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Ruth King's Books & Manuals for HVAC, Plumbing, and Electrical Contractors

Greetings!

My name is Ruth King. For the past 30+ years I have helped contractors like you increase sales, profits, and live the life you’ve always dreamed of.

The books and manuals in this catalog could help you have a great cash flow AND a great profitable business. Listen, read, and implement these proven ideas that my clients have used since 1987 to help them be some of the most profitable contractors in the United States.

Clients like Larry White, Owner of Comfort Air in Savannah who said:

“I thought we were doing well. Ruth made us
even better than I had ever imagined.”

These books and manuals could make you better, too.

It’s safe to order. Your satisfaction is 100% guaranteed. Return any product within 30 days for a full, no-hassles refund.

Just click the links to order now, call us at 770-729-8000, or email me at RuthKing@HVACChannel.tv.

And, if you have questions about any audio, book, or manual, call me at 770-729-8000 or on my personal cell phone at 678-296-4123. I look forward to helping you increase your bottom line.

Ruth King

Operations Manuals: Best Practices to Operate a Profitable Business

There are four Operations Manuals:

  • ▶ Residential Operations Manual for
    Companies Over $750,000 in Revenue
  • ▶ Residential Operations Manual for
    Companies Under $750,000 in Revenue
  • ▶ Commercial Operations Manual
  • ▶ Plumbing Operations Manual

The details:

  • ▶ Each manual comes in both paper and electronic form. You can edit the manual to customize it for your company. For example, the manuals say "ABC Heating and Air" or "ABC Plumbing." You make a global change to your company’s name.
  • ▶ The electronic version has many forms and documents so you can customize your pricing, meeting agendas, sales reports, and more.
  • ▶ The Career Track Manual, Keeping Score Pricing Manual, Job Descriptions Manual, Dispatcher Manual, and Service Manager Manual are all included with the Operations Manuals, with the exception of the "Residential Operations Manual for Companies Under $750,000 in Revenue."
  • ▶ Each manual comes with up to one hour of telephone consulting time to help you implement the manual.

 

Here’s What People Have To Say:

Jim Altman, Owner | Four Seasons in Kingsville, TX
"Everything is in the manual. Whenever anyone asks me how to do something I just point to the manual. It is dog eared and tabbed."
Candy Prosser, Owner | Waccamaw Heating and Cooling
"Let me just say the HVAC Operations Manual is awesome AND your timing was perfect! As Rhett and I dive head first into this manual, we are gaining such confidence that we are on the right path to success and prosperity.
So, again... a HUGE THANK YOU!"
Ricky Martin, Owner | Martin Heating and Air
"I purchased your operations manual last year and have seen a significant difference in our operations since."

Table of Contents Samples for:

  • ▶ Residential Operations Manual: Companies Over $750,000 in Revenue
  • ▶ Commercial Operations Manual
  • ▶ Plumbing Operations Manual

These manuals have similar tables of contents. The content in each section is tailored to fit residential, commercial, or plumbing operations.

Each manual is $2,997 and comes in both electronic format and paper format. You can customize each manual to fit your company’s exact procedures.

