Residential Technologies Installation Business Standardized Forms

Description

This indispensable CD provides a broad and well-rounded collection of over 70 adaptable forms and other documents for getting your installation business on track and under control. Improve the performance and profitability of your installation business and get processes, organization and documentation happening immediately!

These Microsoft Word^TM and Excel^TM files can be customized for your own use and will help manage your projects and your business. Types of forms included are:

Management Forms
Running a company well requires good management. Follow standard industry procedures and use proven forms and documentation to ensure your company’s success. Management forms included are:
     Business Start-Up Considerations
     Products-Sources Matrix
     Flowchart – Project Overview
     Flowchart – Project Initiation
     Flowchart – Project Installation
     Flowchart - Completion
     Sample Letterhead
     Sample Organizational Chart
     Fax Cover Sheet
     Task Responsibility Worksheet
     Time Card – full page
     Time Card – half page
     Truck Inspection Sheet
     Mileage Report
     Labor Reconciliation
     Purchase Order Log
     RMA Log
     Weekly Summary of Financial Status
     Lien Waiver Release
     Cash Balance Sheet
     Chart of Accounts

Sales Forms
Manage your sales process, close more sales and document projects as they are launched to hand over to project management. Sales forms included are:
    Company Introduction Letter
    Sales Lead Form
    Open Proposals
    Dead Proposals
    Closed Proposals
    Audio Worksheet
    Communications Worksheet
    PLC Lighting
    Security Worksheet
    Sample Proposal
    Project Information
    Project Sold Checklist
    New Client Welcome Letter
    Client Evaluation Request Letter
    Client Evaluation
    Evaluation Postcard
    Request for Referral Letter
    Thank You for Referral Letter

Project Management Forms
Organize your projects, document the work completed and ensure all appropriate tasks are performed. Good project management is critical to your company’s success. Project Management forms included are:
    Technology Planning Symbols
    Typical Wire Use Chart
    Work-In-Process Report
    Low Voltage Pre-wire Guidelines
    Wire Chart
    Wire Tags
    Work Order
    Equipment Dimensions
    Shipper
    Recommended Tools List
    Change Order
    Client Concern
    Walk-Thru Checklist
    Rough-In Checklist
    Trim Checklist
    Finish Checklist
    Final Project Punch List
    Job Completion Signoff
    Project Management Notes

Human Resources Forms
People are the greatest asset of an installation company. Manage and track your company’s team efficiently and effectively with standardized forms for interviewing, hiring and managing employees. Human Resources forms included are:
    Phone Interview Questions
    Personal Interview
    Employee Data Sheet
    Project Management Leader
    Company Hourly / Salaried
    Responsibilities Summary
    Request for Time Off
    Employee Supplies
    Performance Evaluation
    Non-Competition Agreement
    Non-Disclosure Agreement
    Sales Employment Agreement

Materials Included

• CD with files – a compact disc containing the forms in Microsoft WordTM and ExcelTM formats