Books and Trucks, by X INFIN Consultants
ServiceTitan job costing for HVAC, plumbing and electrical

Know what every job actually made.

Books and Trucks does ServiceTitan job costing for HVAC, plumbing and electrical companies: real labor and material costs from the books in QuickBooks Online applied to every job, every month, in the ServiceTitan plan from $995 a month.

ServiceTitan tells you what a job billed. Your books tell you what it cost. We put the two together every month, so the margin on every job, every business unit and every technician is a number you can trust.

Checked by the Books and Trucks team.

Book a callMessage us on WhatsApp

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

Our ServiceTitan client today: an HVAC company in the US, on ServiceTitan and QuickBooks Online.
Works withQuickBooks Online
Contractor standing with arms crossed
Revenue by business unit · 12 monthsLive client data
Installations$1.72M · 41%
Repairs$1.18M · 28%
Maintenance plans$0.71M · 17%
Commercial contracts$0.59M · 14%
A real client · X INFIN portal · ServiceTitan source of truth · read 2026-09-05
FROM$995A MONTH
Sound familiar?

Three things owners say about their job costing

“Every job looks profitable in ServiceTitan. The bank account says otherwise.”

“I set the labor rate when we went live. Nobody has touched it since.”

“The parts credit came back from the supplier. Which job does it belong to?”

None of this means ServiceTitan is wrong. It means the costs behind it are only as good as the books feeding them.

Job revenue is only as complete as the export behind it. Our guide to ServiceTitan to QuickBooks export errors shows how to find invoices that never reached QuickBooks.

Where job costing drifts

Four places the margin goes wrong

01

Labor at a standard rate

ServiceTitan costs labor at the hourly rate set in your account. Payroll, overtime and spiffs decide the real number.

02

Materials by estimate

Parts and equipment are costed when the job is built, not when the supplier bill arrives.

03

Adjustments outside the job

Returns, restocking fees, rebates and credits land in QuickBooks. They rarely find their way back to the job they belong to.

04

Two systems, two answers

When ServiceTitan and QuickBooks disagree, so do the margins built on them.

What we do every month

Job costing that starts from the books

  1. 01

    True labor cost

    Payroll, by technician, applied to the jobs each one worked.

  2. 02

    Materials and equipment matched to jobs

    Supplier invoices, credits and returns tied to the job they belong to.

  3. 03

    Margin by business unit and job type

    Service, install, maintenance and commercial, each with its own real margin.

  4. 04

    A monthly call

    Thirty minutes with your accountant on which jobs, types and technicians made money, and what to change.

Job costing is part of the full monthly service: bookkeeping, ServiceTitan to QuickBooks reconciliation, your dashboard, payroll, bills, sales tax and the monthly call. See everything the monthly service covers.

The dashboard

See the whole business on one screen

Every figure below is from our HVAC client’s live portal. Read their story

Collections, this yearLive client data
Cash vs billed
87%
Billed · period
$459K
Unapplied cash
$38K
Overdue
$81K
Unmatched by reason
Not recorded in QBO$4,002
Partial deposit$3,220
Amount mismatch$1,210
June at a glanceLive client data
Deposits processed372
Auto-matched365
Manually resolved, year to date14
Open, unmatched7
Average resolution time1.2 days
Daily sales bookLive client data
Today · Jun 26
$10,550
6 jobs · vs yesterday $12.0K
Last 7 days
$59.5K
Month to date
$227,500

Revenue by business unit

Service, install and maintenance, side by side, straight from ServiceTitan.

Profit per job

What each job billed, what it cost in labor, materials and equipment, and what was left.

Cash and receivables

What is in the bank, what is owed to you, and what is overdue.

Technician performance

Revenue per tech and per truck, so you know who is carrying the month.

A real client

What changed for our HVAC client

Before
After
Books were months behind
Books close every month
ServiceTitan and QuickBooks did not match
Both systems agree, and both agree with the bank
The owner had no clear monthly picture
The owner opens the dashboard and sees the business
Our HVAC client

An HVAC company in the US on ServiceTitan and QuickBooks Online. Bookkeeping, the ServiceTitan to QuickBooks reconciliation and the owner dashboard, run by X INFIN Consultants.

Read their story
Price

From $995 a month

Job costing is included in the monthly service. The fee covers bookkeeping, the ServiceTitan reconciliation, your dashboard and the monthly call for a shop of around five trucks. Payroll, bill pay and sales tax filings are added depending on headcount and volume. The fee is fixed each month and agreed in writing before we start. If your books are behind, we clean up all your past books in QuickBooks at no charge when you start.

Compare the plans
How it starts

Three steps, and the first one is free

  1. 1

    A free look at your books

    Give us read-only access to QuickBooks and ServiceTitan. Within three business days we tell you how far behind the books are and what it would take to get real job costs out of them. There is no charge and nothing to sign.

  2. 2

    A call with your accountant

    We go through what we found and agree what the monthly service should include, and the fee.

  3. 3

    Handover in 30 days

    We take over from your current setup, clear any backlog, and your dashboard is live by the end of the first month.

Book a callMessage us on WhatsApp

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

Free look

Not ready for a call? Get 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.

Free guides

Reference pages for trade shop owners

Questions owners ask

Straight answers before you book

How do I get accurate job costing out of ServiceTitan?

Make sure every real cost reaches the job, then check ServiceTitan against QuickBooks each month. ServiceTitan job costing only counts the costs entered in ServiceTitan, such as technician hours and materials on purchase orders. Payroll taxes, benefits, supplier bills paid without a purchase order and card purchases at the supply house often land only in QuickBooks, so the job looks more profitable than it was. Each month we match those costs to the right job, business unit and technician, and reconcile the result to QuickBooks. When both systems agree, the margin on each job is a number you can use to price your work and plan your crews.

We already use ServiceTitan's job costing.

Good. We do not replace it. We make the costs behind it real every month, from payroll and supplier bills, and we reconcile the result to QuickBooks.

Do you need our payroll?

Yes, or at least hours and pay by technician. Without it, labor is a guess.

Our costs are not in QuickBooks by job.

They rarely are at the start. Matching them is part of the handover, and the free look shows you how far there is to go. If the books are behind, we clean up all your past books in QuickBooks at no charge when you start.

Do I have to leave QuickBooks?

No. We work inside your QuickBooks Online file. You keep ownership and full access.

Where is the team?

The accounting team covers your account during US morning hours, and a named bookkeeper is on it every month. Calls are weekdays, 9am to 5pm Eastern.

Is our data safe with you?

Every login our team uses for a client system has two-factor authentication turned on. Access comes through accounts you grant, not shared passwords, and you can switch it off the moment you want.

Do you work with other trades besides HVAC?

Yes. ServiceTitan and QuickBooks work the same way for plumbing, electrical, roofing, septic and drain cleaning companies, and so do we. Our trades client today is an HVAC company.

What if it does not work out?

Month to month, cancel any time. You keep your QuickBooks file, your ServiceTitan account and your data.

Find out what last month’s jobs actually made

Free, three business days, no obligation.

Book a callMessage us on WhatsApp

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

Smiling business owner giving a thumbs up