Financial and commercial visibility for mechanical contractors

From commercial HVAC installations and plant rooms to industrial pipework, refrigeration and public health systems, every project runs on accurate estimating, tight cost control and effective management of labour, materials and subcontractors.

Eque2 gives mechanical contractors one place to estimate, manage cost, control applications and track profitability across every project.

Built for the platforms you trust
Microsoft | Sage | Xero
The platform 3000+ construction businesses rely on
The problem today

profitability shifts faster than a manual process can follow

What commercial and finance teams are dealing with across several live installations at once.

Multiple live projects running at once

Mechanical contractors often run several installations at once, each with different specifications, subcontractor packages and delivery timelines. Commercial teams need to track cost and progress across every site at the same time. Where processes are manual, an accurate job-by-job view of true cost position gets harder as project numbers grow.

Material costs change constantly

Costs shift significantly between tender and installation, and mechanical contractors often carry that risk on fixed-price contracts. Commercial teams need real-time visibility of material cost against the original estimate, so risk is flagged early and decisions get made before the final account.

Frequent variations to manage

Installations are rarely delivered exactly as designed. Late design changes, coordination clashes with other trades and client-driven amendments generate a constant stream of variations to price, agree and track separately from the original scope. Without a clear process, variations get missed or under-valued, and the contractor absorbs cost that should have been recovered.

Labour intensive projects

With a high proportion of project cost tied up in labour, mechanical contractors need accurate, real-time visibility of hours worked against budget on every job. Manual timesheets and disconnected systems make it difficult for commercial teams to spot labour cost overruns as they happen, rather than discovering them once the job is already in the red.
How we help

Built around labour and material-intensive installation work

Procurement, labour, variations, valuations and resource reporting, across every live project.

01 Procurement and supply chain control

Commitments tracked against budget before the invoice arrives

Hold tighter control of project expenditure with integrated supplier management, price comparison and commitment tracking. Procurement teams compare supplier quotations, select the most cost-effective option and manage approved suppliers centrally. As purchase orders are raised, commitments track against project budgets in real time, giving commercial and finance a clearer view of future cost. Potential overspend is identified earlier, forecasting gets more accurate and there is more confidence in project profitability.

02 Connected labour

Labour costs captured against the right project and stage

Connect direct labour to payroll and cost is captured against the correct project, reflecting the accurate stage. With a clearer view of how labour is building on a live project, teams read cost performance and identify issues earlier, and finance processes the pay run with less manual work behind it.

03 Variations and valuations

Recover revenue faster

Variations are captured, tracked and approved with a complete audit trail, which helps teams recover additional revenue and keep control of contract changes. Valuations link directly to project progress and commercial activity, giving an accurate view of work completed for applications, amounts due and the financial position of each project. That supports stronger cash flow and more reliable forecasting.

04 Site requisitions and resource reporting

Site asks, procurement controls, managers see utilisation

Site teams get a simple way to request plant, materials and equipment, with control held through configurable approval workflows. Site requisitions are tracked against the project, so resources are allocated correctly and expenditure is visible before cost is incurred.

Combined with resource reporting, managers understand where labour and plant are deployed, monitor utilisation across projects and make informed decisions about future resource requirements.

AirconMech wanted a system that did not sit in isolation

"We chose Eque2 because its product suite is built on Microsoft foundations. We didn’t want a system that operated in isolation. We needed something that integrated seamlessly with the rest of our business, from payroll and finance to commercial, giving us clear oversight and real-time visibility across projects."

Owen Dempsey
ACA Commercial Finance & Associate Director, AirconMech
Trusted by 3,000 construction businesses in the UK and Ireland
Built on trusted Microsoft and Sage foundations
Which product

Where mechanical contractors start

Discover which product fits your needs best.

Construct

£100k to £25m turnover

Job costing, commitments, applications and commercial reporting alongside your existing accounting, with approval limits that hold before spend affects the contract.

Integrates with Sage 50, Sage 200, Sage Intacct, Sage Payroll, Xero and Xero Payroll.

Evision

£25m turnover and above

The same cost model across multiple companies and locations, with CVR version control and consolidated commercial reporting for the group.

Built on Microsoft Dynamics 365 Business Central.

Evaluate

Estimating Software

Estimating with take-off built in. On-screen take-off with a live link to the bill, mark-up and overlay, and one central set of drawings, measures and mark-ups.

FAQS

What is the best way for mechanical contractors to move on from spreadsheets?

Start by choosing software that matches the size and complexity of the business. For smaller mechanical contractors, Construct gives greater control over estimating, project costing, labour, procurement, invoices and reporting without adding complexity. As the business grows and needs more advanced commercial, operational and financial control, Evision supports larger project portfolios and more sophisticated processes.

How do you automate invoice processing for a construction business?

Construct captures supplier invoices using AI, extracts the key information and routes transactions through approval workflows without manual data entry. For mechanical contractors that cuts administration, improves accuracy and speeds up processing. Cost is allocated directly to projects, which gives more accurate job costing and a clearer view of committed spend.

What is the difference between generic ERP and mechanical construction software?

Generic ERP supports a broad range of industries and gives strong financial management, but usually lacks the functionality mechanical contractors need to manage projects. Construction software is purpose-built for estimating, project costing, labour tracking, procurement, subcontract management, variations, valuations and contract reporting. Combined with an ERP such as Microsoft Dynamics, you get both.

See it on your installations, not a demo dataset

Book a demo and we will walk through a live installation, from the estimate through labour, variations and the application for payment. If you would rather talk it through first, speak to a consultant.