JoinHVACSuccess

HVACPro Commercial Accounting Job Training

This position is responsible for recording transactions, compiling, and analyzing data, performing audits, assisting with budgeting and financial forecasting, computing taxes, and reporting their findings to management and other entities, such as the IRS or investors.

HVACPro Online Classes

#0 HVACPro Overview:

  1. Review how to implement a strategic business action plan
  2. Review how you only need employees in your business to process your book of business.
  3. Review how the company operating and work delivery processes are for employees to follow step-by-step.
  4. Review how you only need managers in your business to manage your people to process.
  5. Review the importance of staffing up to 100% utilization of available labor to prevent higher operating costs versus the competition.
  6. Subscription provided or purchase these documents:
    1. N/A

       

#1P1 – Light Commercial Flat Rate Repair and Time & Materials Pricing Methods

  1. Review how to set-up your light‐commercial flat rate repair pricing.
  2. Review how to price up portal-to-portal time & material repairs.
  3. Subscription provided or purchase these documents:

     

    Product

    ID

     1001

    Service-Right Flat-Rate Price Guide

    You can order the Service-Right HVAC or Plumbing or as an Electrical repair guide. Select one repair guide for only $39.95 per month, select two repair guides for only $69.95 per month, or select all three guides for only $79.95 per month, a 12-month subscription. Includes upload data for QuickBooks™ or for your field management software. 

    Product

    ID

    1002

    Technician/Installer Onsite Hourly Truck and Travel Costs & Pricing Calculator Program in MS Excel

    This document is used by service and replacement management to calculate the upfront per-trip truck and travel rate for your upfront repair and replacement price guides. This document is in MS Excel format, with results printed on your local printer.

#1P2 Introduction to EasyPrice Commercial HVAC Service Agreement Surveying, Estimating & Pricing & Proposal Writing Program:

  1. Review the need to standardize the commercial HVAC service agreement surveying, estimating, and pricing process.
  2. Review the customer transaction & system/equipment survey forms.
  3. Review the EasyPrice commercial HVAC service agreement estimating program.
  4. Review proposal writing procedures for pricing strategy on older large tonnage contracts to Lock‐in Projected Future Repairs.
  5. Review locking in projected repair revenue pricing strategy.
  6. Review the purpose and proposal template set-up
  7. Subscription provided or purchase these documents:

     

Product

ID

 

1003

EasyPrice Service Agreement Sales Call Opportunity Assessment Form

Mechanical rooms or central plant areas are logical starting points for multi-facility or multi-story facilities. Starting at the mechanical room or central plant gives the salesperson a better picture of how the conditioned air or water is distributed throughout the facility(s). Understanding how the HVAC/R system is distributed enables the salesperson to look for and ask pertinent questions related to system operating and maintenance tasking requirements.

 Product

ID

1004

 

EasyPrice Service Agreement Estimating & Pricing Program MS Excel

Service managers and commercial Sales Reps use this software to perform the step-by-step functions of a professional service agreement surveying, estimating, and pricing procedure. The benefit objective is to increase profitability by implementing a professional approach to accurately and efficiently gathering customer and scope of work job data, decreasing estimating human errors, reducing work-related risk liabilities, and by improving the customer’s understanding of how service agreement proposal development standardization increases efficiencies while reducing business risk to the company. Includes a complete set of 72-built-in equipment and filter estimating labor and material standards for packaged RTU, built-up systems, central plant heating/cooling, and associated equipment. This software tool is provided in original MS Excel format.

 #1P3 Pricing Projects Using the Single Divisor and Dual Rate Overhead Methods:

  1. Selecting Which Project Pricing Method to Use.
  2. Most Common ‐ Single Divisor Project Pricing Method Review.
  3. EXAMPLE: Single Divisor Pricing ‐ 10‐Ton Packaged Rooftop Replacement.
  4. Most Accurate – Project Dual Rate Overhead Project Pricing Method Review.
  5. Comparing the Single Divisor to the Dual Rate Overhead Pricing Method.
  6. Subscription provided or purchase these documents:

     

Subscription provided or purchase these documents:

Product

ID

1005

 

 

 

Install-Right Project/Design-Build Sales Call Opportunity Assessment Form

This Installed-Right Project Design-Build On-site Opportunity Assessment Survey Form assists the project Sales Rep to identify the transaction and scope of work and communicate that their company is the best choice to do the job. Installed-Right Project Survey objectives are to help the Sales Rep:

•        To identify the customer’s comfort, health, safety, business, risk management, and financial transaction requirements.

