Franchise Operations Manual

SECTION 1 – Pre Training

A. Training Letter Master
B. Business Requirements Checklist
C. Account Applications checklist
D. Confidentiality & Enticement Form
E. Business Plan Template / 5 – Year Budget
F. Direct Deposit Form

SECTION 2 – Training Plan

Orientation
Sales & Marketing
a. Human Capital
b. Marketing
Operations
Financial Management
Estimate Rocket – Orientation
Estimate Rocket – Creating Estimates and Invoicing
Estimate Rocket – Service Role Play
8-10. Field Operations Training Day 8 through 10

SECTION 3 – Vendors

a. Vendor Credit Apps
b. Cloverdale
c. Dulux
d. Sherwin Williams

SECTION 4 – Policies and Procedures

a. Vehicle Conduct
b. Personal Conduct
c. Insurance
d. Workplace Safety Insurance
e. Harding’s Corporate Policies
e. (a) Drug and Alcohol Policy
f. Occupational Health & Safety Requirements
i. OHS Operations Forms

SECTION 5 – Financial Operations

A. Accounting & Business Management
a. Accounting Processes
b. Chart of Accounts
c. Client Payments
d. Harding’s Invoice Instructions
B. Financial Management
C. Financial Statements

SECTION 6 – CRM & Estimating

A. Estimate Rocket – Orientation
B. Estimate Rocket – Creating Estimates and Invoicing
C. Estimate Rocket – Service Role Play

SECTION 7 – Painting

Painting Processes
a. Painting Guidelines
b. MPI Architectural Painting Manual Guide

SECTION 8 – Harding’s OHS Manual

Occupational Health & Safety Manual