Onboarding - Enterprise Selling Solution

General Information
This won't take long. If you need to take a break, just scroll to the bottom and you can save and continue later. Remember to send the link to yourself as we do not have access to it if you leave the form. Do the best you can. We will help you through it.
Today's Date*
MM slash DD slash YYYY
Company Name*
Name
First Last
Please enter your website
Address*
Address 2
City*
State*
Zip Code*
Phone*
Email address of person at on-boarding*
Territory Manager Name
Territory Manager Phone Number
Territory Manager Email
Please give us a brief description of your business
What brands do you sell? How many trucks do you have? Do your technicians sell? How long have you been in business?

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Replacement (AOR) Section
Click this link to View the pricing model to understand the way our system prices a job
What is your labor rate for Replacement
Replacement labor is different than service labor. Replacement labor is your cost of a worker on the job. Ie. One worker makes $25 per hour One worker makes $12 per hour Combined cost of labor = $37
Please click the link here to upload your Equipment Costs. It will open in a new window. It's okay if you don't have it now. You can skip this step and submit it to us at a later time. ESS Pricing Request
In Residential Replacement, Which method do you use to determine pricing?
Do you want your salespeople to be able to see Margins?
- Yes
- No
Minimum Residential Margin
If you answered yes above, do you want to set a minimum margin and what percentage would you like to set?
- Yes
- No
Residential Margins
Our program works off of Margin or GP$ per hour. If you use MARGIN %, enter the margin you would put for the Best, Better, Good and Budget models. Example... COGS = 4000.... A 50% margin 4000/.5=8000.
Best Better Good Budget
Residential Markup
Our program works off of Margin or GP$ per hour. If you currently use markup as a function of creating a price, please enter the number you use here and we will convert your markups to margin.
Best Better Good Budget
Residential Margins by GP$ per hour, day or crew
Our program works off of GP$ per hour. GP$'s per hour or per day, enter that number here. Example $200/hour
Best Better Good Budget
Need help understanding the GP$'s for you company? Visit this page to determine your pricing.

https://entsellingsolutions.com/blog/gp/
What is your minimum residential margin percentage?
Do you want your salespeople to be able to see Commissions?
- Yes
- No
Residential Commissions
What commissions do you want to pay your sales people based on percentages. The program uses a divisor and not a multiplier. Example... $10,000 sale at 10% = $10,000/.9 or $11,111.
Best Better Good Budget
Do you want your salespeople to be able to see the BuyDown Rate?
- Yes
- No
Buydown Rate
What buydown rates do you want to use for your financing recovery? Just like Commissions, the program uses a divisor and not a multiplier. Example... $10,000 sale at 10% = $10,000/.9 or $11,111.
Best Better Good Budget
Quality Levels
Some dealers like to rename their quality levels and not call them Best, Better, Good and/or Budget. If you want to rename them please list that here. Please keep the names as short as possible.
Best Better Good Budget
Financing Buydown Rates
Please upload your financing buydown rates for your financing company. This can be uploaded via PDF. It would be helpful if you would highlight which programs you like to use in your sales process.
Drop files here or

Accepted file types: pdf, png, jpg, Max. file size: 2 MB.
Please upload a few of your current proposals. Our on-boarding technician will review these to make sure we can include as much of your current phraseology as possible.
Drop files here or

Accepted file types: jpg, gif, png, pdf, doc, xls, Max. file size: 2 MB.

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First & Last Name	Phone Number	SMS Phone #	Email Address	Admin (Y or N)	Dispatcher (Y or N)	Salesperson (Y or N)

On-Boarding

On-boarding

Step 1 of 9

General Information

Tell Us What Items You Will Be Using

Replacement (AOR) Section

Load Analyzer Section

Service Flat Rate

Commercial Section

Financing and Merchant Services