HVAC Business Form
HVAC Business Professional Scripts and Forms
Wayne’s expertise is also available in the form of pre-written scripts and forms the successful HVAC contractor can’t do without! These include:
Scripts (Package of 16 including):
- Residential third party follow up phone script for installation customers
- Sample accounts receivable script
- Third party service agreement marketing script
- Service agreement marketing script for service techs using flat rate
- Script to qualify residential service customers using COD payment
- Script explaining flat rate pricing
- Residential service T&M pricing explanation
- Residential retrofit referral and satisfaction script
- Service agreement marketing script for service techs using T&M
- … and more! Only $25!
Service Agreement Form: Service /maintenance agreement form with instructions. Only $15
Time and Materials and Flat Rate Service Ticket – Only $20
Job Descriptions Evaluations, and Skill Based Compensation: Sample job descriptions for all positions in HVAC, consulting firms, including field staff with tool requirements. Only $50
HVAC Daily Time Sheet – Residential and commercial time sheets. Only $10
Financial Ratio Package – Includes Word document and Excel P&L Statement, sample data explaining how to calculate critical financial ratios and how to interrupt them. Only $30
Credit Application & Credit Inquiry Fax Sheet – Only $20
Preprinted Residential Installation Proposal Form – Only $10
Business Plan Template – Fill in the blank business plan. Only $25
Residential Lead Tracking/Sales Management Spread Sheet – Only $20
Collection Program – Includes collection time line, phone script and collection letter. Only $30
Work Change Order Form – Only $10
Sales, COGS Percentages & other KPIs – This includes HVAC industry KIPs and explanations. Only $30
Repair vs Replacement Worksheet - Only $10
New Software Package Now Available
The Production Management Program features the Production Management Backlog Spreadsheet, Production Management Guidelines, and detailed Backlog Report Instructions. Only $40!
To purchase Click Here for ordering information!
The contractor may reproduce, and/or alter all intellectual properties of Wayne Atkins for the sole purpose of conducting operations in his/her contracting business, but these intellectual properties may not be reproduced for the sale or entitlement of any outside individual/agency.