Software you keep still reaches the job, so no one types it twice.

A button, an API or a file

Most apps connect with a Connect button. Your owner, or someone the owner gives the Connect apps permission, clicks Connect on the Connectors page and signs in on the app's own screen. Then you pick which of the app's records go to which jobs, people or equipment. New records come in every hour and when you press Import now, and the same record never comes in twice. A few apps ask your admin to paste a key once instead, and CFOS checks the key with the app first and keeps it encrypted.

Software with an open API connects through the CFOS API. Your owner makes a key and ticks what it may read: jobs and work in progress, the CEO Report, documents, open bills and field records. Other software can also add a task or a lead. Nothing sent through a key approves, pays or changes a number.

If a tool has no API, we set up a file import. You export on a schedule you pick. CFOS reads the file and puts the records on the job.

What each kind of app puts on the job

Each kind of app has a place for its records. The people who check them know where to look. Every record is matched to a job, a person, a piece of equipment or a vendor before it comes in.

• Time clock apps: finished time entries become a draft weekly time sheet for you to check and submit.
• Bid invite and CRM apps: invites and open deals become pursuits in the bid pipeline with the bid or closing date.
• Equipment and vehicle apps: engine or meter hours by day go on that day's daily for the foreman to check.
• Inspection and form apps: each day's forms attach to the daily as links that open in the app.
• Schedule apps: the plan's tasks become the job's schedule and look ahead.
• Insurance tracking apps: each vendor's certificate status and expiry, with a red flag 30 days out.
• File storage: the folder for each job opens inside CFOS.

How long it takes, in plain words

Most software connects in 5 business days or less. We say most because the time depends on the tool. Before anything real goes through, we agree in writing what moves where and test it with a sample, and you look at the result in CFOS and in QuickBooks. This is what has to hold:

• The tool has a documented API and your plan includes API access.
• Your admin connects it. We never ask for a password.
• What moves where is agreed in writing before we start.
• If the tool's maker has to approve us first, the clock starts the day they approve.
• If there is no API, we set up a file import instead.

Ask Claude or ChatGPT about your own jobs

Add the CFOS connector to Claude or ChatGPT and ask which jobs are over budget, which week your cash is lowest or which bills are due. The answer comes from the same numbers you see in CFOS. Each person sees only what their own sign in allows, so a project manager reads only their jobs.

You decide what connects and what it can do

Only your owner, or someone the owner picks, can connect an app. You can disconnect any app at any time, and the choices you made are kept. CFOS stays the master copy of the job, and QuickBooks Online stays above it as your books. Every call through the API is logged.

Get on the list for the day it opens

30 days free, a 90-day money-back guarantee, and cancel anytime.

What people ask

• Keep the tools that work. Connect the rest.
• What "most connect in 5 business days or less" means
• Tell us what you use. Most connect in 5 business days or less.
• Keep the app your crew clocks into
• Keep your CRM. Won bids still go on the job.
• Keep your estimating software. Your bid becomes the budget.
• Use all of it, or just the part you need
• Bid it, build it, bill it and see the cash in one place.

QuickBooks is a trademark of Intuit Inc. Run On CFOS isn't affiliated with Intuit.