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TRACE

The financial tracker

Generally AvailableIncluded in Solo ($149/mo)

TRACE gives you the financial picture every morning — not at the end of the month when it's too late. Daily cash flow, job-level costing, P&L, AR aging, payment tracking, and margin analysis. It pulls from QuickBooks and HouseCall Pro automatically, reconciles the numbers, and shows you the real margin on every install and service call.

Key features

  • Daily cash flow tracking across all bank accounts
  • Job-level profitability — real margin on every install and service call
  • Automatic QuickBooks and HouseCall Pro sync — no manual data entry
  • AR aging with collections escalation tracking
  • Month-over-month and year-over-year comparisons
  • Payment tracking — deposits, progress payments, final payments, CC fees
  • End-of-month projections based on scheduled and in-progress work

Connected intelligence

TRACE is the financial brain that VEGA consults every morning. Low-margin job? VEGA flags it. AR aging past 30 days? The collections specialist drafts a follow-up. Cash flow dipping? VEGA adjusts the morning briefing priorities. CLOSE uses margin data to improve future estimates.

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