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Home Page | Service Management

Management Tools

Welcome to the Management Success Library, providing a variety of management materials and tools to help you to effectively manage your company and employees and build a more profitable, winning team! ContractorSelling.com has developed and brought together articles, downloads, videos and other materials on professional management principles, hiring and firing practices, ways to reduce employee turnover, manage and inspire employees, set and maintain revenue goals, increase sales, and much more.

DOWNLOAD: The 16 Deadly Worker's Comp Mistakes That Can Absolutely Kill Your Business
By Joe Crisara
DOWNLOAD: The 16 Deadly Worker's Comp Mistakes That Can Absolutely Kill Your Business After reading the book, "The Ultimate Guide to Workers' Compensation Insurance" by author Edward J. Priz, I am astounded at the "Secrets of Reducing Workers' Compensation Costs" and how powerful they are. I have summarized the 16 biggest "deadly" mistakes that contractor's make when dealing with a worker's comp audit. . . . keep reading
DOWNLOAD: Call Back Log
Joe Crisara
DOWNLOAD: Call Back Log This call back log can be used by a Dispatcher, Owner, Service Manager or Tech to track the amount of call backs that have been done recently. This form also can help leverage the thought process to come up with a better solution other than what just failed. This will help to bring every call back to a functional outcome that will service your customer better. . . . keep reading
DOWNLOAD: Life Balance Planning Worksheet
By Joe & Julie Crisara
DOWNLOAD: Life Balance Planning Worksheet The life balance worksheet can be used to plan both long term and short term goals. The worksheet is broken down into three different distinct areas, Business and professional which helps you think about future goals, opportunities and relationships. In the personal planning area it cover fitness, self planning and relationships for the personal part of your life, In the middle section the utility are help to take care of the assets both personal and professional. . . . keep reading
ARTICLE: 7 Reasons Why Your Sales Results Suck
By Joe Crisara
ARTICLE: 7 Reasons Why Your Sales Results Suck First of all, let's face it, I use that word to get your attention and now that I have it let me explain. When any frontline sales professional in your company does not produce the results needed to pay for all the overhead, benefits, pay, education and everything else needed to pay for there fair share of these expenses, then they are "sucking" these valuable resources at the expense of other employees who ARE pulling their weight. . . . keep reading
Contracting Business Organizational Chart
Contracting Business Organizational Chart Contracting Business Organisational Chart . . . keep reading
ARTICLE: The Mistake of Multi-Tasking
By Tom Richard
ARTICLE: The Mistake of Multi-Tasking After running a high-end business for over a year, I had things running exactly the way I wanted, with a high sales volume to prove that things were as they should be. Yet this unhealthy sense of control couldn't last forever. Eventually, I was required to leave my store for two whole days to attend a company-mandated training session in St. Louis. Being the first time in over six months . . . keep reading
E-BOOK: Retaining Customers By Handling Concerns
E-BOOK: Retaining Customers By Handling Concerns Sometimes in our busy day to day struggles to run a contracting company we lose sight of the importance of keeping customers happy to the degree that they will return. This leads us to the question of how important is it to know how to handle disgruntled or dissatisfied clients. Well. We can start with the premise that customers are the primary reason for us being in business to begin with. . . . keep reading
ARTICLE: 3 Tips To Uncover What Motivates Employees
By Joanna Brandi
ARTICLE: 3 Tips To Uncover What Motivates Employees Want To Motivate Employees? Here are 3 tips for uncovering what really turns them on according to workplace happiness and customer care expert JoAnna Brandi, one of the top challenges in any business is helping frontline employees to get and stay motivated as they build customer relationships, customer satisfaction and customer loyalty. She offers managers three tips . . . keep reading
ARTICLE: Why Are My Employees Acting This Way?
By Joe Crisara
ARTICLE: Why Are My Employees Acting This Way? Everybody is eventually faced with personal crisis in their lives. For some, these emotional turning points can manifest itself in bad behavior at work. Sometimes stress, as a result of catastrophic changes in the personal or professional lives of your people, can show up in different ways. To you the owner, this looks like Trucks trashed with garbage every night . . . keep reading
Ten Ways to Avoid Price Objections
Ten Ways to Avoid Price Objections That's right, the natural laws come into place here. In the world today the buyer will either force you to either provide more value to get the price you need. Or they will force you to lower your price if you refuse to raise your value. There is no doubt& Without value-added components, any product or service can be driven down to the most bottom line - price. . . . keep reading
DOWNLOAD: Contracting Business Confidential HVAC/PE Employee Job Satisfaction Survey
