HVAC · Plumbing · Electrical · Roofing · And more

Stop guessing which jobs made you money.

QuickBooks tells you what happened. Roughin tells you what it means. Real-time job costing, 13-week cash forecasts, and a field quoting app that keeps your margins protected — even in the field.

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Owner Dashboard — Live
Cash in 13 wks
$127,400
vs last month
Gross margin (MTD)
41.2%
vs last month
Jobs this month
34
vs last month
Overdue invoices
$18,640
vs last month
Today13 weeks out
2 invoices overdue 30+ days — send reminders
13-wk
Cash forecast horizon
3
Pricing tiers per job
0%
Margin exposed to techs
<5 min
QuickBooks setup
Before Roughin

Sound familiar?

You find out about a bad month 30 days after it happened.
Your techs quote from gut feel — and you have no idea what they promised.
QuickBooks has the numbers, but reading it takes hours you don't have.
Cash gets tight every spring and fall, but you never see it coming.
Customers book by calling — you miss jobs when no one answers.
After Roughin

Run your shop with clarity.

Dashboard updates in real time — no waiting for month-end.
Techs quote from floor/recommended/premium tiers you set. Zero cost data exposed.
P&L report shows exactly where you made and lost money — by job type.
13-week cash forecast shows you exactly when cash gets tight.
Customers book online 24/7 — jobs flow in while you sleep.
Why Roughin

Schedulers tell you what's booked.
Roughin tells you what you kept.

The median trades shop nets 5.8%. The top quartile nets 13.2%. The difference isn't how hard they work — it's whether the owner knows the numbers. Enterprise platforms bury that answer under a six-figure rollout; simple schedulers never surface it at all.

Built for
Enterprise FSM
20+ trucks with office departments
Simple schedulers
Scheduling & dispatch basics
Roughin
Owners of 1–10 truck shops
Real cost
Enterprise FSM
$30k–48k/yr + implementation fees
Simple schedulers
$49–249/mo, insight costs extra
Roughin
$149–499/mo flat — no setup fees
Time to value
Enterprise FSM
6–12 month implementation
Simple schedulers
Days — but numbers stay shallow
Roughin
Before lunch, with QuickBooks sync
Financial answers
Enterprise FSM
Deep, if you staff an analyst
Simple schedulers
Revenue totals, little else
Roughin
Margin by job type, cash 13 weeks out, industry benchmarks
Margin protection
Enterprise FSM
Pricebook modules to configure
Simple schedulers
Techs see what you charge
Roughin
Tier pricing — techs never see cost data
Your data
Enterprise FSM
Early-termination fees; exports go through support
Simple schedulers
Exports vary by plan tier
Roughin
One-click CSV export of everything, any time — no exit fees

Pricing and implementation figures reflect published 2026 industry comparisons of leading field service platforms.

Platform capabilities

Everything a trades shop needs.
Nothing it doesn't.

13-Week Cash Forecast

See your exact cash position 13 weeks out. Seasonal gaps show up before they hurt your payroll.

Real-Time Job Costing

Know your gross margin per job type — AC tune-ups vs installs vs service calls. See which work is worth chasing.

Tech Quoting App

Techs quote from floor, recommended, and premium tiers you set. They never see your cost data or margins.

Jobs & Dispatch

In the field

Schedule jobs, assign techs, drag to reschedule on the calendar. On My Way SMS fires in one tap. Everything in sync.

Tech Performance Scores

See which techs are hitting margin targets and which aren't. Revenue by tech, on-time rate, avg rating.

Marketing Attribution

See which lead sources bring in the most customers, revenue, and highest-value jobs — so you double down on what actually books work.

QuickBooks Sync

Connect QBO and your customers import in minutes — de-duplicated automatically. A sync health panel shows exactly what synced and when.

Customer Portal

New

Every customer gets a personal portal link — view job history, pay invoices, and request new service from any device.

Service Agreements

New

Track recurring maintenance plans and auto-generate draft invoices when agreements are due — no manual tracking.

Online Booking

New

Give customers a booking link for your website. They pick a service and submit — the job lands in your dashboard automatically.

Setup in minutes

Up and running before lunch.

1

Create your account

Sign up, enter your company info, and set up your first service type with pricing tiers. The onboarding wizard walks you through it.

2

Set your pricing tiers

Enter floor, recommended, and premium prices for each job type. Techs can quote immediately — they never see your cost data.

3

Watch your dashboard

Real-time job margins, cash forecast, AR aging, and tech performance scores update as your team works.

Tech Quoting — AC Tune-Up
Floor
Minimum acceptable
$289
Recommended
Best margin + close rate
$420
Premium
Full-scope option
$615
Margin protected · techs never see your cost data
What shops are saying

Built with real feedback from the field.

I used to find out I had a bad month when my accountant called. Now I know by Tuesday morning.

Mike H.
Precision HVAC · Indianapolis, IN

My techs are quoting way more consistently. They hit recommended tier 80% of the time now.

Sandra T.
River City Plumbing · Louisville, KY

I pulled up the job costing report and immediately cut two job types that were eating margin. Paid for itself in a week.

Jordan R.
Bright Wire Electric · Cincinnati, OH
Transparent pricing

Plans built for shops, not enterprises.

The price on this page is the price on your invoice. Every feature in your plan is included — nothing sits behind an add-on.

Starter
$149/mo
1 owner + up to 3 techs
Most popular
Operator
$299/mo
Owner + office manager + up to 10 techs
Growth
$499/mo
Unlimited seats + multi-location
Month-to-month — cancel any time No setup or implementation fees Export your data any time, free
See full pricing details →

Ready to run a tighter shop?

Join trades owners who finally know their numbers — job by job, week by week. Start your free trial in under 5 minutes.

14-day free trial · No credit card required · Cancel any time