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Service Agreement Estimating Software 

for Commercial HVAC Contractors

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Contractor Development Series

 

Estimating, Proposal Preparation/Presentation

Unlock the Potential to Earn Greater Profits

Register for this class today!

   

Service Estimator is a maintenance agreement estimating system for HVAC contractors. Pricing service agreements has never been easier. And it creates professional proposals FAST...

We will teach you how to take the burden out of maintenance estimating, using simple methods with profitability in mind. We will also show you the benefit of our built-in maintenance tasking schedules and assist you with developing a manpower planning matrix.

The training manual comes with a mechanical systems identification guide to assist sales personnel in identifying equipment types during a survey. It also includes survey information gathering forms to assure accuracy in estimating your service agreements.

We will also discuss “Performing Safe Surveys” for the benefit of sales reps unfamiliar with the risks associated with high voltage, heights, confined areas and other particular safety measures that need consideration during a survey.

Service Estimator saves approximately 90% of estimating and proposal writing time, so you can spend more time in front of customers developing new business. Conducting accurate site surveys, estimating and proposal writing accounts for nearly 30% of a service salesperson's time, so it just makes sense to invest in the Service Estimator program.

No other computerized estimating and proposal writing program will do what Service Estimator can do. The design, functionality and estimation tables are based on a national study of numerous estimating programs and processes conducted over a seven-year period. Based on user input from test markets, the value of Service Estimator far exceeds the cost.

 

To enroll in this class, click the button below.

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Workshop Focus

  • Survey Authorization

  • Conducting Proper Surveys

  • Survey Safety

  • Required Assistance

  • Suggested Survey Tools

  • Proper Documentation

  • Equipment Identification

  • Gathering Financial Data

  • Understanding Warranties

  • Accessibility to Equipment

  • Special Tool Consideration

  • Facility Access Restrictions

  • Vendor Assistance

  • Operations Support

  • Spend Plan

  • Setting Pricing Standards

  • Proposal Approval

  • Proposal Preparation

 

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 twenty-eight 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, Leadership Management, Effective Dispatch Management, Service Estimating and Project Management classes for contractors in the United States and Canada.

 

 

Providing Leadership Management for the HVAC Industry

 

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