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 the field-service side, QuickBooks held the books, and no single screen showed the whole business at once.

The Starting Point

Field service and accounting each told half the story. Answering a simple question — how did last week actually go? — meant pulling reports from two systems and stitching them together by hand. That is the exact blind spot the M1COS operating system is built to close, and it is especially costly in HVAC, where install, service, and maintenance each carry a different margin.

What Margin One Did

Margin One connected Burkett Bros' Housecall Pro and QuickBooks Online to M1COS and unified the business into one weekly operating picture:

• 914 customers and 1,734 jobs in a single view
• 1,053 estimates tracked from quote to booked work
• Invoicing, deposits, and purchases pulled straight from QuickBooks

Everything now feeds the same executive dashboard, financial intelligence, and operations views — no more Monday-morning spreadsheet reconciliation.

Why It Matters

Visibility is the foundation everything else is built on. With the data unified, leadership can finally read the business against the numbers that actually drive margin — gross margin, technician utilization, and estimate close rate — and score them against the Home Services Benchmark ranges instead of guessing.

What's Next

With one source of truth in place, the work moves to the weekly operating rhythm: a standing leadership cadence, a KPI scoreboard the whole team can see, and margin scored job by job against benchmark.

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