Home Services
Your dispatch app tracks the work, but the bank tracks the cash. We reconcile the two so you see the actual margin on every job without doing the math yourself.
The Industry
You live in your dispatch software. ServiceTitan, Housecall Pro, or Jobber is where the work happens. Your techs invoice the customer, collect the payment, and close the ticket right in the driveway.
The problem is that the app is not your bank account. There is a messy disconnect between the sales report in the software and the actual net deposit that hits your bank account two days later. Merchant fees, batching delays, and refunds make the numbers drift apart.
Who This Covers
Who This Covers
Residential plumbers, HVAC repair, pest control, garage door installers, and locksmiths. Any business that sends a van to a house to fix a problem.
The Friction
The Friction
Merchant processor fees are taken out before the cash hits the bank. If you just record the deposit, your revenue looks lower than it really is, and your expenses are missing the processing fees. It throws off your margins and your tax deductions.
The Fix
We bridge the gap. By looking at the daily sales report from your dispatch software and matching it against the bank feed, we ensure the numbers align. We split out the credit card fees so your revenue numbers match what you actually sold.
Commission tracking is also part of the job. If you pay techs based on a percentage of revenue or gross margin, you need accurate numbers. We verify the job costs so you aren’t overpaying commissions on low-margin work.
Inventory Tracking
Inventory Tracking
Vans are black holes for inventory. Parts get bought and thrown in the back. We help implement a system to expense those parts to the right job so you know your true material costs.
Sales Tax
Sales Tax
Residential service work has complex tax rules. Labor might be exempt while parts are taxed. We ensure your setup maps correctly to the Missouri tax return to avoid audit triggers.
Common Problems
The “Van Gas” problem is common. Techs using the company card for drinks and snacks at the gas station messes up your fuel expense category. We flag these transactions so you can address them.
Uncollected invoices are another leak. A tech finishes a job but forgets to run the card, leaving the invoice open in the software forever. We audit the accounts receivable to catch these missing payments before they go stale.
Overhead Blindness
Overhead Blindness
Seeing the cost of the part is easy. Seeing the cost of the insurance, the software, and the dispatch team is harder. We show you the fully loaded cost of running that truck so you can price correctly.
Marketing ROI
Marketing ROI
You spend money on ads to make the phone ring. We help track which revenue sources are growing so you know where to spend your marketing budget efficiently.
What Changes
Clarity on tech profitability becomes standard. You might find that your top revenue guy is actually your lowest margin guy because of callbacks and wasted parts. Data allows for better coaching.
The bank account finally matches the dispatch software. You stop wondering where the money went. You have a clear view of cash flow and can plan for new vans or equipment upgrades with confidence.
Incentive Structures
Incentive Structures
Show a tech exactly how their material usage impacts the company bottom line and their own bonus check. Performance improves when the scorecard is visible.
Smoother Operations
Smoother Operations
The office stops fighting with the books. Payroll happens on time. Tax filings are accurate. You focus on clearing the dispatch board.
Full-Charge Bookkeeping for Mid-Mo's Businesses
The Next Step:
Get Your Quote
Tell us what you're dealing with. We'll listen, ask a few questions, and give you a straightforward price that meets your expectations.
