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Order Service Estimator

Contractor Development Series

Classroom Training for Service Estimator

Unlock the Potential to Earn Greater Profits

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If you are already using the Service Estimator software to calculate your maintenance agreement estimates, this is an excellent opportunity for you to maximize the benefits of using it as a complete "selling system".

 

If you are not using Service Estimator, you will want to attend this class to find out why you should be.

Service Estimator is the #1 estimating software solution for Commercial HVAC maintenance service in the U.S. and Canada. Hopefully, you have some time open on your calendar to come see us in Dayton and take advantage of this opportunity.

 

Please take a moment and register below to attend this "hands-on" training and get an in depth look at the Service Estimator Pro maintenance agreement estimating software.   

Classroom Agenda

Day One:

Schedule will be as follows:

8:30 to 10:00 - Review the Features and Functions of Service Estimator

  • Logging In: console, controls, etc.

  • Using "System Options" for security preferences, establishing a database connection

  • Using "Business Options" to establish corporate or personal preferences

  • Default Estimate Rates. How they are established and how to edit at the customer level?

  • Contact Manager - Establishing a database of prospects, notes and reminders

10:00 to 10:15 - 15 minute break

10:15 to 11:00 - Customer Manager, Survey Forms, Database Tables

  • Customer Manager - navigation, copy, add and filter estimates

  • Review and explanation of survey forms

  • How to use/edit equipment, filter and belt tables

11:00 to 12:00 - Creating a New Estimate

  • Setting up a new job site

  • Review agreement type, terms & conditions

  • Agreement type selection

12:00 to 1:30 - Break for Lunch

1:30 to 3:00 - Live Interaction

  • Creating a new estimate*

3:00 to 3:15 - 15-minute break

3:15 to 4:30 - Live Interaction

  • Creating a new estimate (continued)*

Day Two:

Schedule will be as follows:

8:30 to 10:00 - Editing an Estimate

  • Analyzing for expected results

  • Use of estimate reports

  • Live interaction - review editing an estimate

10:00 to 10:15 - 15-minute break

10:15 to 11:30 - Generating a proposal. Printing reports

  • Editing/adding proposal templates

  • Review estimate reports

  • Sales activity reports

  • Sales tools and operating cost analysis

*Training will be conducted using your live company data. Software must be installed and operating on your laptop before training can begin.

Cost of this training is $395/person for the entire two-day session. Payment is required in advance and will be requested upon completion of the registration process.

 

This classroom training can be included with your order when you purchase the software at:

https://www.service-estimator.com/order_now.htm

Workshop Focus

  • Setting Pricing Standards

  • Conducting Proper Surveys

  • Equipment Identification

  • Accessibility to Equipment

  • Special Tool Consideration

  • Facility Access Restrictions

  • Vendor Assistance

  • Operations Support

  • Proposal Template Design

  • Proposal Preparation

 

 

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Instructor information:
 

Mark Roberts

“Mark is truly an innovative leader in the HVAC industry. Attending his Estimating class was the best investment I ever made. Now I understand the benefit of selling full service maintenance agreements.”

- Rob Herd, A.M. Schwartz, Inc.

Mark Roberts has over thirty years of experience in the HVAC industry as a sales person, manager, trainer, consultant, and entrepreneur and a strong background in commercial business management and sales. Mark’s primary focus has been to provide contractor owners and managers with the training, tools and resources to grow commercial service. He has also worked with several contractors to develop and standardize the sales process and introduce better tools for selling preventive maintenance agreements.

Mark was also a top performer for a LINC ® Service mechanical contractor, performing sales and management duties. Besides owning his own commercial contracting business, he has taught Commercial Service Agreement Sales, Strategic Sales Management, Effective Dispatch Management, Service Estimating and Project Management classes for contractors in the United States and Canada.