FP&A software for HVAC, plumbing, and the trades

Run a more profitable business and get 20 hours a month back.

Built for HVAC, plumbing, pest control, roofing, electrical, and general contractors. Clockwork customers keep more of every dollar (margins up 15%), grow revenue 20%, and cut costs 35%. You get a 52-week cash flow forecast and a 5-year financial model, built from your books. Connect QuickBooks, Xero, or Excel in about five minutes.

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The problem

Summer runs every crew flat out. Winter barely keeps one busy.

Payroll, trucks, and insurance go out every week no matter the season. And the jobs you finish this month often don’t pay until next month. That gap is where most owners lose sleep.

Seasons that swing your cash

Your best months have to pay for your slow ones. That only works if you set enough aside.

Jobs that pay late

The work is done, but the check is still 30 to 60 days out. Payroll can’t wait that long.

Growth on a gamble

Another crew, another truck, or a new service area. Big bets made without knowing what could go wrong.

The results

What owners in the trades see

20 hours

Back every month

No more rebuilding spreadsheets after the month closes.

15%

Higher margins

See which jobs, crews, and service lines pay off.

20%

More revenue

Add the crew or truck when cash supports it.

35%

Lower costs

Cut materials waste and spending that isn’t paying off.

Source: results reported across Clockwork’s 1,000+ users

Decisions

Questions you can answer with numbers

Can we afford another crew before the busy season?

See the techs, the truck, and the payroll against the money actually coming in, before you hire.

How much cash do we need for the slow season?

Know weeks ahead how low your bank balance will get, and set cash aside while the busy months pay.

Should we finance the new truck or pay cash?

Compare both side by side and see what each one does to your bank balance.

Why owners trust it

Built by a CFO for businesses without one.

Clockwork’s founder ran an outsourced CFO practice and couldn’t find software that gave owners real answers. So he built it.

1,000+

users run on Clockwork

4.9/5

on G2, rated Easiest to Use FP&A Software

Official

Thomson Reuters FP&A partner

No setup

Connect QuickBooks, Xero, or Excel. Nothing to implement.

How owners use it

Your first 90 days with Clockwork

Day 1

Connect and see your numbers

Link QuickBooks, Xero, or Excel. Your cash forecast and 5-year plan build themselves.

Week 1

Your first Monday check-in

See where your bank balance is headed for the next 52 weeks. Mira flags anything that needs attention.

Weeks 2 to 4

Test your first big decision

Try another crew or a new truck before you commit.

Month 2

Cut what isn’t paying off

Spot the costs creeping up and fix them while they’re small.

Month 3

Running like clockwork

Numbers ready every Monday, about 20 hours a month back, and decisions made on facts.