By Trade
What's worth inventorying in your trade.
Buyers want complete records that show how jobs actually run, from first call to closeout. These are the files we look for first. The assessment tells you which ones a buyer would pay for.
Roofing
Inspection reports, estimates and scope sheets, before-and-after photos, warranty and repair histories, crew SOPs and safety checklists.
HVAC
Service tickets and diagnostic notes, maintenance-agreement histories, equipment install records, estimates, and tech training material.
Plumbing
Work orders and diagnostic notes, repair and replacement histories by fixture and system, estimates, photos, and dispatch records.
Electrical
Service and install records, panel and load notes, inspection and permit closeouts, estimates, and job photos.
Marine
Service histories by engine and hull, annual and 100-hour service records, parts and labor notes, survey reports, and photos.
Construction
Closed-out project files tied to site photos, daily logs, inspection and closeout records, change orders, and estimates.
Manufacturing and millwork
Shop drawings you own, work orders, QA and inspection records, process SOPs, and production notes.
In every trade, pricing, bids, customer lists and personal details stay out. Records count for more when they connect: the estimate, the work order, the photos and the follow-up for the same job.
Not sure what you have? That's what the first call is for.
The first call is free. Thirty minutes, no paperwork, no obligation.