Georgia HVAC · Phase 1
Work with the systems your crew already uses.
DocketRafter currently exchanges job and compliance records through portable CSV and PDF files. The four systems below are not live API connections.
Current live path: organization-scoped file exchange
Into DocketRafter
Map customer, site, technician, equipment, HVAC job, and structured compliance fields from a UTF-8 CSV.
Out to your system
Export a mapped job bundle as CSV and download a ready closeout or completed safety PDF for a manual vendor attachment.
No automatic sync claimed
Current compatibility by system
Every status below reflects a verified DocketRafter file workflow. API documentation or available endpoints do not mean a vendor account is connected.
Into DocketRafter
Import client, property, and job identity/details into customer, site, and HVAC job records with the DocketRafter CSV template.
Out of DocketRafter
Export the mapped job and compliance bundle as CSV, then download a ready closeout PDF to attach or link to the matching Jobber job yourself.
Access and limits
No Jobber OAuth app is connected. Direct access requires each Jobber account administrator to approve requested scopes. A Draft app is limited to five paying accounts; broader distribution requires Jobber approval and app review.
Into DocketRafter
Use the CSV job bundle to match imported customer and job references to DocketRafter records.
Out of DocketRafter
Download a ready compliance/closeout PDF for manual attachment to the selected existing invoice, and export job/compliance details as CSV.
Access and limits
No registered Intuit app or authorized QBO company is connected. A direct path would require an organization administrator to authorize the Intuit app and select the company. DocketRafter does not create or change invoices, line items, prices, taxes, payments, or accounting entries.
Into DocketRafter
Import customer, site, technician, job, equipment, and supported compliance details through the mapped CSV bundle.
Out of DocketRafter
Export mapped job/compliance data as CSV and download the ready closeout PDF for manual attachment to the matching Housecall Pro job.
Access and limits
No direct connection is configured. Housecall Pro API access requires a MAX plan and an API key generated by a Housecall Pro account administrator.
Into DocketRafter
Import customer, site, technician, job, equipment, and supported compliance details through the mapped CSV bundle.
Out of DocketRafter
Export mapped job/compliance data as CSV and download the ready closeout PDF for manual attachment or linking to the matching ServiceTitan job.
Access and limits
No direct connection is configured. A ServiceTitan developer must register the app in its integration environment and configure API scopes. Each customer tenant must connect the approved app and authorize its scopes before tenant client credentials are issued. API availability alone does not connect a company.
Portable file workflow
The file path is ready now.
Use it across field-service and accounting systems without letting a file import claim to be a live sync. CSV files are UTF-8, up to 10 MiB and 10,000 records.
Open file exchangeCSV bundle
Map and preview rows, review duplicates and row errors, then confirm. DocketRafter IDs from an export resolve ambiguous customer, site, technician, and equipment matches. Version-checked updates are limited to job details and technician active/Section 608 fields.
Ready PDFs
Download complete Georgia HVAC Phase 1 closeout packets and completed safety records. Incomplete records stay blocked by their existing readiness gates.
Private evidence
Attach vendor PDFs to the intended job’s permit evidence. Access follows the organization’s existing compliance permissions.
Georgia HVAC · Phase 1
Keep your financial system in charge of financial records.
DocketRafter moves job and compliance documentation. It does not sync accounting transactions or replace the source job in your field-service tool.