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Keep the books where the jobs are

Expenses with receipts on every plan; on Pro, a full set of books: chart of accounts, bank feed, reconciliation, sales tax, fixed assets and a year-end pack for your accountant.

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Free for 14 days. No credit card needed.

In short: Every Crewhand plan tracks expenses, bills and receipts. The Pro plan adds full bookkeeping: chart of accounts, ledger, profit and loss, balance sheet, a bank feed with matching rules, reconciliation, sales tax, fixed assets, 1099 and W-2 prep, and an accountant pack. You can import customers, vendors, services and open invoices from QuickBooks.

Every plan

  • Expenses with receipts attached
  • A receipt inbox matched to expenses and bills
  • Vendors, bills and tax rates
  • Job costs alongside what the job billed

The books (Pro)

  • Chart of accounts, ledger, trial balance, P&L and balance sheet
  • A bank feed with rules and bulk categorizing, or bank CSV import
  • Reconciliation you can finish and undo
  • Sales tax on accrual or cash basis

Year end (Pro)

  • Fixed assets and depreciation from your equipment list
  • 1099-NEC and W-2 prep (it prepares the forms; you or your accountant file them)
  • An accountant pack, or send it straight to your accountant
  • Import from QuickBooks: customers, vendors, services, open invoices

Set up for Pressure washing, Lawn care and landscaping, HVAC, Plumbing, Cleaning and janitorial, Pest control, Window cleaning companies, and 21 more trades.

Questions

Bookkeeping: common questions

Can Crewhand replace QuickBooks?

For many small service companies, yes: the Pro plan covers the books most of them need. Keep QuickBooks if you need multiple entities, inventory costing, or your accountant requires it.

Does it connect to my bank?

On Pro, a bank feed brings in transactions and matches them to jobs, bills and expenses, with rules for the ones that repeat. You can also import a bank CSV.

Does it file my taxes?

No. It prepares sales tax reports and 1099 and W-2 forms and packs everything up for your accountant; filing is done by you or your accountant.

Which Crewhand plans include bookkeeping?

Expenses, bills and receipts are on every plan. The full books, bank feed, reconciliation and year-end tools are on Pro.

Works with the rest of Crewhand

Quotes and estimatesOptions, e-signatures, deposits and follow-upsScheduling and dispatchCalendar, dispatch board, routes, bookingInvoicing and online paymentsPay links, autopay, reminders, depositsTimesheets and payrollGPS clock-in, overtime, payrollMileage logTrips matched to jobs, IRS rateJob photos and photo reportsWatermarks, before/after, PDF reports

Try Crewhand free for 14 days

Every feature, no credit card. Add your services, your logo and your crew, and send your first quote today.

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