Residential Home Services
Bookkeeping for service businesses sending techs to homes. Dispatch software reconciliation, van inventory, and job-level margins.
The Industry
The business runs out of the van. A tech shows up, diagnoses the problem, quotes the repair, pulls the parts, does the work, collects payment, and moves to the next call. By the end of the day, three or four jobs are done and the revenue is sitting in a credit card processor somewhere waiting to hit the bank.
The dispatch software tracks the work. The bank tracks the cash. The two don’t match because of processing fees, batching delays, refunds, and deposits that combine multiple days of work into one lump sum. Figuring out what actually happened takes more time than most owners have.
Who This Covers
Who This Covers
HVAC service and repair, plumbers, electricians, pest control, garage door companies, appliance repair, locksmiths, handyman services. Any business dispatching techs to residential customers.
What Makes It Different
What Makes It Different
High transaction volume with small to medium ticket sizes. Parts inventory scattered across vans. Credit card fees taken before deposits hit. Dispatch software that doesn’t talk cleanly to accounting software. Tech performance that varies widely.
What We Handle
Monthly bookkeeping that reconciles what your dispatch software says happened with what actually hit the bank. Credit card fees broken out so your revenue reflects what you actually charged, not just what you collected. Deposits matched to invoices so nothing gets lost in the shuffle.
Payroll for techs whether they’re hourly, commission-based, or some mix of both. Parts and inventory tracked so you know what’s sitting in vans and what it’s costing you. Job-level data so you can see which types of work are actually profitable.
Software Reconciliation
Software Reconciliation
ServiceTitan, Housecall Pro, Jobber, or whatever you’re using. We match the sales reports to the bank deposits and sort out the fees, batches, and timing differences.
Payroll
Payroll
Hourly, commission, spiffs, bonuses. However you pay your techs, we run it accurately. Ohio withholding, BWC reporting, all handled.
Common Problems
The dispatch app says you did $45,000 last month. The bank deposits add up to $42,800. Where’s the difference? Some is credit card fees. Some is timing. Some might be invoices that never got collected because a tech forgot to run the card. Without reconciliation, you’ll never know.
Parts are the other black hole. A tech buys $300 in parts at the supply house, throws them in the van, uses some on jobs, keeps the rest as truck stock. Which jobs got which parts? What’s still sitting in the van? Most home service companies have thousands of dollars in untracked inventory rolling around on wheels.
Revenue Leakage
Revenue Leakage
Invoices that don’t get collected. Deposits that don’t get matched. Credit card fees that get buried. Small amounts that add up to real money over a year.
Van Inventory
Van Inventory
Parts bought but not tracked to jobs. Techs using company cards for personal purchases mixed in with supplies. Material costs that can’t be tied to specific work.
What Changes
The books match the dispatch software. When you look at revenue, it reflects what you actually billed, not what randomly hit the bank. Credit card fees show up as an expense where they belong. Uncollected invoices get flagged before they go stale.
You can see which call types are profitable and which ones aren’t worth dispatching for. Which techs are productive and which ones cost more in callbacks and wasted parts than they bring in. Data that helps you run the business instead of just tracking it.
Clear Numbers
Clear Numbers
Revenue, expenses, and margins that actually make sense. No more wondering where the money went between the dispatch report and the bank statement.
Job Profitability
Job Profitability
See which services make money after parts, labor, and drive time. Price based on real costs instead of guessing. Stop taking calls that feel busy but lose money.
Northwest Ohio’s Trusted Bookkeeping Partner
The Next Step:
A 15-Minute Discovery Call
Let's talk about your current bookkeeping situation. We'll assess your needs, outline a plan of action, and give you a clear quote.
