You own this.
Here is how.
Thirty minutes on a screenshare. Every account below is created in the name of Canyon HVAC, on a Canyon HVAC card, with rob@canyonhvac.com as the login. You can see all of it, and you can take all of it with you.
You enter your own card, on your own screen. Client infrastructure never goes on a contractor card. That is policy here, because commingling accounts creates a single point of failure and muddies who owns what.
The real cost of your stack: $129 a month fixed, plus about $30 that moves with usage. Every dollar of it is billed to you by the vendor, not by us.
One Gmail filter, set up on the call. It matches invoices and receipts, forwards them to this address, and your service list stays current from then on.
canyon-hvac@in.myvirtualops.comsubject:(receipt OR invoice OR "payment")Renewals watched and flagged before they lapse. Inventory kept current. Failed payments handled. Quarterly cost review, with anything unused cut. Handoff document always up to date. One charge, same day every month.