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On-Boarding
On-boarding
Step
1
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9
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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?
Tell Us What Items You Will Be Using
Available Modules
*
Select All
Replacement Proposals
Dispatching
Texting
Service Titan Integration
QuickBooks Online Integration
Service Flat/Rate
Commercial Proposals
Load Analyzer
Spectrum AC Financing
Greensky
Stripe for Credit Card Payments
Teleprolive
Bonus Maintenance Video
Service Titan Integration
We wish to integrate the account with Service Titan. Our ST tenant ID is.... (This can be acquired from your ST representative)
Service Titan API Key
You will also need to get your API key from Service Titan. Please provide it here. If you don't have it now you can skip this and provide it later.
Enter Your Users Here
Each different type of user will have different usernames and passwords. A dispatcher can only see activity but not pricing, cost or margins. A salesperson can be restricted to seeing only what you wish them to see. The Admin sees all costs, margins, and items that allow for setup.
First & Last Name
Phone Number
SMS Phone #
Email Address
Admin (Y or N)
Dispatcher (Y or N)
Salesperson (Y or N)
User Photos
Please upload a professional photo of each of your users. Please name the file, the name of the user. This professional photo will appear on the Cover Page of the proposal when selected by the user.
Drop files here or
Select files
Accepted file types: jpg, png, Max. file size: 50 MB.
User Biographies
The program has the ability in the dispatch area to communicate a brief description of the sales or technicians that will be supporting the call. Please provide this brief biography using a word document for each person on your USER list. This would include a message from the ADMIN or OWNER as a thank you message for setting the appointment.
Drop files here or
Select files
Accepted file types: doc, xls, Max. file size: 50 MB.
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 = $37
Please click the link here to upload your Equipment Costs.
It will open in a new window. It's okay if you don't have it now. You can skip this step and submit it to us at a later time.
ESS Pricing Request
In Residential Replacement, Which method do you use to determine pricing?
Margin percentage
GP$'s per hour or per day
Markup method
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
Select files
Accepted file types: pdf, png, jpg, Max. file size: 50 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
Select files
Accepted file types: jpg, gif, png, pdf, doc, xls, Max. file size: 50 MB.
Load Analyzer Section
Load Analyzer Defaults Summer
Enter your summer outside design temperature for your area. If you don't now it, our onboarding representative can help you figure it out.
Load Analyzer Defaults Winter
Enter your winter outside design temperature for your area. If you don't now it, our onboarding representative can help you figure it out.
Load Analyzer Daily Range
Enter your daily range for your area. If you don't now it, our onboarding representative can help you figure it out.
Load Analyzer Grains of Moisture
Enter your grains of moisture for your area. If you don't now it, our onboarding representative can help you figure it out.
Service Flat Rate
Understand how the flat-rate portion of our program works by reviewing this page
What is your labor rate for service
This is the HOURLY rate you charge a customer for service related items. It will show up in this manner. HOURLY labor rate - $150 1 hour to replace a capacitor Capacitor = $10 Markup for Capacitor 600% $150 + $60 = $210 selling price of capacitor
Help me with determining my labor rate for use in the Flat Rate Calculation
What is your Diagnostic Fee
Tax
*
What is your tax you pay to your supplier?
Commercial Section
Commercial Margins
Our program works off of Margin or GP$ 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
What is your labor rate for Commercial
Commercial labor is different than service labor. Commercial 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
Commercials 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
Financing and Merchant Services
Sign up for SpectrumAC Financing
A new and different way of getting your clients financed
SpectrumAC Link
Sign up for GreenSky Financing
GreenSky Link
Sign up for Stripe Merchant Services
Stripe Sign-up Link
For $520, we will modify this video and make it customized for your company. Check out the
Video here
Please enter any special requests, or items here you may want to communicate to the on-boarding staff.
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