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For HVAC, plumbing, and electrical shops

The bookkeeping service for HVAC shops. Finally know which jobs actually made money.

Built for shops doing $750K–$3M in revenue with 2–6 trucks. Powered by AI agents, reviewed by a former controller. Works with your existing Jobber or Housecall Pro.

See pricing

30-day refundable pilot · Founder-led onboarding · Cancel anytime

Per-job P&L · Henderson install
From your monthly profit report
Revenue
$18,400
Cost
$12,890
Margin
$5,510 · 29.9%
Equipment (2.5-ton heat pump)$6,200
Materials — Ferguson, Johnstone$1,840
Labor — 22 tech hours$3,520
Permits & inspection$430
Truck & fuel allocated$900

Sample report. Your shop's real per-job P&Ls come with every monthly close.

The pain you have today

You didn't get into this trade to chase down a part-time bookkeeper for last month's P&L.

!

Your May P&L lands June 20th, not June 2nd

You're pricing this week's bids on numbers that are three weeks stale. Bookkeeper turnaround is the bottleneck.

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You can't tell which jobs actually made money

The big commercial install might have been a loss. By the time the P&L lands, the next quote is already out the door.

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Jobber data gets rekeyed into QBO by hand

A part-time bookkeeper at $800–$1,500/mo manually moves invoices and payments between systems. Slow, error-prone, expensive.

How it works in 60 seconds

Connect, sync, review, deliver. The handoff into your books is the part we replace.

1

Connect your bank, cards, and field-service tool

Plaid links your bank and cards. We bring your Jobber or Housecall Pro data into your books — so job revenue and costs land in the ledger without you rekeying them.

2

AI agents categorize and reconcile your books

Transactions are categorized against a chart of accounts built for your trade, and supply-house costs get matched to the right job.

3

A controller reviews every customer-facing decision

Austin and team review categorizations, journal entries, and month-end close before anything is final. AI does the work. A human signs off.

4

Per-job P&L with every monthly close

Want to know if the Henderson install made money? Ask Poof's assistant, or text your controller — and get a straight answer instead of a P&L that's three weeks late.

Replaces your current bookkeeper

Cheaper than QBO + a part-time bookkeeper + manual Jobber handoff. Faster, and with detail they can't deliver.

Today

Your current setup

  • QuickBooks Online — you and the bookkeeper share the login
  • Jobber or Housecall Pro — field-service data stays trapped on its own island
  • Part-time bookkeeper at $800–$1,500/mo who logs in once a month
  • Monthly P&L 2–3 weeks late, in a PDF, with no per-job detail
  • Year-end 1099 fire drill across spreadsheets and email threads
With Poof Managed for Trades

Your new setup

  • Poof handles categorization and reconciliation, with controller review on every decision
  • Your Jobber and Housecall Pro job data flows into the ledger — no manual rekeying
  • Managed-service tier at $1,200/mo — a controller-grade service, not a part-time login
  • Monthly close with per-job P&L — you finally see which jobs made money, and which lost it
  • 1099-ready every January — contractors tracked all year, not the week before the deadline

Pricing built for trade shops

Replaces a part-time bookkeeper, and delivers detail they can't. No long-term contract.

Most shops start here

Poof Managed for Trades

2–4 truck shops, $750K–$1.8M revenue

$1,200/mo
  • All Poof Professional features included
  • Per-job P&L with every monthly close
  • Monthly close + controller review
  • Jobber / Housecall Pro data brought into your books
  • A controller you can text or email
  • Monthly variance review

Poof Managed for Trades Plus

5–6 truck shops, $1.8M–$3M revenue

$1,500/mo
  • Everything in Managed for Trades
  • Multi-location reporting
  • Quarterly review call
  • Priority response

Onboarding (one-time)

$1,500

Historical cleanup up to 18 months, QBO or Xero migration, Jobber / Housecall Pro setup, chart of accounts aligned to your trade.

Trade pilot

$250

30-day full-service trial. Fully refundable if you're not delighted. The lowest-risk way to see if this fits your shop.

Not sure which tier fits? Book a 20-minute call. We'll be straight about whether Poof makes sense for your shop.

Built by a controller, not a startup

Austin Semple — 10+ years of audit and controller work

Before Poof, Austin spent a decade auditing and running the books for small service businesses. The pattern was always the same: an owner who built a real business from a service truck, paying $800–$1,500/mo for a bookkeeper who delivered a PDF three weeks late and couldn't answer the one question that mattered — “which jobs made money?”

Poof Managed for Trades is built on that experience. AI agents do the volume work. A credentialed human signs off on every customer-facing decision. The ledger underneath is real double-entry bookkeeping with reversal entries — built to survive any IRS or insurance audit.

Austin personally onboards the first 50 shops. If that's you, you're working directly with the founder.

Questions shop owners ask

Do I need to switch from Jobber or Housecall Pro?

No. Keep using exactly what your techs use today. We bring your Jobber or Housecall Pro data into your books for you — your dispatcher and techs see no change. The handoff into your books is what we replace, not the field tool.

What if I'm on ServiceTitan?

Talk to us. ServiceTitan customers are usually larger than our typical fit, but we have a path for the right shops. Book a call and we'll be straight about whether Poof makes sense for you.

Will my CPA still work with me at tax time?

Yes — and they'll be happier. We deliver clean, audit-grade books on accrual or cash basis with full general ledger access. We coordinate with your CPA at year-end so 1099 filings and tax prep land without the usual scramble.

Is this real bookkeeping or just AI guessing?

Real bookkeeping. Every customer-facing decision is reviewed by a credentialed human — Austin or someone on his team, with audit and controller experience. The AI does the volume work. The human signs off on the calls that matter. The ledger is real double-entry with reversal entries, built to survive any IRS or insurance audit.

What if I want to leave?

You take everything with you. Export your full QBO file anytime — no data lock-in, no exit fees. We'd rather you stay because the service is worth it, not because leaving is painful.

How is this different from my current bookkeeper?

Three differences. Granularity: per-job P&L on every close, which most part-time bookkeepers can't deliver at any price. Accountability: a former controller reviewing the work, with an audit-grade ledger underneath. Responsiveness: a real person you can text about a specific job, not someone who logs in once a month.

How is this different from Workyard, Knowify, or ServiceTitan accounting?

Those are field-service or construction tools that bolted on accounting. Poof is the opposite — accounting-first, with direct integrations into the field tools you already use. And none of them include a managed-service tier with controller review.

Per-job profit on every monthly close. Starts at $1,200/mo.

Book a 20-minute call with Austin. We'll look at your current setup and give you a straight answer on whether Poof fits.

Controller-reviewed
Founder-led onboarding
30-day refundable pilot