Contractor Support System

HRAI - Heating, Refrigeration Air Conditioning Institute - Canada

Service Roundtable

" Providing Leadership Management for the HVAC Industry"

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Service Estimator Pro

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Module Features

 

Sales Management
Integrated Operations
Market Development
Personnel Recruitment
Logic Business Planning
Estimating for Profit





 

The Estimating module description is currently under construction.

We are sorry for the inconvenience.

Estimating Features  

 

The Estimating Module consists of a mechanical systems identification guide to assist sales personnel in identifying equipment types during a survey. It is designed with a database utility, Service Estimator Pro™ that calculates cost, selling price and gross margins; generates reports as well as proposal preparation. It also includes a section on “Performing Proper Surveys” to assure you properly evaluate things like high voltage, heights, confined areas and other particular safety measures that need consideration during a survey. The estimating training course can be taken online or in a classroom environment. 

 

The estimating module focuses on specific areas such as:

 

Survey Authorization

Conducting Proper Surveys

Survey Safety

Required Assistance

Suggested Survey Tools

Proper Documentation

Equipment Identification

Gathering Financial Data

Understanding Warranties

Accessibility to Equipment

Special Tool Consideration

Facility Access Restrictions

Vendor Assistance

Operations Support

Spend Plan

Setting Pricing Standards

Proposal Approval

Proposal Preparation

 

Providing Leadership Management for the HVAC Industry


 

 

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