Compliance

Compliance guides and checklists for trade and field service businesses.

• W-2 vs. 1099 Field Technicians Guide — the DOL and IRS tests for worker classification.
• OSHA Residential Trades Safety Checklist — PPE, SDS access, ladder, and trenching requirements under 29 CFR 1926.
• EPA Section 608 HVAC Refrigerant Log — a printable refrigerant log with each requirement tied to 40 CFR Part 82, Subpart F.
• Certified Payroll WH-347 Guide — Davis-Bacon requirements and a walkthrough of filling out the WH-347 form correctly.
• FLSA Overtime Exemption Audit Trades — whether office managers and dispatchers qualify as exempt, and the current salary threshold.