Know the route
before you buy it.
A focused profitability workbook for pressure-testing a pool-route purchase with the numbers you actually know today.
Put the deal on paper.
Then decide with more confidence.
Start with the route revenue you expect, add the monthly costs to run it, and include the cash required to acquire it. The summary updates as you work.
Route purchase profitability
Start with the worked example, then replace or clear the fields with your own route inputs.
- Monthly route revenue
- $12,500
- Monthly operating expenses
- $4,800
- One-time purchase costs
- $54,000
- Monthly operating cash flow
- $7,700
- First-year cash flow after purchase
- $38,400
The fields below begin with the sample values above. Change any value, or clear it to use $0, and the results update immediately.
Know who is next,
and where the route goes.
Keep customer details and recurring service visits in one familiar spreadsheet. Use it beside the profitability workbook when you are organizing a route or preparing to take one over.
Download the schedule templateExcel-compatible XML · no special software requiredIdentity, contact, address, access, billing, cadence, and account notes.
Dates, preferred days, route order, assigned operator, status, and visit notes.
ISO dates, consistent statuses, frozen headings, and filtering guidance are built in.
Ask the questions
before you sign.
A writable, operator-focused worksheet for checking the seller, recurring customers, route geography, equipment, transition plan, costs, and questions for the right professionals.
Download the due-diligence checklistExcel-compatible XML · writable on screen or on paperUse and boundaries: This is an organizational worksheet only. It is not financial, legal, tax, insurance, licensing, or other professional advice. Consult qualified professionals and the appropriate parties for situation-specific questions.
Keep the handoff clear,
from truck to customer.
Two practical, Excel-compatible worksheets for the work that happens after the route is yours: inspect the equipment, then bring each new customer into service with fewer loose ends.
Equipment inspection log
Record what you checked, what you found, who owns the fix, and when the next step is due across pumps, filters, heaters, automation, and other site equipment.
Download equipment logExcel-compatible XML · blank rows ready for field useCustomer onboarding checklist
Move from intake to first service handoff with one place for scope, cadence, access, communication, billing, readiness, ownership, and open follow-ups.
Download onboarding checklistExcel-compatible XML · tracker + follow-up log includedFour numbers,
one useful question.
What the route is expected to bring in each month.
What it takes to keep the route running month to month.
The one-time cash needed to take ownership of the route.
Monthly operating cash flow and the first-year view after purchase.