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Member Benefits
Industry Expertise
Buyer’s Group
ServiceTitan Support
About Us
Vertical Track
Testimonials
FAQS
Log In
Resources
Accounting & Finance
Sample Profit and Loss (P & L) Statement
Chart of Accounts Template
Basic Budget Template
Pre-LOI Due Diligence Request List vExt
Post-LOI Questionnaire & Due Diligence Request List & Detail Logs vExt
Customer Service
Customer Service Sample Scripts
Customer Service Sample Job Description
Human Resources
New Hire Checklist
5 Steps to Hire Top Performers
Service Tech Sample Job Description
Installer Sample Job Description
Dispatcher Sample Job Description
Customer Service Sample Job Description
Sample Org Charts
Sample Home Service Org Charts
Department of Labor – how to classify and pay employees correctly (BlueLion Presentation)
Sample Interview Guide
HR & Business 101 (BlueLion Presentation from 1.4.24)
Advice on Installer Compensation
Behavioral Interviewing
Marketing
GDF Lead Generation Toolkit
1-Month Sample Social Media Calendar
Vehicle Wrap – A1
Vehicle Wrap – Besser
Vehicle Wrap – Ponderosa
#250 Overview Vendor Spotlight
Google Advanced Verification Checklist
Sales & Service
Modular Tech Performance Dashboard Instructions
Trainee Ride Along Form
Day In The Life: Service Tech
Tool Inventory Sample List
Service Tech Sample Job Description
ServiceTitan Resources
Modular Tech Performance Dashboard Instructions
New Construction Process in Service Titan
ServiceTitan Forms
Training
DISC/Influencer Training PPT
1:1 Meeting Template – A1 Example
Mojo Call Outline
Training Room Picture 2
Training Room Picture 1
Morning Mojo Call Infographic
Training Room Blueprint
Learning Steps Tech Installer Check List
Train the Trainer 11.16.22
Train the Trainer Project Leadership Part I 3.15.23 Webinar
Train the Trainer Project Leadership Part II 5.17.23 Webinar
Train the Trainer Better Your Best Call Center Presentation 4.5.23 Webinar
Safety Presentation
How to Train a Trainer and Build Bench Strength (from 11.28.23 Webinar)
Goal worksheets 2024
Leadership Culture (from 1.17.24 webinar)
GDF Presenting your Best Business (from 2.14.24 webinar)
Door Parts Exercise
GDF Train the trainer Temp Check (from 3.13.24
webinar)
