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Business Forms

$129.00

Price: $129
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Improve company performance and profitability

Includes a broad and well-rounded collection of over 70 adaptable forms and other documents for any installation business to get on track and under control. Flowcharts, financial worksheets, and human resource documents get processes, organization, and documentation happening immediately.


These Microsoft Word™, Excel™, and Visio™ files can be customized for your own use to boost sales and increase customer satisfaction.
Several of the forms are also available in ‘fillable’ PDF versions to simplify data entry and expedite the documentation process.

Flowcharts

Gain valuable industry knowledge and ideas to streamline business. Document processes and visually communicate ideas to others. Forms included are:

  • Organizational Chart
  • Construction Process
  • Project Overview
  • Sales Process
  • Project Setup
  • Pre-Wire Install
  • Trim-Out Install
  • Final Install
  • Client Support
  • Service Call

Human Resource Documents

People are the greatest asset of an installation company. Effectively build, lead, and track your company’s team with standardized forms for interviewing, hiring and managing employees. Forms included are:

  • Accident Report
  • Agreement – Non-Competition
  • Agreement – Non-Disclosure
  • Agreement – Sales Person
  • Company Employment Policy, Detailed
  • Company Employment Policy, Summary
  • Company Vehicle, Driving Policy
  • Company Vehicle, Personal Use
  • Contract Labor Agreement
  • Employee – Performance Evaluation
  • Employee – Supplies Issued & Returned
  • Employee – Time Off Request
  • Employee Contact Information
  • Employee Handbook Table of Contents
  • Employee New Hire Checklist
  • Employee Personnel File Contents
  • Employee Separation
  • Employee Separation Checklist
  • Employee’s Evaluation of Company
  • Employment Ads – SAMPLES
  • Employment Application
  • Interview Questions – Live
  • Interview Questions – Phone
  • Job Description – Expeditor / Warehouse
  • Job Description – General Manager
  • Job Description – Installer
  • Job Description – Lead Installer
  • Job Description – Office Assistant
  • Job Description – Office Manager
  • Job Description – Project Manager
  • Job Description – Sales Manager
  • Job Description – Salesperson
  • Job Description – Technician
  • Time Card – full
  • Time Card – half
  • Time Card Process

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. Forms included are:

  • Business Plan Table of Contents
  • Business Start-up Checklist
  • Company Profile Worksheet
  • Company VISION Worksheet
  • Data Backup Log
  • Fax Cover Sheet
  • Letterhead Layout
  • MEMO
  • Mileage Log
  • Office Organization Checklist
  • Phone Answering Procedure
  • Responsibilities Summary
  • Task Responsibiity Worksheet
  • Team Meeting Agenda
  • TO-DO List
  • Vehicle Inspection Sheet
  • Vehicle Service Log

Financial Worksheets

Accurately understand and manage the company’s financial well-being. Both new and mature businesses benefit from these documents. Forms included are:

  • Accounting – Monthly Tasks
  • Accounting – Quarterly Tasks
  • Accounting – Weekly Tasks
  • Accounting – Year-End Tasks
  • Bank Cash Balance Sheet
  • Calculation of Hourly Labor Rates
  • Chart of Accounts – SAMPLE
  • Credit Application
  • Credit Card Issued/Returned Log
  • Credit Information
  • Expense Report
  • Hours Reconciliation
  • Invoice
  • Invoice Log
  • Job Costing Report
  • Letter – Final Notice to Collections
  • Letter – Past Due Notice
  • Lien Waiver Release
  • Overhead Calculation Worksheet
  • Project Account Summary
  • Weekly Summary of Financial Status