Changing financial accounting, industry by industry. Chapter 4 of 13: Trades
Get found. Get paid. Know what you made.
Websites and back-office accounting for HVAC, plumbing, electrical, and roofing businesses.
The problem nobody puts on the agenda.
Estimates get written on the truck. Materials land on three different cards. Callbacks never get charged to the original job. You're busy all year and still not sure which jobs made money.
A 30% markup is only a 23% margin.The Tiger Take, Chapter 4
Get found
A website and local listing built to bring in quote requests.
Price right
Estimate templates with your real target margin built in.
Know every job
Monthly job profitability, callbacks included.
What we put in place.
Controller discipline from 20+ years in the field, with AI automation handling the repetitive work so the close runs in days, not weeks.
- A website built to generate quote requests
- Google Business Profile set up for local search
- Estimate templates with target margin built in
- Every material purchase tagged to a job
- Callbacks charged back to the original job
- A job profitability report every month
Your free Trade Business Scan.
Thirty minutes on your estimating, job costing, and online presence. No pitch unless you ask for one.
- Book a time.
Pick any open 30-minute slot on the calendar. - We review together.
Bring what you have. We'll look at your estimating, job costing, and online presence. - Leave with three fixes.
The three changes I'd make first, in plain language.