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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.

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




Effective Advertising Poster - 18" X 24"



Benefits of a Service Agreement - Poster



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



Electric Truck Stock List From Barnett



Top 1000 Products Catalog from Barnett



Plumbing Truck Stock List from Barnett



HVAC Truck Stock List 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: Water Heater Installation



Free Carpet Cleaning Flyer: Air Conditioner 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



Stress Test Your Business



Customer Satisfaction: Much More Than Just Fixing or Installing Stuff



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



"Open Book" Management and Team Building



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



R410a Refrigerant Charging Port Tags



R22 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



HVAC Home Show Lead Sheet



Comanche Marketing Guide to Business Card Marketing



87 Ways to Get More Out Of Your Next Home Show



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 (05) - 8 Ways to Boost Average Tickets



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



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 (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 (04) - 25 Off The Wall Ways To Get Customers



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



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 (14) - 11 Newsletter Tips



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



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



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



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



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



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



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



Truckvolution



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



e-PHC Profit Report Lawyer Jokes



Ron Smith's Guide To Running An Effective Meeting



Beat the Heat

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