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Service Agreement Estimating Software

for Commercial HVAC Contractors

Canada

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Online Training for Service Estimator

 

All online training is conducted using GoToMeeting®. Below is an outline of what you can expect to accomplish. It is recommended that this training be conducted over the course of two consecutive days. The scheduled times listed are Eastern Daylight Time.

 

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?

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

 

10:15 to 11:30 - Contact Manager, Survey Forms, Estimate Generator

  • Contact Manager, establishing a database of prospects, notes and reminders

  • Review and explanation of Survey Forms

  • Live Interaction - Creating a new estimate

Day Two:

Schedule will be as follows:

 

8:30 to 10:00 - Review creating a new estimate

  • Live interaction - Creating a new estimate

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

 

10:15 to 11:30 - Operating Cost Analysis, Generating a proposal. Printing Reports

  • Review of the Operating Cost Analysis

  • Editing/adding proposal templates

  • Estimate Reports

  • Sales Activity Reports

Cost of this training is $795.00 for the entire two-day session. Attendance is unlimited.

*Training will be conducted using your live company data. This training must be paid and scheduled one week in advance. If cancellation is required it must be done 72 hours prior to the scheduled meeting date to avoid additional fees. Cancellation without notice or within the 72-hour period is subject to repayment of the entire fee. Attendance is unlimited.

 

Payment is required in advance and can be included with your order when you purchase the software at:

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

 

Note:

If you already own Service Estimator you can purchase the online training separately by clicking the ‘Buy Now’ button below.

 

 

Software must be installed and operating at each remote location before training can begin.