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Printing Proposals

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After you process an estimate, Service Estimator stores specific data in the job file until you are ready to print a proposal. You do not have to print the proposal after you complete an estimate. You can go back and do it at any time.

 

The five proposal formats are defined below. These templates are typically stored within the C:\Service Estimator\Word\ folder:

 

PM - Programmed Maintenance: This format includes both labor and the required miscellaneous maintenance materials to perform scheduled maintenance. Belts and filters are only included if you included them in your estimate.

 

PMP - Programmed Maintenance Plus: This format includes labor, miscellaneous maintenance materials and any emergency service or repair labor required to keep the equipment in peak operating condition. Belts and filters are only included if you included them in your estimate.

 

TSP - Total Service Protection: This format is an all-inclusive "Full Service" agreement. This agreement covers the labor to perform scheduled maintenance, all miscellaneous maintenance materials, any emergency service or repair labor and all maintainable components and parts of the system. Belts and filters should always be included in this type of estimate.

 

TLP - Total Lifetime Protection: This format is an all-inclusive "Full Service" agreement. This agreement covers the labor to perform scheduled maintenance, all miscellaneous maintenance materials, any emergency service or repair labor and all maintainable components and parts of the system, as well as system parts such as valve bodies, coils and furnace heat exchangers, including the electrical disconnect attached to the equipment. Belts and filters should always be included in this type of estimate.

 

BSA - Building System Analysis: This is a "one-time" diagnostic service for a fee that allows you to identify trouble spots in the equipment's operating condition. After you perform a 'BSA' you can then report your findings to the customer, provide a new proposal and sell the repairs or equipment upgrades and then implement a 'TSP' Total Service Protection Program