Adam Sand walks through Handled, the rebranded Jobline product that syncs QuickBooks and HubSpot. It automatically creates bills and expenses, handles staged and partial invoicing, and can trigger invoices based on deal stages.
They built this thing called Jobline, which we are renaming to Handled, and we've since combined the teams to now turn these, make these, take these projects live. But he had instant sign-in, connect with HubSpot built into his app. He has everything that is currently working, everything that's still in testing, things that are coming up next. He built in, he had his pricing figured out. He had his security stuff figured out. He has like documentation for like how everything works. Like he did do a really great job. And so essentially his product is making it so that your entire QuickBooks lines up to your HubSpot objects. So it creates bill objects, expense objects. You can do staged and like, um, like staged invoicing. Um, you can do like partial invoices, schedule invoices, trigger them based on deal stages.
