KEY BUSINESS SYSTEM FEATURES

Professionalize your commercial HVAC project/design-build operations TODAY!  Commercial/Industrial HVAC/R Contractors gain online access to proven professional  design-build/project department business systems, sales and project delivery processes and forms that have resulted in increased project close rates of 35% or more.


Project/Design-Build Call Lead Generation Procedure:

  • Step-by-step target industry design-build lead generation and selling guide.
  • Commercial design-build lead generation direct mail campaigns.
  • Owner occupied industry business list procurement assistance.
  • Individual sales rep sales quota setting and sales tasking planning procedures.
  • Individual lead tracking and performance reporting procedure.


Professional Design-Build/Project Sales Call Handling Procedure:​

  • Commercial sales rep value-based project sales training and coaching.
  • Commercial design-build/project scope and customer transaction requirement survey forms.
  • Professional sales call value-based service agreement selling communication guide.
  • Customized business service offering capabilities line card.
  • Real, worth, and winnable qualification procedures and opportunity close rate reporting.
  • Design-build sales presentation is quickly customized to your business name, address, and Logo.
  • Users can print as many presentations as required at no extra cost.
  • Customizable Design-Build Statement of Qualifications Communication Package.
  • Performance-based pay plan for commercial design-build project sales reps.


​​ProjectPro Commercial/Industrial Project Pricing Program:

  • Designed to quickly enter project sequence and associated labor, material, subs, and permits.
  • Users can use up to 4 different labor grades per job installation task if needed.
  • Users can include and price special services, rentals, and subcontractors.
  • Users can customize pricing to match company overhead and net profit requirements.


Professional Design-Build/Quoted Job Handling Procedure:

  • ​Written step-by-step design-build project delivery standard procedure and forms.
  • Design-build department organization and set-up instructions.
  • Project booking, mobilization, inventory control, and scheduling procedures.
  • Service agreement company file documentation and booking procedures.
  • Dispatcher Service Call Handling Communication Guide.
  • Technician Service Call Handling Communication Guide.
  • Paying Technicians for Profits Incentive Plan.
  • Paying Selling Technicians for Profits.


Professional Project Proposal Agreement Templates:

  • Proposal template is quickly customized to your business name, address, and Logo.
  • Templates include retrofit, replacement, system enhancement, design-build, and financed projects.
  • Best practice liability protection terms and conditions.


​​Program Delivered Online Right to Your Desktop:

  • Provided LIVE and 24/7 pre-recorded and LIVE step-by-step online job training.
  • Unlimited access to online expert consulting and LIVE process implementation support.

PROJECT/DESIGN-BUILD