New Hire Techs

Technician Training Course

Day 1 Early Morning Training

These items should've been previously completed

(for trainer to confirm when starting new hire training);

Background Check & Motor Vehicle Records (MVR) - (by WN Ofc Mgr)
Drug Testing & New Hire Packet - (by new hire team member)

FIRST STEPS OF TRAINING

Take tech photo in WireNut shirt with US Flag background - (smiling, no earrings, no hat)

(click here to email to Asana onboarding task for upload into dispatch & reviews software), be sure to mention in your email which Business Unit the tech will be assigned to.

Provide a Building Tour;

Show them the Parts Lockers & Introduce to Warehouse personnel
Introduce to Office Manager or Life Coach (for HR or personal support)
Introduce to Accounting (for customer financing or payroll questions)
Introduce to Service Managers (for general support & direct reporting)
Introduce to President (for additional help)

UNDERSTANDING WHO WIRENUT IS

Review our Mission statement & Core Values (click to review) -

Ask technician: Are these core values and mission statement something that you agree to abide by?

Explain SGI and our affiliation / ESI & AirTime
What do customers think of The WireNut? (click here to review PulseM/Speetra reviews)

OPERATIONAL GENERAL INSTRUCTIONS

(also refer to Employment Manual as these are for training purposes only)

Gas Card and Building Access
Uniforms
Timekeeping for New Hires
Timekeeping after Training
Payroll Timelines & Deadlines
Pay Advances

Vehicle Use and Maintenance

Van must always remain closed, even while at a jobsite
Van must always remain clean inside & out. A one day grace period is given following a snowstorm for the van to be washed
In most cases, vans will be allowed to be driven home. This privilege will be revoked based on the crime rate of the location where it is parked, based on cleanliness/ upkeep by the technician, and revoked if the technician cannot follow procedures
Personal use is not allowed and non WireNut passengers are never allowed in the vehicle
Monetary losses experienced by WireNut, from team member negligence, will likely result in charges to the technician

WireNut property Use and Maintenance (general)
Refer to the Employment Manual for further operational instructions

JOB SITE EXPECTATIONS

Safety and Customer Satisfaction is to remain your utmost priorities in everything you do
Prices must be provided before any work starts
Payment will be collected for the work performed on that visit at all times
Performance Expectations must meet or exceed the standards as shown here (click to review Performance Expectations)

TEAM MEMBER FEEDBACK

Performance Evaluations
Explain leaderboard
Explain “PulseM”
Peer Feedback (click to see example)

END OF DAY 1 TRAINING - TO BE RECONVENED TOMORROW MORNING

Day 1 Afternoon Training

Day One afternoon

Use the old Training Manual as a guideline (https://docs.google.com/document)

Add notes from Asana Technician Onboarding task

Add example customer calls to listen to (Listen to some CCR calls here)

Add One Truck Model.xls

Add Cheap Charlie.xls

Add Coupon listing

Add Pay Calculator??

Add sales videos from Grant Cardone and Success Academy

Add upselling scenario with how much more pay the tech will receive

Add Service Titan training (http://training.servicetitan.com/independent-training/)

Finish development of Technician Resources how-to site (https://sites.google.com/view/wntechhowto/cust-svc-pricing?authuser=1)

8:00 – 10:00 Pricing and Business Model

Issue (Review) Price Guide (now it's digital)
Review task codes and what is included in them
Review 10 Level Pricing and what is included in them
What is a custom job and how do you build one?
WireNut Financial Model vs. Cheap Charlie
Market saturation per capita
Price matching a competitors job

10:15 – 12:00 Marketing and Coupons

How do we advertise?
Why advertise?
How much do we advertise?
What kind of coupons to we offer?
Double coupons
Manager coupons
Ceiling fan and light hanging coupons
Secret Shoppers

2:45 – 3:30 New Comp

New Comp
Hourly Pay (Training)
Hourly Pay (Callbacks)
Hourly Pay (Warranty)
Hourly Pay (Holiday)
Stand-by Pay (Training)
Stand-by Pay (New Comp)
Training Pay (Overtime)
Drive Time
New Comp Priority Over Hourly
When you get paid on sold work
ALL HOURLY MUST BE APPROVED

3:30 – 5:00 Pricing Jobs (Beginning)

How to price a job from the Straight Forward Price Guide
Home Work/Price Memorization

Day Three Ride Along for ??????

Issue phone/ tablet and charger
Issue ???????

Build curriculum/ expectations for this day

Day Four RideAlong for Sales/Phone Training

Build curriculum/ expectations for this day

1:00 – 5:00 Sales Training (can this all be done in the field?)

