Industries we work with

The estimate works the same in every industry. What changes is which records matter and what stays out. Six industries get their own page, and the rest of the business types on our form are covered below.

A closer look at six industries

Each one describes which records tend to count there and what owners in that industry ask about first.

ManufacturingManufacturers usually raise customer drawings, export restrictions and their hard-earned process expertise.Architecture and constructionThe first questions are usually about owner contracts, pricing on bids and secure sites.HVAC and residential servicesMost service companies worry first about the customer list.Carriers and logistics firmsThe usual concern is protecting shipper names, carrier relationships and rates.Accounting practicesTaxpayer data and client files can be kept out of scope completely.Law practicesPrivilege always comes first.

Firms with obligations to clients

Law practices, accounting practices and healthcare organizations keep records owned by their clients and patients. Scope is set together with the practice and its lawyers, and no client or patient data is included. We give no advice on whether any practice is permitted to license. See accounting practices and law practices.

Industrial and distribution

Work among plants, warehouses, carriers and buyers leaves a detailed record of problems and how they were fixed. Logistics companies and manufacturers each have a page above. A distributor keeps comparable files: changed orders, backorders, returns and terms with vendors.

Office-based firms

Companies that sell know-how record much of it, including how they scope work, fix problems and hand projects over. This group covers professional services and software businesses. Insurance and finance businesses can include operating routines, with policyholder and customer account data left out or de-identified.

Field service and the trades

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. Construction, HVAC and home service firms belong here, and two have pages above.

Do not see your field?

Choose Other on the form. Nothing changes about how either one works. Most companies that fit have 20 or more full time staff and three or more years in business, with records in business software. Smaller teams with long histories may also qualify, so asking is worthwhile.

Every industry, one range method

Your industry has no effect on the figure. Team size and years in business do.

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