/ Systems architecture · ServiceTitan
ServiceTitan to QuickBooks or Sage setup for Oakville HVAC contractors
Install, service and maintenance agreements each carry different margins, and ServiceTitan holds all of it. The hard part is telling which one actually made money after the data reaches your books. Oakville's premium market rewards contractors who can prove their numbers.
01 How hvac shops break on ServiceTitan
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, $5,000 to $8,000 plus HST. Only after the audit says it is worth it.
- Rebuild the item and GL map so products, business units and classes survive the sync.
- A merchant clearing workflow that separates gross sales, fees, refunds and deposits.
- A reviewed export cadence: who posts, who accepts, who checks the rejects.
- A WIP bridge where project work is turned on.
03 Local to Oakville
On call across the Golden Horseshoe.
Oakville's premium market rewards contractors who can prove their numbers. I work with Oakville hvac contractors here and across Oakville, Bronte and Milton. Looking for the fractional CFO side? See fractional CFO in Oakville, or the full ServiceTitan to QuickBooks page.
/ Next step
Get your real numbers for Oakville.
The $750 plus HST Diagnostic Audit shows exactly what is breaking between ServiceTitan and your books.