Contractor Support System

HRAI - Heating, Refrigeration Air Conditioning Institute - Canada

Service Roundtable

" Providing Leadership Management for the HVAC Industry"

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Module Features

 

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





 

Integrated Operations Features

 

The Integrated Operations Module consists of basic operations practices and includes a complete course for Dispatcher Training as well as Leadership Training. It also includes 'on-line' use of our data management system which can be used for dispatching, tracking maintenance agreements, task scheduling, work orders, and invoicing. The operations module focuses on specific areas such as:

 

 

 

Providing Leadership Management for the HVAC Industry


Interaction with Sales Dept

This is one of the best features of the Integrated Operations module. It deals with the purpose for co-existence with the sales department. Good communication and positive team spirit is of paramount importance if you are going to provide your customers with quality service. Often times, operations personnel have no idea what type of relationship has been developed with a prospect. Working together, you will become..."Communications Conscious and Solutions Oriented".

 

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Communication Skills                                                                          

Good listening attributes are associated with developing good communication skills. And poor communication is the most widely recognized deficit  in any business environment. However, listening isn't the only form of communication. Body language as well as written communication are part of the entire "communication process". The Integrated Operations module includes "on-line" Leadership Training feature that will open opportunities for your company to be "Communications Conscious...".

 

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Customer Service                                                                                    

How important is customer service in your organization? Does it warrant a review of the way you conduct business with your current customers? Is the way you currently service your customers preventing you from acquiring new business? Can you improve? Always! 

 

Better customer service is one of the founding criteria used to develop the OVI™ Contractor Support System. This feature of the Integrated Operations module reviews best and worst practice scenarios to demonstrate the need to be conscientious of your customers' perception of your service. You can always do better!

 

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New Agreement Procedures                                                                

The Integrated Operations module consists of a well developed set of structured processes designed to encourage communication flow that results in quality customer service. Every aspect of the follow through process for a new sale is carefully orchestrated to assure thorough completion of all the activities required to meet the customers' needs as well as the contractors' obligations. This integrated operations process establishes a set of "best practice" standards that go unmatched by your local competition.

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Technician Assignment                                                                            

Assigning the right technician to a customers' facility can sometimes be a difficult task. In some cases you might need more than one technician assigned to a job for reasons of complexity of the buildings' mechanical system. This feature will help you determine if you have the right match for the assignment, from technical ability to personality. Both are very important to have successful, long-term relationships with your customers.

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Capabilities Matrix                                                                                      

In this section we show you how to develop and maintain a matrix database of technical experience. This matrix is a valuable tool in determining technician assignments. It can be edited with a few mouse clicks, as field personnel improve their ability to accept greater responsibility. Any improvement in the technicians ability is reflected in the database. It can, and should also be used by the operations or service manager to evaluate performance during annual reviews.

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Cost Analysis & Review                                                                             

Every operations department incurs costs to maintain its' ability to perform. This feature reviews typical "cost of operations" as it may be referred to in your company's system of accounting. It will help you to determine your operating costs and adjust them as appropriate, before you submit your budget plan.

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Budget Preparation                                                                                     

Critical to any business is the ability to prepare, and maintain control of, your operating budget. Historical data comes into play here. However, forecasting new expenses is the most difficult. This feature will assist you in determining the best way to forecast your budget and keep you on track.

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Strategic Planning                                                                                       

A clear vision of the company's future can be seen through a well developed Strategic Plan. The strategic planning process for next fiscal year should begin soon after your current year begins. It is an on-going process, not an annual event. It involves the participation of various levels of management, from principal owners to accounting and sales managers. There is also room for input from employees at all levels. Remember, people are your greatest asset. Include them in your future plans.

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Job Scheduling                                                                                           

Dispatcher training is included as part of the Integrated Operations module. However, being capable of dispatching isn't the only criteria required to determine job scheduling. There is a balance to getting jobs scheduled and seeing them through to completion. We review scheduling practices in detail in the Integrated Operations module.

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Responsibility for Profit                                                                              

Who should bear the responsibility for profit? The person(s) with the best leadership attributes will undoubtedly have a proactive role in assuring that the bottom line is met, but it really takes the effort of everyone in the company. Employees that are made aware of the company's financial health, are more willing to participate at a "cost conscious" level. This feature of the module focuses on the responsibility of the operations or service manager. But, it is also a guide to increase profit awareness throughout the organization.

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Weekly PAR Meetings                                                                               

These are not intended to be chew up and spit out sessions. They are designed to be productive and results oriented. This section of the Integrated Operations module focuses on how to conduct, and participate in, weekly plan and review meetings; the expected content and results from conducting such meetings.

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Interpreting Reports                                                                                 

Some operations management positions require the ability to review and analyze certain report documents. They can vary from company to company, so there is no consistency of interpretation. What this feature will help you do is learn to interpret the critical data and the non-critical data when you review reports. Your focus should be on critical data.

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Service Report Auditing                                                                           

By far one of the more tedious jobs in the industry. But is doesn't have to be. Many thousands of dollars are lost due to poor auditing practices. Learn how to increase your revenue flow by paying closer attention. The Integrated Operations module reviews the most common mistakes made when auditing service reports. And it provides recommended actions that you should take to improve your auditing process.

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Field Training Needs                                                                                  

Often times you are not aware of your company's capabilities until you have sold a job or maintenance agreement to a customer that you can't service. Improving your capabilities requires continued education. Where do you find it? How do you determine your current and future needs? These, and many other questions are answered in the Integrated Operations module.

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