Bookkeeping for HVAC companies
Service calls, installs, and maintenance agreements all behave differently. Your books should treat them that way.
What Harmony sets up for hvac companies
Install versus service margins
New installs and repair calls tracked separately, so you know where the money is actually made.
Maintenance agreements
Prepaid memberships recorded as revenue you earn over time, not all at once.
Equipment, parts, and truck stock
Inventory and parts costs tied to the jobs that used them.
Technician labor and commissions
Payroll, commissions, and overtime lined up against the work performed.
Financing and card fees
Customer financing fees and card processing costs recorded so margins aren't overstated.
If you use field-service software to schedule and invoice, I check that what it sends lands in QuickBooks correctly, so nothing has to be retyped.
A quick example
A $240 annual maintenance plan paid up front. Instead of counting all $240 as income this month, your books recognize $20 a month as the service period passes. The unearned balance sits as an amount you owe in service until it's used. Illustration only.
Common questions
Can you work with my field-service software?
In most cases yes. Harmony can connect it to QuickBooks or sort out the numbers when the two don't agree, and confirms the details for the specific tool.
Can you separate installs from service?
Yes. They're reported separately, so you can see which one earns more.
Harmony works in QuickBooks Online (QBO) and advises on Intuit Enterprise Suite (IES) when a company outgrows QBO. See which QuickBooks plan fits a company like yours.
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Using Buildertrend, Jobber or Housecall Pro? See how contractor apps work with QuickBooks.