Building Rapport
Persuasive speech
Assisting your customer
Options
25 Point Safety Inspections
Tech bag
ID badge
Load calculation sheet
Whole home inspections
Sold Job (When to start, why start, how to start)
Steps to continue a job
Upselling a job
Building value through difficulty
Upsell items
What to do if you are about to collect dispatch fee only from a customer
What to do if a customer refuses to pay a dispatch
Tech approach and qualifying statement
- Intro
- Panel
- Credibility
- Pricing
- Guarantees
When do I need a permit?
Who pulls permits?
100% Satisfaction Guarantee
3 year warranty on work
3 year warranty on panels
No warranty on lamps, FPE breakers, not to code/unsafe work
Priority Dispatching

PERFORMANCE EXPECTATIONS

All technicians are to meet or exceed Performance Expectations

Technician Performance Standards.xlsx

COMPANY-PROVIDED ITEMS

TECHNICIAN BAG TOOL LAYOUT MODEL

TECH BAG INTERIOR TECH BAG INTERIOR

TECH BAG OVERALL INTERIOR TECH BAG SIDE POCKET

TECH BAG TECHNICAL PAPERS TECH BAG CUSTOMER PAPERS

“TASK EXPLANATIONS (LIGHTING)”

“TASK EXPLANATIONS (PANELS)”

“TASK EXPLANATIONS (SERVICES)”

“VAN INVENTORY”

“MONTHLY BUDGET and

TECHNICIAN PERFORMANCE”

Insert NEW Technician Expectations form here

$ 24,000

$ 525

82%

Monthly Evaluation

TECHNICIAN TOOL BAG

You will be issued a technician “troubleshooting” bag. Customers will expect you to show up at their door ready to go to work. Everything we do must be in the most professional manner, and for this reason we issue you an open face toolbag. All we need from you with this bag is for it to be stocked with your more used tools, and for it to be kept clean – so you’re your appearance (and tools) maintain a professional image at all times.

Your diagnostic bag should always have, at least, the following:

- Federal Pacific Panel information packet (even if you’re in HVAC)

- Financing Paperwork

- Infrared Thermal Gun

- Clamp Amperage Meter

- Multi-Meter / Voltage Meter

- Booties/ Shoe Covers

- Code books (Trade specific)

“25 POINT INSPECTION”

SAFETY INSPECTIONS

Safety Inspections are required on every job where the customer hires us and we perform work. Where Dispatch only is collected inspections are not required.

UPSELLING FROM SAFETY INSPECTION

Upselling is the key to your success. You should think of every single call as a potential lead. Your objective is to go on about 2 calls a day (10 a week). This can be accomplished if you look for upsell items. You’ll find that you visit many homes (both new and old).

Here are some upsell opportunities which are LIMITED ONLY BY YOUR CREATIVITY!!!

Panels
1. FPE
2. Murray
3. Zinsco
4. Split-buss panels
5. Pushmatics
GFCI Outlets
1. Kitchen
2. Bathrooms
3. Outdoors
4. Garages
5. Wet bars
6. Unfinished basements
7. Existing Spa panels
Code and Safety Issues
1. Grounding (Missing ground rods, no grounding)
2. Double-tap (Either in the panel or a direct tap into the lugs)
3. Exposed wiring (always take a quick peak in the attic)
4. Mismatched breakers (a code violation that RBD looks for)
5. No Smoke alarms (missing in bedrooms and hallways)
6. Meters and Masts (detached meters, bent masts or large trees)
Surge Protection
1. Powerworx –Clean Power units
2. Whole Home Surge Protection
3. Phone Surge
4. Cable Surge
5. Plug Strips
Lighting
1. Garage lighting for the guys
2. Decorative lighting for the ladies
3. Yard lighting for everyone to see
4. Christmas light outlets in soffit
5. Energy Star lighting
6. Dimmers
7. Timers
8. CFL’s
9. LED’s
Want Items are something that people don’t have to have, however these items help the homeowner gain more enjoyment from their home. These items give the customer great benefit and require creativity from you as the customers consultant to create the beneficial ideas for the customer to gain more enjoyment from their home.
1. Lighting products
  - Recessed Lighting
  - Specialty Lighting (LV cable halogen lighting)
  - LED energy efficient Lighting
  - Decorative Kitchen Cabinet lighting (above & below)
2. Additional/Easy access outlets
3. Upgraded Garage Lighting
  - (helpful for people making regular use of their garage)
4. Crawl space and attic lighting
5. Pool table lighting
6. Wet Bar mood lighting (rope lights, color sequence LED)
7. Whole House Attic Fans
8. Attic Gable Vent Fans
9. Swamp Coolers (evaporative coolers)

UPSELLING SCENARIO: PANELS

Number of calls you went on this month = 40

Number of outdated or FPE panels you saw = 9

Number of times you recommended replacement = 9

Number of customers that said “no” = 6

Number of customers that said “YES” = 3

Average replacement sale = $2,000

Replacement revenues (3 x $2,000) = $6,000

Your replacement NewComp (3 x $348) = $1,044

Could you use an extra $12,528 per year???

