Transfer Ready demo
MABrightside Plumbing

Tuesday, October 6

Good morning, Maria. Fifteen minutes today?

One short call about how you quote a job, and your playbook gets its eighth procedure.

0Transfer ready

Next call

How you quote a job

Scheduled for 7:30 this morning. About 14 minutes. The AI calls you, you talk, it writes it up.

Start the call now Open the playbook

Playbook

7 of 18

Procedures written. Sales is the biggest gap.

Revenue, last 90 days

$312k

Up 6% on the same period last year. 41% gross margin.

Still needs you

9

Decisions only the owner makes today. Each call tends to clear one.

Recent calls

Worth a look

3 invoices past 60 days
$14,200 outstanding. Two are repeat customers who still get the 5% discount.
Money
Only you review the schedule
Luis runs the morning open but the schedule check still waits for you.
Owner
Ask the playbook anything
"What do we do when Ferguson is late?" Answers come from your own calls.
New

Record a call

Explain it like you would to a new manager.

Pick a topic, press record, and talk. Transfer Ready listens, writes the steps, and marks what still needs you.

Transfer Ready asksWalk me through what happens when a quote request comes in.
00:00

Your words will appear here as you talk.

Playbook

How Brightside actually runs.

Plain files you own. Anyone you choose can open them without calling you.

Numbers

The performance, next to the work.

Connected to Stripe and QuickBooks. These are the figures a buyer or lender asks for first.

Revenue, trailing 12 months

$1.21M

Up 6% year over year.

Gross margin

41%

Service 48%, installs 34%.

Owner's earnings (SDE)

$186k

The number a buyer multiplies.

Monthly revenue

Hover a bar for the month's total.

NovFebMayAugOct

Receivables by age

What customers owe you, and for how long.

Current
$38,400
31 to 60 days
$12,100
61 to 90 days
$9,000
Over 90 days
$5,200

Red flags the software found

Easy fixes that change what a buyer sees.

Three invoices over 60 days, two from repeat customers who still receive the on-time discount.
$14,200
Top three customers are 28% of revenue. Buyers start discounting above 25%.
28%
Owner's personal truck and phone run through the business. Clean these up before a sale.
$9,600/yr
Maintenance plans renew automatically. Recurring revenue is 22% and rising.
22%

Value

What a buyer would pay, and why.

The score rises as more of the business is written down and less of it depends on you.

0Transfer ready

Estimated value range

$540k to $620k today

Fully documented and running without you, the same business is worth $740k to $830k. That is 2.9 to 4.5 times owner's earnings of $186k, the range buyers paid for owner-dependent versus owner-independent businesses.

$400k$900k
TodayTransfer ready

What moves the score

Fix first

Write down sales and quoting
You are the only person who can sell a job. This is the biggest single discount a buyer applies.
+9 points
Hand the schedule check to Luis
He already runs the morning. One written rule removes you from the daily path.
+4 points
Collect the $14,200 and fix the discount rule
Cash now, and cleaner receivables in the deal book.
+3 points

Demo with sample data for Brightside Plumbing, a fictional business.