Here is the overall table of contents for these three manuals:
  • Read This First!
  • Overview - What this manual Is and Is Not
  • How to Implement this Manual
  • Operations Procedures
    • Pricing Methodology
    • Net Profit Per Hour
    • Calculate Overhead Cost Per Hour
    • How to Calculate Overhead Cost Per Hour
    • Getting Started on Overhead Cost Per Hour Calculations
    • Replacement/Project Pricing
    • Overall Procedures for All Field Personnel
    • Four Words to Eliminate from Your vocabulary
  • Overview for Employees
    • Dress
    • Driving and Parking a Company Truck
    • Neatness counts!
    • Before You Leave
  • Service Procedures
    • Service Technicians DO NOT Come to the Office
    • Service Call Procedure
    • Specific Service Call Procedures
    • Compressor Analyzer Form
    • Getting Parts Not on a Technician's Truck
    • Communications with the Office
    • Replacing Parts on Your Truck
    • Flat Rate Procedures
    • When and How to Get Help with Service Calls
    • Completing a Service Ticket - For Paper Tickets
    • Collecting for Service Calls
    • Educating the Customer About New, Replacement Equipment
    • Recommending Accessories
    • SPIFF Procedures
    • Time Sheets
    • Turning in Service Tickets
    • Tracking Refrigerant
    • Leak Policy Form
    • Float Switch Policy Form
    • On-Call Policy
    • Warranty Policy
    • Airflow Procedures
    • Callbacks and Warranty
    • Training
    • Tools
    • Inventory
    • Safety
  • Maintenance Procedures
    • Maintenance Philosophy
    • Change Your Thoughts about Maintenance
    • No One Sells Maintenance
    • The First Maintenance Procedures
    • Maintenance Procedures for Maintenance Customers
    • Maintenance Performed as a Result of Marketing
    • Maintenance Plan Maintenance Procedure
    • Maintenance Performed in Busy Seasons
    • Maintenance Plan Form
    • Monthly Recurring Billing Form
  • Replacement Procedures
    • Job Number Book
    • Job Folders
    • Warehouse Layout
    • Job Loading Area
  • Installation Crew Procedures
    • Arriving at the Customer's Home
    • Start Up Procedures
  • Warehouse Procedures
    • Overview
    • No Warehouse Supermarkets
    • Consumables or Inventory?
    • Job Staging Area
    • Service Technician Boxes
    • Daily Warehouse Activities
    • Seasonal Stocking Orders
    • Yearly Inventory Count
  • Marketing and Sales Procedures
    • My Marketing Philosophy
    • Your Marketing Plan
    • Selling Service
    • The Maintenance Enrollment Process
    • Pricing Planned Maintenance
    • Maintenance Plan Commissions (SPIFFs)
    • Contests
    • Replacement Sales Process
    • Review of Service Tickets
    • Personal Referrals
    • Replacement Sales / Production Procedures
    • Enroll a New Maintenance Plan with Every Replacement Sale
    • Marketing Tracking
    • Sales Tracking - Weekly Sales Meeting
  • Administrative Procedures
    • Getting Pictures and Bios of Field Personnel
    • Answering the Telephone
    • Receptionist - The First Point of Contact
    • Critical Factor for Everyone Answering the Telephone
    • Caller Wants to Speak with Someone Alread on the Telephone
    • Caller Wants to Speak with Someone Who Is in a Meeting, Unavailable, or Not There
    • Taking Messages - General
    • Taking Messages - Replacement
    • Estimates
    • Taking Messages - Service Calls
  • Dispatch Service Procedures
    • Dispatch Definition
    • The Role of a Dispatcher
    • Customer Calls In - Scheduling a Call
    • Sending a Technician to a Call - Customer Contact
    • Sending a Technician to a Call - Technician Contact
    • Technician is Finished with the Call
    • Finding Work for the Technicians
    • Customer Calls in with a Complaing
    • Word to Avoid
    • Additional Dispatch Duties
    • Dispatcher Helpful Hints
  • Handling Payroll
  • Scheduling Maintenance Checks
  • Renewing Maintenance for Clients Who Haven't Sent in Their Renewal Payments
  • Maintenance Plan Coordinator
  • Maintenence Plan Accounting
  • Weekly Cash Flow Report
  • Accounts Payable Procedures
  • Collection Calls
  • Petty Cash
  • Weekly Communications Meeting
  • Service Meetings
  • Quarterly Company Meetings
  • Bonus/Profit-Sharing Plan
  • Managers Bonus Plan
  • Employee Profit-Sharing Plan
  • Job Costing
  • Other Cash Procedures
  • Monthly Financial Review
  • Yearly Three-Page Business Plan
  • Conclusions... and Beginnings
Appendix Section
  1. Job Descriptions
  2. Sample HR Policy / Employee Theft Policy
  3. Sample Vehicle Policy
  4. Equipment Condition Report / Refrigerant Leak Policy / Float Switch Policy
  5. Sample Service Ticket
  6. Compressor Analyzer Form
  7. SPIFF Sheet
  8. Time Sheet
  9. Training and Inventory Agreements
  10. Maintenance Plans
  11. Monthly Recurring Billing Form
  12. Customer Survey Form
  13. Material Sheet
  14. Startup Form
  15. Consumables Form
  16. Service Truck Standard Inventory and Tool Policy
  17. Marketing Tracking Form
  18. Marketing Postcards
  19. Customer Care Procedures
  20. Residential Pricing Manual
  21. "I Spent Money on My Furnace" Letter
  22. Sales Tracking Form
  23. Estimate Request Form
  24. Telephone Procedures Manual
  25. Sample Letters and Scripts
  26. Dispatch Form to Order Parts
  27. Weekly Communications Metting Report
  28. Monthly Financial Ratio Explanations
  29. Job Cost Form
  30. Three-Page Business Plan Format
  31. Resources
ORDER Residential Ops Over $750k ORDER Commercial Operations ORDER
Plumbing Operations
Residential Operations Manual for Companies Under $750,000 in Revenue