UPSELLING SCENARIO: SURGE PROTECTION

Number of calls you went on this month = 40

Number of times you recommended surge pro = 40

Number of customers that said “no” = 35

Number of customers that said “YES” = 5

Average surge protection sale = $679

Surge protection revenues (5 x $679) = $3,395

Your surge protection NewComp (5 x $150) = $750

Could you use an extra $9,000 per year???

If you do both you’ll earn an extra $21,528/year!

LOAD CALCS

Load Calcs are required on all calls. These are done in order to confirm that a customers electrical panel has not been overloaded from previous electrical work done without the proper permits and inspections. The Load Calcs are also beneficial in confirming that even on a newer home that all codes have been honored even during new construction.

A Load Calc graph is included in all technicians price books and are very easy to use.

In cases where a standard load calc is not sufficient or where a print out is required, contact the dispatcher and provide them with the following information.

Square Footage of Home
Appliances (get name plate rating whenever possible. If this isn’t available then specify amps or watts). Also specify whether it is using 120V or 240V.
- A/C
- Hot Tub
- Washer
- Dryer
- Sump Pump
- Sauna
- Pool
- Baseboard Heating
- Garbage Disposal
- Range (Standard is 8500 watts)
- Others

Load Calcs can be found in the current edition of the NEC.

Page 70-717, Annex D

“TECHNICIAN STATEMENT”

1. INTRO STATEMENT

Hi, Mrs, Smith?

Hi, How are you?

Excellent! My name is , I noticed your first name is Betty, is it ok if I call you Betty?

Sure, come on in.

Betty, is it okay how my van is parked? (pointing at van)

Yes, that’s fine.

[BUILD REPOIRE IMMEDIATELY] You have a lovely house did you just purchase it? Etc….

2. PANEL STATEMENT

[go to the problem if they request that first, or ask to see the panel first if that applies. Listen to the client intently, build repoire, and even make them laugh]

Betty, would you please show me where your electrical panel is. It’s the heart of your system and I might need to shut off power to one or more circuits. Do you mind showing me where it is?

Not at all. It’s right this way.

[examine outside of panel, see if it’s labeled, surge protection needed, obsolete panel, etc. If it’s an FPE panel point out to the customer the fact that it is not UL listed, breakers have a history of not tripping, etc]

Now that we’ve gone through your panel and your electrical system I’d like to share your options with you.

3. CREDIBILITY STATEMENT

ME ***(must be customized for yourself)***

SAMPLE:

Betty, I’d like to share with you a little about myself. I’m a licensed electrician. I hold a residential wiremen’s license which means I specialize in working with home owners almost exclusively. I’ve done everything from wiring 10,000 square foot homes from the ground up to smaller trouble-shooting calls like what you called me for today.

COMPANY

The Wirenut is licensed, bonded, and insured. We’re also a member of the BBB and have never had a complaint. About half of our business comes from repeats and referrals. We also get a lot of referrals from Colorado Springs Utilities.

4. SFPG STATEMENT

We use a patented pricing system called Straight-Forward Pricing. This guide was developed by 500 contractors nationwide over a period of about 10 years to standardize pricing [point to logo on front cover]. Essentially what it does is eliminate confusion and frustration for our clients. With the Straight-Forward Pricing Guide I’ll show you, to the penny, what your total investment will be before any work is started. Your service will fall into one or more of these ten levels [point at Level 10, pull book into chest]. Since I work by the job and not by the hour, even if it takes me twice as long to complete the work, the price will never change.

5. GUARANTEE STATEMENT

Along with the comfort of knowing the price won’t change; we also guarantee all of our work for one year, and if we upgrade your panel it’s guaranteed for three years. [point to back of SFP guide]. We also offer lifetime guarantees for our many members.

BEGIN PRICING TO JOB….Today, you service falls into levels “?”.

PLEASE WRITE YOUR PERSONALIZED CREDIBILITY STATEMENT BELOW

‘S CREDIBILITY STATEMENT

Name

----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

“CHEAP CHARLIE”

So speaking of financial models, what does it cost for WireNut to hire and train each and every technician on the team (including you)?

