Adhering to our proven operating and work delivery standard procedures have made the best residential HVAC service businesses prosper is the key to your business’s success—and to you and yours personally. Over the last 20+ years, thousands of our clients have used these HVAC best-of-the-best operating and work delivery standard procedures, tools, forms, and call handling documents to ensure consistency, protect their business’s profitability, and more importantly its good name.
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Product ID |
Description |
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Product ID
1001 |
Fix-Right Flat-Rate Price Guide You can order the Fix-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. |
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Product ID
1002 |
Three Upfront Flat-Rate Price Guide Set – Repair, Replacement & Ductless Mini-Split You can order the Fix-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. 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. |
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Product ID 1003 |
Technician/Installer Onsite Hourly and Truck and Travel hourly Pricing Calculator Program in Microsoft 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 Microsoft Excel format with results printed on your local printer. |
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Product ID
1004 |
Technician Repair Call Check-in Opportunity Assessment Form in Microsoft Word In most cases, when the technician first arrives on a repair call, the system is dead. The system cannot speak for itself, so you must interview the customer about the patient. An Opportunity Assessment Survey form is needed to enable the technician to learn about the customer, the problem or issue, and other areas that may present opportunities to improve. Customers commonly desire improved comfort, health, safety, property, and financial situation. After confirming the purpose of the call and making introductions, the technician uses the script located at the top of the form |
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Product ID
1005 |
Technician Repair or Maintenance Call Check-Out Opportunity Assessment Forms – Multi-Form access to print vendor Entitled System Condition Report. This form lets the customer go forward with recommendations to save money or help avoid catastrophic failures. This form allows the company to continue communicating post-call with the customer to “harvest more opportunities” that need attention. At the end of the call, the technician reviews anything they have checked off that still “needs attention” on our System Condition Report to help the customer post-call become more comfortable, safer, and healthier and save money. The technician returns the System Condition Report to the service manager for pricing work and follows up with the customer on the recommended work that needs attention. Access to print vendor included in Complete Appendix B Documentation Set. |
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Product ID
1006
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Onsite System Replacement Opportunity Assessment Form The On-site System Replacement Opportunity Assessment Survey Form assists the Selling Technician or Comfort Advisor to identify the transaction and scope of work and communicate that their company is the best choice to do the job. Installed-Right objectives are to help the Selling Technician or Comfort Advisor: • 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 1 sales call. |
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Product ID 1007 |
Proactive Repair Call Handling Tasking Procedures Service managers and repair technicians use this standard procedure document to perform the step-by-step functions of a professional service call handling procedure and forms from a lead to sold repair customer checkout. This document is provided in original Microsoft Word format to be printed on your local printer. |
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Product ID
1008 |
Proactive Service Agreement Sales Call Handling Tasking Procedures Service managers, selling technicians and technicians use this standard procedure document to perform the step-by-step procedures of a professional service agreement call handling from a lead to sold agreement. This document is provided in original Microsoft Word, Excel, and Acrobat PDF format to be printed on your local printer. |
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Product ID
1009 |
Proactive Replacement Trust-Selling Standards Procedures The selling technician and comfort advisors use this selling standard procedure to perform the step-by-step functions of professional project/design-build sales and operations from a lead to booking a sold replacement job. This document is provided in original Microsoft Word, Excel, PowerPoint, and Acrobat PDF format to be printed on your local printer. |
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Product ID
1010 |
Replacement Sales Presentation This promotional tool is used by selling technicians and comfort advisors on a request for bid/estimate/quote to systematically overcome 4-common sales objections, (1) What makes your company different?, (2) What regulatory compliant approach you will use to obtain the lowest possible price, (3) Why your Company has to set the standard of performance in the area, (4) What the customer can expect before, during, and post-installation, and (5) Investment Option Price Sheet to provide an upfront itemize and logical installation sequence and price to the customer. This promotional contract is provided in original Microsoft PowerPoint format to be printed on your local printer. |
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Product ID 1011 |