This manual is for smaller companies without a service manager or other management positions.

  • Read This First!
  • Are You Lowball Louie?
  • What this Manual is NOT
  • How to Implement this Manual
  • Section 1: Overall Field Procedures
    • Four Words to Eliminate from Your Vocabulary
    • Overall Procedures for all Field Personnel
    • Dress
    • Driving and Parking a Company Truck
    • Neatness Counts!
    • Before You Leave
    • Truck Requirements
    • Truck Signage
    • Truck Inventory
  • Section 2: Pricing
    • Pricing
    • Overhead Cost Per Hour
    • Net Profit Per Hour
    • Pricing maintenance Plans
    • Parts Pricing and Other Service Rate Charges
    • Flat Rate Pricing
    • Pricing Replacement Equipment
  • Section 3: Marketing and Selling
    • Marketing and Selling Service
    • Marketing Tracking
    • Customer Interaction
    • Marketing and Selling Replacement Systems
    • Replacement Sales Process
    • Enroll a New Maintenance Plan with Every Replacement Sale
    • Tracking
    • SPIFFs and Contests
    • Maintenance Plans
  • Section 4: Service Procedures
    • Dispatch Service Procedures
    • Dispatch Definition
    • The Role of a Dispatcher
    • Customer Calls In - Scheduling a Call
    • Sending a Technician to a Call - Customer Contact
    • Sending a Technician to a Call - Technician Contact
    • Finding Work for the Technicians
    • Customer Calls in with a Complaint
    • Words to Avoid
    • Additional Dispatch Duties
    • Dispatcher Helpful Hints
    • Technician Service Procedures
    • Service Technicians DO NOT Come to the Office
    • Service Call Procedure
    • Compressor Analyzer Form
    • Leak Policy Form
    • Float Switch Policy Form
    • Getting Parts Not on a Technician's Truck
    • Communications with the Office
    • Replacing Parts on Your Truck
    • Flat Rate Diagnostic Procedures
    • When and How to Get Help with Service Calls
    • Completing a Service Ticket - Paper
    • Collecting for Service Calls
    • Educating the Customer about New, Replacement Equipment Recommending Accessories
    • Time Sheets
    • Turning in Service Tickets
    • Tracking Refrigerant
    • On-Call Policy
    • Warranty Policy
    • Airflow Procedures
    • Callbacks and Warranty
    • Training
    • Tools
    • Inventory
    • Safety
  • Section 5: Maintenance Procedures
    • Maintenance Philosophy
    • Change Your Thoughts About Maintenance
    • No One Sells Maintenance
    • The First Maintenance Procedures
    • Maintenance Procedures for Maintenance Customers
    • Maintenance Performed as a Result of Marketing
    • Maintenance Procedure for Maintenance Performed in Busy Seasons
    • Maintenance Plan Form
    • Monthly Recurring Billing Form
  • Section 6: Replacement Procedures
    • Job Number Book
    • Job Folders
    • Installation Crew Procedures
    • Arriving at the Customer's Home
    • Startup Procedures
  • Section 7: Administrative Procedures
    • Getting Pictures and Bios of Field Personnel
    • Answering the Telephone
    • Handling Payroll
    • Scheduling Maintenance Checks
    • Maintenance Plan Accounting
    • Accounts Payable Procedures
    • Accounts Receivable Procedures
    • Collection Calls
    • Petty Cash
    • Bank Deposits
    • Job Costing
    • Other Cash Procedures
    • Monthly Financial Review
    • Yearly Three-Page Business Plan
    • Conclusions... and Beginnings

