Service Agreements

$599

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Course curriculum

  • 1

    1. Introduction

    • Introduction (16 mins)
  • 2

    10 Reasons Why to Create a Service Agreement Program

    • 10 Reasons Why to Create a Service Agreement Program (13 mins)
  • 3

    The 5 Steps to a Successful Program

    • The 5 Steps to a Successful Program (5 mins)
  • 4

    The Design Phase

    • The Design Phase (5 mins)
  • 5

    The Tune-Up Procedure

    • The Tune Up Procedure (5 mins)
  • 6

    Maintenance Steps

    • The Maintenance Steps (13 mins)
  • 7

    Program Parameters

    • Program Parameters (18 mins)
  • 8

    Program Packages

    • Program Packages (14 mins)
  • 9

    Calculating Prices 1A

    • Calculating Prices Part 1A (19 mins)
  • 10

    Breakeven

    • Breakeven (15 mins)
  • 11

    Calculating Prices 1b

    • Calculating Prices Part 1B (16 mins)
  • 12

    Understanding Credit Card Fees

    • Understanding Credit Card Fees (31 mins)
  • 13

    Calculating Prices Step 2

    • Calculating Prices Step 2 (18 mins)
  • 14

    The Collateral Phase

    • The Collateral Phase (5 mins)
  • 15

    Terms & Conditions of a Service Agreement

    • Terms & Conditions of a Service Agreement (23 mins)
  • 16

    Marketing Materials

    • Marketing Materials (30 mins)
  • 17

    Management Phase

    • Management Phase (20 mins)
  • 18

    Office & Tech Workflow

    • Office & Tech Workflow (32 mins)
  • 19

    Execution Phase

    • Execution Phase (8 mins)
  • 20

    The Rollout Preparation

    • Rollout Preparation Part 1 (18 mins)

    • Rollout Preparation Part 2 (17 mins)
  • 21

    Rollout Meeting

    • Rollout Meeting (20 mins)
  • 22

    Monitor & Improve

    • Monitor & Improve (12 mins)
  • 23

    Hiring For Maintenance

    • Hiring For Maintenance (41 mins)
  • 24

    Marketing Your Program

    • Marketing Your Program (47 mins)
  • 25

    Having the Facts

    • Having the Facts (15 mins)
  • 26

    Handling Objections

    • Handling Objections (42 Mins)
  • 27

    Summary

    • Conclusion (38 mins)

    • Quick Survey Before You Go
  • 28

    Handouts

    • Handout: Service Agreement Contract

    • Handout: Service Agreement Maintenance Checklist with Oil

    • Handout: Service Agreement Maintenance Checklist with Electric

    • Handout: Service Agreement Maintenance Checklist with Gas

    • Handout: HVAC Inspection & Maintenance Checklist

    • Handout: Plumbing Inspection & Maintenance Checklist

    • Handout: Electric Inspection & Maintenance Checklist

    • Handout: Learning the Legal Side of Service Agreements

    • Handout: Service Agreement Company Policies

    • Handout: Service Agreement Implementation Checklist

    • Handout: Handling Objections

    • Handout: Interview Questions with Customers

    • Handout: Tune Up Tech Personality Profile

    • Handout: Brief Service Agreement Maintenance Facts

    • Handout: Interview Questions with Customers

    • Handout: Talking Points for Techs and Staff

    • Handout: KPI Worksheet

    • Handout: Service Agreement Program Checklist

    • Handout: The 10 Reasons Why to Develop a Service Agreement Program

    • Handout: Handling Objections

    • Handout: Happy Calls Script

    • Quick Handout Survey
  • 29

    Resources

    • Resource: Automatic State Renewal Laws

    • Resource: Assessment of New HVAC installs

    • Resource: NADCA White Paper

    • Resource: Overview of Automatic State Renewal Laws

    • Resource: The Importance of Cleaning Coils

    • Resource: The Undercharged System Report

    • Resource: Coil Cleanliness and Condensate Shedding

    • Resource: Duct Leakage and Refrigerant Charges

    • Resource: Impacts of Refrigerant Charge on Air Conditioner and Heat Pumps

    • Resource: The Preventative Maintenance Study

    • Resource: Improperly Designed Merv Filters From Lawrence Berkeley Labs

    • Resource: Coil Fouling and Efficiency

    • Resource: U.S. Dept. of Energy HVAC Maintenance Report

    • Resource: SLU Final Report Public

    • Resource: ASHRAE Standard

Jeremy Lowe, Instructor and Author
VP of Content and Training in Callahan Roach 
Co-Author: Sara Pintilie

Description

 9.5 Hours |  28 Videos

Service Agreements should be an essential part of your growing business. They help with your off season, build wealth in your company and help foster a better career for your techs.

This extensive course covers every aspect of a service agreement program. We get into the science behind them, the math needed to make a profit and the tools to make the program a success. Service Agreements programs can be overwhelming, but we walk through them step-by-step. We go through the benefits of the program, pricing structures, the fees involved with instituting a service agreement program, maintenance checklist, rollout meetings and the marketing needed. We also provide printable contracts, maintenance checklists and many supplementary materials for you and your techs.

What you will learn: 

  • How to create an effective service agreement program
  • The math behind the scenes 
  • The best maintenance routines 
  • How to sell service agreement more effectively to customers
  • The best contracts and checklists for the job
  • How to execute the best rollout plan for your service agreement program
  • The best way to market your new program


Who is this class for?

  • Contractors who have a service agreement program
  • Contractors who want a service agreement program
  • Business Owners wanted to build more value and wealth into their company

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