For owners who run on gut feel

You'rerunningyourbusinessongrossprofitandgrossprofitislyingtoyou.

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

Profit Wizard

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

How it works in 3 steps
Connect QuickBooks and your CRM in one placeSee net profit — not just gross marginGet a clear margin roadmap, not another dashboardPrice books that reflect your real costsBuilt for owners who are tired of guessingConnect QuickBooks and your CRM in one placeSee net profit — not just gross marginGet a clear margin roadmap, not another dashboardPrice books that reflect your real costsBuilt for owners who are tired of guessing
Sound Familiar?

Why Do You 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.

01

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.

02

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.

03

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.

04

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.

Why Net Profit Matters

Your Business Has a Net Worth, Too.

Think about your own life. You don't measure your wealth by your paycheck — you measure it by what's left after the mortgage, the taxes, the bills, the everything. That's your net worth. Your business is no different. Net profit is your business's net worth — the only number that tells you what you're actually building, not just what's coming in the door.

1

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.

2

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.

3

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.

The Product

Net Profit. Guaranteed.

Not another dashboard. Not another report. Profit Wizard is a system. Do what it tells you and you'll hit your target net margin — guaranteed. Don't, and that's on you.

01
Multi-Platform SyncConnect

QuickBooks, ServiceTitan, Jobber, HouseCall Pro — one connection to your entire stack.

02
True Cost EngineUnderstand

Every overhead line item mapped to jobs. Truck rolls, insurance, callbacks, fuel — the costs that hide in your P&L.

03
Price Book AlignmentProtect margin

Flat-rate pricing recalculated from your real numbers and pushed back to your CRM when costs shift.

04
Owner DashboardDaily clarity

Net margin by job, tech, and trade — updated as you work, not once a quarter.

05
Margin RoadmapYour plan

From today's margin to your target — phased milestones so you know what to fix and when.

Margin RoadmapYour target: 20%

Today

8.2%

Net margin (estimated)

Goal

20%

Target net margin

Months 1–3

True cost visibility & price book baseline

Months 4–9

Overhead allocation & margin guardrails

Months 10–18

Pricing discipline & sustained net margin

Example roadmap — yours is built from your books, CRM, and target margin.

How It Works

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.

Step 01

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.

QuickBooks Online & Desktop
Major home-service CRMs
One-time setup, not a science project
Book a Demo
The Shift

Your Stack Wasn't Built to Guarantee Real Profit on Every Job. Profit Wizard Was, and Profit Wizard Is.

You need tools that connect — and enable your business to solve real problems and actually make money.

The outdated way

01

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.

02

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.

03

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

01

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.

02

Real profit, every day

See what you actually keep after overhead, callbacks, and real labor — not just revenue minus materials.

03

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.

Industries

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.

01

HVAC

Residential ACCommercialRefrigeration
02

Plumbing

Drain CleaningWater HeaterRepiping
03

Electrical

Panel UpgradesWiringEV Chargers
04

Roofing

ShingleMetalFlat Roof
05

Pest Control

TermiteGeneral PestWildlife
06

Landscaping

HardscapeIrrigationTree Service
07

Garage Doors

InstallRepairOpeners
08

Painting

InteriorExteriorCommercial
09

Flooring

HardwoodTileLVP
10

General Contractor

KitchenBathAdditions
Results

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.

HVACowner
JM

We thought we knew our net margin. Profit Wizard showed us we didn't — and gave us a plan to fix our price book without guessing.

Jake Morrison

Owner, Morrison Mechanical

HVAC
Plumbingoperations
SC

The overhead allocation alone was worth it. We had no idea how much truck rolls and callbacks were actually costing per job.

Sarah Chen

COO, Apex Plumbing Group

Plumbing
Electricalowner
MT

Went from guessing to knowing. Our price book wasn't tied to real costs. Profit Wizard rebuilt it from our actual numbers.

Mike Torres

Owner, Torres Electric

Electrical
Roofingpresident
DW

I've run a roofing company for 15 years and never once knew my true overhead cost per billable hour. Profit Wizard gave me that on day one.

Dan Walsh

President, Walsh Roofing

Roofing
Origin

Built for Profit. Not for Accountants.

01

Paul ran his shop the way everyone runs one — on gross profit, chasing line-item price books, watching what the market charged, juggling a dozen numbers that never added up. It wasn't working.

02

The insight was simpler than all of that. Your business has a net worth. Watch it move every day — a truck loan, more parts, ten hours of labor per tech — and ask one question: does every job still cover it?

03

That's Profit Wizard. Built for simplicity and profit. From the trades, for the trades — not from accountants, and not for them.

Trades

First

15+

Years in Trades

Daily

Net Worth, Tracked

“We didn't build Profit Wizard for trades companies. We built it as a trades company. That's the difference.”

#BuiltByTheTrades
FAQ

Questions? Answers.

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.

Start

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.

Now Booking Demos

Book a Demo

No credit card. No commitment. See your real numbers on a live call.

No Credit CardSOC 2 CompliantCancel Anytime