Standard Operating Procedures and Business Templates for Home Service Companies

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Grow Your Service Company With SOPs

If you’re a service business owner looking to grow the size of your company, you need to have standard operating procedures in place. These policies are an important part of any organization’s infrastructure. They can help ensure that all employees follow the same rules and regulations. Standard Operating Procedures can also be used as a tool for training new hires or even reviewing processes with existing staff.

Developing your first standard operating procedures can be daunting, especially when you’re just starting out. Business owners throughout the world must create standard operating procedures. It is a challenging process, but it is necessary for their operations.

That’s why we’ve developed the world’s largest library of SOPs, Templates, Guides, Business Documents, and Marketing Resources specifically designed for home services repair companies such as Appliance Repair Companies, HVAC Companies, Electricians, and Plumbing Companies.

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Our SOP Library

Our extensive (and growing) library of business documents includes, but not limited to, the following documents.
Get instant access when you sign up for our All Access Business Owner Membership level.

HR/Hiring SOPs & Business Documents

  • Vacation And Leave Policy

  • Performance Appraisal Self Assessment

  • Employee Handbook

  • Employee Corrective Action Plan

  • Employee Evaluation Review Form

  • New Hire Checklist

  • Exit Interview Questionnaire

  • Interview Question

  • Employee Termination Letter

  • Employee Injury Report

  • Employment Application Form

  • Applicant Offer Letter
  • Applicant Rejection Letter
  • Payment Agreement Contract
  • Employee Warning Letter
  • Job Applicant Evaluation
  • Workforce Readiness Questions
  • Technician Tiered Pay System
  • Job Listing Process
  • CSR Job Listing
  • CSR Job Description
  • Appliance Repair Technician Job Listing
  • HVAC Technician Job Listing
  • Plumbing Technician Job Listing
  • Electrical Technician Job Listing
  • Job Fair Recruiting Plan
  • New Employee Setup Process
  • Anti-harassment Policy and Complaint Procedure
  • Appliance Repair Technician Job Description
  • HVAC Technician Job Description
  • Plumbing Technician Job Description
  • Electrical Technician Job Description
  • Candidate Interview Process Checklist

Administration SOPs & Business Documents

  • Business Startup Checklist
  • Pre-Existing Property Damage Acknowledgement Report
  • Potential Property Damage Liability Release
  • Emergency Contact List
  • Daily Mileage Log
  • Vehicle Maintenance Checklist
  • Disaster Recovery Plan
  • Business Process Map
  • Business Requirements Documentation
  • Team Meeting Note
  • Meeting Agenda
  • Vehicle Inspection Form
  • To-Do List
  • Property Maintenance Request Form
  • Property Inspection Checklist
  • Professional Development Plan
  • Business Digital Security Checklist
  • Customer Instructions
  • CSR Daily Call Log
  • Company Provided Tools Register
  • Customer Complaint Sheet
  • Service Call Checklist
  • Team Meeting
  • CSR & Customer Service Phone Script
  • Service Call Proceedures
  • Computer Care & Security Procedure
  • Team Meeting Procedures
  • Vendor and Supplier File Checklist

Business Planning SOPs & Business Documents

  • Customer Journey Evaluation
  • SMART Goal Planning
  • Organizational Chart
  • KPI Assessment Document
  • Company Purpose Vision and Mission Worksheet
  • SWOT Analysis
  • Business Micro-Plan
  • Busines Automation Plan

Financial SOPs & Business Documents

  • Cash Flow Projections Spreadsheet 24 Months
  • Appliance Repair Pricing Tier Spreadsheet
  • Services Pricing
  • Discounts Process Policy
  • Payment Methods Policy
  • Fuel Card Policy
  • Check Acceptance Policy

Legal SOPs & Business Documents

  • Website Terms Of Service (Appliance Repair)
  • Website Terms Of Service (Plumbing)
  • Website Terms Of Service (HVAC)
  • Website Terms Of Service (Electrician)
  • Non-Disclosure Agreement Confidentiality Agreement
  • Demand Letter
  • Website Privacy Policy
  • Property Manager Agreement

Operations SOPs & Business Documents

  • Safety Data Sheet Procedure
  • Transactions With Minors Policy
  • Tool Policy
  • Handling Unhappy Customers
  • Team Password Management Procedure
  • Parts Ordering Process
  • Daily Parts Coordinating
  • Set Up Slack For Team Communication

Sales/Marketing SOPs & Business Documents

  • CSR Call Scripts Guide
  • Social Media Checklist
  • Business Introduction Letter
  • Press Release Template
  • Social Media Calendar Template
  • Social Media Presence Recipe
  • Guidelines for Content Repurposing
  • Tear Away Flyer Template
  • Social Media Audit Worksheet
  • Local SEO Checklist
  • Writing SEO Friendly Blog Posts
  • Granting access to Google Search console
  • Setting up Google Search Console
  • How To Add Google Analytics To A WordPress Website
  • Granting access to Google Analytics
  • Steps to Create a Local Services Ad
  • Creating a Google Ads Account
  • Set up Google Alerts
  • How to Respond to Reviews
  • How To Ask Customer For Positive Reviews
  • How to Use Meta Business Suite
  • Marketing Plan Checklist
  • Set up Google Search Console
  • Add Facebook Live Chat to WordPress
  • Remove Bad Google Reviews
  • Create a Facebook Page for Your Business
  • SEO Marketing Plan
  • Set up a new Google Business Profile
  • Content Marketing Plan Template
  • Content Calendar Template
  • How to Write a PR Plan
  • Creating A Google Service Map
  • Performing a social media audit
  • How to Setup a Social Listening Campaign

Frequently Asked Questions

What Makes Us Different?

Unlike other SOP and Business Documentation packages, we have custom designed these high-quality documents specifically for the service industry. Other providers simply break up an employee handbook and call it a set of SOPs. Our SOP library was developed to help your business scale and succeed. There are not any other SOPs developed to the extent of information or the high level of quality standards that we have created.

A well-written SOP provides a clear guide for every employee involved in an operation. It also gives management a tool that they can use to ensure compliance with regulations and company policies. A well-written SOP will help reduce potential liability and provide evidence of company policy.

YES! Our templates have been designed to give you a framework for the fast development of your own SOPs and business process documentation. Microsoft Word and Microsoft Excel are the most common template file types. Both are easy to use and download. Content can be easily changed, added, or removed, and templates are designed to be customized to suit your own business needs.

An SOP is a detailed set of instructions on how a company should operate. It includes everything from the correct way to handle a customer complaint to the proper way to complete a job. An example would be step-by-step instructions on how to properly do a specific task.

Business Documents describe what is done in the normal course of business. They include things like: manuals, checklists, work orders, and other documents describing the day-to-day operations of a company. Examples of these could be an employee handbook or policy-related documents.

The SOPs and business documents are available to paid members of the All Access Business Owner Membership plan.

These documents are not available as a separate purchase.


Sign up for the All Access Business Owner Membership and begin growing your service business.