DOWNLOAD: Contracting Business Confidential HVAC/PE Employee Job Satisfaction Survey You want the truth? If you are like many contractors, you can't handle the truth. Why is it that we have such a hard time attracting new employees to work for us yet it never seems to occur to us to ask the very people that could shed light on the problem. Many contractors just suffer in stoic silence as they lose potentially great, profitable employees. Use this confidential survey to find out what is really going on. . . . keep reading
ARTICLE: Drop Your Baggage and Chase That Money!
By Tom Richard
ARTICLE: Drop Your Baggage and Chase That Money! The rain was coming down hard as my flight landed at the airport. I had been running a seminar all day in New York. It was late, I was tired, and I wanted to find my car quickly to get home to my family. As I walked through the airport garage, something on the ground caught my eye. It looked like wadded up money. Curious, I crept up on the crumpled paper . . . keep reading
ARTICLE: Contracting Management Principles Disarmingly Simple
By Joe Crisara
ARTICLE: Contracting Management Principles Disarmingly Simple Managing a contracting business is one of the most challenging and un-rewarding jobs that anyone could ever wish on a person. That is, if that person is left untrained and un-empowered to be successful. The biggest problem stems from the vast amount of things that happen on a day-to-day basis that come at you from the side. The job is much easier when you consider a basic principle of management. What is this magic principle that will make it so easy? . . . keep reading
AUDIO: NEW! LIVE Total Immersion Coaching Sessions
AUDIO: NEW! LIVE Total Immersion Coaching Sessions This is a "Juke Box" of live audios that have been recorded during coaching sessions with the participants of the Total Immersion Summit sales training. You will hear real techs and sales people tell their stories of how they have struggled and also succeeded using the Total Immersion System. Understand that this is unedited so it may be a little rough. . . . keep reading
VIDEO: The Michael Jordan "Failure Story" - A Clue To Your Success
By Joe Crisara
VIDEO: The Michael Jordan "Failure Story" - A Clue To Your Success This video is a paradigm shifting way to look at failure. If you know how others or yourself have failed, then all you have to do is the opposite of what failed and it will usually lead to success. Of course the definition of madness as we know it is to do the same thing that is failing over and over and expecting a different result. Watch this video on the "failure" of Michael Jordan . . . keep reading
LIVE AUDIO: Recent Changes That Have Made Quantam Leap Sales Revenue Possible An Inteview with Joe Crisara
By Drew Cameron & Joe Crisara
LIVE AUDIO: Recent Changes That Have Made  Quantam Leap Sales Revenue Possible An Inteview with Joe Crisara Drew Cameron of HVAC Sellutions interviews Joe Crisara at a recent conference of industry professionals. In this interview Joe reveals the common attributes of high performing "Million Dollar" techs and sales people. Joe also talks about the changes that have occurred in the recent past that have made this quantum leap success possible. Turn your speakers up and listen in to this 12 minute audio... . . . keep reading
Dealing With Callbacks In The High Performance Environment
By Julie Crisara
Dealing With Callbacks In The High Performance Environment I frequently get asked by many of our clients about how I suggest dealing with callbacks covered by another tech in terms of an incentive plan. Now that their techs are hot on the trail of a bonus in this high performance contractng world, they are complaining about covering other tech's callbacks - Oh my, every solution seems to create another problem. The obvious answer would be to send the same tech on his own callback, but we all know this doesn't exist in the real world of HVAC/P. So I have two other suggestions . . . keep reading
DOWNLOAD: Weekly Management Summary Report
DOWNLOAD: Weekly Management Summary Report The weekly management summary report is a snapshot of how the company is operating each week. Just assign different reports to your key people do generate each week and have each department or manager to fill in the appropriate information. Running a service company without this imprtant information is like driving a car without a steering wheel. If you find that your company is off course from the goals you have set, then adjust each week and improve in the areas needed.
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keep reading
AUDIO: Total Immersion Coaching Session - Newark - With Chris Stumbers explaining his quantam leap success after the summit
Joe Crisara
AUDIO: Total Immersion Coaching Session - Newark - With Chris Stumbers explaining his quantam leap success after the summit One of the most valuable things about the Total Immersion process is the 4 weeks of after coaching that is done with everyone who attends the summit. This audio is a sample of the success that many get from thris training. Chris a tech from New Jersey explains how he has achieved quantum leap results. Listen in... . . . keep reading
Tech Hiring Process
Tech Hiring Process Tech Hiring Process . . . keep reading
Tech Meeting Agenda Outline
Tech Meeting Agenda Outline Tech Meeting Agenda Outline . . . keep reading
ARTICLE: The 4 Elements of Contractor Service
By Joe Crisara
ARTICLE:  The 4 Elements of Contractor Service There are four elements in every contractor service business that you currently sell. Understand these are the foundation of service success. If we knew what customers wanted we could more easily provide it to them. That is why understanding these elements are so important. Read them here... . . . keep reading