/ Systems architecture · Jobber
Jobber to QuickBooks Online setup for Burlington HVAC contractors
Install, service and maintenance agreements each carry different margins, and Jobber holds all of it. The hard part is telling which one actually made money after the data reaches your books. Burlington is one of Ontario's most competitive markets, where thin margins punish blind spots.
01 How hvac shops break on Jobber
The problem is upstream, before accounting sees it.
- Install revenue and service revenue landing in the same bucket, so margin by line disappears.
- Maintenance-agreement revenue that never ties out cleanly.
- Gross profit per truck and per technician that you cannot see month to month.
02 The build
Fixed scope, $2,500 to $3,000 plus HST. Only after the audit says it is worth it.
- Duplicate cleanup and a proper products and services structure.
- Jobber Payments reconciliation that ties to the bank.
- QuickBooks Online Projects or Classes so crew and job profit show up.
- One-way or two-way sync set on purpose, not by default.
03 Local to Burlington
On call across the Golden Horseshoe.
Burlington is one of Ontario's most competitive markets, where thin margins punish blind spots. I work with Burlington hvac contractors here and across Burlington, Aldershot and Waterdown. Looking for the fractional CFO side? See fractional CFO in Burlington, or the full Jobber and QuickBooks page.
/ Next step
Get your real numbers for Burlington.
The $750 plus HST Diagnostic Audit shows exactly what is breaking between Jobber and your books.