Recruiting costs just to find you!

$339 (1 out of every 70 techs make it into WN)
- Phone interview (20min x 60 applicants)
- 1^st in-person interview (30min x 7 applicants)
- Schedule Ridealong with another tech
- 2^nd final mgr interview (1hr x 3 applicants)
Recruiting costs just to find you!
$2,956 (you need training and basic presentation tools)
- Onsite Training $528
- RideAlong Training $528
- Technician Bag $200
- Infra-Red Thermal gun $50
- EMF meter $250
- Payroll for trainer during onsite Training $1400
Requirements for our customers trust and comfort
$350 (Make sure our customers are safe)
- Drug Testing $50
- Background Checks $200
- Uniform enrollment and prep fees $50
- Fuel card setup and shipping $50
Technology you’ll use daily
$1,964 (WireNut operates with advanced equipment and it is not cheap)!
- SW Remote smartphone $689
- SW Remote mobile printer $987
- SW Remote accessories $163
- SW Remote account setup $55
- Additional Mobile coverage plan $70month
The van you’ll drive
$16,860 (You need a clean reliable van to make it to your calls)
- GM extended van (bought used) $8000
- WireNut bright yellow wrap $3000
- WireNut wrap installation $500
- Interior shelving and labeled bins $2000
- Ladder Rack $700
- Tools $2000
- Van Upfitter (get it ready for you) $660

Our investment in you starts at $22,469, now maybe you’ll understand how special you really are to us, and that’s before we even really get to know you ☺

ADD ONE-TRUCK BUSINESS BUDGET ACTIVITY HERE

INSERT TAB HERE

“CUSTOMER FINANCING”

FINANCING

The WireNut offers financing to help customers with their budgets.

Financing is not just for customers that cannot afford the services, financing is really for customers that choose to make the most of their money management and to allow them opportunity to budget more accordingly.

Financing helps in cases of price comparison against competitors where we are the only ones proposing financing options, truly leaving our customers in the buyers seat.

Financing also allows customers to temporarily finance the work performed and then transfer the loan to a bank loan, home equity loan, home re-financing, etc.

Various plans are available and are listed within each technician’s price book.

Be sure to find the financing option that best fits the customers needs, examples are;

Low APR for customers that do not like paying interest.
Low monthly payments for customers that do not wish to overextend their finances.
Deferred interest for customers that are using the financing to further build their credit rating or who plan to sell the loan to their bank at a later date.
Standard plans for customers that are purchasing small dollar value work from WireNut

1^st Choice: Well Fargo
2^nd Choice: GE Money
3^rd Choice: Service Finance

INSERT TAB HERE

“PRACTICE JOB SUMMARIES

(PULLED FROM RECENTLY COMPLETED JOBS IN SUCCESSWARE)”

Exercise 1 Use the SFPG to Price a Hot Tub / SPA Installation

Exercise 2 4 Receptacles do not work in Living Room, Dining Room and Hallway

Exercise 3 Quote for Installation of New Recessed Lights in a Kitchen

Exercise 4 Install New Lights in Second Floor Bedrooms, and a New Bath Exhaust Fan

Exercise 5 Install New Outdoor Receptacle and Customer Supplied Low Voltage Lighting

Exercise 6 Install a New Over the Range Microwave/Range hood Combination Unit

Exercise 7 Install a Plasma TV / New Receptacle / Cabling

Exercise 8 Emergency Call for Half Power

Exercise 9 Replace all Devices in the Home – to Decorator Style

Exercise 10 Price Quote for a complete New 100 Amp Service

Exercise 11 Replacing Existing Fixtures in a 17 Year Old Home

Exercise 12 Install New Motion Lighting in 100 Year Old Home

Exercise 13 Install (6) Recessed Lights in an Insulated Ceiling on the Second Floor

Exercise 14 Install New Customer Supplied Ceiling Fan on a 14 Foot Ceiling

Exercise 15 Commercial Unit – New Lighting

Exercise 16 Roof De-Icing Cable Installation

Exercise 17 No Heat from Baseboard Heater in Baby’s Room

Exercise 18 Air Conditioner Stopped Working, and there is a Burning Smell at the Panel

Exercise 19 Emergency After Hours Dispatch for No Power

Exercise 20 Repair and Installation of an older Chandelier

Exercise 21 Generator Installation

Exercise 22 New Garage Workshop

Exercise 23 Post Light Installation

Exercise 24 Moving Machinery to a new Facility

Exercise 25 Install new Hardwired Combination Smoke/Carbon Monoxide Alarms

Exercise 26 A new customer objects to the cost of the repair

Exercise 27 Opportunities to promote new business for the company

Exercise 28 After-Hours On-Call Electrician

USE THE SFPG to PRICE a HOT TUB / SPA INSTALLATION

Describe how you would use the SFPG to arrive at the price for this installation

You arrive on site and after your introduction, explaining how your company operates, building value, explaining the SFPG and how you will use it to arrive at the cost for the installation, the customer shows you where the new Hot Tub will be installed.

