Built for Mechanical

Commercial mechanical with the P&L done daily.

Spend management, capital, and live job margin for commercial mechanical shops running large equipment installs and service contracts.

See how it works

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

JOB-2418
Hospital chiller replacement
IN PROGRESS
Revenue
$412,000
Cost-to-date
$238,960
Margin
42%
Equipment82% of budget
Piping67% of budget
Controls54% of budget
Labor91% of budget

Works at the supply houses mechanical contractors actually use

FergusonGraingerTraneDaikinJohnson Controls

Per-project P&L

Live, daily P&L on every active project. Catch the problem at week 2, not at close-out.

Service contract recurring revenue

Maintenance MRR tracked separately from install revenue.

Sub + day-rate labor

Mixed labor pools reconciled cleanly. Pay via ACH, 1099 prep handled.

Built for mechanical 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.

Six-figure jobs need daily visibility. Margin updates as the day's spend reconciles.

  • Real-time material and labor actuals
  • Margin alerts when a job trends thin
  • Compare margin across crews, customers, job types
JOB-2418
Hospital chiller replacement
IN PROGRESS
Revenue
$412,000
Cost-to-date
$238,960
Margin
42%
Equipment82% of budget
Piping67% of budget
Controls54% of budget
Labor91% of budget

Crew Cards

A card for every tech, controls for every dollar.

Chillers, RTUs, boilers — buy ahead with capital that doesn't choke on a single $80k transaction.

  • Locked to Ferguson, Grainger, 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
FergusonGraingerTraneDaikin
DECLINEDChevron Gas — outside locked categories · 8:42 AM

Bill Pay

Pay supply houses and subs from one screen.

Pay sheet metal, controls, insulation subs from one account. 1099s populate themselves.

  • 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
G
Grainger
Net 30 · ACH
$1,648PAID
T
Trane
Net 30 · ACH
$2,910SCHEDULED
D
Daikin
Net 30 · ACH
$3,120DRAFT

Budget vs. Actuals

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

Recurring service margins vs. one-off install margins, separately. Two businesses, two views.

  • 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 · Class A office RTU package
Updated 2 minutes ago
Equipment92% of budget
Piping84% of budget
Controls108% ↑ over
Labor71% of budget
Controls trending 8% over — flagged for review
$215k

Average commercial install ticket

47 hrs/mo

Saved on bookkeeping

1.5%

Cash back on materials

Our jobs are big enough that real-time margin is the difference between a 12% job and a 4% one. Old fintech can't keep up.

Walter Cho

President, Cho Mechanical · Chicago, IL

Real jobs, real margin

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

JobTicket
Hospital chiller replacement$412,000
Class A office RTU package$184,000
Service contract — quarterly PM$8,400
Boiler retrofit — school district$96,200

FAQ

Questions mechanical contractors ask.

Yes. Pre-purchased equipment can be tracked as project-allocated inventory with the cost held against the eventual job.

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

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