HVAC and plumbing companies need bookkeeping that keeps up with trucks, parts, and big-ticket installs, not just bank feeds. You track job costs in your field software. Our job is to keep the financials behind it clean and current, so the numbers in your CRM reconcile with your books. Most shops find out too late that a full day of install work barely broke even, because the bookkeeping never lined up with the job data.

Why HVAC and plumbing books are different

A pest control route or a lawn crew mostly sells the same visit over and over. HVAC and plumbing do not work that way. One day it is a $150 drain clear, the next it is an $11,000 system replacement with financing, permits, and three guys on site. Your books need to keep up with that swing without falling apart.

You track job costs by ticket in your CRM. What most owners are missing is clean books behind that data: parts and equipment categorized correctly, financed installs recorded when the cash lands, and service revenue separated from install revenue. That is the part we handle, so your CRM’s job numbers sit on top of financials you can trust.

Where the books fall behind the jobs

You already track job costs in your CRM. The gap is usually the financial side: a generic bookkeeper categorizes transactions but never builds a chart of accounts that separates equipment, parts, subcontracted labor, and truck costs. So even though your field software knows the job, the books behind it cannot back up the numbers.

That is where we come in. We do bookkeeping built for the trades, including HVAC, plumbing, and the other service industries we support, and we connect to ServiceTitan alongside QuickBooks Online so your books line up with the jobs you already track there, with no re-keying by hand.

Where the money leaks in HVAC and plumbing

  • Truck and fuel costs buried in overhead instead of tied to the jobs that generated them.
  • Parts and equipment inventory that never gets reconciled, so shrinkage looks like an expense instead of a problem to fix.
  • Financed installs booked as full revenue on day one instead of matched to when the cash actually arrives.
  • Warranty and callback labor that quietly eats the margin on last month’s biggest job.

None of these show up if your bookkeeper is just reconciling a bank account. They show up when someone builds your books to answer HVAC and plumbing questions specifically.

What good bookkeeping should include

  • Bank, credit card, and financing-partner reconciliation every month.
  • A chart of accounts that separates service, install, parts, and truck costs, so the job data in your CRM has clean financials behind it.
  • Monthly financials that separate service, install, and maintenance-plan revenue.

We serve more than 250 service-business operators managing over $450M in combined revenue, across pest control, HVAC, plumbing, landscaping, electrical, cleaning, pool service, and roofing. Plans start at $309 a month and scale with the size of your business, and it is generally a good fit once you are past $200K in annual revenue. And because we also handle tax prep and filing, business and personal, plus sales tax, your books and your taxes live under one roof instead of getting handed off and re-explained.

Frequently asked questions

Do HVAC and plumbing companies need different bookkeeping than other trades?

The fundamentals are the same, but the chart of accounts should reflect your mix of service calls, installs, and financed work. A bookkeeper who only handles flat-rate service routes will miss how install jobs actually perform.

What is job costing and why does it matter?

Job costing means tracking labor, parts, and overhead against each individual job instead of lumping everything into monthly totals. You do that in your field software or CRM. FRAXN does not replace it. We keep the books behind it clean, so your job costing sits on financials you can trust and your benchmarks are accurate.

Can FRAXN work with ServiceTitan?

Yes. We integrate with ServiceTitan along with FieldRoutes, Jobber, GorillaDesk, and more, so your bookkeeping connects to the system you already dispatch and invoice from.

How much should we expect to pay for bookkeeping?

FRAXN plans start at $309 a month and scale with your revenue and complexity. It is generally worth it once you are doing $200K or more a year, where the numbers are big enough that clean books change decisions.

Does FRAXN handle our taxes?

Yes. FRAXN handles business and personal tax prep and filing, sales tax filing, and tax packages that include tax advising. Because the same team keeps your books, your taxes are built on numbers that are already clean and current, with no year-end scramble.

See where your shop stands

The fastest way to know if your job costing is actually working is to compare your numbers against operators your size. Your personalized benchmark shows you exactly where you stand, built from the same kind of analysis behind our financial performance benchmark study.

Thirty minutes. Straight answer.

I’ll ask about your numbers. Some of it is going to be uncomfortable.

At the end you’ll know whether we can help. If we can’t, I’ll tell you and point you somewhere better.

No deck. No demo. No guy who won’t take no.