GrossProfitIsLyingtoYou.
Most trades owners track gross margin — or a number in QuickBooks they hope is right. Profit Wizard connects your books and CRM, shows your real net profit, and gives you a step-by-step plan to hit the margin you want.
Connect once · Understand net profit · Follow your roadmap
Real net margin
After trucks, labor, and overhead
18-month roadmap
From where you are to where you want to be
One connection
QuickBooks + CRM in sync
Why Do You Still Use Gross Profit?
It's the wrong tool for the job. Gross profit hides everything it actually costs to run your business — and most trades owners are making decisions on a number that looks far better than reality.
You know gross margin — not net profit
Revenue minus materials feels like profit. It isn't. Trucks, callbacks, admin labor, insurance, and owner draws still come out — and most owners can't name what's left.
Your books mix business and personal
Trucks, dinners, and write-offs hit the P&L, but they never make it into your pricing. You're running the business on a number that looks better than reality.
Your price book isn't really dynamic
Supplier-linked price books update SKUs — not your true cost per billable hour. When overhead shifts, your margins drift and nobody catches it until it's too late.
You're operating without a real plan
You might know you're "not happy" with profit. You don't have a timeline from today's margin to the one you actually want — or what to change week by week to get there.
You're not alone — and you're not broken. You just need a system that shows net profit, explains it plainly, and tells you what to do next.
Net Profit Is Your Business's True Net Worth.
Just like you'd never judge your own wealth by your paycheck alone, you can't judge your business by gross profit. Net profit is what you actually keep — the real measure of what you're building. That's why it's the only number worth running on.
Gross profit is a vanity number
Revenue minus materials looks healthy on paper — but it ignores trucks, labor, overhead, and everything else that actually leaves your account. It's a number that makes you feel good while the business quietly bleeds.
Net profit is your real net worth
You don't measure your personal wealth by your paycheck — you measure it by what you actually keep. Your business is the same. Net profit is the only number that tells you what you're truly building.
It's the only number that compounds
Every point of net margin is money that pays you, funds growth, and builds equity. Run on net profit and each decision adds to your net worth — instead of slowly chipping away at it.
Net Profit. Guaranteed.
Connect your books and CRM, follow the system, and do what Profit Wizard tells you to do — and you'll hit your target net margin. Don't, and that part's on you. Follow it, and the profit is guaranteed.
QuickBooks, ServiceTitan, Jobber, HouseCall Pro — one connection to your entire stack.
Every overhead line item mapped to jobs. Truck rolls, insurance, callbacks, fuel — the costs that hide in your P&L.
Flat-rate pricing recalculated from your real numbers and pushed back to your CRM when costs shift.
Net margin by job, tech, and trade — updated as you work, not once a quarter.
From today's margin to your target — phased milestones so you know what to fix and when.
Today
8.2%Net margin (estimated)
Goal
20%Target net margin
True cost visibility & price book baseline
Overhead allocation & margin guardrails
Pricing discipline & sustained net margin
Example roadmap — yours is built from your books, CRM, and target margin.
Three Steps. Real Clarity.
No maze of modules. Connect, understand your net profit, and follow a roadmap — like an easy button for owners who are done guessing.
Plug in your books and CRM
Link QuickBooks with ServiceTitan, Jobber, HouseCall Pro, or similar. Profit Wizard pulls your chart of accounts, jobs, and price book — read-only and encrypted. No manual spreadsheets.
Your Stack Wasn't Built to Guarantee Real Profit on Every Job. Profit Wizard Is.
You don't need another complicated dashboard. You need tools that connect — and enable your business to solve real problems and actually make money.
The outdated way
Disconnected CRMs and accounting
ServiceTitan, Jobber, or HouseCall Pro on one side — QuickBooks on the other. Nothing talks. You reconcile by hand and hope the numbers match.
Pricing based off your competitors
You price to match whoever's down the street — not your real costs. When fuel, labor, or insurance moves, margin leaks job after job.
Reports that arrive too late
Quarterly reviews from your accountant tell you what already happened. By then, the jobs are done and the margin is gone.
With Profit Wizard
One connection across your stack
Profit Wizard syncs QuickBooks with your CRM so job data, costs, and pricing live in one place — no duplicate entry.
Real profit, every day
See what you actually keep after overhead, callbacks, and real labor — not just revenue minus materials.
True dynamic pricing
Your price book updates from your real costs — not a competitor's guess — so every job is priced to actually make money.
Every Trade. One Engine.
Whether you run one truck or twenty, Profit Wizard adapts to how home service companies actually operate — across trades, job types, and growth stages.
HVAC
Plumbing
Electrical
Roofing
Pest Control
Landscaping
Garage Doors
Painting
Flooring
General Contractor
Real Numbers. Real Results.
Drag with your mouse, swipe on touch devices, use the side arrows, scroll with the wheel over the cards, or tap the dots to browse stories.
Built for Profit. Not for Accountants.
Profit Wizard's founder ran his business the way everyone does — on gross profit. It wasn't working, and he was overcomplicating it: line-item price books, chasing what the market charged, a dozen numbers that never added up.
The fix was simpler. Treat your business like your own net worth — and watch what it's actually worth move every single day. Take on a truck loan, more parts, more overhead? Fine. The only question is whether every job still covers your real costs.
So we built that into a tool any owner can run. Built for simplicity and profit — not from accountants, and not for them.
First
Years in Trades
Net Worth, Tracked
“We didn't build Profit Wizard for trades companies. We built it as a trades company. That's the difference.”
Questions? Answers.
How does Profit Wizard actually work?
Profit Wizard connects directly to your QuickBooks and CRM (ServiceTitan, Jobber, HouseCall Pro). It ingests your chart of accounts, job history, and material costs. Our True Cost Engine allocates every overhead line item to actual jobs, calculates your real cost per billable hour, rebuilds your price book with accurate markups, and pushes it to your CRM.
Yes. Full platform access at no cost during beta. No credit card required. We're building this with the trades, not just for them. Your feedback shapes the product. Early access members get locked-in founder pricing when we launch.
QuickBooks Online, QuickBooks Desktop, ServiceTitan, Jobber, HouseCall Pro, Successware, and growing. If you use a platform we don't support yet, tell us — we'll prioritize it.
About 15 minutes. Connect QuickBooks, connect your CRM, and Profit Wizard does the rest. No manual data entry. No spreadsheets. First analysis runs within 24 hours.
That's exactly what Profit Wizard fixes. Most price books we see are 15-30% off on material markups alone. Our engine recalculates every flat-rate price using your real overhead, labor rates, and material costs. The rebuilt price book pushes directly to your CRM.
Bank-level encryption. Read-only access to your accounting data. SOC 2 Type II compliant. We never store raw financial data — we process it, calculate metrics, and display results. Your books stay in QuickBooks.
No. Built for owners and operators. The dashboard shows numbers in plain English — net margin by job, by tech, by trade. If your accountant wants access, they can have it. But you won't need them to understand your profitability.
Early access members get locked-in founder pricing — significantly below standard rates. Plus priority feature requests and direct product team access. Pricing announced before beta ends, with 60 days notice minimum.
Stop Guessing. Start Knowing.
You don't need to be a finance expert. Connect your tools, see your real net profit, and get a roadmap to the margin you want.
Book a Demo
No credit card. No commitment. See your real numbers on a live call.