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Your business already runs on other tools. UpdatesPad connects to them.

UpdatesPad starts with the integration most countertop shops actually need — QuickBooks — and exposes a real CRM API for shops who want to connect UP to other tools or an AI agent. No fake marketplace. No "integrations coming soon" theater. Just clean handoffs and an open door.

Re-entering data is where shops lose hours.

A customer signs an approved quote in UP. Then someone has to re-type the customer's name, address, and contact details into QuickBooks to send the invoice. Then someone has to mark the invoice as sent. Then, when payment comes in, someone has to remember to mark it paid in two places.

Multiply that by every job, every month. The hours add up. So do the typos, the duplicated customer records, and the "wait, did we already invoice them?" questions.

The accounting doesn't need to live inside UP — it lives well inside QuickBooks. What needs to live in UP is the handoff.

The QuickBooks handoff, done right. And an open door for everything else.

One-click QuickBooks connection.

Connect your QuickBooks account to UpdatesPad through Intuit's secure authentication. Tokens are encrypted. UP never sees your QuickBooks password. The connection works in the background once it's set up.

Customers flow to QuickBooks automatically.

When you push an invoice to QuickBooks for the first time, UP creates the customer in your QuickBooks account using the contact info you already have. No re-typing. The customer record stays linked between the two systems.

Invoices flow with the work.

When a job is ready to bill, push it to QuickBooks from inside UP. The invoice is built from the approved quote's line items. The QuickBooks invoice ID is stored on the order, so you can find it later without digging.

A real CRM API.

Beyond QuickBooks, UP exposes a scoped CRM API — for shops who want to connect UpdatesPad to their own tools, or who want to put an AI agent in charge of managing their pipeline. Read, write, and delete permissions are granted separately. Every API key is rate-limited and audit-logged. Use it, ignore it, or grow into it.

From approved quote to invoice in QuickBooks.

  1. 1

    Connect your QuickBooks account.

    Go to UP settings, click "Connect QuickBooks," and authorize through Intuit. Takes about 30 seconds. UP stores an encrypted access token; we never see your password.

  2. 2

    Quote, approve, deliver — as usual.

    The work happens in UP. Customer approves the quote. Order gets created. Job moves through template, fab, install. Nothing about your normal workflow changes.

  3. 3

    Push the invoice when you're ready.

    When the job's ready to bill, hit "Send to QuickBooks" from inside the order. UP creates the customer in QuickBooks if needed, then creates the invoice using the quote's line items. The invoice ID gets stored on the order in UP.

  4. 4

    The rest happens in QuickBooks.

    Send the invoice from QuickBooks. Track payment in QuickBooks. Do your accounting in QuickBooks. UP doesn't try to replace any of that — it just made sure you didn't have to re-type anything.

Built for clean handoffs, not lock-in.

A lot of business software tries to keep you inside the system — they want billing, accounting, customer support, marketing, everything inside their walls. The result is usually a product that does ten things badly and one thing well.

UP's approach is the opposite:

  • UP doesn't try to be your accounting system. QuickBooks is better at accounting than any operational tool will ever be. UP focuses on what UP does well — and hands off cleanly when accounting is the right tool.
  • Your data is yours, not locked in. Customer records, quotes, jobs, files — all exportable. If you ever stop using UP, you take your data with you.
  • The integrations roadmap is honest. We're not pretending to have a marketplace. QuickBooks is the integration today, plus an open CRM API. More integrations are on the way — driven by what shops actually ask for, not by what makes the marketing page look longer.
  • Built to work with AI, not afraid of it. The CRM API is designed so an AI agent can read, update, and manage your pipeline on your behalf — with the same per-action permissions a third-party tool would use. We don't train AI on your data (we said that on the Security page and we mean it), but we built UP so AI tools you choose to use can plug in cleanly.

Part of the whole job, not a separate product.

Integrations are the exit ramp from UpdatesPad to the tools your business already runs on. The customer record comes from your CRM & Pipeline. The invoice line items come from Quoting & Design. The order that triggers the invoice comes from Jobs & Scheduling. Everything flows toward QuickBooks at the right time — without you re-entering a thing.

Explore CRM & Pipeline Explore Quoting & Design Explore Jobs & Scheduling

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