Field Services finance tools
Updated 7 August 2026
Free, interactive calculators and assessments, nothing to download, nothing saved. Use them right in your browser.
Job Costing Calculator
True cost, gross profit, and margin on a single job.
Open tool →Pricing & Margin Calculator
The minimum price to hit your target profit.
Open tool →Technician Productivity Calculator
The share of paid hours billed, revenue per hour, and callback rate.
Open tool →Fleet Cost Tracker
A vehicle's true monthly cost vs. the profit it supports.
Open tool →13-Week Cash Flow Forecast
Map the next 13 weeks of cash, week by week.
Open tool →Finance Readiness Assessment
Rate 15 finance areas of your business.
Open tool →Growth Readiness Checklist
Ten checks before you add capacity.
Open tool →Where to next
Want the books off your plate?
Book a short call, and we'll give you an expert view of your situation.
Free Consult →How to use these
Calculators and checklists for HVAC, plumbing, electrical and other trades businesses, free and run in the browser.
Nothing is saved, nothing is downloaded, and none of it requires talking to us first.
Questions we get asked
Which tool should I start with?
Job costing. Everything else in a trades business is an average until job-level margin is known.
Do these save my numbers?
No. Nothing is stored and nothing is sent. Close the tab and it is gone.
Field service tools
Job costing, pricing, fleet cost and technician productivity, worked on your own numbers.
- Field services finance readiness Rate your field-services business across 15 finance areas and see whether finance is an asset or a risk.
- Fleet cost tracker Track the true monthly cost of a vehicle or piece of equipment against the revenue it supports.
- Growth readiness checklist Ten yes/no checks on whether your field-services business is ready to add capacity or grow.
- Job costing calculator Work out the true cost, gross profit, and margin of a field-services job.
- Pricing & margin calculator Find the minimum price to hit your target profit on a field-services job.
- Technician productivity calculator Work out a technician’s utilization, revenue per hour, and gross profit to see who is really carrying the work.
Nothing here is gated and nothing asks for an email. If a tool raises a question about your own numbers, say so and we will look at it with you.
If you want this done for you
What happens next
Reading about it and having it done are different things. Here is exactly what happens if you want the second one.
- The call takes thirty minutesYou describe the business and where the numbers are letting you down. We give you an expert view of your situation, and what we would start with. There is no pitch deck.
- We look at the fileYou give us read access to the books as they are. We come back with what is wrong, what it will take to fix, and whether the answer is bookkeeping, controller work, or something else.
- We send a written scope and a priceIt lists what we do each month, what you get, the date it lands and the fee. We agree it before anything starts, and it does not change unless you agree.
- We take over the books and close the first monthWe set up access and systems and enter the opening balances. The first close lands on the date in the scope, and every one after it does too.