•        To minimize the business risk associated with the transaction and make a reasonable profit above the delivery cost.

•        To provide the means to project a professional image.

•        Systematically gather customer & technical info.

•        To provide the means to demonstrate performance via your best practice project installation approach.

•        To educate and move the customer from the lowest cost option to the BEST option.

To provide the means to complete the sales call and close the transaction in 2 sales calls or less.

 

Product

ID

1006

EasyPrice Commercial/Industrial Project Single Divisor Pricing Calculator MS Excel

When setting service pricing for your HVAC business, you need to understand that there are two types of business costs – direct and indirect or overhead costs. Direct costs are the cost of goods sold required to deliver work from a lead to job closeout. It includes parts, equipment, materials, ductwork, permits, labor, and vehicle expenses. Business owners typically price their work where most projects represent 60% or higher in equipment, materials, and subs. On the other hand, the indirect or overhead cost keeps the lights on and sustainable. Your overhead costs include your mortgage/lease/rent, utility expenses, admin and sales salary, uniforms, employee training, and trash removal. You need an accurate pricing method to compete on large or multi-phase jobs. The single divisor pricing method uses an average overhead recovery which can overprice a job.

  

 Product

ID

1007

EasyPrice Dual Rate Overhead Project Pricing Calculator MS Excel

This job pricing method utilizes two overhead rates for subcontractors, equipment, and materials and one for direct labor. The main reason to use this method is that overhead is more accurately distributed based on the percentage of install labor to non-labor and materials direct costs on a job.

Overhead is allocated higher for projects with a large proportion of the job is installation labor versus equipment, materials, and subcontracts. Overheads are less where installation labor is small than non-labor and direct material costs.

 #5P1 Service Repair Work Delivery Tasking Standard Procedures:

  1. Review the many advantages of written work delivery tasking standard procedures.
  2. Review how business functions are the labor tasking activities that must occur.
  3. Review the step-by-step service repair work delivery tasking standard procedures.
  4. Subscription provided or purchase these documents:

     

 

Product

ID

1023

Service Repair Work Delivery Standard Procedures

Includes step-by-step work delivery tasking standards from a lead to repair job closeout. Service managers and operations managers use them. This document is provided in original MS Word format to be printed on your local printer.

 #5P2 Service Agreement Work Delivery Tasking Standard Procedures:

  1. Review service agreement work delivery tasking standard procedures.
  2. Review commercial service agreement cover letter and proposal agreement.
  3. Subscription provided or purchase these documents:

 

 

Product

ID

1024

Service Agreement Work Delivery Standard Procedures

Includes step-by-step work delivery tasking standards from a lead to service agreement job closeout. Service managers and operations managers use them. This document is provided in original MS Word format to be printed on your local printer.

 #5P3 Project Work Delivery Tasking Standard Procedures:

  1. Review project work delivery tasking standard procedures.
  2. Review the commercial service agreement cover letter and proposal agreement.
  3. Subscription provided or purchase these documents:

     

 Product

ID

1025

 

Project/Design-Build Work Delivery Standard Procedures

Includes step-by-step work delivery tasking standards from a lead to Project/Design-Build agreement job closeout. Service managers and operations managers use them. This document is provided in original MS Word format to be printed on your local printer.

 #5P4 Equipment Start-up Taking & Accounts Receivable/Payable Standard Procedures:

  1. Review equipment start‐up and maintenance tasking standards.
  2. Review management quality assurance standard procedures.
  3. Review accounts receivable and payable standard procedures.
  4. Subscription provided or purchase these documents:

     

 Product

ID

1026

Equipment Start-up &  Maintenance Tasking Procedures

These documents are used by service managers, installation managers, technicians, installers, and operations managers. HVAC service companies use this equipment start-up, text, and verification tasking procedures to adhere to the new ASHRAE standard 180P standards. These tasking procedures help you establish the minimum HVAC inspection and maintenance requirements that preserve a system’s ability to achieve optimum operations. AccuTask includes 136 start-up and maintenance tasking forms for 99.9% of HVAC equipment and systems. These documents are provided in original MS Word format to be printed on your local printer.

