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Bedrock Learning Installation Business Standardized Forms, CD
BLCDFORMS
Price: $174.95
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 Product Description
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BEDROCK LEARNING BUSINESS STANDARDIZED FORMS, CD
CAN BE CUSTOMIZED TO HELP MANAGE YOUR PROJECTS AND BUSINESS
This indispensable CD provides a broad and well-rounded collection of over 70 adaptable forms and other documents for getting your installation business on track and under control. Improve the performance and profitability of your installation business and get processes, organization and documentation happening immediately!
These Microsoft Word and Excel files can be customized for your own use to help manage your projects and your business.
Types of forms included are:
Management Forms Running a company well requires good management. Follow standard industry procedures and use proven forms and documentation to ensure your company's success.
Sales Forms Manage your sales process, close more sales and document projects as they are launched to hand over to project management.
Project Management Forms Organize your projects, document the work completed and ensure all appropriate tasks are performed. Good project management is critical to your company's success.
Human Resources Forms People are the greatest asset of an installation company. Manage and track your company's team efficiently and effectively with standardized forms for interviewing, hiring and managing employees.
Materials Included CD with files – contains the forms in Microsoft WordTM and ExcelTM formats.
BUILD YOUR FUTURE ON A SOLID FOUNDATION
The foundation of Bedrock Learning is based on more than 30 years of training and curriculum development experience, and 20+ years experience in the residential technologies industry. Founded by internationally recognized industry pioneer Helen Heneveld, their team provides a comprehensive training solution designed for home technology professionals and associates seeking to learn about and succeed in this growing industry.
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Management forms included are: - Business Start-Up Considerations
- Products-Sources Matrix
- Flowchart – Project Overview
- Flowchart – Project Initiation
- Flowchart – Project Installation
- Flowchart - Completion
- Sample Letterhead
- Sample Organizational Chart
- Fax Cover Sheet
- Task Responsibility Worksheet
- Time Card – full page
- Time Card – half page
- Truck Inspection Sheet
- Mileage Report
- Labor Reconciliation
- Purchase Order Log
- RMA Log (Return Material Authorization Log)
- Weekly Summary of Financial Status
- Lien Waiver Release
- Cash Balance Sheet
- Chart of Accounts
Sales forms included are: - Company Introduction Letter
- Sales Lead Form
- Open Proposals
- Dead Proposals
- Closed Proposals
- Audio Worksheet
- Communications Worksheet
- PLC Lighting
- Security Worksheet
- Sample Proposal
- Project Information
- Project Sold Checklist
- New Client Welcome Letter
- Client Evaluation Request Letter
- Client Evaluation
- Evaluation Postcard
- Request for Referral Letter
- Thank You for Referral Letter
Project Management forms included are: - Technology Planning Symbols
- Typical Wire Use Chart
- Work-In-Process Report
- Low Voltage Pre-wire Guidelines
- Wire Chart
- Wire Tags
- Work Order
- Equipment Dimensions
- Shipper
- Recommended Tools List
- Change Order
- Client Concern
- Walk-Thru Checklist
- Rough-In Checklist
- Trim Checklist
- Finish Checklist
- Final Project Punch List
- Job Completion Signoff
- Project Management Notes
Human Resources Forms: - Phone Interview Questions
- Personal Interview
- Employee Data Sheet
- Project Management Leader
- Company Hourly / Salaried
- Responsibilities Summary
- Request for Time Off
- Employee Supplies
- Performance Evaluation
- Non-Competition Agreement
- Non-Disclosure Agreement
- Sales Employment Agreement
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