Built for HVAC contractors

Did this HVAC job actually make money?

MarginMate helps you log each job in under 90 seconds, track labor and material spend, and see true margin automatically — plus SMS automation for tech-en-route updates, seasonal tune-up reminders, and post-job thank-yous. Keep your existing invoicing tools.

  • Track service time and travel time separately
  • 📈See margin by maintenance and install jobs
  • 📱Automated ETA and seasonal reminder texts
  • 🔌Keep using Jobber and QuickBooks

Early access includes 3 months free for selected beta users.

Built around real HVAC workflows

Maintenance visits Emergency repairs System installs Seasonal tune-ups SMS updates
Quoted work is not always profitable after labor and materials.
Travel and troubleshooting time can quietly cut margin.
One dashboard helps you prioritize the best job types.

What changes in your first week

This is not another full operations suite. It is a fast profitability lens you can check between jobs.

90 sec

target maximum time to log a job

1 week

to identify your most profitable job type

0 switch

required from your current invoicing tools

How it works in 3 steps

Keep your current invoicing tools. MarginMate gives one clear answer: true job profitability.

Step 1

1) Log each job quickly

Capture job details before moving to the next call.

Step 2

2) Track labor and materials

Add labor hours and material spend with minimal admin.

Step 3

3) Review margin instantly

See profit and margin per job without spreadsheets.

What you get from day one

Everything here is built to help you see true profitability quickly, with almost no admin overhead.

  • Job logging: Name, customer, date, and type.
  • Time tracking: Track service and travel time.
  • Materials: Enter total part and material spend, optional receipt photo.
  • Instant margin: Profit and margin by job.
  • Job history: Sortable list to spot patterns quickly.
  • Weekly summary: Jobs, revenue, profit, average margin.
  • SMS automation: Tech-en-route texts before maintenance calls, seasonal tune-up reminders, thank-yous, and review requests — without extra phone tag.

Why we stay focused

This is the Occam's razor approach to job profitability: one sharp tool for margin and productivity clarity, without replacing your full workflow.

  • No dispatching or route planning.
  • No customer portal.
  • No inventory management.
  • No scheduling calendar.
  • No invoicing replacement for Jobber or QuickBooks.
  • No compliance modules in MVP.

See MarginMate in action

Four quick screen teasers: weekly dashboard, job list, fast job logging, and instant job-level profit result.

Dashboard

This week - Apr 21-27

Revenue

$3,240

Profit

$1,870

Jobs done

7

Avg margin

57%

Profit this week

Margin by job type

Bathroom
78%
Boiler
51%
Drain fix
34%
+ Log a job

1. Dashboard

All jobs

April 2026 - 12 jobs

Miller - bathroom

Apr 26 - 3.5 h

78%

Kovac - boiler

Apr 25 - 2 h

51%

Novak - drain

Apr 24 - 1 h

34%

Smith - install

Apr 23 - 5 h

71%

Jones - repair

Apr 22 - 1.5 h

48%

Brown - boiler

Apr 21 - 2 h

29%
+ Log a job

2. Job list

Log a job

~60 seconds to complete

Miller
Bathroom install
$680

Time on job

3:28

Stop timer
$112
25 min
Calculate profit

3. Log a job

Job result

Miller - bathroom install

Invoice $680
Labor (3.5h x $45) - $158
Travel (25 min) - $19
Materials - $112

$391 profit

57% margin - solid job

vs your average

+8% above average

Share invoice Done

4. Job result

Simple pricing for HVAC contractors

One plan to start. No sales calls. Cancel anytime.

Beta access

Join now and lock in early access.

3 months free for selected early users.

Why this works

Keep your existing process and add job-level margin clarity.

Your data stays yours

MarginMate is a private profitability tool. We do not report your job data to tax authorities, and we do not sell your data.

No automatic IRS reporting

MarginMate does not file, submit, or transmit your numbers to the IRS or other tax agencies.

Privacy-first by default

Your job, revenue, time, and material entries are for your team and your internal decisions.

No data resale

We do not sell contractor data to advertisers, brokers, or third-party marketers.

FAQ

Do I need to switch from Jobber or QuickBooks?

No. Keep using your current invoicing and admin tools.

How long does job logging take?

Fast enough to fit between stops - most folks wrap up in about a minute and a half, often less.

Can I track travel time separately from work time?

Yes, travel and labor time are tracked as separate cost inputs.

Do you report my data to the IRS or other authorities?

No. MarginMate does not automatically report your job data to tax authorities. Your records remain private to your account.

Can MarginMate text my customers automatically?

Yes. Send automated tech-en-route updates, day-before appointment reminders, seasonal tune-up nudges, and post-job thank-yous — all alongside your existing invoicing tools.

Join MarginMate

Built for HVAC contractors who need fast profitability visibility.

Start being smart about your jobs margin

Quick setup. Keep your existing tools. Cancel anytime.

Join MarginMate Today