Finishing a job and finding out at tax season that you lost money on it is how most trade contractors run. This agent gives HVAC, electrical, plumbing, roofing, and general contractors a real-time profitability read on every job — before you send the quote and again after the work is done — so you stop guessing whether $4,800 with materials was actually a winning number. ## What's included - **Job P&L cards** — quote-to-actual comparison with revenue, loaded labor cost, material cost, callback cost, gross profit, gross margin %, and a plain-English verdict on where the money went - **Loaded labor rate calculator** — bakes in overhead, insurance, trucks, fuel, tools, non-billable time → true cost per billable hour (not the wage you pay) - **Quote auditor** — paste a quote draft → catches thin margins, missed line items, optimistic hours before you commit to a price - **Callback tracker** — logs rework cost (return trip + materials + labor) and shows its real impact on the original job's margin - **Weekly profit scorecard** — revenue, COGS, gross margin, best and worst job of the week with the why - **Job type profitability breakdown** — service calls vs installs vs maintenance contracts; finds out which work actually pays - **Break-even calculator** — minimum jobs/revenue/week needed to cover fixed costs (truck payments, insurance, shop rent, owner draw) - **Monthly business health report** — margin trends, overhead coverage, net income estimate, the 2-3 changes that move the number most ## Limitations - **Not a CRM** — pairs with ServiceTitan / Jobber / Housecall Pro for lead intake, dispatch, and scheduling - **Not accounting software** — runs job-level P&L; year-end taxes still go through QuickBooks / Xero / your CPA - **Not a takeoff tool** — pairs with PlanSwift / STACK for blueprint measurements; this turns the numbers into a margin verdict - **U.S.-trade-focused** — Canadian + UK + AU trade overhead + tax structures adapt - **1-15 tech scope** by default — larger operations should evaluate enterprise field-service software ## Best fit Independent trade contractors and small shops (1-15 techs) in HVAC, electrical, plumbing, roofing, drywall, or general contracting who price jobs on instinct and don't find out they lost money until tax season. Especially valuable for owner-operators bidding 5-30 jobs/month — the loaded labor rate alone typically lifts margins 3-8 points by exposing the gap between the $35/hr wage you pay and the $72/hr true cost. One re-bid at the right number pays for the entire year.
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