Assessment terms
The one-pager, in public.
Every assessment is sold under these terms plus anything we write down before it starts. If a term is unclear, ask before you pay; the answer becomes part of the agreement. Last updated September 17, 2026.
1. What you're buying
The Leak Assessment for roofing and HVAC companies: a short pre-purchase call, about ninety minutes with the owner in your office, a review of read-only exports or screenshots you provide, a written report, and a walkthrough call. The report sizes the value your company is losing in specific areas (such as follow-up, collections, callbacks and repeat work), shows the math, and lists fixes you can choose from, including doing it yourself or doing nothing.
2. Price and payment
The price is $497, paid before the interview. There's no subscription and nothing renews. The fee comes off the first fix you choose. The credit applies to a fix bought within 90 days of the report.
3. The guarantee
If the report doesn't identify at least $15,000 a year in recoverable value for a roofing company, or $10,000 a year for an HVAC company, you get the full fee back.
Recoverable value is the yearly money you can get back: revenue you're missing (jobs that didn't close, money not billed or not collected, margin on work you already do) plus costs you can avoid (free callbacks, wasted labor). Each cause counts once, at the low end of its range, and only when the numbers come from your own records. The report shows revenue, costs and the total on separate lines. Figures based on interview estimates or on events that didn't happen in the data period (a storm, for example) are shown in the report but don't count toward the guarantee. The guarantee depends on your providing the data listed in the data request; if key data isn't available, we'll agree before the interview how the missing pieces will be treated. Ask for the refund within 30 days of receiving the report.
4. What the report is, and isn't
The report is an estimate built from your records, your answers and published industry information. It isn't a promise of results, and it isn't accounting, tax, legal or insurance advice. Nothing in it recommends waiving deductibles, acting as a public adjuster, or anything else that breaks insurance or licensing rules.
5. Access and data
You provide read-only exports or screenshots. I don't need, and won't ask for, logins that can change your systems. Where a vendor doesn't allow third-party access (ServiceTitan, for example), we use the reports you can already pull. Your data is used only for the assessment, kept private, and deleted within 30 days of the report unless you hire me for a fix and ask me to keep it.
6. Confidentiality
Everything I learn about your company and your customers is confidential. A mutual NDA is available on request. I may use what I learn to improve how I assess shops in general, but nothing that identifies your company or your customers is published or shared without your written agreement.
7. Scheduling and cancellation
Assessments are for companies within about an hour of Austin, Texas. If you cancel before the interview, you get a full refund. If I can't complete the assessment for a reason on my side, you get a full refund.
8. Fixes after the report
Any fix you choose is a separate agreement, priced in the report, with its own terms written down before work starts. Buying the assessment doesn't commit you to anything else.
9. Limits
My total liability for the assessment is limited to the fee you paid. Neither of us is liable to the other for lost profits or indirect damages arising from it.
10. The obvious
These terms and whatever we write down before starting are the whole agreement. Texas law applies. Disagreements get a phone call first. Late Shift is a Boffo Digital service, based in Austin, Texas, operated by Bill Eisenhauer.