Your investment is only $1,497.

ORDER Residential Ops Under $750k

Service Manager's Guide to Operating a Profitable Service Department

The job of a service manager is to operate a profitable service department.

You must spot and take care of minor issues before they become major crises whether those issues are customer, employee, or financial. This manual helps you do just that.

And, understanding your personality style is critical. The more you understand why you do things and react in certain ways, the better you will be able to manager others.

This manual comes in a paper and an electronic format.

What's In The Manual
  • PART I - CUSTOMER SERVICE
    • The Reasons for Customer Retention
    • Calculating the Cost of a New Customer
    • Calculate the Cost to Attain a New Customer
    • Retaining Customers
    • Make the Customer Feel Comfortable
    • Tools You Can Use to Help the Customer Feel Comfortable
    • Cood Customer Service
    • Customer Satisfaction Survey Form
    • Handling Irate Customers
    • Firing Customers
    • Customer Contact
  • PART II - SERVICE TECHNICIAN and SERVICE DEPARTMENT OFFICE STAFF MANAGEMENT
    • Motivating Your Employees
    • The Four Values Profiles
    • Motivating Your Employees Based on Their Value System
    • Using Values Systems to Communicate with Your Employees
    • Values Issues Which Impact Learning
    • Values Issues Which Impact Evaluating Your Employees
    • The Needs Segment of Motivation
    • Managing the Different Needs Styles
    • Communicating with the Different Needs Styles
    • Hiring Service Technicians
    • A Service Technician Responds to Your Ad
    • The Interview
    • Checking References and Background Checks
    • Making the Offer
    • Ranking Service Technicians and Tracking Performance
    • Performance Appraisals
    • Disciplinary Actions and Career Readjustment Policies
    • Involve Your Technicians in Setting Goals
    • Service Technician Meeting Agenda
  • PART III - SERVICE DEPARTMENT FINANCIAL STATEMENTS
    • The Service Department Profit and Loss (P&L) Statement
    • Gross Margin
    • Pricing Service Rates
    • How to Calculate Overhead Cost Per Hour - Overview
    • How to Calculate Overhead Cost Per Hour - Details
    • Service Rates
    • Parts Pricing and Other Service Rate Charges
    • Flat Rate Pricing
    • Maintenance Agreement Pricing
    • Break Even Analysis
    • Ruth's Rules for Determining Sales Prices
    • Miscellaneous Financial Issues
    • Check the Paperwork!
    • Understanding Service Department P&L Statements
    • Inventory and Company Tools
    • Callback Actual Cost
    • Unapplied Time and Sending Service Technicians Home
  • PART IV - GENERAL TOPICS
    • The Need for Service Agreements
    • Enrolling Service Agreements
    • Productivity Reports
    • Tool Accounts
    • Time Management
    • Collections
    • Material Safety Data Sheets and Safety Meetings
    • Paying Technicians for Meetings and Training
    • Dealint with Your Boss
    • About the Author

Your investment is only $497

ORDER NOW

Dispatcher's Manual

Dispatchers can make or break the profitability of your service department. Their job is to take care of customers and technicians profitably!

