Service & Install Manager Dual Role SOP + Training System

The Complete SOP Booklet, Training Video, Test, and Answer Key for Small HVAC Companies

The Service & Install Manager Dual Role SOP is a complete management training package designed for smaller HVAC, plumbing, and electrical companies where one leader oversees both service and installation departments.This system includes a detailed SOP booklet, in-depth training video, technician test, and answer key — everything needed to train your next manager and ensure operational consistency across your business.

What’s Included

• Full SOP Booklet (Word/PDF format)

• Step-by-step Training Video

• Manager Knowledge Test

• Graded Answer Key for team training or certification

You’ll Learn How To

• Lead daily meetings and hold techs accountable

• Coordinate efficient service and install schedules

• Track revenue, TGLs, and upsell performance

• Handle customer communication and quality control

• Protect margins with vendor management and job-cost tracking

Perfect ForHVAC, plumbing, or electrical companies where one person manages both service and installation operations — ideal for growing teams that need clear systems without hiring multiple managers.