
- 30/60/90 rollout plan for a multi-trade firm — picks the single largest-revenue trade first, then adds the second trade, then adds Gusto payroll + 1099-NEC + Stripe / Square cadence, then the multi-trade coordination pattern
Jobber playbook
- Jobber ecosystem map — what sits around Jobber and what each integration actually writes to (QuickBooks on the bookkeeping side, Housecall Pro and ServiceTitan on sibling FSM platforms, Stripe on payments, Google Calendar on dispatch)
- Dispatch-day cadence — quote → schedule → job → invoice → QBO handoff, broken into the exact prompts a dispatcher and tech use at each handoff
- Quote-to-cash completion prompts — what to write on the initial-quote send, what to write on the second-touch follow-up, what to write on the closing invoice so the QBO sync lands cleanly on the same day
- Failure-mode prompts for silent QBO sync drops, unconverted-quote aging, and double-booked visits — the silent ones that eat a service-truck owner’s margin
- 30/60/90 rollout for a 1-truck owner-operator AND a 5–15-truck shop — pick the dispatch board cadence first, then the quote-to-cash flow, then the second-truck handoff
Real QBO + Jobber workflows
What you’ll use the prompts for.
Scenario
A partial ServiceTitan → QBO sync leaves a half-posted invoice Tuesday morning (QuickBooks playbook)
Run the partial-sync reconciliation checklist — identify which Line Items landed on the QBO side, post the missing items manually with the same job number and Customer:Job, flag the partial sync to ServiceTitan support so the next daily sync retires it at the source.
Scenario
A Jobber dispatch board is taking quote-to-cash handoffs that slip into Friday (Jobber playbook)
Run the quote-to-cash cadence — write the second-touch follow-up on the unconverted quote, write the closing-invoice text so the QBO sync lands the same day, and post the unconverted-quote aging sweep the next Monday so unconverted quotes never age past twelve days.
Community
Join the conversation in our Reddit community.
Share workflows, ask questions, and see how other trades are using their playbooks.