HVAC System Replacement Proposal Agreement Selling technicians and comfort advisors use this promotional and system replacement transaction contract. This document is multi-form; this form’s desired quantities are purchased directly through our authorized print vendor. Access to print vendor included in Complete Appendix B Documentation Set. |
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Product ID 1012 |
Ductless Mini-Split-System Replacement Proposal Agreement Selling technicians and comfort advisors use this promotional and system replacement transaction contract. This document is multi-form; this form’s desired quantities are purchased directly through our authorized print vendor. Access to print vendor included in Complete Appendix B Documentation Set. |
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Product ID 1013 |
Boiler System Replacement Proposal Agreement Selling technicians and comfort advisors use this promotional and system replacement transaction contract. This document is multi-form; this form’s desired quantities are purchased directly through our authorized print vendor. Access to print vendor included in Complete Appendix B Documentation Set. |
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Product ID 1014 |
Pro-Tech Service Agreement Access to print vendor included in Complete Appendix B Documentation Set. Technicians use this promotional and maintenance transaction contract. This document is multi-form, and this form’s desired quantities are purchased directly through our authorized print vendor. Access to print vendor included in Complete Appendix B Documentation Set. |
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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. |
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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. |
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Product ID 1017
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System Replacement Work Delivery Standard Procedures Includes step-by-step work delivery tasking standards from a lead to Project/Design-Build agreement 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. |
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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. |
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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. |
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Product ID 1020 |
Inventory and Tool Control Standard Procedures 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 Microsoft Word format to be printed on your local printer. |
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Product ID
1021 |
Effective Customer Care Call Handling Standard Procedures Arming the dispatcher with a professional standardized way to great and respond to customer inquiries to include: · Greeting the Customer · Identify How Customer Will Pay for Today’s Work · Informing the Customer of Response Time: · Identifying the Lead Source · Reminding the Customer of What Happens Next · Calling to Reschedule Appointment |
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Product ID
1022 |
Repair, Service Agreement, and Project/Design-Build Terms and Conditions Set · A strong set of terms and conditions is critical. It circumvents any confusion about what you are selling and the transaction terms by which you make the offer. Your payment and liability terms and conditions agreement are both a social and a legal contract. Your terms and conditions establish how you do business in a socially acceptable manner. Still, it is also a legally binding contract between you and your clients. |
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Product ID
1023
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Complete Set Performance-Based Job Descriptions These documents are used by general managers, Sales Managers, service managers, installation managers, and operations managers. These documents are provided in Microsoft Word format to be printed on your local printer. Set includes: · Dispatcher Job Description · Comfort Advisor Job Description · Service & Maintenance Technician Job Description · HVAC Installer Job Description · General Manager Job Description · Operations Manager job description · Sales Manager Job Description · Service Manager Job Description · Installation Manager Job Description · Human Resource Manager Job Description · Comptroller Job Description · Project Manager Job Description · Assistant Service Manager Job Description · HVAC Technician Instructor-Trainer Job Description · Lead Service & Maintenance Technician Job Description · Receptionist/Customer Care Specialist Job Description · Office Manager Job Description · Accounts Payable Job Description · Accounts Receivable Job Description · Truck Driver/Warehouse Supervisor Job Description |
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Product ID
1024
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Performance Incentive plan – Office, Technicians & Installer Service managers and operations managers use this document. This document is provided in original Microsoft Word format to be printed on your local printer. |
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1025 |
Performance Incentive plan – Comfort Advisor Service managers and operations managers use this document. This document is provided in original Microsoft Word format to be printed on your local printer. |
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Product ID
1026 |
Customer Care Call Handling Inbound and Outbound Script This script includes a professional standardized way to greet and respond to 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 Microsoft Word format to be printed on your local printer. |
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Product ID 1027 |
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 Microsoft Word format to be printed on your local printer. |
