A service call and a project close differently
A short emergency call may bill and collect immediately; a repipe or commercial project may use deposits, progress billing, materials, subcontractors, and a longer collection cycle.
Plumbing bookkeeping
Bookkeeping for plumbing companies with service calls and project work.
Daxable organizes plumbing books around emergency and scheduled calls, larger projects, technician labor, materials usage, dispatch deposits, customer payments, and the difference between service and project profitability.
Industry bookkeeping starts at $299 per month. Cleanup and workflow changes are scoped during discovery.
What the work includes
Clear scope, useful financial work.
Materials need a documented path
Truck stock, warehouse purchases, direct job materials, returns, and vendor credits need enough source detail to support job and management reporting.
Dispatch deposits need reconciliation
Card batches, checks, financing receipts, cash records, refunds, and chargebacks should reconcile from the field record to the bank with exceptions assigned for follow-up.
Technician reporting depends on definitions
Revenue, direct labor, callbacks, materials, discounts, and collections may all affect management's view. Daxable documents which inputs are included before comparing technicians.
Payroll inputs need review
Regular time, overtime, on-call pay, commissions, and incentives should be approved against retained source records before payroll administration.
Monthly reports should explain cash
The close can separate outstanding invoices, deposits, vendor obligations, payroll timing, and project activity so the owner can see what changed.
A strong fit when
- Service and project work are mixed in current reporting
- Materials and deposits do not reconcile consistently
- Technician reporting needs a documented source
- Monthly books must support cash and capacity decisions
Another provider may be a better fit when
- You need plumbing licensing, legal, tax, or insurance advice
- The company does not retain dispatch, material, or payment records
- You want technician rankings built from incomplete data
- You need an audit or attest opinion
Related paths
Choose the support your operation needs now.
Straight answers
Questions before a discovery call.
What should a plumbing bookkeeper track?
The books can preserve service and project revenue, technician and crew labor, materials, vendor bills, deposits, refunds, chargebacks, payroll inputs, and the reconciliation between dispatch, payment, accounting, and bank records.
How should emergency calls and projects be reported?
They should be distinguishable when management wants to compare turnaround, labor, materials, billing, collection, or profitability. The account and class structure depends on the systems and source detail available.
Can Daxable calculate technician profitability?
Daxable can build management-use reporting from agreed revenue, labor, material, callback, and other inputs when those records are complete. It will state the definition and data limitations.
Does Daxable handle plumbing payroll?
A dedicated-team scope can administer approved payroll inputs and documentation. The client or payroll provider retains the responsibilities defined in the engagement and payroll arrangement.
Daxable provides bookkeeping and management-use reporting, not trade licensing, legal, tax, insurance, audit, or attest services.
See service calls and project work without mixing their economics.
We will review the current workflow, explain the right level of support, and scope the work before you commit.