Service Vendors + Clockwork.ai

FP&A software for home and field service businesses

Booked jobs aren't banked cash. Built for HVAC, plumbing, pest control, roofing, electrical, and general contractors: connect QuickBooks or Xero and see cash, job margins, and crew costs weeks ahead.

Try free
Clockwork financial dashboard

Run the numbers before the busy season does

You already suspect your biggest jobs aren't your best jobs. Clockwork reads the jobs and payments in your QuickBooks or Xero and shows you which crews, jobs, and service lines actually carry the business.

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    Weekly cash flow forecasting

    July runs three crews flat out, February barely keeps one busy, and payroll hits every week regardless. Line up deposits, draws, and retainage against the slow months, weeks before they arrive.

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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

Questions contractors ask

Does Clockwork replace my field service software?

No. Keep the system that dispatches crews and tracks jobs. Clockwork reads the financials in QuickBooks or Xero and covers what happens to the money: forecasts, scenarios, and reporting.

Can it forecast by service line or division?

Yes. Margins and forecasts break out by job type, service line, and division, with maintenance-plan revenue tracked on its own.

What does it cost?

Plans start at $149/month. Business plans include a 14-day free trial, no credit card required.