This manual helps you do just that. It comes in printed and electronic formats.

And, understanding your personality style is critical. The more you understand why you do things and react in certain ways, the better you will be able to work with your technicians and customers.

What's In The Manual
  1. Introduction
  2. How do You Define Dispatch?
  3. The Role of a Dispatcher
  4. Customer Calls In - Scheduling a Call
  5. Sending a Technician to a Call - Customer Contact
  6. Sending a Technician to a Call - Technician Contact
  7. Technician Is Finished with the Call
  8. Finding Work for the Technicians
  9. Customer Follow-Up
  10. Customer Calls in with a Complaint
  11. Words to Avoid
  12. Additional Dispatch Duties
  13. Final Dispatcher Thoughts
  14. Conclusions... Or Beginnings

Your investment is only $397

ORDER NOW

Job Descriptions

Your employees want to know what their jobs are. You want to be clear about what is expected from them. Job Descriptions are critical to making this happen.

What job descriptions are covered?
Job Description Templates - HVAC
  1. CEO/Owner/President
  2. Operations Manager
  3. Installation Manager
  4. Installation Supervisor
  5. Installation Technician (Mechanic)
  6. Installation Helper
  7. Service Manager
  8. Technical Supervisor
  9. Dispatcher
  10. Service Technician
  11. Maintenance Technician
  12. Warehouse Supervisor
  13. Parts Runner
  14. Sales and Marketing Manager
  15. Salesperson
  16. Planned Maintenance Coordinator
  17. Estimator
  18. Office Manager
  19. Accounting/Bookkeeping
  20. Receptionist
  21. Customer Support
Job Description Templates - Plumbing
  1. CEO/Owner/President
  2. Operations Manager
  3. Installation Projects Manager
  4. Installation Projects Supervisor
  5. Installation Technician (Mechanic)
  6. Installation Helper
  7. Service Manager
  8. Technical Supervisor
  9. Dispatcher
  10. Plumbing Technician (Mechanic)
  11. Plumbing Maintenance Technician
  12. Plumbing Helper
  13. Warehouse Supervisor
  14. Parts Runner
  15. Sales and Marketing Manager
  16. Salesperson
  17. Planned Maintenance Coordinator
  18. Estimator
  19. Office Manager
  20. Accounting/Bookkeeping
  21. Receptionist
  22. Customer Support

Don't reinvent the wheel! Use these proven job descriptions. Your investment is only $197.

ORDER NOW

Bookkeeping Manual
No Accounting "Gobbledegook"

HVAC Bookkeeping and Financial Statements leads you, step-by-step, through the daily activities that create your financial statements at the end of the month. Simple, easy-to-understand exercises with sales and expenses that you are familiar with.

  • ▶ Learn about income statements, balance sheets, financial ratios, and what they mean to the successful operation of your business.
  • ▶ Discover where to dig if the financial statements "don't look right."
  • ▶ Implement cash-management procedures that are good, fiscal checks-and-balances so that you can keep your hard earned cash.

Financial statements are your scorecard. Putting the right information in and understanding what they say is imperative for survival in business.

Table of Contents
  1. Overview
  2. HVAC, Inc. Company Background
  3. HVAC Bookkeeping Basic Definitions
  4. Charts of Accounts and Journals
  5. Accounting Procedures
  6. Creating the Daily Journals
  7. Trial Balance
  8. The Income or Profit and Loss Statement
  9. Allocation of Overhead
  10. The Balance Sheet
  11. The Cash Flow Statement
  12. Financial Statements
  13. Financial Ratios
  14. Cash Flow Mistakes
  15. Other Places to Look if Your Financial Statements "Don't Seem to Be Right"
  16. Protect Your Cash
  17. Ruth's Rules
Appendix
  • Exercise #1 - Formatting the General Ledger
  • Exercise #2 - Recording Journal Entries
  • Exercise #3 - General Ledger Activities for Day 2
  • Exercise #4 - Journals for Day 2
  • Exercise #5 - Trial Balance for Day 2
  • Exercise #6 - Income Statement for Day 2
  • Exercise #7 - Consolidated Income Statement for Days 1 and 2
  • Exercise #8 - Allocation of Overhead
  • Exercise #9 - Balance Sheet for Day 2
  • Exercise #10 - Consolidated Balance Sheet for the Two-Day Period
  • Exercise #11 - Cash Flow Report for Day 2