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Product ID
1028 |
Residential HVAC Service Contractor Organizational Charts Whether you are a one-person or a 200-person HVAC company, both perform the same business operating and work delivery functions. Each business function requires labor tasking to complete. What labor is needed depends on how much labor tasking is necessary to process the company’s book of business. No two companies have the same amount of labor tasking by business or work delivery function due to their mix of business types (e.g., construction, service, replacements, property management, building warranty companies, and others. However, all residential HVAC companies should be organized in such a way as to compete competitively. |
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Product ID
1029 |
Employment Application This job or employment application is an official form given to applicants asking a wide range of questions both about the individual and their skills related to the job. Forms are legally defensible and stand as a way for applicants to introduce themselves to employers. Employees can be justifiably terminated for providing false information on this document that may be found post-hire. his document is provided in original Microsoft Word format to be printed on your local printer. |
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Product ID 1030 |
Employee Counseling Form This document is used by service managers, installation managers, operations, and office managers. This document is provided in original Microsoft Word format to be printed on your local printer. |
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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. 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. This program is provided in Microsoft Excel format. |
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Product ID
1032 |
Which Contractor Best Meets Your Needs Questionnaire in Microsoft Excel Typically, when a customer does not sign, obtain the Which Contractor Best Meets Your Needs? Introduce this 20-questionnaire to the customer as a courtesy to our clients. This questionnaire helps the customer not get damaged by using an unworthy contractor. Nine out of ten times, the customer will not even get past the first five questions. For example, question 4 asks, “Do you perform drug testing to screen employees for hire?”. Simply explain to the customer the following. Suppose a contractor comes on your property with an employee under the influence of drugs and gets hurt. In that case, they can sue you personally for allowing them to work on your property stoned. As proof, when contractors recruit technicians and installers applicants for hire and tell applicants that drug testing is required, only 6 out of 10 applicants return. Ouch. Why is this an important question to ask? |
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Product ID
1033 |
Weekly Sales Performance Reporting in Microsoft Excel The Sales Manager identifies the total number of contacts, intro letters, and follow-up calls to prospect targets generated by day/week by individual Sales Reps and the actual percentage of plan posted on the Sales Goal Board. At the end of each day/week, the number of contacts, intro letters, and follow-up calls to the prospect target is reported by the Sales Rep. on the Sales Tasking Plan form. The results are posted on the Sales Goal Board. At the end of each day/week, the actual percentage of the quota tasking plan as reported to the Sales Manager by the Sales Rep is divided by the Sales Rep’s planned quota for contacts, intro letters, and follow-up calls. The result is posted on the Sales Goal Board. |
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Product ID
1034 |
Customer Awareness Handout in Microsoft PowerPoint This handout is provided to the customer by the technician before walking the system on a repair call. It provides the customer with potential options they have with their system, including: · .Why customers prefer their company · The kind of service agreement savings with one of their service agreements · Potential system enhancements · The life expectancy of HVAC equipment in their area · The company’s unbelievable guarantees and assurances · A consumer repair or replace decision chart · What the customer can expect from the technician on today’s call. |
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Product ID 1035 |
Repair & Replace Decision Chart Handout in Microsoft Publisher This handout is provided to the customer by the technician upon finding a repair costing more than 40% of a system replacement to enable the customer to make the replacement decision which appeals to technicians using a third-party industry recommendation. |
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Product ID 1036 |
System Condition Report The technician provides this multiform upon repair call closeout to the customer. Like a doctor, the technician explains other system items that still need attention. The company uses this form to continue to sell to the customer post-call. |
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Product ID
1037 |
Which Contractor Will Best Meet Your Needs? In Microsoft Word Selling technicians and comfort advisors use this document when the customer does not buy now to raise the competitive bar. Most contractors can’t make it past the first 5 contractor business-related questions. The remaining 15 questions have to do with a perfect installation |
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Product ID 1038 |
Residential Service Agreement Price Calculator This calculator quickly prices your monthly & annual service agreement sell rates for one inspection and two inspection agreements for the first unit and second or more units same location. |