ServiceTitan, Jobber, Housecall Pro
Audit field service software data for ServiceTitan, Jobber, and Housecall Pro.
Related tools in due diligence
DD request list
Generate a due diligence request list scoped to the deal size and trade.
Data room structure
A standardized data room folder structure for sell-side teams.
Data room completeness
Scan a data room and flag missing documents from the request list.
Contract red-flag scanner
Scan contracts for change-of-control, exclusivity, and other deal-killing clauses.
Service agreement extractor
Extract key terms from service agreements into a structured table.
State licensing checklist
State-by-state contractor licensing requirements with renewal dates.
How to use it
This tool is on the roadmap. The page here captures the intent so a buyer, seller, or contributor can tell whether it's worth building sooner.
- Vote for it on the roadmap.
- Request specific inputs or edge cases via request a tool.
- Open a PR on GitHub if you want to build it.
What it returns
When shipped, the tool will produce:
- A checklist that fits your deal size and trade
- Red flags to escalate
- A completeness signal
More on mainstreetwealth.ai
The deeper, trade-specific context on our main site.
Sell-side data room checklist
The complete sell-side data room checklist.
mainstreetwealth.ai/free-resources/sell-side-data-room-checklistRequest a free business valuation
Get a defensible valuation from an M&A advisor who works your trade.
mainstreetwealth.ai/valuationFree M&A tools on mainstreetwealth.ai
The full set of free Main Street Wealth tools — 20 calculators and checklists.
mainstreetwealth.ai/toolsBusiness valuation calculator
Instant business valuation estimate from the main site.
mainstreetwealth.ai/tools/business-valuation-calculatorCustomer concentration analyzer
80/20 risk check on revenue by customer.
mainstreetwealth.ai/tools/customer-concentrationBuyer readiness score
Score your business against what buyers actually want.
mainstreetwealth.ai/tools/buyer-readiness-scoreMore tools in due diligence
DD request list
Generate a due diligence request list scoped to the deal size and trade.
Data room structure
A standardized data room folder structure for sell-side teams.
Data room completeness
Scan a data room and flag missing documents from the request list.
Contract red-flag scanner
Scan contracts for change-of-control, exclusivity, and other deal-killing clauses.
Need a defensible valuation for your business?
Share a few financials and we'll walk you through what a buyer would actually pay today, with context on how we got there.
Not legal, tax, or financial advice. For a specific recommendation, talk to a licensed advisor.
- Honest range, grounded in trade benchmarks
- Walk-through of each add-back and multiple
- Clear next steps if you decide to go to market