The bookkeeping service for HVAC shops. Per-job profitability in 48 hours. Monthly close in 24.
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.
30-day refundable pilot · Founder-led onboarding · Cancel anytime
Sample report. Your shop's real per-job P&Ls land in your Slack channel within 48 hours of job completion.
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.
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.
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.
Connect your bank, cards, and field-service tool
Plaid links your accounts. We connect to Jobber or Housecall Pro directly — no manual rekeying, no CSV exports.
AI agents categorize and reconcile in real time
Transactions land in your ledger, mapped to a chart of accounts built for your trade. Receipts from supply-house runs are scanned and matched to jobs.
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.
Per-job P&L in Slack within 48 hours
Ask "did the Henderson install make money?" in your dedicated Slack channel. Get an answer back the same day — not three weeks later.
Replaces your current bookkeeper
Cheaper than QBO + a part-time bookkeeper + manual Jobber handoff. Faster, and with detail they can't deliver.
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
Your new setup
- Poof handles QBO categorization and reconciliation in real time
- Direct Jobber and Housecall Pro sync — job data flows into the ledger automatically
- Managed-service tier at $999/mo — and you get controller review on every decision
- Monthly close in 24 hours. Per-job P&L within 48 hours of the truck leaving
- 1099-ready every January — contractors tracked all year, not the week before the deadline
Pricing built for trade shops
Replaces a $1,000–$1,500/mo bookkeeper, and delivers detail they can't. No long-term contract.
Poof Managed for Trades
2–4 truck shops, $750K–$1.5M revenue
- All Poof Professional features included
- Per-job P&L within 48 hours
- Monthly close in 24 hours
- Direct Jobber / Housecall Pro sync
- Dedicated Slack channel
- Monthly variance review
Poof Managed for Trades Plus
5+ truck shops, $1.5M–$3M revenue
- Everything in Managed for Trades
- Multi-location reporting
- Quarterly review call
- Priority response
Onboarding (one-time)
Historical cleanup up to 18 months, QBO or Xero migration, Jobber / Housecall Pro setup, chart of accounts aligned to your trade.
Trade pilot
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.
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 $1,000+/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. Poof connects directly to Jobber and Housecall Pro — 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. Speed: monthly close in 24 hours, not 2–3 weeks. Granularity: per-job P&L in 48 hours, which most part-time bookkeepers can't deliver at any price. Accountability: a former controller reviewing the work, with an audit-grade ledger underneath.
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 P&L in 48 hours. Monthly close in 24. Starts at $999/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.