For plumbers & HVAC contractors
Bookkeeping for plumbers and HVAC pros who'd rather be on a call.
Track jobs, service trucks, and technician profitability without a bookkeeper. Auto tax reserve, on-site receipt capture, and one-number morning reporting built for the trades.
Sample outcome
$11,200
Average tax deductions recovered in year one for HVAC contractors who moved off spreadsheets.
The pain
You didn't get into this business to do bookkeeping.
- •Multiple trucks, multiple techs — no way to see which routes actually turn a profit.
- •Service call fees, parts markups, and warranty callbacks all get lumped together in QuickBooks.
- •Cash flow feels tight even when revenue is up. Nobody can tell you why.
- •1099s for subs at year-end are a scramble every January.
What changes
One number in the morning. Everything else, automated.
Route & job profit
Tag transactions to the service call — see whether that emergency after-hours run paid off.
Truck & parts overhead
Category-level breakdown of what each truck actually costs to run.
1099 pack, one click
W-9 tracking + 1099-NEC package ready every January. No more scrambles.
- Bank sync + auto categorization
- Auto tax reserve (per deposit)
- Human Capital ROI for every crew member
- Receipt capture on your phone
- 1099-NEC pack ready in one click
- Weekly digest email — no dashboard hunting
Try it with your own numbers.
Free forever tier — no card. Connect an account or import a CSV and see your first Morning Number in 10 minutes.