--- title: "KPI dashboards for hvac, plumbing, electrical & landscaping" description: "KPI dashboards for hvac, plumbing, electrical & landscaping: finance KPI dashboards in Looker Studio, Fathom or Power BI: revenue, gross margin, DSO, DPO." url: https://ledgerbpo.com/industries/field-services/kpi-dashboards/ updated: 2026-09-11 publisher: LedgerBPO (SS Support Network LLC) language: en-US --- # KPI dashboards for hvac, plumbing, electrical & landscaping A financial dashboard for HVAC, plumbing, electrical & landscaping companies puts the numbers from your field software and your ledger on one page. Average ticket, booked-call conversion and revenue per truck per day come from ServiceTitan, Jobber or Housecall Pro. Gross margin by department, commercial days sales outstanding, maintenance-agreement count and cash on hand come from QuickBooks Online. - Since 2020 - US · UK · CA · AU - Named accountant plus backup - Your software, no lock-in [Get a custom quote](https://ledgerbpo.com/get-a-quote/) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Updated September 2026 ## How it runs for HVAC, plumbing, electrical and landscaping companies Your dedicated accountant refreshes the dashboard after each close, adds a seasonal comparison, and highlights the three figures that moved most. The point is not to build charts; it is to give an owner the same short list of numbers every month so trends are obvious before they become problems. ## What are financial dashboard services? Financial dashboard services design, build and maintain a visual view of your key financial metrics from your accounting, billing and payroll systems. The provider defines each KPI with you, connects the data, refreshes the figures, and checks that every number ties to the ledger. The result is a page you open any day, not a report you wait for. ## What we handle for HVAC, plumbing, electrical and landscaping companies - Average ticket, booked-call conversion and revenue per truck per day from the field software - Gross margin by department and cost per truck from the reconciled ledger - Active maintenance agreements and unearned balance tracked month by month - Commercial DSO and over-60 balance from the aging report - Cash on hand and 13-week cash outlook alongside the operating metrics ## The KPI that matters here The dashboard is refreshed within two business days of each month-end close. ## Field services compliance notes ### Sales tax on services by state Taxability of labor, parts and maintenance agreements is set state by state, and some states also tax at the city or county level. We map your service items to the right tax codes in QuickBooks Online and reconcile the tax collected against the liability each period. Filing stays with you or your tax preparer; we supply the reconciled workings. ### Job costing Materials, technician hours, subcontractor bills and permit fees are coded to the job they belong to, so a large install can be reviewed against its estimate. Progress payments on installs are held as customer deposits until the work is complete, which keeps revenue in the month it was earned. ### Technician commissions Commission plans based on sold revenue, gross margin or spiffs are documented once and calculated the same way every pay period. We accrue the commission in the month of the sale and reverse it when payroll runs, so the P&L does not spike on payday. ### Inventory on trucks Van stock is an asset until it is used, and unrecorded stock is a common reason field-service margins look wrong. We record a monthly count per truck, post the adjustment, and flag trucks whose usage is far above the fleet average for the owner to look into. ## Field services software we work in - [QuickBooks Online](https://ledgerbpo.com/software/quickbooks-online/) - [Gusto](https://ledgerbpo.com/software/gusto/) - ServiceTitan - Jobber - Housecall Pro - [All 50 platforms](https://ledgerbpo.com/software/) ## More for HVAC, plumbing, electrical and landscaping companies Other services for field services - [Bookkeeping](https://ledgerbpo.com/industries/field-services/bookkeeping/) - [Invoicing and billing](https://ledgerbpo.com/industries/field-services/invoicing-and-billing/) - [Accounts receivable](https://ledgerbpo.com/industries/field-services/accounts-receivable/) - [Accounts payable](https://ledgerbpo.com/industries/field-services/accounts-payable/) - [Bank reconciliation](https://ledgerbpo.com/industries/field-services/bank-reconciliation/) - [Month-end close](https://ledgerbpo.com/industries/field-services/month-end-close/) - [All field services services](https://ledgerbpo.com/industries/field-services/) KPI dashboards in other industries - [Marketing agencies & consultancies](https://ledgerbpo.com/industries/agencies/kpi-dashboards/) - [Auto repair shops & dealerships](https://ledgerbpo.com/industries/auto/kpi-dashboards/) - [Behavioral health practices](https://ledgerbpo.com/industries/behavioral-health/kpi-dashboards/) - [Daycares, schools & education](https://ledgerbpo.com/industries/childcare-education/kpi-dashboards/) - [The full kpi dashboards page](https://ledgerbpo.com/services/kpi-dashboards/) ## Frequently asked questions ### Which KPIs matter most for a field-service company? Average ticket, revenue per truck per day, gross margin by department, active maintenance agreements and commercial days sales outstanding cover most of what an owner needs to see monthly. Booked-call conversion and marketing cost per booked call matter when growth is the goal. We start with those and add metrics your business actually uses. ### Where does the dashboard live? In whichever tool you already use. Many owners are happy with a one-page report from QuickBooks Online plus a short sheet, while others want it in Fathom or a spreadsheet dashboard that pulls from both systems. We do not sell dashboard software; the accountant maintains the page and explains the movements in a short note. ### Can the dashboard include operational numbers from ServiceTitan or Jobber? Yes. Booked calls, completed jobs, average ticket and revenue per truck are exported from your field software each month and placed next to the financial figures. Pairing them shows, for example, that revenue rose because tickets got larger rather than because more calls were booked. That distinction changes what an owner does next. Next step ## Books closed. Invoices paid. Every month. Tell us what is going on with your books or billing. You will hear from a named person within 1 business day, with a custom quote and a plan for the first close. - Reply from a named person within 1 business day - No setup fee, month-to-month - Your software, your data, no lock-in Start with a custom quote [Get a custom quote](https://ledgerbpo.com/get-a-quote/) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours. --- Source: https://ledgerbpo.com/industries/field-services/kpi-dashboards/ · Contact: https://ledgerbpo.com/contact/ · Full site map for agents: https://ledgerbpo.com/llms.txt