See your whole shop, and what to fix first.

Sample data

What a change is worth

The scenario model from the Value page in Compass, on a sample shop. Start from today, move revenue, margin and overhead line by line, and see next year's earnings and what the business would sell for.

What it doesSample shop

Today 5.1x

LowAverageHigh

Earnings (EBITDA)

A guide, not an appraisal. Based on this year's run rate; changes start in January. Overhead does not grow with revenue.

How to get there

Ask it anything

Type a question and get an answer from your own numbers and from what your Compass advisor has recommended, with the page to check it on.

Sample answers. In the live app, AI can make mistakes, so every answer points to the page with the numbers.

Tools for the work you already do

Some jobs live in a spreadsheet because no software fits them. We build those into Compass, starting with the ones your team does every week. Hover or tap a tab to open it.

Upload the permit set. Compass reads the plumbing sheets, counts every fixture, prices it in your own estimating workbook and writes the proposal for you to check.

1Upload the drawings

The full permit set: 80 sheets of architectural, structural and plumbing drawings.

2Count every fixture

Finds every toilet, sink, tub and shower: 102 fixtures, the same count as the estimator.

3Price in your workbook

Fills your own Excel estimator with your product picks and prices.

4Review and send

Writes the proposal in your format, ready to check and set the margin.

97%

average accuracy against an estimator's own bids on 7 past jobs. An 80-page set reads in about four minutes.

Every tech on one page for the Friday review: revenue per hour, callbacks, average ticket and discounts, each against your goal.

New permits and public bids near you, scored against the jobs you have made money on before, so you know which ones to chase.

From the truck GPS: time on the job, on the road, at the supply house and at the yard, for every tech, every day.

From a dozen tools to one plan

Your team keeps working the way it does today. Compass reads what they already enter, then turns it into a short list of moves.

Week 1

Connect

We connect your accounting, field software, timecards, truck GPS and spreadsheets. Read-only: nothing connects until you say so, and nothing writes back.

QuickBooks
ServiceTitan
Procore
Truck GPS
Timecards
Excel

Week 4

Check

A working version on your own numbers, with every figure tied to your books. If a number can't be traced to a source, it doesn't go in.

Revenue ties to the P&L
Job labor ties to payroll
Receivables tie to the aging

Every month

Steer

Your Compass advisor goes through the numbers with you in a meeting you already hold, and every lever gets an owner and a date.

Raise margin on small jobsEstimating · Nov 15
Write a discount policyService · Nov 22
Renew lapsing membershipsOffice · Dec 1

Built by people who sell businesses

Compass Equity Solutions and IndustryPro, our M&A advisory firm, value and sell owner-led businesses. Compass runs the same checks a buyer would on your shop every month, not only when you're ready to sell.

$2.5Bin completed deals

22deals closed in the last 12 months

16plumbing and HVAC sales on our public deal list

30+years advising owners

A working version in less than a month.

You don't pay unless you love it.

Our team has worked and studied at

Stop running your shop on a guess.

Compass connects the systems you already run on, shows what your business is worth, and tells you which moves raise it.

Get your free value assessment Try the demo