HVAC & Plumbing
Operations Manuals
Operations Manuals, Service Manager Manual, Dispatcher Manual, Pricing Manual, Job Description Manual, and more. Tested, proven processes/procedures that give you and your employees the tools you need to become one of the most profitable contractors. Manuals are focused on service and replacement and do not cover new construction.
Building
Profit and
Wealth
This two day, in-person class is a deep dive into your financial statements. You'll discover the activities and actions you need to take to get and stay profitable… and build wealth. At the end of the two days, you should understand how to read your financial statements, how to analyze them, and how to build wealth through cash and maintenance programs. You will have the tools to take action based on your findings.
Financial Statements Fun and Sexy
"Making Financial Statements Fun and Sexy" is designed to give you the tools you need to understand and profit from the financial side of your business. After these four sessions, you’ll recognize when “things don’t look right”. When you complete the program, you should know enough to question your accountants, whether they are internal or external to your company. The only way that you can keep your hard-earned money is to know that your financial statements are correct each month. You have to know the score and believe the score each month.
Three Page Business
Plan
Overview
Practical business Planning is designed to give you the tools you need to write, implement, and track your company’s business plan. During this class you write a three-page business plan that you can use every day to guide your business operations. After these four weeks you’ll have a realistic marketing plan, a realistic budget, and a document that helps you achieve the goals you want to achieve.
Grow Your Residential and Commercial Maintenance
Do you enroll 100 maintenance plans, just to lose 20, 30, 50, or more each year because customers don't renew? That's insane! Keep more of your maintenance clients. I created a video that proves maintenance saves money. We will customize the video for your business.
Soft Skills Online Course for Service Technicians and Dispatchers
Sometimes customers look for another contractor even if their systems are working properly. They didn’t like the technician who visited their home or office. They didn’t feel comfortable with the person on the telephone. There was no follow up after the service call or replacement. These “soft skills” are critical to keeping and growing your customer base.
Click the image on the left for a sample of the video series.
Soft skills programs are divided into four segments: Technician, Dispatch/CSR/Maintenance, Follow Up, and Commercial. Each video is 15 to 30 minutes in length – easy to use in service meetings or training meetings.
They are designed to help your field and office personnel build and keep trust of your customers…so that you grow your business profitably.
Dispatcher Survival School
Dispatchers have one of the most important jobs in your company. It is also one of the most stressful and difficult jobs to perform well. Every day dispatchers deal with temperamental technicians, irate customers who are hot or cold and want service yesterday... while juggling three telephone calls at the same time.
Many people burn out quickly and you are stuck with the daunting and expensive task of training another dispatcher.
Dispatcher's Survival School gives your dispatcher the tools he or she needs to succeed and endure in this fast paced, pressure cooker environment.
Practical, no-nonsense methods of dealing with customers, technicians, scheduling, and time management are learned in this two day, intensive course.
