Integrations, billing, and data.

Billing & Stripe

Your company record is ready for Stripe customer and subscription IDs. Checkout, portal, and webhook handling are intentionally not enabled until Stripe credentials and plans are configured.

Stripe integration pending

OpenAI

Copilot currently uses deterministic queries over your own operational data. Add OPENAI_API_KEY later to layer narrative summaries on top of these grounded results.

AI summaries optional

QuickBooks & calendar

Future connections can sync customers/invoices from QuickBooks and score routes using calendar times, property geocodes, and technician schedules.

Integration roadmap

Data & retention

Raw CSV files are stored in Supabase Storage and import batches retain mappings, outcomes, and row-level errors for traceability.

View imports