For home services
Every truck, every job, every dollar of marketing.
For HVAC, plumbing, electrical, roofing and landscaping companies. Dear CFO connects ServiceTitan or Jobber, your reviews and your ad spend to your accounting, so you see which jobs and which leads actually pay.
Works with
Revenue per job
$612
+$38 vs last month
Booked-job rate
64%
+3 pts
Illustrative figures
The problem
Busy season hides the leaks
When the phones ring nonstop, nobody checks which ads booked jobs, which technicians upsell, or which service line actually makes money. By the slow season, the cash is gone.
- Jobs and technicians in ServiceTitan or Jobber
- Leads from Google Ads and your listings
- Costs and payroll in the books
ServiceTitan
Jobber
Google Business Profile
Birdeye
Google Ads
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 home services run on.
Illustrative figures
Revenue per job
Invoices joined to jobs, by service line and technician.
$612 average
Technician productivity
Revenue per technician beside labour cost.
76% billable
Booked-job rate
Estimates or requests that became jobs.
64% booked
Reviews and response time
Ratings and how fast you reply, per location.
4.9★
replied within 6 hours
Seasonality
Revenue by month against plan, so the slow season is planned for.
Peak in July
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 home services
Which field software do you support?
ServiceTitan and Jobber, both synced into the same place as your books, reviews and ad spend.
Can I see which ads actually booked jobs?
Google Ads spend sits next to jobs and revenue, so cost per lead and cost per booked job come from real figures rather than platform conversions.
Will it change anything in our systems?
No. Dear CFO only reads from the systems you connect.
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.