Home Services Pro Forma
Operating Businesses Excel Template (Free Download)
Turn customer growth, repeat behavior, job demand, service mix, and technician capacity into a projected home-services platform output.
professionals from Deloitte
About this pro forma
This pro forma presents the projected financial output of a demand-led, multi-trade home-services platform. The underlying Excel model is the engine: an installed customer base drives jobs, service lines, technician headcount, van capacity, CAC, recurring revenue, margins, free cash flow, and valuation.
Use the projection to judge whether customer acquisition creates durable economics, whether utilization supports scale, and how fleet and labor investment affect enterprise value.
What every model includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the Home Services Pro Forma
- Projected customer-base roll-forward and job volume
- Projected technician headcount and van fleet
- Projected revenue by service line, fees, and recurring share
- Projected materials, labor, CAC marketing, EBITDA, and net income
- Projected maintenance and fleet capex with unlevered free cash flow
- Projected CLV/CAC, recurring mix, margins, and DCF valuation
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
What does this home-services pro forma project?+
It projects customers, jobs, field capacity, service revenue, recurring revenue, profitability, cash flow, and valuation.
How is technician capacity determined?+
The model derives technicians and vans from jobs, working days, jobs per technician, and the utilization ramp.
Why is CLV/CAC included?+
CLV/CAC shows whether customer acquisition spend is generating attractive lifetime economics as the retained base grows.
Can I test a roll-up scenario?+
Yes. Flex customer adds, repeat rate, service mix, utilization, CAC, and capex to model different growth plans.
Have more financial modelling questions? Contact us
Related pro formas
Landscaping Pro Forma
Plan and value a commercial and residential landscaping business using recurring maintenance contracts, crew hours, and a DCF.
Pest Control Pro Forma
Plan and value a pest-control services operator using recurring customer retention, route density, service tiers, and a DCF.
HVAC Services Pro Forma
Plan and value an HVAC and plumbing rollup using technician job capacity, service contracts, parts margins, and a DCF.
Food Manufacturing Pro Forma
Operating model for food production and processing businesses with ingredient sourcing, production scheduling, and margin analysis.