Details:

The Electrical Panel is at the front of the house in the basement.

The panel has space available for a 2 pole 60 Amp circuit breaker.

A 2 pole 60 Amp GFCI Circuit Breaker can be installed in a lockable enclosure, adjacent to the panel, or alternately “outside” within site and within 30 feet of the Hot Tub.

The basement is unfinished and has an open joist ceiling.

The distance from the panel at the front of the house to the back wall of the house is 58 feet.

The Hot Tub is to be installed in the back yard and will need to be trenched for a distance of 14 feet, and you need to allow 8 feet of additional length for the cable to connect to the Hot Tub. The Hot Tub requires a 60 Amp 3 wire supply (L1, L2, N).

How will you price this job using the SFPG? Or would you prosper Price this job?

Do not leave anything out.

Your Price __________________

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Service Call: 4 Receptacles do not work in Living room, Dining Room and Hallway

Describe how you will use the SFPG to solve this problem and be profitable.

You are dispatched to a call – 4 receptacles do not work

After presentation and building value, describe what you will tell the customer that you will do to solve the problem.

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

How will you price this job using the SFPG? Do not leave anything out.

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Here is what happens next

You diagnose the problem – describe how you would do this

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

After 30 minutes you find the problem.

You found the problem to be a bad connection at one of the receptacles and it affected the other 3 receptacles that were down-line from it.

What do you do next?

__________________________________________________________________________________________________________________________________________________________________________________________________________________

Describe what you will show the customer and how you will invoice for the repair

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Your Ticket ______________

Your total time on site is 1.5 hours – roughly what should your ticket be? ________________

THIS IS A THREE PART EXERCISE - 2 PAGES PAGE 1

QUOTE for INSTALLATION of NEW RECESSED LIGHTS in a Kitchen

Dispatch and Consultation

You arrive on site, and a customer wants a quote for (6) new recessed lights in their Kitchen.

How will you price this using the SFPG? What options will you recommend?

What fee applies to this job, for providing a Quote?

Price this job 3 ways:

Open basement ceiling _________________
Finished basement ceiling _________________
Fuse panel _________________

Details:

EXERCISE 3.1 OPEN BASEMENT CEILING

The customer is not remodeling their kitchen and they only want to have new lighting installed.

The ceiling is completely finished (drywall and paint)

Customer has (2) existing ceiling lights, each controlled from their own individual switch.

The lights are to be removed, the redundant wiring eliminated and the ceiling is to be patched.

They would like (6) new 4” recessed lights installed, controlled from (2) dimmer switches.

The basement is unfinished and wide open. The kitchen is at the back of the house on the main floor, and the electrical service panel is at the front of the house in the basement. The Service panel is relatively new (only 8 years old)

Price the work from the SFPG. Your Price _________________

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

EXERCISE 3.2 FINISHED BASEMENT CEILING PAGE 2

Same as 3.1 – except with a finished basement (ceiling and walls are drywall)

Your Price __________________

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

EXERCISE 3.3 FUSE PANEL

Same as 3.1 – except there is a fuse panel with no additional spaces in the panel.

Your Price __________________

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

INSTALL NEW LIGHTS in second floor bedrooms and a NEW BATH EXHAUST FAN

Dispatch and Consultation

You are dispatched to meet with a prospective client regarding installing Bedroom Lights where there is no electrical (the bedroom has switched receptacles, with no overhead lights).

Also, they want to have a bathroom exhaust fan installed and a switch to control it.

Presently there is no exhaust fan.

There are 4 bedrooms in total.

They want to leave the existing switches to control the receptacles, and new switches for the lights to be installed under the same switch plate (it will now be a 2-gang plate)

You are requested to price the following:

- Install (4) new overhead lights (customer will supply the fixtures)

- Install (4) switches to control the lights, under a 2-gang plate (with the existing switch)

- Install (1) Bathroom Exhaust Fan (Quiet Type – 1.0 sones) We will Supply the Exhaust Fan.

- Install Exhaust Ducting (insulated duct) and also a roof vent cap.

