Accounting & Payments
- QuickBooks Online
Send a payment link from the job and see the transaction land in QuickBooks. No re-keying invoices at month end.
All-in-one business platform
Sell, deliver, and decide in one system.
Klaus Connect is the operating system for customers, quotes, jobs, scheduling, inventory, and teams — so nothing slips between tools.
Watch the product moments — demos play on their own.
Built for teams that sell and deliver in the field
Summit FieldHarbor OpsAtlas CrewNorthlineBrightwork
What you get
Three motions that run your business.
01
Sell more
CRM, pipeline, and quotes with full customer history.
02
Deliver faster
Jobs, scheduling, routes, and inventory in one flow.
03
Decide smarter
Live dashboards and reports by branch and period.
CRM & Sales Pipeline
Every deal. Every stage.
Every call becomes a deal you can track — so the whole team sees which leads need a visit, which are quoted, and which are sold.
- One Opportunity Flow from created to closed
- Open a deal and see the full customer history
- Contact details, lead source, appointments, quotes, and job photos in one view
Quotes & E-Sign
Quotes in minutes — signed online.
Build the estimate, present Good / Better / Best, and send a contract the customer signs online — no paperwork.
- Good / Better / Best options on every estimate
- Contracts built from templates
- Signed online by email, with a payment link to follow
Scheduling & Dispatch
Less drive time. More jobs per day.
Every crew and every job on one calendar — then plan the routes and send the schedule to the field.
- One calendar for every crew
- Assign the right crew to each job in a few clicks
- Plan routes with stops, distance, and travel time
Dashboards & Reports
See the business in real time.
A live scoreboard of leads, appointments, sales, and installs against goal — then go deeper by source, location, and period.
- Real-time scoreboard against your goals
- Opportunity reports by lead source
- Performance by location, period by period
Integrations
Works with the tools you already pay for
Your crews, your bookkeeper, and your suppliers don’t want another login. Klaus Connect plugs into the systems you already run so data moves on its own — no exports, no double entry.
- QuickBooks Online
- RingCentral
- Vapi
- Hatch
- sent.dm
- GoHighLevel
- Nearmap
- RoofScope
- Artemis Solar
- Smarty
- Mapbox
- QXO / Beacon
- OpenAI
- Claude
QuickBooks Online
GoHighLevel
QXO / Beacon
RingCentral
Vapi
Hatch
sent.dm
Nearmap
RoofScope
Artemis Solar
Smarty
Mapbox
OpenAI
Claude
- Accounting & Payments
- Phone, Text & Voice AI
- Marketing & Lead Capture
- Property Data & Measurement
- Suppliers & Ordering
- AI
Marketing & Lead Capture
- GoHighLevel
Leads from your campaigns enter the pipeline the moment they’re created, and leads created in the CRM push back to marketing. Multiple sub-accounts supported, so each branch keeps its own.
Suppliers & Ordering
- QXO / Beacon
Browse the supplier catalog, place orders, and track deliveries against the job that needs them.
Phone, Text & Voice AI
Every conversation attached to the right customer.
- RingCentral
Calls, texts, and recordings attach themselves to the right customer and job automatically.
- Vapi
A voice AI agent that answers, qualifies, and logs the conversation into the CRM.
- Hatch
Two-way messaging workspaces with contact sync.
- sent.dm
SMS for verification codes and templated updates to customers.
Property Data & Measurement
Know the property before anyone drives out to it.
- Nearmap
Current aerial imagery on every property record.
- RoofScope
Order a roof measurement and get the report back inside the job.
- Artemis Solar
Measurement projects and reports for solar and roofing work.
- Smarty
Every address validated and enriched with GIS data before it becomes a job.
- Mapbox
Maps, geocoding, and property context across dispatch and address tools.
Don’t see what you use?
If it has an API, we can connect it. Tell us what your team runs today and we’ll scope the integration with you.
Integrations are enabled per company. We switch on what you actually use and keep the rest out of your way.
Ready to level up how you run your business?
Customers, sales, quotes, teams, scheduling, inventory, and finances — all in one system.
Looking for something else? See other Klaus Way products →