Create Professional Proposals...FAST

USA

Service Agreement Estimating Software

for Commercial HVAC Contractors

Canada

Home  |  Support  |  Downloads  |  FAQ's  |  Request Demo  |  Help Online  | Contact Us

Logout

 Logout

Home
Agreement Types
Training
Document Library
Secure Login
Order Service Estimator

Classroom Training for Service Estimator
 

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. 

 

Register to attend this "hands-on" training and get an in depth look at the Service Estimator Pro maintenance agreement estimating software.

Dayton, OH

April 17-18, 2012

Register

Drury Inn - Dayton, OH

New Orleans, LA

December 7-8, 2011

Register

Drury Inn & Suites - New Orleans, LA

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

*If you have the Service Estimator software installed and operating on your laptop, bring it with you. If not, we will give you a 30-day trial to install before class begins.

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.

Workshop Focus

  • Setting Pricing Standards

  • Conducting Proper Surveys

  • Equipment Identification

  • Accessibility to Equipment

  • Special Tool Consideration

  • Access Restrictions

  • Vendor Assistance

  • Operations Support

  • Proposal Template Design

  • Proposal Preparation

To enroll in this class, click the "Register" link at one of the locations above.

Online Registration Form

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 maintenance service 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.