Jobber, Housecall Pro, and QuickBooks Online connect directly to ReviewWheel. The steps are nearly identical for each. ServiceTitan connects by invoice email or through Zapier, depending on your ServiceTitan plan. Start at Connections and choose Add Connection.
Jobber
Pick Jobber, confirm consent, and choose Connect account. You'll sign in to Jobber and approve access. Trigger: Job Closed — every closed job asks for a review.
Housecall Pro
Pick Housecall Pro and connect it so every completed job automatically asks for a review. Trigger: Job Closed.
QuickBooks Online
QuickBooks Online is the recommended connector for many businesses. Pick QuickBooks Online, confirm consent, and sign in with Intuit's Connect button. Trigger: you email the invoice, or it is paid in full, whichever comes first.
To skip small jobs, turn on Minimum invoice and enter an amount. Only invoices over that amount get a review request. If your invoices reach QuickBooks days late, the page tells you, because that delays your review requests.
On QuickBooks Desktop? It can't connect. Upload your customers from a CSV instead.
ServiceTitan
Pick ServiceTitan, then choose your ServiceTitan plan.
Starter or Essentials: tap the yellow button to make your ReviewWheel email address, then copy it. In ServiceTitan, go to Settings, then Invoicing, then Email. Open the invoice email template your team uses and paste the email address in the BCC field. Each invoice you email then asks that customer for a review. Then add a Customer cell field so each invoice shows the customer's cell number. Step by step: Set up ServiceTitan Starter or Essentials.
The Works or higher: connect through Zapier. ServiceTitan's Zapier app needs The Works or a Legacy ServiceTitan package. See Connect any app with Zapier or webhooks.
After connecting
Each connection page shows its status once, beside the logo, and the business those review requests go to. If a connection ever expires you'll see Reconnect — choose Reconnect account to fix it.
A direct Workiz connector is coming soon. In the meantime, connect Workiz through Zapier.