Integration playbooks

Integrations.
AI playbooks built for the apps that run your trade.

An “integration edition” playbook is a trade-specific AI playbook scoped to the daily moments of running one piece of software — ecosystem mappings, rollout cadence, and failure-mode prompts built around the integration rather than the trade in the abstract. Five integration-edition playbooks ship today: QuickBooks Online for controllers running the books alongside ServiceTitan / Jobber / Housecall Pro, Jobber and Housecall Pro for field-service dispatch, ServiceTitan for enterprise FSM operators, and Dentrix for dental-on-Dentrix practices. Pick the one your shop already runs.

Compare the five playbooks

Side-by-side. One scan before you pick.

Profession, base software, the workflow win the playbook builds around, and the quarterly buy — the four columns that matter when you’re choosing which integration-edition playbook fits the integration your shop already runs.

Filter by trade
Sort by price

All five playbooks share $199/qtr today, so the visible order stays the same — the toggle persists so per-trade pricing differences order automatically when they diverge.

Highlight by feature
Profession
Bookkeeper / Controller
QuickBooks Online operators
Field-service operator
Jobber operators
Field-service operator
Housecall Pro operators
Enterprise FSM operator
ServiceTitan operators
Dental office admin
Dentrix operators
Base softwareQuickBooks OnlineJobberHousecall ProServiceTitanDentrix (Ascend / Enterprise)
Top workflow winQBO close-cycle: bank rec → invoice sync → month-end memoJobber dispatch-day cadence: quote → schedule → job → invoiceHCP dispatch → tech photo → invoice → QBO handoffST pricebook → dispatch → job costing → membershipsDentrix patient → appointment → insurance → ledger
Price tier$199/qtr/ quarter$199/qtr/ quarter$199/qtr/ quarter$199/qtr/ quarter$199/qtr/ quarter
Features
Scheduling
Billing
Inventory
Marketing
Clinical
Scheduling
Billing
Inventory
Marketing
Clinical
Scheduling
Billing
Inventory
Marketing
Clinical
Scheduling
Billing
Inventory
Marketing
Clinical
Scheduling
Billing
Inventory
Marketing
Clinical

All five integration-edition playbooks share the same $199/qtr quarterly subscription.

Live integration playbooks

Five integrations. One playbook per app.

Every card below lands on a public /for/* landing page — pillar copy, FAQ, and the matching /checkout/* buy surface for that integration. Each playbook is paid quarterly and scoped to the integration rather than the trade in the abstract, so a QuickBooks controller and a ServiceTitan operator get different prompts even when their shops overlap.

Bookkeeper / Controller
For QuickBooks Online operators
AI playbook for QuickBooks Online controllers covering the QBO ecosystem map, ServiceTitan / Jobber / Housecall Pro field-service sync, the 30/60/90 multi-trade rollout, and the failure-mode prompts that catch duplicate invoices, GL mapping drift, and unapplied cash pile-ups before close.
Read the playbook
Field-service operator
For Jobber operators
AI playbook for Jobber field-service teams covering the ecosystem map, Jobber daily dispatch board cadence, the 30/60/90 rollout for a 1-truck owner-operator and a 5–15-truck shop, and the failure-mode detection that catches silent QBO sync drops, unconverted-quote aging, and double-booked visits before close.
Read the playbook
Field-service operator
For Housecall Pro operators
AI playbook for Housecall Pro operators covering the HCP ecosystem map, the dispatch board → invoice → QBO / Xero handoff, the 30/60/90 rollout for a single-truck owner-operator and a multi-truck HCP shop, and the failure-mode detection that catches unpaid invoices, missed service reminders, and silent technician-photo gaps.
Read the playbook
Enterprise FSM operator
For ServiceTitan operators
AI playbook for ServiceTitan operators covering the ST ecosystem map, dispatch board → pricebook → job costing → memberships cadence, the 30/60/90 rollout for a 1-truck owner-operator, a 5–15-truck dispatcher, and a multi-region enterprise operator, plus the failure-mode detection that catches ST-to-QBO sync drops and membership-renewal lapses.
Read the playbook
Dental office admin
For Dentrix operators
AI playbook for dental-on-Dentrix practices covering the Henry Schein One ecosystem map (on-prem → Ascend → Enterprise / Voice + Pay + Exchange), the Patient → Appointment → Insurance Plan → Treatment Plan → Ledger cadence, the 30/60/90 rollout, and the failure-mode detection that catches missed insurance breakdowns and silent production-vs-collection gaps.
Read the playbook

AI playbooks for every integration

Pick the integration your shop already runs.

An AI playbook for QuickBooks Online controllers covers the QBO ecosystem map, ServiceTitan / Jobber / Housecall Pro field-service sync, the 30/60/90 multi-trade rollout, and the failure-mode prompts that catch duplicate invoices, GL mapping drift, and unapplied cash pile-ups before close. An AI playbook for Jobber field-service teams covers the Jobber ecosystem map, the daily dispatch board cadence, the 30/60/90 rollout for a 1-truck owner-operator and a 5–15-truck shop, and the failure-mode detection that catches silent QBO sync drops and unconverted-quote aging. An AI playbook for Housecall Pro operators covers the HCP ecosystem map, the dispatch → invoice → QBO / Xero handoff, the 30/60/90 rollout for a single-truck owner-operator and a multi-truck shop, and the failure-mode detection that catches unpaid invoices and missed service reminders. An AI playbook for ServiceTitan operators covers the ST ecosystem map, dispatch → pricebook → job costing → memberships cadence, the 30/60/90 rollout for a 1-truck owner-operator, a 5–15-truck dispatcher, and a multi-region enterprise operator, plus the failure-mode detection that catches ST-to-QBO sync drops and membership-renewal lapses. An AI playbook for Dentrix dental practices covers the Henry Schein One ecosystem map (on-prem → Ascend → Enterprise / Voice + Pay + Exchange), the Patient → Appointment → Insurance Plan → Treatment Plan → Ledger cadence, the 30/60/90 rollout, and the failure-mode detection that catches missed insurance breakdowns and silent production-vs-collection gaps.

Already know which integration your shop runs? See the plans and pricing for every trade-specific playbook — or read the SkillForge AI blog for the workflow breakdowns behind each integration.