Resources · Field Notes

Notes from the field.

Short, practical writing for owners of $750K–$10M plumbing, HVAC, and electrical shops. Job costing, cash, pricing, and the numbers that actually move the business.

Job Costing6 min read

Why your "profitable" install jobs might be losing money.

Blended margins hide the truth. Here's how to split service, install, and commercial so the P&L stops lying to you.

Coming soonIn draft
Cash8 min read

The 13-week cash forecast every trades owner should run.

A profitable month can still drain the bank. The one spreadsheet that tells you what payroll actually looks like six weeks out.

Coming soonIn draft
Pricing5 min read

Your billing rate isn't a markup — it's a multiplier.

Wage plus burden plus overhead plus target margin. What the math actually looks like when you build a rate from the ground up.

Coming soonIn draft
Operations7 min read

What a clean set of books looks like on a Monday morning.

Weekly, not monthly. A walkthrough of the exact dashboard we hand owners in the first 90 days of an engagement.

Coming soonIn draft

Want the numbers for your shop, not somebody else's?

Field Notes is general guidance. A Foundation Call is the same conversation, run against your actual books.