HVACPro Residential Bookkeeper Job Training

HVACPro Online Classes

#0 How to Master a Thriving Residential HVAC Service Business

1. 1. Review how to use this program to implement a strategic Business Plan.
   2. Review how you only need employees to process your book of business.
   3. Review how the company operates and what work delivery processes are for employees to follow.
   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 than your competitors.
   6. Provided in residential and commercial subscription or purchase these documents:
      
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#5P1 Why We Need Written Operating & Work Delivery Standard Procedures:

1. 1. Review how to get input and buy-in from all work delivery stakeholders.
   2. Review the business functions that must occur to be in business.
   3. Review why we need written work delivery standards.
   4. Review from a lead to job close out best practice service repair work delivery standards.
   5. Provided in residential and commercial subscription or purchase these documents:

       

Product ID 1015

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

Product ID     1018

Equipment Start-up &  Maintenance Tasking Procedures 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 used by service managers, installation managers, technicians, installers, and operations managers. These documents are provided in original Microsoft Word format to be printed on your local printer.

#5P2 Service Repair Work Written Delivery Standard Procedures:

1. 1. Review from a lead to job close out, best practice written service agreement works delivery standards.
   2. Provided in residential and commercial subscription or purchase these documents:

       

Product ID 1016

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 Microsoft Word format to be printed on your local printer.

 #5P3 Service Agreement Written Work Delivery Standard Procedures:

1. 1. Review from a lead to job close out, best practice written system replacement work delivery standards.
   2. Review how to create a project/design‐build statement of qualifications.
   3. Review an example cover letter and statement of qualifications.
   4. Provided in residential and commercial subscription or purchase these documents:
      
      

Product ID 1017

System Replacement 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 Microsoft Word format to be printed on your local printer.

 #5P4 Replacement Written Work Delivery Standard Procedures:

4. 1. Review how to establish a written quality assurance standard Procedures.
   2. Review the need to establish proper transaction credit and payment terms.
   3. Review how to establish accounts receivable aging.
   4. Review how to establish accounts receivable aging schedule.
   5. Review best practice accounts receivable rules.
   6. Provided in residential and commercial subscription or purchase these documents:

       

Product ID 1019

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 Microsoft Word format to be printed on your local printer.

 #5P6 Inventory and Tool Control Written Standard Procedures:

6. 1. Review how controlling costs is the key to being a profitable HVAC company.
   2. Review the benefits of written inventory & tool control standard procedures.
   3. Review inventory types.
   4. Review step-by-step inventory & tool control standard operating procedures.
   5. Provided in residential and commercial subscription or purchase these documents:
      
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#10 How to Implement Proper Customer Care Call Handling Procedures:

1. 1. Review the importance of good customer care.
   2. Review the customer care inbound and outbound call handling script.
   3. Review the crucial hiring criteria for the customer care & dispatcher function.
   4. Review organizing the office central filing system.
   5. Review the hiring guidelines for the customer care and dispatch functions.
   6. Review the customer service 101 of proper phone etiquette.
   7. Review how to implement onboarding and training for the customer care and dispatch function.
   8. Provided in residential and commercial subscription or purchase these documents:
      
      1. N/A

          

#11  Forecast Your Monthly Spend Plan:

1. 1. Review why you need a monthly labor and expense spend plan.
   2. Review the procedure on how to forecast your labor staffing requirement by work category.
   3. Review example contractor using our programs BudgetPro to develop your labor and expense spend plans by work category.
   4. Provided in residential and commercial subscription or purchase these documents:

       

Product ID     1031

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. The BudgetPro program is designed to help you quickly respond to potential new business scenarios. This program is provided in Microsoft Excel format.