Welcome to the additional resources page for Planning For Profit™
Maintenance Agreement Brochure Samples
Samples of Maintenance Agreements from multiple trades, including HVAC, Chimney, Electrical, Plumbing, and Pool & Spa.
Comfort Consultant Commission Worksheet
This worksheet will help to determine your Comfort Consultant’s commissions.
Employee Performance Appraisal
Keep track of your employees growth, leadership abilities, and quality of work with this Performance Evaluation and Feedback system.
Family Budget
Take the guesswork out of your personal financial planning with our Family Budget spreadsheet.
Allocation Method Cheat Sheet
Your guide for allocating overhead into the proper departments in the Planning for Profit software.
Repair or Replace Chart
A guide for when to repair or replace large equipment within your company.
Sample Chart of Accounts for Contractors
A sample chart full of account ideas that can be modified to better fit your own company.
Weekly Career Technician Meeting Outline
Keep your weekly Technician meetings on track and documented with this weekly meeting outline.