Built for HVAC

Run your shop on what you actually made today.

Cards, banking, and live job profitability for the trade with the highest material costs and the wildest seasonal swings.

See how it works

Slater is a financial technology company, not a bank. Banking services provided by partner bank, member FDIC.

JOB-2418
Heat pump system, dual zone
IN PROGRESS
Revenue
$195,400
Cost-to-date
$113,332
Margin
42%
Equipment82% of budget
Refrigerant67% of budget
Ductwork54% of budget
Labor91% of budget

Works at the supply houses HVAC contractors actually use

FergusonCarrierTraneLennoxGrainger

Refrigerant + parts on lock

Category-locked cards stop the $300 lunch run that wasn't actually for parts.

Job profitability the day you finish

Materials, labor, and overhead reconciled per job — not at month-end.

Equipment financing built in

Need a new service van or a $40k condenser inventory? Capital that knows your seasonal cash cycle.

Built for HVAC contractors

See and control every dollar, from the job site to the books.

Job Profitability

Live margin on every job — no waiting for the bookkeeper.

Heat pump quoted at 32% — by Wednesday it's at 21% because copper jumped. See it before you sign the next change order.

  • Real-time material and labor actuals
  • Margin alerts when a job trends thin
  • Compare margin across crews, customers, job types
JOB-2418
Heat pump system, dual zone
IN PROGRESS
Revenue
$195,400
Cost-to-date
$113,332
Margin
42%
Equipment82% of budget
Refrigerant67% of budget
Ductwork54% of budget
Labor91% of budget

Crew Cards

A card for every tech, controls for every dollar.

Issue a card to every tech with a daily limit. Auto-locked to Ferguson, Carrier, Trane, and Grainger. No more reimbursement folders.

  • Locked to Ferguson, Carrier, Trane, and other supply houses
  • Per-card daily limits and per-card geofencing
  • Receipt-by-text — no app for the crew to install
CARD · J. PEREZ
Tech crew lead
ACTIVE
Daily limit
$850
Spent today
$412
Locked to
FergusonCarrierTraneLennox
DECLINEDChevron Gas — outside locked categories · 8:42 AM

Bill Pay

Pay supply houses and subs from one screen.

Pay Ferguson and Carrier from one screen. ACH the day-of, never miss an early-pay discount.

  • ACH the day-of, never miss an early-pay discount
  • Approval flows when you want them, instant when you don't
  • 1099 prep handled automatically at year-end
Outgoing this week
$11,958
4 BILLS
F
Ferguson
Net 30 · ACH
$4,280PAID
C
Carrier
Net 30 · ACH
$1,648PAID
T
Trane
Net 30 · ACH
$2,910SCHEDULED
L
Lennox
Net 30 · ACH
$3,120DRAFT

Budget vs. Actuals

Catch overruns at week 2, not at close-out.

Auto-move 28% of every deposit into a separate tax sub-account. Dodge the November scramble.

  • Budget by cost code, not just job total
  • Variance alerts at thresholds you set
  • Roll-up across all open jobs in one screen
Budget vs. actual
Project · Furnace replacement — Marriott
Updated 2 minutes ago
Equipment92% of budget
Refrigerant84% of budget
Ductwork108% ↑ over
Labor71% of budget
Ductwork trending 8% over — flagged for review
$8,400

Average residential install ticket

47 hrs/mo

Saved on bookkeeping

1.5%

Cash back on materials

I used to find out a job lost money when my accountant called me in April. Now I know by Thursday of the week it closes.

Mike Rodriguez

Owner, Rodriguez HVAC · Phoenix, AZ

Real jobs, real margin

See every job's P&L the moment it closes.

JobTicket
Heat pump system, dual zone$195,400
Furnace replacement — Marriott$8,400
AC install — 15 Birch Lane$12,600
Commercial duct cleaning$6,200

FAQ

Questions HVAC contractors ask.

Yes. Cards auto-categorize spend at every major HVAC supply house, and you can lock cards to specific vendor categories so a tech can't accidentally buy lunch on the company card.

Built for HVAC contractors. Run the money in 10 minutes a day.

Apply in under 10 minutes. No credit pull. No fee to open.