The Service Roundtable provides information and material to the contractor community as a public service. This information may include notes and handouts from speeches given by Service Roundtable employees and members, material prepared pro bono by the Service Roundtable for industry groups, and material generated by others who wish to make it widely available to the contractor community. Left click on the links below to view the usage notes and to download the file.

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Please email us at if you have information you would like to post on this site.

Small Business Saturday Postcard

Fall Coloring Page

Welcome Packet: Customer Feedback Form

Labor Day Postcard with Offers (U.S.A.)

Labour Day Postcard with Offers (Canada)

Handling Negative Feedback Infographic

Vehicle Inspection Report

Cell Phone Policy Flyer

Summer Coloring Page

6 Reasons to Attend ISH - The World's Most Amazing PHC Show

Referral Card Templates

2015 New Year Resolutions & Reflections List

Pinterest Tips for Business

Thanksgiving Local Resource Postcard

Service Truck Lifespan Guide

Dangers of Carbon Monoxide Flyer

Boosting Your Business By Blogging

On the Charcoal Grill Steak Cooking Chart

Utilizing Customer Service in Social Media 18"x24" Poster

Employee Referral Business Card

Successful Marketing Poster [18"x24"]

How to Facebook

HVAC Coloring Sheet

Plumbing Coloring pages

Solar Coloring Page

Electric Coloring Page

No Lemon Guarantee Certificate

Editable Sales/Charity Goal Poster

Effective Advertising Poster - 18"x24"

Benefits of a Service Agreement - Poster 18

Winter Specials

Advertising Across Media

How to Do Pinterest

40+ Mobile Apps That Will Make Your Life Easier

Profit Report Issue 3: JULY 2013

Email Signature Instructions - Promote Your Business and More

Press Release Template

Business Climate Motivational Poster

Who is the Customer?

15 Reasons To Join The Service Roundtable

HVAC Industry Recruiting Brochure

Powerpoint Presentation Shortcuts

Business Advice For a New Service Contractor

Success Quotient

Pricing Survey

Vehicle Report and Inspection Forms

Ten Steps For Improving Your Direct Marketing from Stochastic Marketing

Ten Steps For Improving Your Direct Marketing From Stochastic Marketing: Australia

HVAC Truck Stock List from Barnett

Plumbing Truck Stock List from Barnett

Electric Truck Stock List From Barnett

Top 1000 Products Catalog from Barnett

Free Social Media Package

Global Job Application and Illegal Interview Questions

Parts Mark Up and Service Rate Calculator Package

Parts Mark Up and Service Rate Calculator Package

Ron Smith’s “Are You Making a Difference? from the Las Vegas National Roundtable

Proud Supporter of the Joseph Groh Foundation Website Button

Tip of the Iceberg Motivational Flyer (PDF)

How is My Driving Bumper Sticker

Roundtable Rewards Frequently Asked Questions

5 Ways to Save with Your Company - Text for website or blog (Word)

Rent a Yard Preso

Websites with FREE Articles for Blogs

Free Carpet Cleaning Flyer: Air Conditioner Installation

Free Carpet Cleaning Flyer: Water Heater Installation

Origami Shirt Coupon and Drawing

Anniversary Celebration Flyer

Service Nation Alliance - GlobalSource 2011 With Ron Smith in Frankfurt, Germany

Our Quotes Expire Flyer

Exit Interview Form PDF

How Big Do You Need to Be?

We Now Offer Solar Postcard

Charlie Greer Welcomes You to the Las Vegas Roundtable

Decision Analyst Service Call Research

Buzz Marketing

10 Tips for Making Your Techs More Productive -- Linda Couch -- Comfortech 2010

Stress Test Your Business

"Open Book" Management and Team Building

Customer Satisfaction: Much More Than Just Fixing or Installing Stuff

The Service Roundtable Business Alliance Will Support Solar Contractors

Wanted Recruiting Poster - $1000 Reward - HVAC

Quality Home Comfort Awards Application

Press Release on Contractor Expectations for 2010

Marketing Project Planner/Tracker Worksheet

3 Questions With Larry Taylor

3 Questions With Steve Saunders

3 Questions With Dave Rothacker

3 Questions With Michael Bohinc

I Wanna Market Me (The Contractor's Song)

John Hall's Profit Tips 1.1.1.

Certificate of Refrigerant Recovery - 2009 Version

R22 Refrigerant Charging Port Tags

R410a Refrigerant Charging Port Tags

Tech Template - Uncle Sam Wants You to Have $1500 in Tax Credits - Color

The American Recovery & Reinvestment Act Of 2009 (“Stimulus” Bill) - Energy Tax Credit Component

