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SERVICE TECHS - What minimum sales revenue goal does your company expect from you every week?
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View Survey Results
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When asked the simple question, "How does your inventory system work?" Many owners answer with a blank stare. The task of keeping track of inventory quantities and re-order levels can be overwhelming even for sophisticated companies with large computer systems.
You can imagine how large of a task it would seem to be for a small business owner who does not have access to such sophisticated devices. To understand what needs to be done, first we must set up our system that will truly put "control" back into your inventory.
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DOWNLOAD: Approved Vendors Recurring Issues Sheet
By Joe Crisara
What do you do when disaster or even a small problem strikes and the owner of the business is not there? Most employees make a decision that could be a wrong and costly one. Fortunately, you can use this sheet to "pre-select" various vendors for your employees so that they can feel truly empowered to make the same decision that you would make in situations that are near crisis. Just fill in your preferred vendor for these situations. Use the blank sheet . . . keep reading
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ARTICLE: Choosing The Right Distributor Alliance
By Joe Crisara
All in all, I think pricing is an over rated factor in choosing a distributor or manufacturer. Let's face it nobody knows more than a contractor that you get what you pay for. For the most part I think it is amazing that the prices between them are as close as they are. This article gives you some guidlines in choosing an alliance with vendors. . . . keep reading
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Whole Company Inventory
Did you ever wish you could see a snapshot of where all the key parts and tools that your company are located in one view. Well here is an inventory spreadsheet that can tally the individual parts per truck and in various warehouse locations in one easy to read view. See at the bottom where all the inventory as a whole is valued. This is the information your accountant is always screaming at you to provide them. . . . keep reading
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Restock Back Order Part List
This form can be helpful in tracking backorder stock parts that were not available when the tech came in to get their truck re-stocked. This can track the re-stock process when the part eventually does come in stock. . . . keep reading
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Vehicle Inspection Report
Sometimes a simple form is the best. This form exemplifies how simplicity by nature will actually get action. This form is a summary of the work that needs to be done on trucks after they have been inspected each week. The inventory clerk can then inform the manager or dispatcher of the need to get those important repairs done on the trucks. . . . keep reading
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Inventory Control Daily Checklist
The checkilst shown here is a day form that can serve as a reminder of the ancillary things that go with the position. Many owners get tied up in the technology of inventory control but forget the human aspect of the job. That human aspect is that it will take determination to comply with the important things to do on this list. . . . keep reading
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Job Priority Posters
The following posters or sheets are the priorities of your shop clerk or inventory control clerk. I would recommend making these large and hanging them in the appropriate are to remind you key people what they must do at each key moment. . . . keep reading
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Sold Job Procedure
What is the mechanism that goes into place when somebody sells a large job? Do your people run around like chickens with their heads cut off? If so then this procedure may be what you need to organize the process or ordering the squipment and getting the materials and crew going to get the job done in a timely manner. This will make your customer happy too. . . . keep reading
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ContractorSelling BLOG
