SBE Playbook

SBE Playbook small

The SBE playbook has every document, from every department, at George Brazil Air Conditioning and Heating. These documents serve as easy-to-follow examples of how to get things done. It also contains a library of tools designed to help create a customized plan for each contractor’s business. Your coach helps you stay focused on the highest impact, easiest to execute priorities in your plan. The list below is just a peak into the great resources available to our contractors.

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  • Employee Handbook
  • Retail Service Price Book
  • Retail Equipment Price Book
  • Sales Proposal
  • Service Invoice
  • Maintenance Agreement
  • Scope of Work documents
  • Installers Completion Form
  • Scheduling Guidelines for New Installs
  • Service Defect Codes
  • QA Invoice
  • Technical Training Documents
  • Service Technician Sold Job Requirements
  • Payment Collection (install)
  • Dispatch Communication
  • New Hire and Termination
  • Example Performance Review
  • Example Interview Questions – technician
  • Example Incident report
  • Example exit interview
  • Example New Hire Docs
  • Example use of Company Vehicles
  • Example Technician Uniform Standards
  • Example gas card policy and acknowledgement of receipt
  • CSR Scripts – Overcoming Objections
  • Outbound PTU Appointment Script
  • CSR Scripts outbound calls – policy customer and tune up – demand service customer
  • Example drug and alcohol testing policy
  • Example clearance to drive fleet form
  • Example Truck Stock Count – Install
  • Example Truck Stock count – Service
  • Example Truck Stock Count – QA
  • Example Truck Stock Count – Helper
  • Example Interview Questions – technician
  • Example administrative staff personal cell phone and internet use policy
  • Policy spiff programs – example
  • Lead Source Tracker
  • Operations-Retro Process Flow
  • System-Proposal-Agreement
  • System-Investment-Agreement
  • Investment-Terms
  • Change-Order-Form
  • Example Service Technician Code of Conduct Policy
  • Example of Paychex (get from your payroll company) direct deposit form
  • Example New Hire Form
  • Example New Hire Form and termination – checklist
  • Example Mobile Device Agreement
  • MORE – Over 900 documents, videos and resources