GrowMyHVAC.com : Flat Rate HVAC Repair Pricing, Training, Installation, Contractor Business Training : Business Improvement Plan

GrowMyHVAC
Complete Business Systems
PO Box 1860
Grantham NH 03753
(800) 240-2823

Testimonials

This system added 200% business value within the first 30 days! - John Smith

Excellent layout, easy to follow and an overall A+ system! - Gary Jones

Pays for itself in days! - Bill Johnson

Business Improvement Plan

Proven residential pricing and selling system

Proven work delivery systems and training

Company Information

Company*

First Name*

Last Name*

Phone*

E-mail*
Product/service pricing

Do you break out income and expenses by work category?*
Yes No N/A

Do you properly allocate direct and indirect overhead by work category?*
Yes No N/A

Do you establish target gross profit margin pricing by work category?*
Yes No N/A

Do you use a standardized replacement installation survey forms to accurately capture your customers’ scope of work and customer, transaction, and financial requirements?*
Yes No N/A

Do you use a standardized service agreement survey forms to accurately capture your customers’ scope of work and customer, transaction, and financial requirements?*
Yes No N/A

Do you use standardized construction surveying forms and bid review process for plan & specification work? *
Yes No N/A

Do you use electronic quoted jobs, project s and design-build estimating and proposal generation technology to improve pricing efficiency & accuracy for all quoted work categories?*
Yes No N/A

Do you use electronic commercial service agreement estimating and proposal generation technology to improve pricing efficiency & accuracy?*
Yes No N/A

Do you use electronic construction project estimating and proposal generation technology to improve pricing efficiency & accuracy?*
Yes No N/A

Do you use menu based pricing for residential installation/project equipment replacement work?*
Yes No N/A

Do you use flat rate pricing for residential repair service work?*
Yes No N/A
Payment terms and conditions

Do you use proper replacement installation payment and liability protection terms to provide consistent positive cash flows and eliminates bad debt to include that customer pays all collection costs? (e.g. residential paid-in-full upon completion)*
Yes No N/A

Do you use proper demand service payment and liability protection terms to provide consistent positive cash flows and eliminates bad debt to include that customer pays all collection costs? (e.g. COD on residential repair work)*
Yes No N/A

Do you use proper service agreement payment and liability protection terms to provide consistent positive cash flows and eliminates bad debt to include that customer pays all collection costs? (e.g. residential paid-in-full upon receipt)*
Yes No N/A

Do you use proper construction projects payment and liability protection terms based on a project delivery and payment schedule-of-values to provide consistent positive cash flows and eliminates bad debt?*
Yes No N/A
Lead generation

Do you have a systematic customer awareness process and forms incorporated in your standard service call handling and sales call handling procedures for replacement installations, retrofit, indoor air quality, and accessories?*
Yes No N/A

Do you have a systematic customer awareness process and forms for service agreements incorporated in your standard service and sales call handling procedures?*
Yes No N/A

Do you have a systematic year round lead generation program for all work categories via residential or commercial direct marketing and or residential media campaigns?*
Yes No N/A

Do you have your company unique service, installation, and design build delivery brands to differentiate your offerings from the competition? (e.g Fix-Right Repair, Home Comfort Certified System Installation, Mechanical Safe-Guard Service Agreement)*
Yes No N/A

Do you have a lead handling and tracking process in place for all replacement installation and quoted work categories?*
Yes No N/A

Do you incorporate proof of work delivery technologies to differentiate your installation or design-build work offerings (e.g. Air Advice)*
Yes No N/A

Do you have performance based compensation, incentives, and reward programs to assure everybody uses call handling processes and forms to sells more and at higher profit margins?*
Yes No N/A
Selling process

Do you use a replacement installation and quoted project systematic value based selling process that is professional, customer participatory, trust based, regulatory compliant and logically efficient?*
Yes No N/A

Do you use a commercial service agreement systematic value based selling process that is professional, customer participatory, regulatory compliant & logical?*
Yes No N/A

Do you use a installation and quoted project first call presentation and set of deal qualifying probing questions and job survey forms to control the sales call?*
Yes No N/A

Do you use a commercial service agreement professional first call presentation and set of deal qualifying probing questions and job survey forms to control the sales call?*
Yes No N/A

Do your comfort advisors and sales reps monitor, track, and report their weekly quoted job backlog that are 50% or better to close?*
Yes No N/A
Financial management

Do you have a twelve month financial forecast to enable tracking weekly, monthly, and annual financial performance against your company and by department breakevens?*
Yes No N/A

Do you track budget versus actual labor and material work performance by department?*
Yes No N/A

Do you track estimated budget versus actual labor and material performance on all quoted work to verify your pricing methods and your labor efficiency performance?*
Yes No N/A
Labor forecasting

Do you forecast and track your monthly replacement installationand quoted job and service labor capacities?*
Yes No N/A

Are you experiencing labor shortages?*
Yes No N/A

Are you experiencing labor overruns on quoted jobs?*
Yes No N/A

Is your non-chargeable time greater than 20%?*
Yes No N/A
Collections and AR aging

Do you have an appropriate credit and accounts receivable policy and procedure in place for all work categories?*
Yes No N/A

