See what's wrong first. Then decide.
The health check compares every invoice in your field-service app with what actually reached QuickBooks, and gives you the list. It reads both systems and writes to neither. There is nothing to pay and nothing to cancel.
- Invoices in your field-service app with nothing matching in QuickBooks
- Totals and tax that disagree between the two
- Payments received but applied to no invoice
- Duplicate invoice numbers, and invoices voided on one side only
- A report and an Excel workbook, both yours to keep
Read-only. Nothing is created, changed or posted in QuickBooks while it runs.
After the check
Two jobs, and you can buy either.
Clearing what is already wrong, and keeping the books right from here on. The check tells you which one you need — most people find they need both.
Free while we're in beta, in return for your feedback
Normally the catch-up is $299 and the Keep it right plan is $50 a month. For our first testers the catch-up is free and the plan is free for 90 days. In return, use it on your real books and tell us what works and what doesn't. No card.
Keep it right
Free normally $50 a month
14-day trial, then free for 90 days in the beta
From today forward: every new invoice matched and posted on its own, checked against QuickBooks first, with nothing to approve unless something genuinely needs you. Turn your field app's own QuickBooks sync off when you start, so nothing is posted twice. What is already missing stays missing.
14 days free, no card, then free for 90 days in the beta.
Recommended
Keep it right, and catch up
Free normally +$199 once, with a plan
Free in the beta
Your QuickBooks brought into line with your field app: every missing invoice posted and every difference fixed in one run, with a closing report that proves it. Preparing costs nothing; you pay when you post. From then on every new invoice is checked before it posts. $100 less than the catch-up on its own.
Starts with the free check. During the beta the catch-up and the plan cost nothing.
Just the catch-up
Free normally $299 once, no subscription
Free in the beta
Your QuickBooks brought into line with your field app in one run, with a closing report that proves it, and the whole app for 30 days. Preparing costs nothing; you pay when you post. After that nothing is checked, so whatever goes wrong next builds up the same way this did — start a plan inside the 30 days and $100 comes back.
Prepared for free, and free to post during the beta.
Nothing reaches QuickBooks until you have seen exactly what will be created. The catch-up is prepared in full before you pay, and the posting happens in one run that you start.
Keep it right
What the monthly plan includes
One plan with everything in it: matching, bulk work, the audits and the agent that runs without you.
Every account starts with a 14-day free trial of everything. No credit card required.
Everything included. Automated, two-way, audit-ready.
Beta pricing — locked in for life if you subscribe now
- Every new invoice checked against QuickBooks before it posts
- Auto Match & Auto Add — resolve everything in one click
- Global auto-sync — invoices arrive ready to go
- Daily auto-sync — runs and fixes errors overnight
- Payments + notes back to your field app
- Duplicate detection and merge
- Multi-rate tax: US multi-state and AST, Canadian GST/HST
- Audit mode & invoice integrity checks
- Every invoice from the day you start
Bookkeeper managing multiple HVAC clients? Ask about partner pricing — wholesale rates, multi-client console, and revenue share. Get in touch →
Bookkeepers and accountants
Run the check on one client's books, keep the report, and decide with them what to do about it. If you look after several field-service clients, email me and we'll set them up together.
For bookkeepersShops doing their own books
If you invoice in ServiceTitan, Housecall Pro, Jobber, Workiz or Zoho and keep the books yourself, the check tells you whether what you invoiced is what QuickBooks recorded.
What it doesYour books stay yours.
The check only reads.
Nothing is created, changed or deleted in QuickBooks or your field app. Our software blocks every write while a check runs.
We never see your QuickBooks password.
You sign in on Intuit's own page, and you can disconnect at any time.
Walled off and encrypted.
Each company's data is kept separate from every other, and encrypted in transit and at rest.
Never sold.
We don't sell your data, to anyone.
Questions
Is the check really free?
Yes, and there is no card and no trial clock on it. It reads your two systems and writes to neither. The report and the workbook are yours whatever you decide afterwards.
What if the check finds nothing?
Then you have that in writing, and you need neither option. We would rather tell you the books are clean than sell you a catch-up you don't need.
Why is the catch-up cheaper with a plan?
Because clearing a backlog that immediately starts rebuilding helps nobody. The plan keeps it clear, so the work holds. Start a plan within 30 days of a standalone catch-up and the difference comes back.
Who am I buying this from?
HVAC Bridge is new, and small. I build it, I run every catch-up personally, and you would be among the first to pay for it. That is the honest trade: you get my attention and a price that reflects where we are.
Read-only. Nothing is written to QuickBooks without your say-so.