Your investment is only $197

ORDER NOW

Career Track Manual

Running a profitable contracting company depends on your ability to hire and train the right people. Far too often installers and service technicians are hired without proper screening, only to find out days or weeks later they were unable to perform at the skill level you hired them for. Or, you lack the necessary training aids to assist your employees in their advancement and they leave you and go to another contractor who promises advancement. HVAC Career Training Manual provides you with the material to evaluate and train your field personnel from entry level apprentice to management.

The Career Track Manual comes in an electronic format.

The People Plan covers suggestions on how to implement and maintain an effective management plan, recruitment plan, employee retention, and public image.

The Career Ladder shows you step-by-step how to advance an employee up the ladder of success.

Training Agreements are outlined to give you direction on how to protect your investment.

Specific Skills by Levels shows exactly what tasks must be mastered before advancement to the next level. Skill levels are broken down by departments, i.e.: New Construction, Replacement, and Service.

Competency Tests will assist you with your evaluation process.
Installation Tests includes Level I & II New Construction Helpers, Level I & II New Construction Mechanics, Level I & II Replacement Helpers, and Level I & II Replacement Mechanics.
Service Tests includes Level I, II, II, & IV Service Technician, all with the answers included.

This manual has NOT been updated to include the new refrigerants, including 410-a.

Your investment is only $249.

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Keeping Score: Residential Pricing for Service and Replacement Companies

Proper pricing is critical for profitability. You’ll learn why pricing using the old "divide by 1 minus the gross margin" method can be a recipe for disaster. Gross margins don’t count! Discover what does in this manual.

This manual has a plumbing version and an HVAC version. It comes in paper and electronic formats.

Work through the exercises based on your company’s numbers. Templates are provided in electronic formats to calculate your service rates, flat-rate pricing, maintenance agreement pricing, and replacement pricing based on your overhead cost per hour and net profit per hour you desire.

Here's what's in the manual:
  1. Introduction
  2. Net Profit Per Hour
  3. Service Rates
  4. Parts Pricing and Other Service Rate Charges
  5. Flat Rate Pricing
  6. Maintenance Agreement Pricing
  7. Replacement Pricing
  8. Conclusions... or Beginnings

Included are nine forms with the templates and examples of pricing.

Your investment is only $249.

ORDER NOW

Books authored by Ruth King

The Ugly Truth About Cash
The Ugly Truth About Small Business
The Ugly Truth About Managing People
The Courage To Be Profitable

These four award winning books have helped thousands of business owners avoid many gut-wrenching mistakes others have made and shared.

The Ugly Truth about Cash and The Courage to be Profitable join Napoleon Hill, Dale Carnegie, Stephen Covey, Richard Branson, and other esteemed authors in being named 2 of the 37 books start ups should read.

These books help you put the easy-to-implement practices in place that keep the honest people honest and protect your hard earned assets.

As TJ Ratchford, a business owner in Texas said about The Courage to be Profitable:

“I got this book with trepidation.
Then I discovered how easy it was to read and understand.”

Discover what financial statements really mean and how to get and stay profitable in less than 30 minutes a month. Written in English rather than accounting babble…

Audio versions are available if you prefer to listen rather than read.

As Anne Zuckerman,a business owner in New Jersey said,

“I got in my car to go to the post office and put the first Ugly Truth about Small Business audio in. I didn’t want to get out of my car at the post office because I was so wrapped up in the audio.”

Each print-book is $15. Each audio-book is $29.97.

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