Do you calculate monthly your accounts receivable aging?*
Yes No N/A

Is your accounts receivable aging less than 30 days?*
Yes No N/A

Is your residential demand service COD?*
Yes No N/A

Is your residential replacement installation paid in full upon completion?*
Yes No N/A
Inventory control

Do you track inventory budget to actual by job?*
Yes No N/A

Do you have purchase controls for service and job truck stock?*
Yes No N/A

Do you have purchase controls for non-truck stock and tools?*
Yes No N/A

Do you have purchase controls for jobs equipment and materials?*
Yes No N/A

Do you have purchase controls for service agreements filters and maintenance materials?*
Yes No N/A

Do you have purchase controls for subcontracted work and rentals?*
Yes No N/A

Do you have purchase controls for office supplies?*
Yes No N/A
Compensation or rewards

Do you have appropriate profit based incentive plans for administrative, support, and field management personnel to achieve higher levels of productivity, self motivation, customer satisfaction, and morale?*
Yes No N/A

Do you have appropriate profit based incentive and rewards plans installers to achieve higher levels of labor productivity, self motivation, customer satisfaction, and morale?*
Yes No N/A

Do you have flat rate profit and productivity improvement incentives for technicians? *
Yes No N/A

Do you have appropriate company wide recognition programs to communicate managements commitment to customer satisfaction?*
Yes No N/A
Individual performance management

Do you use job descriptions that clearly communicate job responsibilities and job performance requirements?*
Yes No N/A

Do you periodically and objectively evaluate individual’s job performance against job description performance expectations?*
Yes No N/A

Do you hold company wide and departmental meetings to communicate profit goals and customer relations improvement programs and solicit input and ideas from all stake holders? *
Yes No N/A
Labor efficiency management

Do you verify that each person on your support staff fully utilized with 100% of their available time job task justified?*
Yes No N/A

Do you track daily technician billable hours versus actual hours worked?*
Yes No N/A

Do you track available technician service agreement budget labor hours versus actual charged to jobs?*
Yes No N/A

Do you track available installer job budget labor hours versus actual charged to jobs?*
Yes No N/A
Job training

Do you have replacement installations and quoted job standardized surveying, equipment sizing, estimating, pricing, and proposal writing procedures to assure minimize business risk and errors?*
Yes No N/A

Do you have service agreement standardized surveying, equipment sizing, estimating, pricing, and proposal writing procedures to assure minimize business risk and errors?*
Yes No N/A

Do you have standardized construction project surveying, equipment sizing, estimating, pricing, and proposal writing procedures to assure minimize business risk and errors?*
Yes No N/A

Do you have written standard field operating procedures for the delivery of replacement installations and quoted jobs?*
Yes No N/A

Do you have written standard field operating procedures for the delivery of Demand Service?*
Yes No N/A

Do you have written standard field operating procedures for the delivery of Service Agreements?*
Yes No N/A

Do you have written standard field operating procedures for the delivery of Construction Projects?*
Yes No N/A

Do you clearly communicate to installers and technicians all work categories, job site mobilization, scope of work, specific tasking and timing requirements?*
Yes No N/A
Job staging

Do you have a replacement installation and quoted job folder filing requirement to include a completed field site survey forms, digital printout of site pictures, load calculation printout, estimate, proposal and copies of all customer/vendor correspondence?*
Yes No N/A

Do you have a service agreement job folder filing requirement to include a completed field site survey forms, digital printout of site pictures, estimate, proposal and copies of all customer/vendor correspondence?*
Yes No N/A

Do you have a construction project job folder filing requirement to include a completed field site survey forms, digital printout of site pictures, load calculation printout where applicable, estimate, proposal and copies of all customer/vendor correspondence?*
Yes No N/A

Do you have appropriate replacement installation and quoted job staging procedures to prevent missed equipment and materials?*
Yes No N/A

Do you have appropriate service agreement job staging procedures to prevent missed equipment and materials?*
Yes No N/A

Do you have appropriate construction project job staging procedures to prevent missed equipment and materials?*
Yes No N/A
Quality assurance control

Do you have a standardized replacement installation quoted job start-up, test, verification, and warranty transfer process?*
Yes No N/A

Do you have a standardized demand service job start-up, test, verification, and work completion check out process?*
Yes No N/A

Do you have a standardized service agreement work verification that equipment was brought up to original equipment manufactures' operating specifications and includes a customer performance reporting process?*
Yes No N/A

Do you have a standardized construction project job start-up, test, verification, and warranty transfer process?*
Yes No N/A

Do you have an organized dispatch board for demand service calls in process, pending, calls waiting for parts, quoted jobs, service agreements, and tune-ups to maximize field labor, reduce non-chargeable time, and to assure customer satisfaction?*
Yes No N/A

Do you have an appropriate customer care call handling and follow-up procedures for customers, technicians, and vendors?*
Yes No N/A
Customer Financial Data

Residential or Commercial?*

Installation/Service Project Revenue*
$

Demand Service*
$

Service Agreement Revenue*
$

Construction Revenue*
$

Testimonials

Business Improvement Plan

Company Information

Product/service pricing

Payment terms and conditions

Lead generation

Selling process

Financial management

Labor forecasting

Collections and AR aging

Inventory control

Compensation or rewards

Individual performance management

Labor efficiency management

Job training

Job staging

Quality assurance control

Customer Financial Data