Business Tools

Information for use by HVAC contractors in controlling and improving business processes.



Human Resources

Texting While Driving Agreement (Provided by Service Roundtable)

NO Texting While Driving Decal Template – Download here

Business Management – Webinars

“Recruiting 101”     Wednesday, February 19, 2020 – 12 Noon  Register Here

You can’t grow your business if you can’t find, hire and keep the right people.  Why is it that some companies can’t find qualified personnel while other companies always have a flood of applications and get to pick and choose?  Why are some companies always fighting the turnover battles, while other companies routinely keep their best employees for 20-30 years?  Learn how to build a recruiting pipeline, attract the kind of employees you want, and keep them with you for years.  Presented by David Heimer, Service Nation CFO Service Nation.  Thank you to Service Nation for making this complimentary webinar available to our members as one of your many benefits of membership.

“Boomers, Exers & Millennials in the Workplace, Oh My!”  Wednesday, March 18, 2020 – 12 Noon  Register Here

As Boomers work longer and more millennials enter the workforce, a company is often a mixture of employees with different perspectives and values.  This session will define who the different generations are and what has influenced each.  The focus will be on what motivates each generation and how to work with and accommodate these differing perspectives and values.  Presented by Vicki LaPlant, Service Nation 

“Business Advice for Service Contractors” Wednesday, May 20, 2020, 12 noon  Register Here

What we all wished we knew when we started!  Presented by Matt Michel, Service Nation President and Contracting Business Hall of Fame Member – Learn from the expert!

“KPI’s – What Are They & How to Achieve Them”  Wednesday, October 21, 2020 12 pm  Register Here

A company should always measure its performance against itself, but industry Key Performance Indicators specify the ball park in which the game is played. This seminar will provide the current KPI’s that a company should be tracking and provide ideas on how to improve them.  Presented by Vicki La Plant, Business Coach

 Marketing/Selling – Webinars

“You Don’t Sell HVAC – You Manufacture Comfort -How to Beat the Low Cost Competition” Wednesday, April 22, 2020 12 pm

Register Here

Companies don’t make money and customers don’t receive comfort when marketing and sales strategies are based on low price.  What limits a company’s ability to increase sales and profits is labor capacity so why should a company burn the most precious resource it has; its labor on jobs that don’t return good profit.  What limits a customer’s comfort is the quality of the installation.  This seminar will discuss how to create a company strategy based on selling itself, its uniqueness, its quality, its culture, its products, its services and its people.  Presented by Vicki LaPlant, Service Nation 

“Home Show Marketing”  Wednesday, September 16, 2020 – 12 noon  Register Here

Home shows can be powerful lead generation tools, but only if they are worked correctly.  Learn how to get the most out of your next home show.  Presented by David Graham, Service Roundtable Director of Alliance Training

“The Power of Positive Pricing” – Wednesday, November 18, 2020 12 noon  Register Here

Pricing is an essential part of the marketing mix.  Used properly, pricing can enhance the top line and the bottom line.  Positive pricing takes a retail approach for service businesses.  Presented by Matt Michel, Service Roundtable President and Contracting Business Hall of Fame Member

“Maximizing Your Mobile Billboard” Wednesday, December 16, 2020 12 noon  Register Here

The most powerful marketing medium available to a contractor is the service truck.  Learn how to get the most advertising and branding bang from your fleet of mobile billboards. Presented by Matt Michel, Service Roundtable President and Contracting Business Hall of Fame Member

Technical Training – Webinars

Training to Turbocharge Your Technicians”  Wednesday, January 22, 2020 @ 12 noonRegister Here  A new year is upon us, so how do I motivate my technicians? This webinar will teach you how to build a year round training program and curriculum that will take your technicians to the next level.