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CFO Services

KPI Reporting and Dashboards

Close rate, average ticket, and cost per booked call by crew, pulled from ServiceTitan or Housecall Pro every month so you know how the business is really running.

Built for HVAC, plumbing, electrical, and mechanical contractors running trucks, techs, and service agreements out of QuickBooks Online, ServiceTitan, and Housecall Pro.

What sends contractors looking for this

We have ServiceTitan reports but still can't answer basic questions

ServiceTitan and Housecall Pro can generate reports on almost anything, but most shops never narrow them down to the handful that matter: labor cost per hour once real overhead is loaded in, close rate by tech, average ticket by trade, and warranty callback rate. Owners end up scrolling through dashboards that were never built to answer the question in front of them that day.

A short list of five to ten numbers, checked every month, tells you more than a stack of default reports nobody reads. That list usually includes fully burdened cost per labor hour, close rate, average ticket, and cost per booked call by lead source.

Without a focused set of numbers, a slipping close rate or a crew running high callbacks often doesn't surface until it shows up in a thinner year-end profit number, months after a monthly check would have caught it.

Dispatch and the office report different numbers for the same crew

When dispatch tracks close rate one way and the office calculates it another, or job cost gets pulled from ServiceTitan while payroll gets pulled from QuickBooks without reconciling the two, nobody trusts either number. A tech's reported close rate can look strong on the dispatch board and thin once actual invoiced revenue is checked.

A dashboard that defines each metric once, pulls from one source, and updates on the same schedule every month keeps everyone, from dispatch to the owner, looking at the same numbers.

Mismatched numbers between dispatch and accounting routinely hide a crew's true profitability for months, and by the time the office catches the discrepancy, thousands of dollars in underpriced jobs or missed callback charges have already gone out the door.

How we fix each of those

  1. 01

    A dashboard built around the trades, not a generic template

    We pull fully burdened cost per labor hour, close rate, average ticket, and warranty callback rate by crew and trade out of ServiceTitan or Housecall Pro, and build a monthly dashboard around those numbers instead of a generic business report that doesn't match how a service business actually runs.

  2. 02

    One number, checked once, used everywhere

    We define exactly how each metric is calculated and pull it from the same ServiceTitan or Housecall Pro and QuickBooks data every month, so the close rate dispatch sees on the board matches the number the owner sees on the dashboard.

Everything included

  • KPI selection built for HVAC, plumbing, and electrical operations
  • Fully burdened cost per labor hour by trade
  • Close rate, average ticket, and callback rate by crew
  • Cost per booked call by marketing source
  • Monthly dashboard updates pulled from ServiceTitan or Housecall Pro
  • Consistent definitions so dispatch and accounting see the same numbers

Contractors who have already done this

Real Google reviews from owners we work with, next to the engagements behind the numbers.

  • Google review

    As a home services company, I feel that High Velocity Accounting has elevated our business to the next level. We are able to dig deeper into our numbers, report accurately and make adjustments where needed. They are very responsive, detail oriented and an extension of our team.

    Cathleen Helin

    Owner, Home Services

    Clovis, CA

  • Case study

    How a Construction Company Cleaned Up Two Years of Books and Financed New Equipment

    Construction · $2.8M - $4.1M annual revenue

    Books brought current
    22 months
    Equipment loan approved
    $680,000
    Read the full breakdown
  • Google review

    I have been so genuinely pleased with High Velocity Accounting's services. I feel I have an extension of our team in Brett and his team. They always make time for my questions and look for strategic ways to build our businesses mutually. I rest easy knowing our books are kept in good order and our taxes are prepared professionally. I never hesitate to recommend this firm to any service business owners looking for professional book keeping and tax services.

    Texas Medley

    Owner, Service Contracting

    Clovis, CA

  • Google review

    We have been using High Velocity Accounting for a couple years now and are so thankful for their service! They are meticulous, thorough, dependable and always ready to deal with a curveball. Kind, patient, gracious. Thank you for your service and the relationship we've developed together.

    Grant Schoenberger

    Client, Trades

    Clovis, CA

  • Google review

    Brett Neal has been our family's accountant for over six years now, because he is the most dependable professional in this business. We started with Brett as two separate single-filers with simple W-2's and quickly graduated to a married couple having multiple types of complicated business/tax filings. Brett took every shift in stride; every transition has been carried out smoothly and without any hiccups. Trust that this is the guy for all your filing, bookkeeping, and financial consulting needs.

    Alyssa Cotrina

    Business Owner, Trades

    Clovis, CA

Talk to a CPA who will actually pick up the phone

Start with a 30-minute consultation at no cost. You will leave it knowing what the work involves, what it costs, and what happens next.