The Residential Service Agreement Process - Marketing Agreements

Setting up a service agreement approach is pretty simple. There are a number of process points, and these can be defined and organized and even put in place inside a company. The difficult part is creating a strong foundation inside the company around them, getting them sold, and ultimately making them a cornerstone of your company marketing plan. Review the video for the process, selling, and marketing discussion which will prepare ideas for your approach.

Run Time: 22:53

Service Agreement Culture - Creating a Successful Maintenance Company

Learn how to develop a true culture of maintenance agreement success. Creating the program is only a cog in the flywheel of success. To be a top performing 20% club company, each firm needs to dominate in service agreements, producing 1000-1500 agreements per 1 million in residential revenues.

Run Time: 11:53

Service Agreement Pricing - a How-to

Learn the fundamentals of pricing a residential service agreement. Understand the costing structure and also the basics of incorporating task times to create a break-even; from there you can price for profits or strategize for more agreements.

Run Time: 27:58

Service Agreement Execution Practices

There are many ways to grow a service or maintenance business, and in this segment you will learn some fundamentals of creating and maximizing service agreement sales. Pricing and execution are strategic, but a company owner needs to have a full process to match a service call procedure to ensure all calls are 100% accountable for service agreement discussions. Make it simple to buy for the consumer.

Run Time: 21:47

Service Agreement Success Article

This article details for you, step by step, how to create the blueprint for a service agreement tied to a flat rate system and how to execute the sale. You can also embed the service agreement into the service call. The process simply has to be documented and the technicians trained well. Whether we are using an iPad or paper document, the process must be offered 100% of the time to a client.

Maintenance Agreements - Cold Weather Tune-Up Procedures

The document explains some basic procedures for running tune-ups in colder weather. Each company can determine their procedures but this becomes an effective guideline.

The Perfect Tune-Up Suggestions

Here is a beginning primer as a specification for the perfect tune-up. The perfect tune-up is by design whatever YOUR company determines that to be with involvement with your technicians. This is the primer that gets the conversation moving to determine what your specification is and should be.

Service Agreement Pricing Template Multi-Year

This template is designed to allow you to create a price, evaluate break-even, and determine the multi-year discounts on multi-system applications, the commissions, and the final financial impact to your company.

Service Agreement Tech Training Manual

Use this example training manual to customize your company version, edit the document and update to fit your platform. There are many variations, so this is a generic document allowing you to create a process that focuses on your technician club agreement training approach.

15 Page Document