Your service vs. new-construction margin, delivered reliably every month-end

Most plumbing owners can't say, without a night of spreadsheet work, whether service calls or new-construction jobs actually carried the month. The numbers sit scattered across the field software, the bank feed, and a pile of supplier invoices. TeamShift runs a deterministic monthly operation that pulls those sources, splits margin by work type, flags what changed, and delivers the packet to your inbox. You approve it; it's done. No spreadsheet night, no waiting on the accountant.

The handoff is intentionally plain. TeamShift scopes the plumbing monthly summary workflow, maps it to Monthly financial summary, and shows you what will be gathered, drafted, sent, or held. Routine work can move quickly once the rules are approved. Pricing, scheduling promises, payments, account changes, and anything unclear come back to a person before it leaves the system.

Early-stage note: TeamShift is not using invented customer logos or made-up case studies. Named results will be published only after live customer work is complete and the customer approves the reference. Until then, these pages describe the operating workflow, the review gate, and the exact handoff you should expect.

A plumbing owner searching for a monthly summary usually has a specific blind spot: service tickets and new-construction jobs run on different math, but the bookkeeping blends them. Service is high-volume, fast-pay, parts-heavy.

• Service revenue and new-construction draws often land in the same income account, so margin by work type is invisible until someone manually separates them.
• Supplier invoices for a new-construction job can arrive a month after the labor was paid, distorting which period looks profitable.
• Field software reports job-level numbers; the bank feed reports cash; neither reconciles the two into a single owner-ready read.

TeamShift connects the places your numbers already live — the field software, the accounting file, and the bank feed — and runs the same deterministic operation each month. Every job is tagged service or new-construction using your own categories, then totaled for revenue, material cost, and labor against each bucket.

• We pull from your existing field software, accounting file, and bank feed — no new dashboard to log into.
• Each job is tagged service or new-construction using categories you define, so the split matches how you actually run.
• Uncategorized or split-type jobs are routed to you with a specific question; the operation holds until you answer.

What you receive is short and actionable: revenue, cost, and margin for service versus new-construction, plus what moved from last month and why. You scan it in a few minutes, approve it, or send back a question — and the operation doesn't close until you do.

• The summary fits on one screen: two columns, the month's change, and a plain note on what drove it.
• Repricing a service plan, firing a slow-paying builder, or shifting crews between service and new work stays your call — made with a clear number in hand.
• Sending a question back is one reply; the packet doesn't close until you approve it.

Plumbing owners look up how to separate service from new-construction profit at every month-end, because the question recurs and generic accounting advice never answers it for a two-trade shop. That makes it a durable search wedge, not a one-time spike.

• The service-vs-new-construction margin question is evergreen: it returns every close, for every multi-trade plumbing shop.
• Generic small-business accounting content never splits by trade work type, leaving a specific gap this page fills with a concrete delivered outcome.
• Internal links to books-cleaned, the HVAC summary, and self-running reports build a connected money-clarity cluster.