How Wave Works
Integrations
Wave fits the tools you already use: draft invoices in QuickBooks Online, job activity in Slack, and your AI assistant through Wave's API. See which plans include each and who sets it up.
Wave fits the tools you already use: draft invoices in QuickBooks Online, job activity in Slack, and your AI assistant through Wave's API. All plans export a branded PDF.
At a glance
| Integration | What it does | Plans | Who sets it up |
|---|---|---|---|
| QuickBooks Online | Sends a finished estimate as a draft invoice | Basic and above, and the free trial | An Admin, once |
| Slack | Posts new jobs, estimates and (optionally) notes to the channels you choose | Any paid plan | An Admin |
| Your AI assistant | Looks up jobs, sorts photos, reads job documents, keeps the file current, builds estimates and records drying readings. See Use Wave from your AI assistant | Any paid plan | Each person, with their own key |
| PDF export | Branded estimate, drying log and full report | All plans | No setup |
QuickBooks Online
Send a finished estimate to QuickBooks Online as a draft invoice. You review it and send it from QuickBooks.
An Admin connects QuickBooks once in Settings > Integrations. After that, anyone on the team can send an estimate. You choose which QuickBooks Product/Service your lines book to, and whether the invoice shows each line item or one line per room. Included on Basic and above, and in the free trial. See Connect QuickBooks.
Slack
Wave posts to Slack when a job is created or an estimate starts, each with an Open in Wave button. An Admin can also turn on note notifications. You pick the channel on Slack's own screen, and an Admin can add more channels and choose which one each notification goes to. An Admin connects it once, on any paid plan. See Slack notifications.
Your AI assistant
Connect the AI assistant you already use to Wave with an API key. It looks up jobs and customers, opens and updates jobs, sorts photos, reads job documents, adds notes, builds estimates and records drying readings, all under your name. Assistants connect over MCP, and the same key works on Wave's HTTP API for scripts and integrations. Anyone on a paid plan creates a key in Settings, then Developer. See Use Wave from your AI assistant and Quick start.
PDF export and share links
All plans export a branded PDF: the estimate on its own, the estimate with the drying log, or the full report with photos. See Export reports.
To send the estimate without a file, share a link: a view-only page for customers, or a signed-in view where adjusters can comment on lines. See Share an estimate.
Other estimating software
You can also export an estimate as a file for other estimating software. A Wave account specialist sets this up for your company. Upload an estimate file from other estimating software and Wave reads it.
Works alongside your other tools
Capture photos in your photo app or a 3D scan with your scanning tool, then attach the photos or describe the rooms to Wave in the estimate's chat. Many teams work this way.
Suggest an integration
If a tool your team depends on isn't listed, tell us. Open Contact us from the account menu and name the tool and what you'd like to move between it and Wave.
Related
- Connect QuickBooks: draft invoices from an estimate
- Plans and limits: what each plan includes
- Use Wave from your AI assistant: API keys and MCP