Specialty contractor software that connects field to finance

Access Coins Evo gives specialty contractors real-time visibility into job costs, commitments, profitability, and cash flow, without waiting for month-end reports.   

Capabilities: 

• Live job costing compares budget to actual as costs post, before month-end 
• Cash flow forecasting projects 30 to 60 days ahead based on historical payment patterns 
• Business planning and forecasting surfaces projected profit before a project completes 
• Multi-entity consolidation for contractors operating across companies or regions 

Controls: 

• Permission-based approval workflows before invoices post 
• Automatic audit trail on every transaction, with segregation-of-duties conflicts flagged 

P1 Construction reduced invoice processing times from one week to just a few hours after implementing real-time job costing. 

Access Coins Evo connects dispatch, work orders, maintenance agreements, invoicing, and job costing in one system. By giving teams complete visibility into service performance and profitability, it helps ensure work is scheduled efficiently, completed faster, and billed without delay. 

Capabilities: 

• Intelligent dispatch based on technician skills, location, and availability 
• Automatic billing and renewal of maintenance agreements 
• Seamless conversion of completed work orders into invoices 
• Technician mobile app for managing work orders, tasks, capturing time, photos, notes, and customer sign-off in the field 

Controls: 

• Automated renewal alerts and contract profitability tracking 
• Approval workflows spanning quotes, work orders, and invoices 

A&G Services generated more than $850,000 in new service agreement revenue during its first year after gaining visibility into previously untracked opportunities. 

Access Coins Evo automates multi-state tax rules, union agreements, certified payroll, and prevailing wage compliance, reducing manual administration and audit exposure. 

Capabilities: 

• Multi-state payroll handles varying tax jurisdictions automatically 
• Certified payroll reporting for government contracts generated on demand 
• Union rates and benefit tracking calculated without manual lookups 
• Employee self-service for pay slips, time off, and timesheets reduces administrative queries 

Controls: 

• Automated compliance monitoring flags prevailing wage and union rule exceptions before payroll runs 
• Full audit trail on every payroll run, with approval separated from processing 

Liberty Electric reduced payroll processing time by 87.5% and foreman admin tasks by 90%. 

Access Coins Evo provides complete visibility into equipment, inventory, and purchase commitments across every project, tracking utilization, allocating costs automatically, and enforcing purchasing controls to improve resource planning and protect margins. 

Capabilities: 

• Equipment tracked by location and utilization, with maintenance scheduled automatically 
• Costs allocated to the job automatically as equipment is used 
• Inventory tracked from warehouse to truck to jobsite 
• Purchase orders matched to deliveries and invoices automatically, with budget checks before approval 

Controls: 

• Three-way matching between purchase order, delivery, and invoice before payment 
• Budget checks block orders that exceed available funds 

By the time a monthly report flags an issue, specialty contractors juggling concurrent jobs with a stretched back office can find that the cost to fix it has usually already multiplied. 

Coins Evo AI and live analytics watches your business continuously and provides instant insights on your data, instead of waiting for someone to run a report.  

Capabilities: 

• Evo AI answers plain-English questions using your live Access Coins data  
• A live feed monitors cost, cash, and compliance risk around the clock and flags what needs attention 
• Pre-built financial and operational dashboards give portfolio-wide visibility to owners and controllers 
• Secure, construction-specific AI learns your business's own cost and schedule patterns rather than generic industry averages 

Controls: 

• All Evo AI actions run inside your existing Access Coins data permissions — no separate access rules to manage 
• Evo AI works securely in your existing system, protecting your data from training external AI models 
• Full audit trail on every automated action 

Access Coins Evo tracks job status, resource scheduling, and cost-to-date against every active project, with digital forms replacing the clipboards and paper that slow down site-to-office communication.  

Change orders, RFIs, and submittals move through the same connected workflow, so nothing gets tracked twice or lost between the field and the office. 

Capabilities: 

• Resource scheduling shows workforce and equipment conflicts before they cause delays 
• Digital forms for daily reports, inspections, and safety checks replace paper and clipboards 
• Compare cost incurred against value earned on every project 
• Forecasting predicts final job cost from current trends, flagging jobs trending over budget while there's still time to act 

Controls: 

• Approval workflows on change orders, RFIs, and submittals before they hit the budget 
• Full audit trail on schedule and resource changes 

"Our PMs can see their costs and job progress in real-time. Now they can get information out of the system that they had to go through somebody else in admin before Access Coins." 
— Gretchen Riddle, Controller, A&G Services 

Access Coins Evo's construction CRM tracks customer history, opportunities, and quotes in one place, so you can see a customer's full relationship instead of piecing it together across spreadsheets and inboxes.  

Win/loss tracking means you can see which opportunities are falling through the cracks before they're gone for good. 

Capabilities: 

• Complete customer history — past projects, current work, and future pipeline in one view 
• Opportunity pipeline and quote tracking, with conversion rates visible by customer and by sales rep 
• Win/loss analysis surfaces where quotes are being lost and why 
• Connects to job costing and service history, so account value is based on real numbers 

Controls: 

• Role-based access keeps financially sensitive customer and pricing data restricted to the right people 
• Quote and opportunity history stored with a full audit trail, not lost in email threads