TruNorth
Free tool · Any trade · TruNorth Tools

Grow only as fast as you can service.

Determine the outcome first. Enter your goal, today’s volume, and what limits how many jobs you can finish. Explore the wizard freely — unlock the full staged plan and PDF with a short form.

Primary next step: After this tool, take the TruNorth Shop Check for readiness, gaps, and valuation — about 10 minutes.

Explore freely. Labels and equipment hints adapt to your trade. Full plan + Print/PDF unlock after name, email, business, and trade.

01

Determine the outcome first

This section sets the kind of shop you’re building toward. The rest of the plan bends around that goal.

02

What do you want, and by when?

This section names your trade and the finish line — how much work you want, and by when. Any service business; not locked to one niche.

What kind of work you sell. Labels and equipment tips adapt to this. Example: HVAC.
$ / mo
Where you want monthly sales (or jobs) to land. Pick a number you’d be proud to hit. Example: $120,000 / mo.
When you want that goal to be real — a calendar date you can plan toward.
03

Where are you today?

This section captures your current volume so we can compare it to the goal. Use your numbers — not industry averages.

/ wk
Paying jobs you finish in a typical week. Count from last week’s schedule. Example: 18.
$
Average ticket means the usual invoice amount per job. Average a recent month of invoices. Example: $850.
%
Close rate means estimates that turn into paying jobs. Count wins ÷ estimates for a recent month. Example: 40.
$
What you billed last month (or a typical month). Find it on your P&L or invoice total. Example: $65,000.

Tap every place customers find you today. This shapes later marketing stages — it doesn’t change the math.

04

What limits how many jobs you can finish?

This section finds the bottleneck — the first thing that runs out when volume rises: people, equipment, or office time.

How many field people (or crews) can take jobs this week. Example: 4.
hrs
Hours that can actually go on jobs after drive time, shop time, and breaks. Example: 32.
hrs
Field time a usual job takes, start to finish. Average a few recent jobs. Example: 3.5.
hrs
Hours spent on scheduling, estimates, invoices, and follow-up across the shop. Example: 25.
hrs
Office time tied to one job — scheduling, estimate, invoice, follow-up. Example: 0.75.
$
Business checking/savings you can use. Find it on your bank app. Context only — it doesn’t auto-approve a hire. Example: $45,000.
%
Rough profit left after job costs, as a percent of revenue. Find it on your P&L. Example: 18.

Name each truck or machine in your words. Count how many you have, and how many days a job ties one up. That shows whether equipment is the bottleneck.

Equipment / vehicleCountDays tied / job
05

Assumptions you can edit

This section holds calendar math and cost placeholders used in the plan stages. Change anything that doesn’t match your shop — nothing here is an industry “fact” we invented.

Calendar math is a modeling choice. Change it if your shop works a different rhythm.

Used to turn weekly jobs into monthly. 4.33 is a common modeling choice (52 ÷ 12).
Days your crews usually work in a month. Change if you run 5- or 6-day weeks. Example: 22.

Stage cost placeholders — replace with quotes from your vendors. Loaded cost means wage plus extras (taxes, workers’ comp, benefits).

$
Purchase or finance cost for one more unit. Get a dealer quote. Example: $55,000.
$
One-time cost to start renting or partnering instead of buying. Example: $1,500.
$/ mo
Loaded monthly cost for one field hire (wage + extras). Replace with your real number. Example: $6,500.
$/ mo
Loaded monthly cost for a sales or business-development hire. Example: $7,000.
$/ mo
What part-time office help would cost each month. Example: $2,200.
$
One-time spend to tighten how you schedule, estimate, or invoice. Example: $2,500.
$/ mo
What you’d spend each month to buy more leads once capacity is ready. Example: $3,000.
  • We do not invent “typical” close rates, margins, or utilization for your trade.
  • Capacity uses only the counts and durations you enter.
  • Cash and margin are shown for context; they do not auto-approve a hire.
06

Your growth plan

This section shows the bottleneck in plain language, then staged moves — capacity before sales. Unlock for the full stages and PDF.