Your books. Your data. Your call.
This page answers three questions in plain English. What COS reads. What it writes, and where. And what only a human ever does.
Contractor Operations Suite (COS) runs live today at a real Northern Michigan concrete contractor. Everything below describes that running system, not a roadmap.
QuickBooks stays the system of record
We audited every line of COS code that talks to QuickBooks. Every call COS makes to your accounting data is a read. COS never creates, edits, or deletes anything in your books. No transactions, no customers, no line items, nothing.
The only other thing COS asks Intuit for is the connection itself. It connects when you authorize it, and it disconnects when you tell it to.
One honest detail. Intuit’s accounting permission does not come in a read-only version, so read-only is enforced in our code, not by Intuit’s permission settings. That’s why we audit it, and why this page exists. If COS ever adds a QuickBooks write, this page changes before that ships.
What COS reads
From QuickBooks, read only:
Estimates, including amounts, status, and whether an estimate was sent or viewed
Invoices, including totals, open balances, and email status
Customer names and contact info, for follow-ups
Your Products and Services list, for price sheets
Five standard financial reports, like Profit and Loss and Balance Sheet
A basic company check to confirm the connection is healthy
From your Google Workspace: the crew calendar (including the colors your crew uses to mark job status), the pipeline spreadsheet, and incoming leads from email, web forms, and voicemail. COS also pulls public weather forecasts from weather.gov for scheduling.
What COS writes, and where
Everything COS writes lands in your own Google Workspace:
Crew calendar. Keeps job events titled, colored, and matched to the pipeline after a human sets the dates.
Pipeline spreadsheet. Job rows, statuses, billing columns, and audit logs. You own the sheet.
Team chat. Lead cards, alerts, and weekly digests posted to your spaces.
Google Tasks. Job to-dos, created and checked off.
Gmail. Follow-up emails on estimates you already sent, mailed from your own account, plus labels on processed lead emails.
Drive. Files COS generates, like voicemail audio and cached price sheets.
In QuickBooks: nothing. Zero writes.
What only a human does
Price an estimate
Accept or decline a job
Enter the job dates
Decide a job’s status
Fill in invoice line items
Hit send on any estimate or invoice
Move money
COS does the busywork around those steps. The chasing, the syncing, the reminders, the cross-checks. It never makes the call.
Where your data lives
With you. We don’t host your data, and there is no COS copy of your books.
Your Google Workspace owns your spreadsheets, calendars, and chat. Your QuickBooks owns your customer and financial data. COS just connects them.
If you ever stop using COS, you disconnect and everything stays right where it already lives. Nothing to export. Nothing to ask us for.
The AI under the hood
COS is built on Claude, the AI from Anthropic. We run it. You do not need a Claude account, and no one on your crew has to learn an AI tool. QuickBooks and Google Workspace are the only accounts you need.
When COS uses AI for a task, like reading an incoming lead, it sends only what that task needs, nothing more, and Anthropic handles it under their commercial API terms.
Ready when you are
Have a question this page didn’t answer? Ask us and we’ll answer it straight.