Who we work with
The estimate is calculated the same way for any industry. The difference is which records count and what gets left out. We give six industries a page each and cover all other form business types further down.
Six industries, page by page
On each page you will find the records that commonly qualify and the question owners raise first.
Trades and service in the field
Field companies record plenty about how they won and completed every job, often across several tools. Quotes, dispatch notes and follow ups record judgment calls made on site, which rarely appear anywhere public. HVAC, home services and construction all sit here, with two covered on dedicated pages above.
Office based firms
Expertise-based firms keep a lot in writing, from scoping work to solving problems to handing off projects. Software companies and professional services firms belong here. Insurance and finance companies can include their operating routines, with customer account and policyholder data removed or de-identified.
Distribution and industrial work
Work among plants, warehouses, carriers and buyers leaves a detailed record of problems and how they were fixed. Manufacturers and logistics companies have pages above. Distributors keep similar records: order changes, backorders, returns and vendor terms.
Firms with obligations to clients
Accounting practices, law practices and healthcare organizations hold records that belong to their clients and patients. Scope is set together with the practice and its lawyers, and no client or patient data is included. Whether licensing is allowed for a given practice is not something we advise on. See accounting practices and law practices.
Do not see your field?
Select Other when you fill in the form. Both work exactly the same way. Companies that fit usually have at least 20 full time employees, at least three years operating and records kept in business software. Even smaller companies with plenty of history may fit, which makes asking worthwhile.
Every industry, one range method
The type of industry does not change the figure. Team size and years in business do.
Get my free range