- There are 2 circuits supplying the second floor, one has 10 devices on it, and the other has 12.

- The Return Air Plenums are close to being vertically aligned.

- The Basement is unfinished, and the ceiling is accessible.

- The electrical panel has 4 spaces left. It is an 18 year old Siemens breaker panel.

1. Price this work using the SFPG. _______________

2. Price this work using Prosper Pricing _______________

__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

INSTALL NEW OUTDOOR OUTLET and Customer Supplied LOW VOLTAGE LIGHTING

Dispatch and Consultation, start work if possible

You are dispatched to a new client, and they would like their Low Voltage Lighting installed.

They know that they require an outdoor GFCI Receptacle to plug their 12Volt Power Supply/Timer into. They would like to have us install this and also their lighting. They have all required parts, Power Supply / Timer, Cable and 6 fixtures.

The Lights will be installed in their garden, against the house.

The lights will be spaced over a distance of 25 feet, roughly 5 feet apart

They would like the Timer and Receptacle installed roughly under the meter base (close to the electrical panel).

The Electrical Panel has sufficient space for a new circuit breaker.

You will install a 120V GFCI receptacle in a bubble cover, mount the timer, install and connect the cable and install all the lights.

How much will this cost?

Will you use the SFPG or Prosper Price this work?

Your Price __________________

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

INSTALL a new over the range MICROWAVE / RANGE HOOD

You are dispatched to a client who wants to have their Range Hood replaced with an over the range Microwave / Range Hood.

What will you need to verify before you price the work?

______________________________________________________________________

After assessing the work you come up with the following scope of work:

- There is enough clearance to meet the manufacturer’s specification on clearance above range.

- Remove the existing range hood

- Cut the existing cabinet opening to accommodate the venting from the new Microwave/Hood.

- Install the mounting plate and mount the microwave.

- Complete the reattachment of the ductwork.

- Install a new circuit and dedicated receptacle to the new Microwave / Range Hood Unit.

- Cut the back of the cabinet to install the receptacle. Fish the cable to the basement and to

the electrical panel and install a new circuit beaker and connect the circuit.

How many hours do you estimate this will take? ________ Your Price ____________

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Variables Answer the following questions and provide a solution for the client:

1. What will you do with the old feed to the rangehood (on a circuit with other devices) ?

________________________________________________________________________________________________________________________________________________________

2. What if the venting was not a direct connection, and required custom pieces?

________________________________________________________________________________________________________________________________________________________

3. What if the proper clearance above the range top was not met?

________________________________________________________________________________________________________________________________________________________

4. What if there was no space in the panel for the new circuit?

________________________________________________________________________________________________________________________________________________________

INSTALL a PLASMA TV / NEW RECEPTACLE / CABLING

You arrive at your call and the client wants his 42 inch PLASMA TV mounted to the wall. He needs to have a receptacle installed behind the TV and also have the cables installed for behind the TV – fished down inside the wall and exit above the baseboard at normal receptacle height.

He will make all cable connections himself. He wants you to use the same circuit as the existing receptacle below and 4 feet over. The basement is unfinished below. The TV will mount to an outside wall of the home.

What do you need to investigate, before you price the work?

________________________________________________________________________________________________________________________________________________________

What other opportunities are there to up-sell the job?

________________________________________________________________________________________________________________________________________________________

How many people do you need to install the TV, after the wall mount bracket is installed?

____________________________________________________________________________

Can the customer help you to install the TV? ________________________________________________________________________________________________________________________________________________________

How long should you allow for the work _________ Your Price ______________

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

EMERGENCY CALL - - HALF POWER

You arrive on an emergency call to restore power. This is a daytime call and you arrive at 11 am.

The house has only partial power, and Stove only partially works, Dryer has no heat, The A/C unit is not working. Some lights work, some do not.

After your introduction and value building - Describe what you will do on this call, and how you will tell the customer what you need to do. Include in your description any price you will show the client, and any authorization you will need from them.

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

You find that the Main Breaker has failed. What do you do next?

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Your Price _____________

If this is an After Hours Call, what would be different?

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

What else will you offer the customer?

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

REPLACE ALL DEVICES IN THE HOME – TO DECORATOR STYLE

You just completed a minor repair for a new client, and have performed a

“Complimentary 12 point inspection” of the home.

A spot check of receptacles showed that most of them failed the tension test, and should be replaced. A few others showed that polarity was reversed, and a few were broken.

His wife likes Decorator Style devices, and they both agree that everything is very old, and they should consider replacing all the devices for reasons of safety and a fresh new look.

They want to know how much this will be.

