"After attending BSIs Residential One-Call Sales Training Course my close rate went from a dismal 31% to a whopping 75% in my first week of selling. I am very excited about the future of my company like never before!"

-Orlando Garza
West Coast Heating & Air Conditioning

What are successful Residential HVAC contractors doing differently?

Our HVAC Business Growth Coaching Program Partner contractors are using our proven retail residential processes, methodologies, governances and associated delivery forms within each of their demand service, service agreement, equipment replacement, and their design-build/retrofit departments.


The best part is we provide all these business support services for far less than a tank of gas per week. These retail residential department training tracks are included in the $7/day Partnership Program.


Retail Residential Service Department Training Track:

Retail Residential HVAC Contractors can gain access to proven professional retail residential service department processes and forms that have resulted in increases in service department profi tability of 65% or more.

Service Call Lead Generation Procedures:

  1. Written step-by-step marketing guide to maximize the number of daily service calls.
  2. Library of powerful HVAC Tune-Up inspection post cards, ads, and direct mail campaigns.
  3. A service call handling process that systematically harvests all opportunities on all calls.
  4. Benchmark rates for per-call conversion to sales for service agreements, enhancements, and replacements.

Professional Service Call Handling Procedures:
  1. Written step-by-step professional service call handling procedures and forms.
  2. Dispatcher Service Call Handling Communication Guide.
  3. Technician Service Call Handling Communication Guide.
  4. A Service-Right Customer Survey form to identify repair, retrofit, or replacement information.
  5. Service Call Brochure customized to your business.
  6. A customer equipment Repair vs. Replace Decision Graph customized to your business areas typical air conditioning and heating equipment replacement costs.
  7. Users can print as many brochures and Repair vs. Replace graphs as required at no extra cost.
  8. Paying Technicians for Profits Incentive Plan.
  9. Paying Selling Technicians for Profits.

Fix-Right Flat Rate Repair Upfront Pricing Guide (Also sold separately $1,299.00):
  1. Description of 99.9% of all common residential HVAC system failures.
  2. Upfront pricing customized to your business overhead and profi t requirements.
  3. Discount pricing for Maintenance Agreement Customers.
  4. A repair graphic for each type repair to make it easier for technicians to explain what caused the problem, typical solutions, and the recommended repair.
  5. Price book that can be easily customized to your business name, address, and Logo.
  6. Users can print as many books as required at no extra cost.
  7. An Excel-based upload option for importing into accounting programs.
  8. Unlimited user price requirement changes.
  9. View the Fix-Right users guide and price book layout by clicking on our PDF download here.

Flat Rate Service Invoice:
  1. Quickly customized to your business name, address, and Logo.
  2. Maintenance Agreement Discount Option and a Customer Care Response Card.
  3. Discount Coupon for future HVAC Evaluations or Planned Service Agreement.
  4. Users can get Upfront Pricing Service Invoice printed direct from our preferred print vendor.

Maintenance Agreement Template:
  1. Quickly customized to your business name, address, and Logo.
  2. A 21-point maintenance and inspection program.
  3. Annual, quarterly, and monthly payment options.
  4. Best practice liability protection terms and conditions.
  5. Users can get maintenance agreements printed directly from our preferred print vendor.

Program Delivered Right to Your Desktop via On-line 7-Step Training Track See on-line Training Center:
  1. Provided LIVE and 24/7 pre-recorded step-by-step process implementation training.
  2. Unlimited access to expert consulting and process implementation support.

Residential Equipment Replacement Department Training Track:

Retail Residential HVAC Contractors gain access to proven professional retail residential equipment replacement department processes and forms that have resulted in sales close rates up to 68% or more and at gross profi t margins that are 15% higher than the competition.

Equipment Replacement Lead Generation Procedures:

  1. Written step-by-step marketing guide to drive the number of daily sales calls per sales person up to maximum potential.
  2. Library of powerful HVAC equipment replacement post cards, ads, and direct mail campaigns.

Professional HVAC Replacement Call Handling and Installation Procedures:

  1. Written replacement sales call handling, and installation standard procedures and forms.
  2. A Home Use & Livability Survey form to identify system enhancement or HVAC replacement information.
  3. Home Certified System Replacement Brochure customized to your business.
  4. A customer equipment Repair vs. Replace Decision Graph based on typical air conditioning and heating equipment replacement costs.
  5. Users can print as many brochures and Repair vs. Replace graphs as required at no extra cost.
  6. Comfort Advisor One-Call Sales Handling Process and Professional Communication Guide.
  7. Replacement project booking, mobilization, inventory control, and scheduling procedures.
  8. Paying Installers for Profi ts Incentive Plan.
  9. Paying Sales Reps/Selling Technicians for Profits.

Equipment Replacement Presentation/Flat Rate Installation Pricing Guide (Also sold separately $1,299.00)

  1. Designed to make it easier for the Comfort Advisor or selling technician to explain who you are, what makes you different, why you have to set the standards of performance in the area, and what regulation-compliant process you will use to provide the right solution at the lowest possible price.
  2. Upfront pricing customized to your preferred manufacturers equipment product line, business overhead, and profi t requirements.
  3. Price book is quickly customized to your business name, address, and Logo.
  4. Users can print as many books as required at no extra cost.
  5. An Excel-based upload option for importing into accounting programs.
  6. Continuous updating of price book costs.
  7. Unlimited user labor cost or other price requirement changes.

Which HVAC/R Contractor Best Meets Your Needs questionnaire:

  1. 20 Questions designed to help you raise the competitive bar with the customer by explaining your liability protection insurance, drug testing, background checks, safety training, and installation delivery and quality assurance methods.

Upfront Replacement Proposal-Agreement Template:

  1. Quickly customized to your business name, address, and Logo.
  2. Ties to our Home Use & Livability Survey to help reiterate customer replacement objectives.
  3. Includes check-off of proposed scope of work to replace the existing HVAC system.
  4. Includes check-off of Installed-Right Assurances, Warranties, and Guarantees.
  5. Best practice liability protection terms and conditions.
  6. Proposal-Agreement printed directly from our preferred print vendor.

Program Delivered Right to Your Desktop via On-line 7-Step Training Track See on-line Training Center:
  1. Provided LIVE and 24/7 pre-recorded step-by-step process implementation training.
  2. Unlimited access to expert consulting and process implementation support.

Financial Management Department Training track:

To view the associated Financial Management Department Training track simply click this Financial Management Department Training Track link


Human Resource Management Department Training Track:

To view the associated Human Resource Management Department Training Track simply click this Human Resource Management Department Training Track link