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Forms Library
 
The Forms Library is a compilation of sample forms and reports relating to all areas of your business. It includes everything from sample surveys, training registrations, safety forms, confidentiality agreements, credit card applications, job descriptions, and employment forms. The Forms Library is included in your membership.
     
     
Operations
     
Surveys    
  • Sample Employee Survey
  • Sample Customer Survey - Installation
  • Sample Customer Survey - Service
  • Sample Survey Results and Tracking
     
Safety    
  • Authorized uses of Protective Personal Equipment
  • Disassembly Cleaning Maintenance
  • Fire Report
  • First Aid Log
  • Guidelines for Evaluating MVR
  • Hazard Categories for Common Construction Products
  • Hazard Categories vs. Hazard Sources
  • Labeling Diagrams Descriptions
  • Lockout Procedures
  • Personal Protective Equipment Chart
  • Reclaimer Checklist
  • Respirator Fit Test Results
  • Respirator Inspection Record
  • Respirator Specification Form
  • Respiratory Program Evaluation Checklist
  • Telephone Procedures for Bomb Threat
  • Vehicle Obervation Report
     
Miscellaneous    
  • Checklist for Evaluation Used Vehicles [new]
  • Annual Lease Value Table [new]
  • Independent Contractor Agreement [new]
  • Customer Service Action Form [new]
     
Sales & Marketing
     
  • Confidentiality Agreement
  • Customer Journal
  • Memorandum of Understanding
  • Repair vs. Replace
     
Commercial Newsletter Samples    
  • Shapiro & Duncan (Winter 2003)
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Residential Newsletter Samples    
  • Bonfe's (Spring 2003)
  • Burton Sheet Metal (January 2003)
  • Jackson Comfort Systems (February 2003)
  • Peaden (Spring 2003)
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Purchasing
     
  • Shell Credit Card 1
  • Shell Credit Card 2
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Human Resources
     
Policies    
  • Absence Policy [new]
  • Disability Policy [new]
  • Drug Testing Policy [new]
  • Privacy Policy [new]
  • Safety Policy [new]
  • Sexual Harrassment Policy [new]
  • Smoking Policy [new]
  • Workplace AIDS Policy [new]
  • Workplace Violence Prevention Policy [new]
     
Attendance    
  • Absence Report
  • Flextime Application
  • Leave of Absence
  • Time Sheet [new]
     
Compensation and Benefits    
  • AOR Retail Sales Compensation
  • Electronic Fund Transfer (EFT) Authorization [new]
  • Employer Response to FMLA
  • Payroll Change Notice
  • Payroll Deduction
  • Disciplinary Notice
  • Notice of Suspension
  • Verbal Counseling
  • Written Warning
     
Corrective Action    
  • Disciplinary Notice
  • Notice of Suspension
  • Verbal Counseling
  • Written Warning
     
Health Safety & Security    
  • Investigation Report
  • Medical Emergency Form [new]
     
General Job Descriptions    
  • Job Description form
  • Job requirements
     
HVAC Specific Job Descriptions    
  • Administrative Assistant
  • Commercial Service Manager
  • Controller
  • General Manager
  • Installation Manager
  • Installation Technician
  • Inventory Manager
  • Lead Installation Technician
  • Lead Service Technician
  • President
  • Residential Service Manager
  • Sales Representative
  • Service Technician
  • Technician Job Classification System
  • Technician Trainee
     
Performance Management    
  • 360 Review
  • Performance Appraisal
     
Recruiting    
  • Classified Ads
  • Flier 1
  • Flier 2
  • Flier 3
  • Flier 4
     
Selection and Placement    
  • Application
  • Application Acknowledgement
  • Background Check
  • Company Car Agreement
  • Drug Test Consent
  • Employee Authorization and Release Information
  • Employment Agreement
  • Employment Offer 1
  • Employment Offer 2
  • Employment Reference Check
  • Filled Position
  • IE Questions
  • Interview Sheet
  • New Employee Checklist
  • Non-Compete Agreement
  • Personal Reference Request
  • Personality Profile Test (Drake P3)
  • Receipt of Company Property
  • Rejection Letter
  • Relocation Guidelines
  • Telephone Reference Check
  • Verification of Education
     
Technical & Aptitude Tests    
  • Canidate Word Meaning
  • Critical Thinking Test
  • Math Assessment Test
  • Math Assessment Test - Key
  • Technical Test
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  • Word
     
Termination and Resignation    
  • COBRA Notification Letter
  • Departure Letter
  • Exit Interview
  • Exit Interview Letter
  • Life Conversion Letter
  • Separation Checklist
  • Termination Report
  • Classroom Roster
  • Individual Training Log
  • Training Request
     
Miscellaneous    
  • Company Tools Usage
  • Company Vechicle Usage
  • Business Card Order Form
  • Employee Change Form
  • Employee Notice of Change
  • Employee of the Month
  • Equipment Inventory List [new]
  • Long Distance Phone Call Log [new]
  • Receipt Acknowledgement
     

Downloading Files

PDF File: Requires Adobe Acrobat, a free program for viewing documents, available from www.adobe.com. This will allow you to view and print out the document, but not to edit and make changes to the document. If you wish to make changes such as adding your company name and logo to customize the document, you will need to open the document in the MS Office Document suggested below.MS Office Documents: When you open the form under this section it will open as a Microsoft Office file associated to a MS Office Program as indicated.