01
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Project Costing & Bidding
Know your true cost before you submit the bid.
Equipment, ductwork, refrigerant, controls, labour by trade, subcontractors, lifts, freight, overhead. We build a costing engine that prices every job to win AND to profit. No more "we got the job but lost money."
02
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POC Revenue Recognition
Multi-month installs, recognized correctly under GAAP.
Percentage-of-completion accounting, WIP schedules, cost-to-complete tracking, overbilling/underbilling reconciliation. Your revenue matches reality, your cash flow stays predictable, and your statements pass any audit.
03
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Materials & Equipment Tracking
RTUs, chillers, VRFs, accessories—tracked to the unit.
Equipment-heavy jobs require equipment-grade tracking. Serial numbers, lead times, vendor terms, on-site vs warehouse, install vs spare. Never lose track of a $40k unit again.
04
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Daily Margin Tracking
Know your job margin today, not when the project closes.
We forecast project profitability at bid, then monitor it daily. Labour overruns, scope creep, change orders, equipment substitutions—you'll see margin slipping while there's still time to course-correct.
05
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Multi-State Crew Payroll
Crews crossing borders, paid right, every time.
Travelling install crews trigger multi-state nexus, multi-jurisdiction payroll taxes, and cross-border compliance headaches. We handle wages, deductions, remittances and compliance across every state and province your crews work in.
06
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Cost & Vendor Intelligence
Every dollar to suppliers audited. Every purchase tracked.
Price history per supplier, cost creep detection, vendor classification, purchase order tracking. Your equipment and materials margin stays protected even when supplier prices move every quarter.
07
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Field Progress Tracking
Real-time visibility from the rooftop to the office.
TRACE puts a custom mobile checklist in your foreman's hand. Real-time sync, completion tracking, progress dashboard. Bill milestones on actual completion—not on what someone thinks happened last week.
08
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Dedicated Bookkeeping
Your books closed on time, every month, audit-ready.
Every transaction categorized, every account reconciled, every month closed on time. WIP, retainage, change orders, deposits—we know how HVAC books should look. Always audit-ready, always decision-ready.
09
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Tax & Cross-Border Compliance
Multi-state and Canada-USA complexity, handled.
Cross-border operations, multi-state nexus from travelling crews, sales/use tax on equipment, corporate and personal tax strategy. We navigate the compliance maze so you stay focused on jobs.