Product

ID

1027

Accounts Receivable and Payable Standard Procedures

Includes step-by-step accounting receivable and payable standards. General managers and operations managers use them. This document is provided in original MS Word format to be printed on your local printer.

 #5P5 Accounts Receivable/Payable Standard Procedures:

  1. Review best practice accounts receivable rules.

  2. Review best practice accounts payables rules.

  3. Subscription provided or purchase these documents:
      1. N/A

#5P6 Inventory & Tool Control and Customer Care Standard Procedures:

  1. Review inventory & tool control standards procedures.
  2. Review customer care call handling standard procedures..
  3. Subscription provided or purchase these documents:

     

 Product

ID

1028

Inventory and Tool Control Standards

Includes step-by-step company job and truck inventory control standards. General managers, service managers, and operations managers use them. This document is provided in original MS Word format to be printed on your local printer..

 Product

ID

1029

Effective Customer Care Call Handling Standard Procedures

Arming the dispatcher with a professional standardized way to great and respond to customer inquiries to include:

2.      Greeting the Customer

3.      Identify How Customer Will Pay for Today’s Work

4.      Informing the Customer of Response Time:

5.      Identifying the Lead Source

6.      Reminding the Customer of What Happens Next

7.      Calling the Customer to Confirm Arrival Time

8.      Calling to Reschedule Appointment

9.      If a Solution Requires a Plan

10.  Callback With a Plan

 #10 How to Implement Proper Customer Care Call Handling Procedures:

  1. Review the importance of good customer care.
  2. Review customer care inbound and outbound call handling script.
  3. Review crucial hiring criteria for the customer care & dispatcher function.
  4. Review organizing an office central filing system.
  5. Review how to implement hiring guidelines for the customer care/dispatch function.
  6. Review customer service 101: proper phone etiquette.
  7. Review how to implement training for the customer care/dispatch function.
  8. Review construction department functions & organizational structure.
  9. Subscription provided or purchase these documents:

 

 

Product

ID

1034

Customer Care Call Handling Inbound and Outbound Script

This script includes a professional standardized way to greet and respond to the customer inquiries. The script includes greeting the customer, identifying if they are interested in a service agreement, annual service agreement renewal reminder, identifying how the customer they pay for today’s work, informing the customer of response time, identifying the lead source, calling the customer to confirm arrival time, managing the price of today’s service, calling to reschedule an appointment, handling upset callers. This document is provided in original MS Word format to be printed on your local printer.

 

 

 

 

Product

ID

1035

Customer Care Response for “Price is Too High” Objection

Used by customer care, receptionist, and dispatchers. This document is designed to inform employees and your customers why we price our services, justifying the price for the customer post service. Includes a professional standardized way to respond to a price objection via letter or email. This document is provided in original MS Word format to be printed on your local printer.

 

 

 

 #11 How to Forecast Your Monthly Spend Plan:

  1. Review why you need a monthly income and spending plan budget.
  2. Review how to forecast labor staffing requirements by work category procedure.
  3. Review how to use BudgetPro to develop service offerings spend plans.
  4. Subscription provided or purchase these documents:

     

 

 

Product

ID

1039

BudgetPro Annual & Monthly Budgeting Calculator

One of the critical factors in delivery service is the availability of skilled labor. Retaining and obtaining the right number of employees with the right skill sets is crucial to the service organization. Determining the right mix of employees requires forecasting future revenues by work category. BudgetPro is an annual and monthly labor and material forecasting program designed to automate all work categories’ forecasting and budgeting process. BudgetPro calculator is used by owners, general managers, service managers, installation managers, operations, and office managers. BudgetPro does everything a Guide version does, but more accurately and in a tenth of the time. The BudgetPro program is designed to help you quickly respond to potential new business scenarios. This program is provided in MS Excel format.

 

 

 

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