For field service
Which jobs pay, and how fast.
For commercial service companies running maintenance contracts and dispatch. Dear CFO connects ServiceTitan or Jobber to your accounting and CRM, so revenue per job, technician and business unit sit next to what that work costs.
Works with
Days to payment
34 days
−5 days
Business unit margin
41%
+2 pts
Illustrative figures
The problem
Great at running jobs, blind on the numbers
The field software knows every job and invoice. The books know every cost. Neither knows which work is actually profitable, or how long you wait to get paid, until someone builds it by hand.
- Jobs and dispatch in the field software
- Contracts and pipeline in the CRM
- Costs in the books
ServiceTitan
Jobber
QuickBooks Online
Xero
HubSpot
Dear CFOOne live set of numbersHow it works
Everything flows into one live set of numbers.
Each system syncs on its own schedule into one managed warehouse. Statements, metrics and answers all read from it, so they always agree.
Live statements
P&L and balance sheet, current
Your metrics
Defined once, kept current
Answers
Ask in plain English
Numbers you can track
The numbers field service run on.
Illustrative figures
Business unit margin
Each unit’s revenue next to its costs from your accounting.
Best unit: 46%
Revenue per job
Invoices joined to jobs, by job type and business unit.
$1,240
average commercial job
Technician productivity
Revenue per technician beside labour cost.
79% billable
Estimate close rate
Estimates or quotes that became jobs.
58% closed
Contract pipeline
Maintenance contracts in HubSpot or Salesforce beside booked revenue.
2.4×
pipeline to quarterly target
What you get
Built on the whole system.
KPI dashboards and scorecards
Define each metric once and use it everywhere: dashboards built from tiles, and a scorecard where every seat owns the numbers it is accountable for.
Learn moreForecasting and budgeting
A financial model with your actuals already in it: compare scenarios, freeze a budget, and score every period against it automatically.
Learn moreAI financial analyst
Ask questions about your revenue, cash, customers and margins in plain English. Dear CFO answers from your own books and shows the work behind every answer.
Learn moreQuestions
Dear CFO for field service
Do you support ServiceTitan and Jobber?
Both. ServiceTitan connects with credentials from your admin; Jobber connects by signing in as an account admin.
Can I see margin by business unit?
Yes. ServiceTitan business units and jobs sit next to your accounting, so each unit’s revenue can be set against its costs.
Will it change anything in our field software?
No. Dear CFO only reads.
See it against your own numbers.
Create a login and connect your systems in minutes, or book a call and we will walk through it with your business in mind.