Our book “The Maintenance Department Business Model” includes six chapters.

Chapter 1 is an actual business plan I put together for an HVAC business I managed.  Most of us just need a template and a format to walk us through the process and make us think about the decisions we need to make when building a business plan.

Chapter 1 also includes a detailed description of service agreement plans and the tasks to be completed in a service agreement.

Chapter 2 includes the budgeting process which is different from a business plan. The budgeting process includes all the detail including sales forecast, the cost of trucks, payroll, materials and overhead.   The budget will also give us monthly breakdowns of where our business will come from and what actions will be used to generate our business and leads.

Chapter 2 also includes details on service technician and precision tune-up specialist compensation.  The recommended maintenance department commission and spiff program are also detailed.

Chapter 3 covers staffing. This includes the opportunity manager or sales manager, Service technicians and PTS.  Key performance indicators which are the measures you will use to judge performance are included. Position descriptions for all key positions are included.

Details on hiring the precision tune-up specialist are also included in Chapter 3.  You will be interested in the training agenda and interview questions when hiring for these key positions.

Chapter 4 includes additional training information including personality profiles to hire for these key positions the first time.   Instructions on converting service calls to tune-ups, training the precision tune-up specialist, information on the tune-up tasks such as how to clean a condenser are described.

Chapter 5 details marketing deployment.  Step-by-step instructions for direct mail and initial marketing steps are included.

Chapter 6 includes step-by-step instructions for managing the maintenance department.  This chapter will detail managing service agreements, debriefing, renewing service agreements, and a manual system for tracking service agreements. There is no need to buy and learn expensive software when starting a service agreement program.

You can find most of this material if you search the internet and read dozens of articles, but this eBook will save you a lot of time by documenting everything in one digital file.

Good luck with your HVAC Maintenance Department.