Connect dispatch activity to accounting
Completed work, invoices, payments, refunds, financing activity, and deposits need a documented path from the field-service platform to the books.
Home and field-service finance support
Bookkeeping and finance support for home and field-service businesses.
Daxable supports HVAC, plumbing, electrical, roofing, restoration, landscaping, and related field-service companies with records tied to technicians, crews, jobs, materials, payroll inputs, agreements, fleet costs, and the mix of service and project work.
Bookkeeping starts at $299 per month, a dedicated Daxable team member at $1,500, and controller or fractional CFO support at $2,500.
What the work includes
Clear scope, useful financial work.
Separate service, installation, and project work
The labor, material, billing, and cash patterns differ. Reporting should preserve those differences before management compares profitability.
Treat payroll inputs as operating data
Regular hours, overtime, commissions, spiffs, callbacks, and crew assignments need a clear owner and review path before they reach payroll and job reporting.
Bookkeeping
Monthly reconciliations, close, QuickBooks workflows, account structure, and management-use financial statements start at $299 per month.
Dedicated team
A Daxable-employed team member can support AP/AR, payroll administration, vendor documents, customer records, and back-office coordination from $1,500 per month.
Controller and CFO
Controller review can improve close and reporting; CFO work can model seasonality, capacity, pricing, fleet needs, and service mix from $2,500 per month.
A strong fit when
- Office and field systems do not reconcile cleanly
- Management needs visibility by job, technician, crew, or work type
- Seasonality or capacity makes cash planning important
- The company can define owners for field and payroll source data
Another provider may be a better fit when
- You need trade licensing, legal, tax, or insurance advice
- You want a software integration promised before discovery
- The company will not retain job or technician source records
- You need an independent audit or attest opinion
Related paths
Choose the support your operation needs now.
Straight answers
Questions before a discovery call.
What does a home-service bookkeeper track?
The scope can include deposits, invoices, bills, materials, payroll inputs, technician or crew records, maintenance agreements, fleet and equipment costs, and the difference between service and project work.
Can Daxable work with a field-service platform and QuickBooks?
Daxable maps the actual workflow during discovery, including what syncs automatically, what requires review, and which system owns each record. We do not claim an integration before reviewing the client's setup.
Are HVAC, plumbing, and electrical bookkeeping the same?
They share dispatch, labor, materials, and job reporting needs, but the operating details differ. Daxable maintains separate pages for seasonal HVAC work, plumbing service-versus-project activity, and electrical project and permit workflows.
When should a field-service company add CFO support?
CFO support is useful when reliable books need to support pricing, technician capacity, fleet or equipment decisions, seasonality, hiring, or a change in service mix.
Daxable provides bookkeeping and management-use finance support, not trade licensing, legal, tax, audit, attest, or insurance advice.
Build financial records that follow the work from dispatch to deposit.
We will review the current workflow, explain the right level of support, and scope the work before you commit.