Systems Procedures

Jump Start Systems Development with our Procedures Templates

Our Procedures Templates come with hundreds of sample procedures for administration, sales, estimating, and production. These sample procedures can save you hundreds of hours of work.

The Administration Manual Template provides sample procedures for routine tasks such as answering the phone, filing, office closing duties, and more. The template also contains procedures on accounting, sales and production support, equipment maintenance, office supplies, and other common office functions.

The Sales and Estimating Manual Template provides sample procedures for routine tasks such as estimate preparation, sales presentations, sales training, and more. The template also contains procedures on dispute resolution, customer service, and other common sales and estimating functions.

The Production Manual Template provides sample procedures for routine tasks such as daily clean up, pre-job procedures, equipment maintenance, and more. The template also contains procedures on dispute resolution, customer service, painting specific tasks, and other common production functions.

Our templates are not intended to be used as-is. The particulars of each business differ too much to provide such a template. Instead, the template is intended to demonstrate the types of topics that should be addressed in an Operations Manual, and provide a guideline for your procedures.

Administration Manual Outline
1. Introduction
2. Routine tasks
3. Filing
4. Accounting and Finance
5. Insurance, Licenses, and Permits
6. Equipment, Facilities, and Supplies
7. Human Resources
8. Miscellaneous

Sales and Estimating Manual Outline
1. Introduction
2. Sales Philosophy
3. Marketing and Lead Generation
4. Daily Activities
5. Training
6. Estimating overview
7. Measure Call
8. Estimate Preparation
9. Sales Presentation
10. Post-Presentation
11. Estimating Interior Painting
12. Estimating Exterior Painting

Production Manual Template Outline
1. Introduction
2. Pre-job procedures
3. Job site administration
4. Service performance
5. Interior Painting
6. Exterior Painting
7. Post-job
8. Tools and Equipment
9. Materials and Sundries
10. Training
11. Safety
12. Job Descriptions

Sample Procedure

You can get all three Procedures Manual Templates for only $79. After your payment is processed you will receive an email from BEP Enterprises with download instructions.