Bookkeeping for HVAC Contractors | FRAXN

First Month Free · New Clients

Bookkeeping Services for HVAC Contractors

Running an HVAC company means juggling installs, service calls, and maintenance agreements, each with completely different margins. FRAXN turns your confusing financials into a clean system that tells you exactly which side of the business is actually paying.

See If We’re A Fit
250+Operators
$450MIn Revenue Managed
19Industries Served
FreeYour First Month
  • Books closed by the 15th, every month, without chasing us for it.
  • Revenue split by service line, not one net profit number that hides everything.
  • Connected to your CRM: ServiceTitan, Housecall Pro, FieldEdge, plus QuickBooks and your bank feeds.
  • A real person to call, a dedicated account manager, not a ticket queue.
FRAXN profitability dashboard showing gross profit, operating profit, EBIT and a breakeven chart
Your actual dashboard. Profitability and breakeven, from your own numbers, every month.

Tell us about your business

Takes about a minute. No commitment, and your first month is free.

Numbers that Matter

Most bookkeepers tell you if you made money. FRAXN tells you whether it came from installs or service.

We don’t just close your books. We build a breakdown for every revenue line you run, so you can see whether replacement season carried the year or whether your maintenance agreements quietly did.

A Typical Monthly P&L

Total Revenue$1,070,000
Total Expenses$890,000
Net Profit$180,000

FRAXN: A Service-Level Breakdown

Equipment Installs & Replacements$98,420
Service & Repair Calls$44,310
Maintenance Agreements$21,880
Indoor Air Quality & Add-Ons$11,240
Ductwork$4,150

*Numbers are approximations for demonstration purposes.

What You Actually Get

Reports built for operators, not accountants

This is what lands in your inbox by the 15th. Not a spreadsheet dump: the numbers a HVAC owner can act on that week.

FRAXN KPI report comparing actual results against target and industry benchmark
KPIs vs. target vs. benchmark. Every metric measured three ways: what you did, what you aimed for, and what operators your size are doing.
FRAXN cash flow statement showing cash generated and cash spent by category
Cash flow, in plain terms. Where cash came from and where it went, so a profitable month that felt tight finally makes sense.
FRAXN goalseek tool showing the price and cost changes required to reach a target gross profit margin
Goalseek. Want gross margin at 75% instead of 73%? It tells you exactly how much price or cost has to move, before you commit to it.

What You Get

Our Exclusive HVAC Bookkeeping Services

We don’t believe in one-size-fits-all solutions. Our systems are built for HVAC contractors, which means every report, every dashboard, and every recommendation is designed around how a trade business with seasonal swings and service agreements actually runs. Here is what you get every month when you partner with FRAXN:

Crystal-Clear Books

Categorized revenue and expenses, reconciled accounts, and clean monthly financials in plain language.

Dashboards that Speak Operator

Gross margin, revenue per technician, recurring revenue, break-even. Visual and live.

Industry Benchmark Reports

See how you stack up against operators your size, by region, service type, and team model.

Fix-What’s-Broken Insights

We flag profit leaks and overspending early, with clear next steps every month.

Catch-up & Cleanup

Behind on your books or inherited a mess? We get you fully caught up. No judgment.

Tailored Strategy & Support

A dedicated account manager walks you through your numbers and opportunities monthly.

How It Works

A Structured Path to Financial Clarity

A 4-step process that takes your books from a mystery to a clear financial guide.

1

Discovery & System Integration

We learn your business and connect directly to QuickBooks Online, your bank feeds, and your CRM: ServiceTitan, Housecall Pro, FieldEdge, Jobber, ServiceFusion and more.

2

Cleanup, Catch-up & Reconciliation

We resolve categorization errors and reconcile statements to establish a clean, accurate baseline, even if you’re years behind.

3

Monthly Bookkeeping & Reporting

By the 15th, you receive a full report: P&L, balance sheet, cash flow, and industry metrics, walked through by your account manager.

4

Ongoing Insights & Guidance

Each month we flag trends and anomalies, benchmark you against peers, and recommend clear next moves.

The Shift

Common Financial Pain Points That Hold HVAC Contractors Back

Most owners recognise the left column immediately. The right column is what the following month looks like.

Before FRAXN

Seasonal“Summer pays for the whole year and I just hope it’s enough.”
Blind“I don’t know if service or installs actually make money.”
Stuck“I want to add a truck but I can’t tell if we can carry it.”

After FRAXN

Organized“I know what we made and what made it.”
Clear“I know exactly which service line to fix.”
Confident“I make decisions with real numbers.”
Proactive“I know where we stand every month.”
In Control“I know what’s safe to scale.”

Questions

HVAC Bookkeeping FAQs

How does the free first month work?

New clients get their first month of FRAXN at no cost. You get a full month of real bookkeeping and a complete report: P&L, balance sheet, cash flow and industry benchmarks, so you can judge the work on your own numbers instead of a sales pitch.

Can you separate install revenue from service revenue?

Yes, and it’s usually the first thing HVAC owners want to see. Installs, service calls, and maintenance agreements carry very different margins, and a single net profit number hides which one is carrying the company. We break out each revenue line every month so you can see it directly.

How do you handle the seasonal swings?

HVAC cash flow is lumpy by nature, a heavy cooling season followed by a slow shoulder month is normal, not a problem. We benchmark you month over month against your own prior year and against operators your size, so you can tell the difference between a normal seasonal dip and something actually going wrong.

Which CRMs does FRAXN support?

We connect directly to the systems trade contractors actually use: ServiceTitan, Housecall Pro, Jobber, FieldEdge, ServiceFusion, GorillaDesk, FieldRoutes, PestPac and more. If your CRM isn’t on the list, ask; we integrate with most of them.

What software do you use for my bookkeeping?

QuickBooks Online, connected to your bank feeds and your CRM. You keep ownership of the file, so nothing is locked behind our systems.

How long does it take each month?

Almost none of your time. We pull from your connected systems, and by the 15th you get a full report walked through by your account manager.

Can you get me caught up if I’m behind?

Yes, even if you’re years behind. Cleanup and catch-up is a standard part of onboarding and we handle it without judgment.

Can I cancel any time?

Yes. There’s no long-term contract.

Find Out Where Your Numbers Actually Stand

You have spent long enough guessing whether installs or service is carrying the company. This time next month, you could know exactly where your HVAC business stands financially, what is working, what is leaking, and what is safe to scale.

Your first month is free. See a full month of real reporting before you pay anything, and if FRAXN isn’t the right fit for your business, we’ll say so.

Tell Us About Your Business
© 2026 FRAXN · Bookkeeping for service businesses

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.