Bookkeeping for HVAC and plumbing businesses

Bookkeeping for HVAC and plumbing, without the overhead

HVAC and plumbing businesses tend to have predictable money flows: frequent supply house purchases, parts and equipment, fuel and vehicle costs, tools, insurance, and customer payments that arrive through a card processor or bank deposit. The bookkeeping challenge is volume, not complexity. Dozens of similar transactions every week need to land in the right category.

ConsulBooks is designed for that pattern. Connect your accounts through Plaid or import bank files. Saved rules handle suppliers you have already approved, and optional AI suggestions cover new ones with a confidence score and a short reason. Only unclear items reach your review list.

Works alongside your field service tool

Many shops already use software for dispatch, scheduling and invoicing. ConsulBooks does not replace that and does not try to. There is no dispatch board, technician scheduling, service agreement tracking, job costing or payroll. It focuses on keeping the books underneath accurate so your accountant is not untangling a year of uncategorized card charges in March.

At year end, download a package with profit and loss, balance sheet, trial balance, general ledger and transaction CSVs, or invite your accountant with revocable read-only access.

When a bigger system makes sense

If you run several crews, need payroll and job costing in one place, or your accountant requires a specific platform, QuickBooks or a dedicated trades product may fit better. For a smaller shop that wants categorized books with less effort, open the demo workspace to see sample data, then start free with no credit card.