Product ID

Description

1001

Service-Right Flat-Rate Price Guide

You can order the Service-Right HVAC or Plumbing or as an Electrical repair guide. Includes upload data for QuickBooks™ or for your field management software. Subscription consists of the following online training and resources:

•        Technician Fix-Right Flat Rate USER Instructions.

•        Professional service call handling process.

•        Technician Service Call Handling Soft Skills for Proper Customer Communications.

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 provided in MS Excel format with results printed on your local printer.

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.

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 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.

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 in identifying 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.