The house is a 2 story 4 bedroom, 3 bath, with a finished basement and an attached garage

The device count is as follows:

(49) Receptacles

(18) Single pole switches

(6) 3-way switches

(1) Dimmer switch (in the dining room)

(3) GFCI Receptacles (1 in main floor bathroom and 2 outdoor)

How will you quote this work? Will you use SFPG or will you prosper price the work? _________

Can you do this today? __________

What is your price for this job? ____________

What else can you offer to the client? _________________________________________

How long would you estimate this to take? ____________

What is your estimate for the Direct Labour Cost for this job? ____________

(your cost to the company)

What would you estimate the material cost to be? ____________

What is the permit cost for this job? ____________

USE a GROSS MARGIN and PROFIT CALCULATION Worksheet for the following:

Calculate what the gross margin _________%

Calculate the Net Profit Before Taxes _________%

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PRICE QUOTE for a complete NEW 100 AMP SERVICE

Dispatch and Consultation

The owner has just purchased an older home with a 60 Amp Service.

The meter is inside the house, nothing is salvageable.

The home is a single story bungalow.

Price the new Service using the SFPG

Are there any restrictions or conditions?

Are any approvals needed or is a site survey required?

What is your price?

What will you collect today? Is a Deposit required?

How will you convince them to use our company and close the deal today?

What will you promise them as to a timeframe for this work?

Your Price ____________ Today’s Ticket ____________ Deposit? __________

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REPLACING EXISTING FIXTURES in a 17 year old home

Service call to replace 3 customer supplied light fixtures in a home. All are accessible for a standard 6 foot ladder. The home is approximately 17 years old. While you are there you find that 2 of the fixtures you have removed show that the wiring was discoloured from excessive heat. You mention that you have noticed that these fixtures are the same as ones in 3 other locations. They decide to replace not just the ones you recommended, but a total of (8) more fixtures. The Husband goes to a local box store (Orange Aprons) to purchase the other fixtures, while you start the installation of the first three fixtures.

Here is the list of fixtures you are replacing:

dining room chandelier, chain hung, with minor assembly (no crystal)
hallway fixtures (very minor assembly)

The husband will return soon with the other (8) fixtures which are:

Kitchen fixture, close to the ceiling (some assembly required)
Dinette Fixture (small chandelier) chain hung over kitchen table.
Second Floor Hallway fixtures
1. Bedroom Fixtures

(1) Bathroom Vanity Fixture (has a base plate – so no box is required)

1. You are now installing a total of (11) fixtures of various types.

2. What do you estimate your time to install these fixtures? ___________

3. Rule of thumb – what is in your mind right now as to the amount you need to collect from the

Customer, in order for the company to be profitable? ______________

4. How will you price the fixture installation and show the customer? (show your work below)

5. Will you give any discount on the amount, based on the quantity? ___________________

6. Name (3) other things you will suggest?

__________________________________

Your Price ____________ Today’s Ticket ____________ Deposit? __________

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INSTALL NEW MOTION LIGHTING in 100 Year Old Home 2 pages

You are dispatched to a 100 year old home. The home has been rewired and a new Service Panel has been installed within the last 5 years. The electrical system is in excellent condition.

The owner wants to have (2) motion lights installed under the second story soffit.

He wants the lights controlled from a new switch installed in the master bedroom.

You investigate the work to be done, and find that there is an unfinished loft with a switch, a light and a receptacle. The circuit that supplies them also has the bathroom light on with it, and that is all. The loft floor is almost fully planked with plywood, and is accessible through the ceiling of the master bedroom, by a ladder that the owner has in place.

One motion light will require only an extension ladder from ground level.

The other motion light will require you to stand on the Boot Room Roof, from which you will be able to reach the soffit to install the light.

There is one important detail that adds to the difficulty of the work.

It is winter, it is cold, the roof is totally iced from a recent storm, and you will need to build a temporary platform to work from the Boot Room Roof. This will require (5) 2” X 4” X 8’ studs, and (2) 24” X 48” Plywood Handy Panels, and some screws for a temporary work platform.

1. How will you price this work? Show the breakdown from the SFPG for each component.

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2. How many men will be required for this job? ___________________________________

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3. What is your estimate as to how long it will take? ___________________________________

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4. What is the estimated labour cost for this job? __________________________________

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5. What is your estimate to build the platform? (material, labour, assembly and dis-assembly)

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6. Will material be billed full price to the client, even though you will remove it after the job is done and be able to re-use it somewhere else? ☐ yes ☐ no _______________________

7. How much do you believe the Material Cost to be for this job? _______________________

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8. How much is the Permit cost for this job? ______________________________________

9. What is your Prosper Price (Project Price) for this job? ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

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10. How will you present the price to the customer? SFPG / Project Price / or a combination?

