Free worksheets and checklists.
For owners and managers of HVAC, plumbing, roofing and electrical businesses, and for the teams that buy and advise them. Each one takes about ten minutes, on your own records or on a figure you have been handed.
- Interactive worksheet
The Open-Quote Call List
For owners and managers
Count the quotes you presented 14 or more days ago that still have no decision, see which nobody chased, and print a call sheet.
In ten minutes: A count and total of your stale open quotes, a one-time figure at a rate you chose, and a printed call sheet to fill in, highest value first.
- Worksheet and checklist
The Booking-Rate Check
For owners and managers
Measure the share of your leads that became booked jobs without the lead-age trap, walk an intake checklist, then try a target in the calculator.
In ten minutes: One measured booking rate, a marked-up intake checklist, and a scenario in the calculator.
- Checklist
The Records Checklist
For owners and buyers
Six exports a trades business already keeps, the fields that break an analysis when they are missing, and a gap list you can act on today.
In ten minutes: A gap list of exports and fields, and how many days of records you have.
- Checklist and data request
The Upside Diligence Checklist
For acquisition teams
Twelve questions to put to any revenue-upside figure for a trades business before it goes into the model, with the evidence to request for each.
In ten minutes: One upside claim marked up question by question, and a list of evidence to request.
Open: The Upside Diligence ChecklistPDF: The Upside Diligence Checklist
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See the full analysis on demo data.
The demo runs Revvy on three sample businesses, with no sign-in, and in Revvy every money figure opens to its working.
Open the live demo