Service Vendors + Clockwork.ai

FP&A software for home and field service businesses

Built for HVAC, plumbing, pest control, roofing, electrical, and general contractors. Connect QuickBooks or Xero and Clockwork forecasts your cash, job margins, and crews for you.

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Clockwork financial dashboard

Run the numbers before the busy season does

Clockwork reads the jobs and payments already in your QuickBooks or Xero and turns them into a forecast. You see cash, job margins, and crew costs without building it by hand.

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    Weekly cash flow forecasting

    Line up deposits, progress draws, retainage, payroll, and material buys against a season that never pays evenly. You'll know where cash stands weeks ahead.

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    Plan seasons, trucks, and territories

    See what a slow winter, another truck, or a new service area does to the business before you take it on.

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    Crew and technician planning

    Add techs, crews, or trucks on paper first. Clockwork shows the hit to cash and margin before you hire.

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    Mira, your AI analyst

    Ask what a second crew before roofing season does to cash, and Mira answers from your own numbers in seconds.

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    Real-time reporting

    Job costs, margins, and A/R update from your transactions, so you're not working off numbers that are a month old.

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    The metrics the trades watch

    Gross margin by job type, service line, and division, plus recurring revenue from maintenance plans, in one place with forecasts.

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    Nothing to set up

    Connect QuickBooks or Xero and your first forecast is ready the same day. No setup fee, no account mapping.

The FP&A platform built for the trades
Leading FP&A NPS score
91
In the top 1% of SaaS companies
Loved by users
4.9
out of 5 stars on G2
Teams save
90%
of time spent on manual reports