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| Bedrock Learning Installation Business Standardized Forms, CD
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Product Details
Bedrock Learning Installation Business Standardized Forms, CD
This indispensable CD provides a broad and well-rounded collection of over 70 adaptable forms and
other documents for getting your installation business on track and under control. Improve the
performance and profitability of your installation business and get processes, organization and
documentation happening immediately!
These Microsoft Word and Excel files can be customized for your own use to help manage your
projects and your business. Types of forms included are:
Management Forms
Running a company well requires good management. Follow standard industry procedures and use
proven forms and documentation to ensure your company's success. Management forms included are:
- Business Start-Up Considerations
- Products-Sources Matrix
- Flowchart – Project Overview
- Flowchart – Project Initiation
- Flowchart – Project Installation
- Flowchart - Completion
- Sample Letterhead
- Sample Organizational Chart
- Fax Cover Sheet
- Task Responsibility Worksheet
- Time Card – full page
- Time Card – half page
- Truck Inspection Sheet
- Mileage Report
- Labor Reconciliation
- Purchase Order Log
- RMA Log (Return Material Authorization Log)
- Weekly Summary of Financial Status
- Lien Waiver Release
- Cash Balance Sheet
- Chart of Accounts
Sales Forms
Manage your sales process, close more sales and document projects as they are launched to hand
over to project management. Sales forms included are:
- Company Introduction Letter
- Sales Lead Form
- Open Proposals
- Dead Proposals
- Closed Proposals
- Audio Worksheet
- Communications Worksheet
- PLC Lighting
- Security Worksheet
- Sample Proposal
- Project Information
- Project Sold Checklist
- New Client Welcome Letter
- Client Evaluation Request Letter
- Client Evaluation
- Evaluation Postcard
- Request for Referral Letter
- Thank You for Referral Letter
Project Management Forms
Organize your projects, document the work completed and ensure all appropriate tasks are
performed. Good project management is critical to your company's success. Project Management
forms included are:
- Technology Planning Symbols
- Typical Wire Use Chart
- Work-In-Process Report
- Low Voltage Pre-wire Guidelines
- Wire Chart
- Wire Tags
- Work Order
- Equipment Dimensions
- Shipper
- Recommended Tools List
- Change Order
- Client Concern
- Walk-Thru Checklist
- Rough-In Checklist
- Trim Checklist
- Finish Checklist
- Final Project Punch List
- Job Completion Signoff
- Project Management Notes
Human Resources Forms
People are the greatest asset of an installation company. Manage and track your company's team
efficiently and effectively with standardized forms for interviewing, hiring and managing
employees. Forms included are:
- Phone Interview Questions
- Personal Interview
- Employee Data Sheet
- Project Management Leader
- Company Hourly / Salaried
- Responsibilities Summary
- Request for Time Off
- Employee Supplies
- Performance Evaluation
- Non-Competition Agreement
- Non-Disclosure Agreement
- Sales Employment Agreement
Materials Included
- CD with files – contains the forms in Microsoft Word and Excel formats
Purchase the Bedrock Learning Installation Business Standardized Forms, CD (BBLCDFORMS) and you are guaranteed to save.
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