Burkett Bros HVAC: One Weekly Picture Across Field Service and Accounting

Burkett Bros HVAC runs a busy, growing shop — hundreds of jobs a month across install, service, and maintenance. Like most contractors that size, they didn't have a data problem. They had a visibility problem: Housecall Pro held everything that happened in the field, QuickBooks held everything that happened to the money, and no single screen ever showed the two together.

The Starting Point

Field service and accounting each told half the story. The schedule board knew which jobs ran; the general ledger knew what got deposited. Neither knew the number that actually matters — what the business made, by job type, last week. Answering it meant exporting from both systems and stitching spreadsheets together by hand every Monday. That is the exact blind spot the M1COS operating system closes, and it is especially expensive in HVAC, where an install, a maintenance call, and a warranty return each carry a very different margin — and a blended average hides which is which.

What Margin One Connected

Margin One connected Burkett Bros' Housecall Pro and QuickBooks Online directly to M1COS and pulled the whole operation into one place:

• 914 customers and 1,734 jobs unified into a single view
• 1,053 estimates tracked from quote through to booked work
• Invoices, deposits, and vendor purchases synced straight from QuickBooks

The sync runs continuously, so the picture stays current without anyone touching a spreadsheet. What used to be a Monday-morning reconciliation is now simply there when leadership sits down.

The One-Screen Operating Picture

With the data unified, every part of the business reads from the same source of truth:

• The executive dashboard rolls revenue, gross profit, and job volume into one weekly snapshot.
• Financial intelligence ties QuickBooks deposits and purchases back to the work that produced them.
• The operations view follows jobs and estimates from lead through booked work.

The Questions Burkett Can Now Answer — Every Week

Visibility isn't the end goal; it's the ability to answer, in seconds, questions that used to take a day of spreadsheet work:

• Which job types are actually carrying our margin, and which are quietly losing money?
• How many estimates did we write, and how many turned into booked jobs?
• Where is technician time going — and how much of it is billable?
• Is cash where it should be, given the work we delivered?

Why Visibility Comes First

Every improvement a contractor wants — a healthier gross margin, higher technician utilization, a stronger estimate close rate — depends on being able to see the number first. You can't fix what a blended average hides. With Burkett's data unified, each of those metrics can be measured on their real numbers and scored against the Home Services Benchmark ranges instead of guessed at.

What's Next

One source of truth is the foundation, not the finish line. From here the work moves to the weekly operating rhythm Margin One installs: a standing leadership meeting with a real agenda, a KPI scoreboard the whole team can see, and margin reviewed job by job against benchmark — the operator's cadence that separates a business that's run from one that's merely busy.

Want the same one-screen view of your business? Book a Call.