Temperature/Pressure Chart for R410A refrigerant

87 Ways to Get More Out Of Your Next Home Show

HVAC Home Show Lead Sheet

Comanche Marketing Guide to Business Card Marketing

173 Simple Ways to Get and Keep Customers (01) - Introduction

173 Simple Ways to Get and Keep Customers (02) - 20 Low Cost Ways To Get Customers

173 Simple Ways to Get and Keep Customers (03) - 21 Free Marketing Ideas

173 Simple Ways to Get and Keep Customers (04) - 25 Off The Wall Ways To Get Customers

173 Simple Ways to Get and Keep Customers (05) - 8 Ways to Boost Average Tickets

173 Simple Ways to Get and Keep Customers (06) - 9 Ways to Generate More Referrals

173 Simple Ways to Get and Keep Customers (07) - 9 Simple Promotions

173 Simple Ways to Get and Keep Customers (08) - 5 Ways to Exploit Environmental Hysteria

173 Simple Ways to Get and Keep Customers (09) - 13 Retention Steps to Take At Once

173 Simple Ways to Get and Keep Customers (10) - 7 Ways to be Easy to Do Business With

173 Simple Ways to Get and Keep Customers (11) - 4 Unusual Ways to Keep Customers

173 Simple Ways to Get and Keep Customers (12) - 12 Ways to Build Memorability

173 Simple Ways to Get and Keep Customers (13) - 8 Ways to Build Loyalty

173 Simple Ways to Get and Keep Customers (14) - 11 Newsletter Tips

173 Simple Ways to Get and Keep Customers (15) - 6 Measurements To Keep You Focused On Customer Retention

173 Simple Ways to Get and Keep Customers (16) - 3 Tips For Handling Complaints

173 Simple Ways to Get and Keep Customers (17) - 12 Service Agreement Tips

173 Simple Ways to Get and Keep Customers (18) - Close

The Oldest Appliance Contest

Charlie Greer’s Slacker’s Guide to HVAC Sales - High Pressure Doesn’t Work

Field Service Reminder Sticker

Frank Blau's Business of Contracting Seminar Presented by Michael Bohinc @ HVAC Comfortech 2007

Take Safety To New Heights Seminar Presented at HVAC Comfortech 2007 By Matt Prazenka and Valerie Stakes

Recruiting For Riches Presented at HVAC Comfortech 2007 by Drew Cameron

Retirement: How to Make Succession Work Presented at HVAC Comfortech 2007 by Ron Collier

10 Tips For Developing a Succession Plan Presented at HVAC Comfortech by Ron Collier

Podcast on Variations to Traditional Advertising

Podcast on How to Build a Press Kit

Podcast on How to Keep Your Customers Out of the Yellow Pages

Audio Forward to Ron Smith's Book... HVAC Spells Wealth

Training To Turbocharge Your Technicians

What Are You Worth?

The Value of NATE Certification

The Valve of NATE Certification

Hourly Rate Comparison Calculator - Short Version

NATE Golden Toolbox Award

Drew Cameron's Super Colossal Sales Performance Enhancement Presentation

Service Crusaders

Brandon Jacob's Building Value To Power Your Exit Strategy Presentation From HVAC Comfortech

David Heimer & Steve Saunders: Implementing Business Software -- Comfortech 2006

The Impoverished Craftsman Audio File

The Most Valuable Six Square Inches In The House

Matt Michel's JPMorgan HVAC Conference Presentation

Mail Delivery Problems

Don't Quit Computer Wallpaper

Simple Lead Tracking Logs

Plumber’s Recommended Tool List

Antique Watrous Toilet Catalog Cut

Vital Learning Experiences Lifestyle Selling Presentation

Matt Prazenka's Planning For Succession And Creating An Exit Strategy Presentation

Jethro & the Assistant A.G. - Adobe PDF Version

Jethro and the Assistant A.G. - Microsoft Reader Version for Pocket PCs

EPA Energy Star Savings Tool Calculator

NATE Flyer

NATE Technician Press Release

Get Your Company Listed On The NATE Website

EPA Energy Star Home Sealing Brochure

Business Closure Rates For Plumbing & HVAC Contracting Companies

How Much To Charge for Equipment?

Simple Inventory Re-Stock Sheet - PDF Version

EPA Energy Star Duct Sealing Brochure

A Contractor's Christmas - Website Traffic Builder

Elite Software Order Form

Mack Heaton's Comfortech Pricing For Profits Presentation

The Great Service Roundtable T-Shirt Mortar

Value Point Calculator

How To Screw Up Your Truck

Comfort Inspection Certificate

HVAC Benchmarks

Pre Flight Checklist - Freebie

AC Repair Coupon Sticker

Service Budget Spreadsheet -- HTML version

100 Simple Business Practices

15 Mobile Marketing Tips


Plumbing - Recruiting Brochure

What Is The Service Roundtable

Why Join The Service Roundtable?

Drew Cameron's "Show Me the Money!" HVAC Comfortech 2003 Notes

Drew Cameron's "Quit Quoting & Start Selling" Presentation Notes From HVAC Comfortech 2002

Steve Saunders Comfortech 2003 Notes on Building an Effective Team

Roots In Sewer Pipe

NATE Certified Technician Competition Finalists Letter - Color Version

Air Conditioning Contractor's Creed - PDF Version

Value Points vs. Total Sales Spreadsheet.

The Buford Chronicles - Volume II

The Buford Chronicles Volume I

Safe & Courteous Driving Handout

2003 Business Outlook Survey

50 Comanche Marketing Tips

Still Not Flat Rate?

Comanche Marketing Handout

Service Roundtable Flier In Color For Emailing

Service Roundtable Flier In B&W For Printing

Callback Incidence Log

The Way - A Business Short Story

Ron Smith's Guide To Running An Effective Meeting

e-PHC Profit Report Lawyer Jokes

Beat the Heat

Visit the Comanche Marketing newsletter.

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