Books and Trucks, by X INFIN Consultants
HVAC, plumbing and electrical bookkeeping on QuickBooks Online

Adding trucks? Your books have to keep up.

Books and Trucks is a monthly bookkeeping service in QuickBooks Online for US HVAC, plumbing, electrical and other trade companies that run service trucks, from $599 a month or $995 with ServiceTitan, with all past books cleaned up free when you start. We are not a trucking or freight bookkeeper.

Checked by the Books and Trucks team.

Book a 15-minute callMessage us on WhatsApp

Or call (413) 595-2051, every day, 9am to 5pm Eastern

Booked calls: weekdays, 9am to 5pm Eastern. By phone, or 30 minutes on Teams.

  • From $599 a month, fixed in writing
  • Month to month
  • Past books cleaned up free when you start
Works withQuickBooks OnlineHousecall Pro
Owner dashboardReal client data
Sales, month to date
$227,500
Cash collected vs billed
87%
Revenue by business unit, last 12 months
Installations
$1.72M
Repairs
$1.18M
Maintenance plans
$0.71M
Commercial contracts
$0.59M
Real figures from a client’s portal. Read their story
ServiceTitan, QuickBooks and the bank, all on the same number.
What do you run?

Six plans, depending on your software

On every plan the fee is fixed and agreed in writing before we start, month to month, and your past books are cleaned up free. Compare the plans

Our HVAC client, June

What a month of ServiceTitan reconciliation looks like

Every deposit is matched to what ServiceTitan says was collected. What does not match is listed with its reason until it is resolved.

Read the HVAC case study
372
deposits processed
365
matched automatically
7
still open, unmatched
1.2 days
average time to resolve a mismatch
How it starts

From free look to live dashboard in about a month

  1. 1

    A free look at your books

    With read-only access, we show you where your books are behind or do not match, within three business days. No charge, no obligation.

  2. 2

    A short call

    You tell us how the shop runs today. We tell you plainly whether we are a fit and agree the fee in writing.

  3. 3

    Handover in 30 days

    We take over from your current setup, clean up all your past books at no charge, and your dashboard is live by the end of the first month.

Free look

Start with a free look at your books.

Leave your details and we email you within one business day. You give us read-only access, and within three business days you see what is behind and what it would take to fix.

No call needed. We reply by email within one business day.

Sales tax by state

Is your labor taxed? It depends on the state.

Each guide covers labor, materials, filing and the common mistakes for contractors in that state, with every rule linked to the state's own source.

Questions

What owners ask before they book

Is Books and Trucks a trucking company?
No. Books and Trucks does monthly bookkeeping in QuickBooks Online for HVAC, plumbing, electrical and other trade companies in the US. The trucks in the name are the service trucks our clients run. We do not do trucking or freight bookkeeping.
Do you offer a free cleanup of past books?
Yes. When you start monthly bookkeeping on any plan, we clean up all your past books in QuickBooks Online at no charge, however far back they go. There is no separate clean-up or catch-up fee and no limit on how many months we go back.
Do I have to leave QuickBooks or ServiceTitan?
No. We work inside your QuickBooks Online file and your ServiceTitan account. You keep ownership and full access to both.
Who actually does the work?
A named bookkeeper on our team handles your account every month, and a senior accountant reviews the numbers before your monthly call.
I already have a CPA.
Good. We do the monthly books, your CPA does the tax return, and we send them clean, reconciled books at year-end.
When can we talk?
Calls are weekdays, 9am to 5pm Eastern. Book a time, or send us a WhatsApp message and we will reply in those hours.

Grow the shop. We’ll keep the numbers straight.

No obligation.

Book a 15-minute callMessage us on WhatsApp

Or call (413) 595-2051, every day, 9am to 5pm Eastern

Booked calls: weekdays, 9am to 5pm Eastern. By phone, or 30 minutes on Teams.

An HVAC technician, a plumber and an electrician standing side by side