Sample · Alvarez Heating & Air · HVAC, 14 employees
Operating manual
Six lines from the demo workspace, a business in the middle of its handover. The business and names are illustrative. Bob Alvarez is the seller. Download the full manual to see every chapter, exactly as a buyer would print it.
Customers
Keep Brightview’s 38-unit contract: Tuesday mornings only.
Seller confirmedBrightview Property Management renews its maintenance agreement every spring at the same rate, as long as visits stay on Tuesday mornings. Karen Holt, the property manager, hears about any change first.
“Karen’s tenants are mostly seniors and they complained about afternoon visits with the last company, so we always do Tuesdays 8 to noon. Two techs, Luis and Marco. Never reschedule without calling Karen first.”
Bob Alvarez, the seller, in his interview Karen’s renewal email Bob’s interview
Finance
Three clients pay quarterly, on a handshake. Don’t send them to collections.
Seller confirmedDunmore Dental, Riverside Pediatrics and Hale & Sons Law pay on the 15th after each quarter ends, not net 30. In the books they look 60 days overdue.
“Nothing in writing. I agreed with each of them years ago. They’ve never missed.”
Bob Alvarez, the seller, in his interview QuickBooks · receivables Bob’s email to Dr. Patel Bob’s interview
Sales and pricing
Quotes over $8,000: the owner calls back within two days.
Seller confirmedThese quotes close 61% of the time when Bob calls himself, and 34% when the office follows up.
“I call them myself within two days, offer to walk the job with them, and hold the price for 30 days. Most people just want to know the owner stands behind the work.”
Bob Alvarez, the seller, in his interview Jobber · quote follow-ups Bob’s interviewOlder two-story homes are quoted about 20% higher.
UnconfirmedFull replacements on pre-1970 two-story homes come in about 20% above a standard install, in 9 of 11 estimates. The records don’t say what Bob looks for, so it is on his next interview.
11 estimates for older two-story homes
Suppliers
Ferguson holds condensers for Bob in a summer shortage.
Found in dataMike Delgado at the Ferguson branch holds up to six 3-ton Carrier condensers through August before they go to the general pool. Ask him by text, never at the counter.
Mike Delgado’s email
Access and licenses
The permit portal login is on Bob’s personal email.
Found in dataThe city mechanical license renews every March through the Riverton permit portal. Move the login to a business address before Bob’s agreement ends, or the license can’t be renewed.
Bob’s calendar · every March
See the whole workspace
The live demo opens a real workspace for an example HVAC business, with sample records. No sign-up needed.