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11. What will you tell the customer as to when the work can be done? ___________________

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12. Can you start the work today? _____________________________________________

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13. Will you take a deposit? _________________________________________________

14. If you do take a deposit, how much should this be? ______________________________

15. Name (4) other things you will suggest?

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INSTALL (6) RECESSED LIGHTS in an INSUALTED CEILING on the Second Floor

You are dispatched to a new client that would like a consultation with an electrician, and a price to install (6) new Recessed Lights in a second floor family room. She would also like to have them controlled from a new Dimmer Switch. There are no ceiling lights in the room at this time, only a switched receptacle.

You investigate the work to be done, and find that there is access to the attic, from the other end of the house, and it is free and clear to gain access to the area where the lights will be installed.

You also find that the basement is unfinished, with an open joist ceiling. The electrical Panel is a Siemens breaker panel, with a few spaces left. The Return Air Plenum seems to be the best way to bring a new circuit from the panel. The Walls where the Return Air is located do not line up directly (offset by approximately 10 inches).

It is now 2:30 pm, what will you do next?

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1. How will you price this work? Show the breakdown from the SFPG for each component.

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2. How many men will be required for this job? ___________________________________

3. What is your estimate as to how long it will take? ___________________________________

4. What is the estimated labour cost for this job? __________________________________

7. How much do you believe the Material Cost to be for this job? _______________________

8. How much is the Permit cost for this job? ______________________________________

9. What would your Prosper Price (Project Price) for this job, if you were to price it that way?

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10. What kind of wiring is required in the plenum? ____________________________________

11. How will you work around the offset in the R/A plenum? __________________________

12. Can you start the work today? _____________________________________________

13. What will you tell the customer as to when the work can be done? ___________________

14. Will you take a deposit? _________________________________________________

15. If you do take a deposit, how much should this be? ______________________________

16. Name (3) other things you will suggest? ______________________________________

17. Do you have samples to show the client? ____________________________________

18. Do you carry a manufacturer’s catalogue on your truck? __________________________

19. What price will you use from the SFPG for the recessed lights? _____________________

20. Which do you believe is better to use: SFPG or Prosper Pricing? ____________________

INSTALL a new customer supplied CEILING FAN on a 14 FOOT CEILING

You are dispatched to a call, where the customer has purchased a ceiling fan and extension rod. They have a 14 foot ceiling in the family room and want the fan brought down to the 9 foot level. They purchased the Fan and components from Home Depot. This fan comes with a battery operated remote control, and therefore does not require any rewiring at the wall switch. It also has a light kit. The fan is not too heavy. It weighs in at 16 lbs. You are not sure of the condition of the junction box at this time.

1. How will you price this work? Show the breakdown from the SFPG for each component.

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2. What will you tell the customer regarding the Octagon Box, since you have not yet checked the box, and will not know if it is adequately supported, or needs reinforcing or replacement until you check it, when you remove the fixture that is presently there?

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3. What size ladder do you require for this installation? ________________________________

4. How many men will be required for this job? ________________________________

5. What is your estimate as to how long it will take? ________________________________

6. What is the estimated labour cost for this job? __________________________________

7. Will you start the work today? ______________________________________________

8. Name (3) other things you will offer to increase your ticket? _________________________

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9. Scenario # 1 - - - - You find that the box is loose and needs support. You know that the box can be drilled and 2 long screws can help secure it to the truss. Is this sufficient, and will it satisfy the ESA? Any additional charges to the customer?

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10. Scenario # 2 - - - The Ceiling Fan is very Heavy (weighs 27 lbs.) You find that the box is not adequate to support the ceiling fan and needs to be braced from above (attic). What will be the price for this work? What will you tell the customer? Do you need help?

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COMMERCIAL UNIT – NEW LIGHTING

You are dispatched to a potential new Commercial client (referred by an existing client).

A commercial customer wants an assessment and cost to set up their new office. They have purchased an older commercial unit in a commercial plaza. They have a main foyer and reception desk, a seating area and 4 offices that they would like to replace the old flickering and defective lighting. The rest of the unit they will leave for now.

The fixtures they will be replacing in the 4 offices are all lay-in fluorescent troffers. Each office has 2 fixtures. The reception area has (3) fluorescent lights that they want replaced with similar fixtures except with parabolic louvers. They also would like to have (4) new recessed pot lights installed in the seating area, in place of (2) fluorescent lights that are there now.