Common problems we fix
- Revenue recorded as one total instead of by service line
- Job software and QuickBooks that don't agree
- Materials and disposal costs that never get tied to jobs
- Payroll that isn't allocated by crew or technician
- No clear view of average ticket, repeat customers or seasonal load
How we set it up
We structure QuickBooks Online around your service lines using classes, items and job tracking, and make sure it agrees with the job software you already run on, such as Jobber. Each month we reconcile, close and review job cost coding, so the reporting stays accurate.
What you get to see
Jobs completed and average ticket by month, disposal and crew cost as a share of revenue, ticket size mix, weekday load and repeat customers. Open the home services demo to click through an example built on fictional data.
What useful reporting looks like for a service company
The questions are usually operational: Which service line has the best margin after labor and materials? Is average ticket rising or falling? Which crews or technicians carry the most profitable work? What share of revenue comes from repeat customers? How much do disposal, fuel or materials cost as a share of each job? Those answers depend on setting up QuickBooks to capture service line, job and crew — and on someone closing the books each month so the answers stay reliable.
Questions we hear
We use Jobber. Can you work with it?
Yes. We make sure what flows from your job software into QuickBooks — invoices, payments and customers — agrees with the books.
Can you handle payroll for our techs?
Yes. We set up payroll and assist with it so it's turnkey, and allocate labor so it shows up by job or service line.
We're small. Is this overkill?
The structure scales down. Even a few service lines are worth separating when you're deciding what to grow.
Want to see what this looks like for your business?
Every engagement starts with a free Books Review of your current books and QuickBooks structure — what’s working, what isn’t and what to do next.