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Bedrock Learning Installation Business Standardized Forms


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Can Be Customized To Help Manage Your Projects & Business

This indispensable business support tool 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, Excel and Viso files can be customized for your own use to help manage your projects and your business.

Numerous forms are also available in fillable PDF versions to simplify data entry and expedite the documentation process.

Types of forms included are:

  • Flowcharts: Gain valuable industry knowledge and ideas to streamline business. Document processes and visually communicate ideas to others.
  • 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.
  • Financial Worksheets: Accurately understand and manage the company’s financial well-being. Both new and mature businesses benefit from these documents
  • 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:

  • Downloadable files – contains the forms in Microsoft Word, Excel and Visio formats.

NOTE: After purchase, you will receive an email with a link that allows you to download the .zip file containing the collection of forms.

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.

Flowchart forms included are:

  • Organizational Chart
  • Construction Process
  • Project Overview
  • Sales Process
  • Project Setup
  • Pre-Wire Install
  • Trim-Out Install
  • Final Install
  • Client Support
  • Service Call

Management forms included are:

  • Business Plan Table of Contents
  • Business Start-up Checklist
  • Company Profile Worksheet
  • Company VISION Worksheet
  • Data Backup Log
  • Fax Cover Sheet
  • Letterhead Layout
  • MEMO
  • Mileage Log
  • Office Organization Checklist
  • Phone Answering Procedure
  • Responsibilities Summary
  • Task Responsibility Worksheet
  • Team Meeting Agenda
  • TO-DO List
  • Vehicle Inspection Sheet
  • Vehicle Service Log

Financial worksheets included are:

  • Accounting - Monthly Tasks
  • Accounting - Quarterly Tasks
  • Accounting - Weekly Tasks
  • Accounting - Year-End Tasks
  • Bank Cash Balance Sheet
  • Calculation of Hourly Labor Rates
  • Chart of Accounts - SAMPLE
  • Credit Application
  • Credit Card Issued/Returned Log
  • Credit Information
  • Expense Report
  • Hours Reconciliation
  • Invoice
  • Invoice Log
  • Job Costing Report
  • Letter - Final Notice to Collections
  • Letter - Past Due Notice
  • Lien Waiver Release
  • Overhead Calculation Worksheet
  • Project Account Summary
  • Weekly Summary of Financial Status

Human Resource documents included are:

  • Accident Report
  • Agreement - Non-Competition
  • Agreement - Non-Disclosure
  • Agreement - Sales Person
  • Company Employment Policy, Detailed
  • Company Employment Policy, Summary
  • Company Vehicle, Driving Policy
  • Company Vehicle, Personal Use
  • Contract Labor Agreement
  • Employee - Performance Evaluation
  • Employee - Supplies Issued & Returned
  • Employee - Time Off Request
  • Employee Contact Information
  • Employee Handbook Table of Contents
  • Employee New Hire Checklist
  • Employee Personnel File Contents
  • Employee Separation
  • Employee Separation Checklist
  • Employee's Evaluation of Company
  • Employment Ads - SAMPLES
  • Employment Application
  • Interview Questions - Live
  • Interview Questions - Phone
  • Job Description - Expeditor / Warehouse
  • Job Description - General Manager
  • Job Description - Installer
  • Job Description - Lead Installer
  • Job Description - Office Assistant
  • Job Description - Office Manager
  • Job Description - Project Manager
  • Job Description - Sales Manager
  • Job Description - Salesperson
  • Job Description - Technician
  • Time Card - full
  • Time Card - half
  • Time Card Process