STRONG YEAR. WHERE DID THE MARGIN GO?
For the owner whose revenue is up and whose margin is still a guess.
This part was never part of the training.
Trade school teaches pipe. It does not teach job costing, and it does not teach the difference between a busy month and a profitable one. Most owners in this trade learn the money side the expensive way.
So revenue climbs, the trucks stay out, and you still cannot look at a closed month and name the work worth repeating or the work you should have declined.
WHAT CHANGES.
- Customer records stay current in FieldMetrx™ and QuickBooks, both directions
- The approved proposal becomes the invoice, so no one rebuilds it in a second window
- Payments post against the correct job and the correct customer
- Refunds and credits carry across, so the two systems stay reconciled
- The job number is the key, so any figure in your books traces back to the work behind it
BUSY IS NOT THE SAME AS PAID.
You can run a truck flat out for twelve months and end the year with nothing to show for it. Plenty of good operators have. It does not mean you are bad at this.
It means the money side and the job side live in two different places, and nothing is putting them together.
QuickBooks knows what came in. It does not know which job it came from, who ran it, or how long the truck sat in that driveway. So the month closes, the number is whatever it is, and you are left guessing.
Guessing is fine when you are one truck. It gets expensive around truck three.
YOU ENTER IT ONCE. THAT IS THE WHOLE TRICK.
The job closes in the driveway with the work on it, the parts on it, and the price already agreed to. That same record is what lands in your books.
Not retyped Friday night. Not rebuilt by somebody in a second window who was not there. The same one.
Four things move, both directions:
That is not a small thing. That is your Friday night back.
THREE THINGS WE DO NOT DO.
Better you hear this now than find it in month two.
Labor lands on the job so you can cost it. Payroll stays wherever you run it today. We are not going to tell you we replace that, because we do not.
Material cost comes off your price book and what your tech puts on the job. If you need actual cost pulled straight from supplier invoices, tell us on the call and we will tell you honestly whether we are the right fit.
Your books stay your books. She closes your year the way she always has, except now the job detail behind the numbers is actually there.
We would rather be small and honest about it than sell you a list you find holes in later.
STRAIGHT ANSWERS ON THE HOOKUP.
No. QuickBooks stays exactly where it is, doing exactly what it does today.
The proposal your customer approves becomes the invoice, and it posts to QuickBooks from there. You are not building the same invoice twice.
No. Your accountant gets better job detail than before, and nothing about how your year gets closed changes.
Keep them. FieldMetrx™ runs alongside what you already have and handles the part of the job that happens in the basement.
QuickBooks Online. If you run Desktop, raise it on the call and we will give you a straight answer on where that stands rather than inventing a date.