site-map
Plumbers Template with over 300 ready made documents
Firstly TKO Business Modeller (the software application) provides the means to add, edit and store your business information and then publish that information in various ways, templates like the ones below provide some ready made content to help you get started so you can build your own business system. Templates load into TKO Business Modeller
The template is designed as a complete working business with a sample company to learn from and customise to your own requirements.
|
|
 |
For Plumbing Contractors
Designed for plumbing contractors it contains over 300 business documents. This template is designed as a complete working business model for plumbers. The template is provided as a sample company to learn from and customise to your own requirements.
- Price : FREE as part of TKO annual maintenance and support
- Requires : TKO Business Modeller Software click here for TKO pricing
- Number of documents/forms : Approx 300
- Special sections of interest include :
- Plumbing roles and job descriptions
- Human Resource, OH&S, Quality Managenent
- Video : Plumbers part1, part 2
- Download (only for current subscribed users)
Please note, as it is not possible for us to know your own specific requirements with regard to your industry (the plumbing industry) many of the documents contained in the plumbing operations "polcies and procedures" section are just stubs (headings without content) waiting for your own instructions.
See table of contents below
|
Contents of this template
o Roles and Job Descriptions
o Policies and Procedures
o Key Performance Indicators and standards
Roles and Job Descriptions
· Xyz Plumbing
o Owner Manager CEO
§ Plumbing Services Manager
· Plumber
· Gas fitter
· Roofing contractor
· Drainage contractor
§ Marketing Manager
· Marketing Assistant
§ Finance Manager
· Bookkeeper
· Payroll Clerk
§ Human Resources Manager
· Trainer
§ Safety Manager
· First Aid Officer
§ Administration Manager
· Receptionist
· Office Cleaner
§ Quality Manager
§ Environmental Manager
§ Team member
Policies and Procedures
· 01.MANAGEMENT AND EXECUTIVE
o 01.USING THIS TEMPLATE
§ Business Excellence Template (BET) Information Document
§ Attached files of the Essential Business Template
o 02.COMPANY POLICIES
§ A Quality Business
§ Our Relationships with our Customers
§ Occupational Health and Safety
§ Environment and Cultural Heritage
§ Our Team Culture
§ Privacy Dignity and Confidentiality
§ How we manage grievances
o 03.MANAGEMENT REVIEW AND CONTINUAL IMPROVEMENT
§ Business Strategy and Planning
§ Updating Documentation
§ Review of Measurements
§ Checking that documents match what people do (Internal Audit)
§ Improving the business system - prevention and correction of problems
o 04.BUSINESS PLAN TEMPLATE
§ Executive Summary
§ Business Outline
§ SWOT
§ Objectives
§ Risk Management
§ Products and Services
§ Marketing
§ Competitive Analysis
§ Advertising and Promotional Focus
§ Business Operations
§ Management and Key Personnel
§ Legal Matters
§ Financial Overview
§ Summary
o 05.PLANNING AND STRATEGY
§ Company Overview
§ Business Strategy
§ Market Opportunity
§ Marketing Plan and Strategy
§ Financial Plan
§ Product Strategy
§ Vision, Mission, Goals and Objectives
§ Exit & Payback Strategy
o 06.RISK MANAGEMENT
§ Establishing a context for risk management
§ Communicating risk management to your organisation
§ Identifying risks in your organisation
§ Analysing risks in your organisation
§ Evaluating risks in your organisation
§ Treating risks in your organisation
§ Monitoring and reviewing risks in your organisation
§ Risk management summary
· 02.PLUMBING SERVICES
o 01.CUSTOMER SERVICE, QUOTES AND BILLING
§ Keeping existing clients
§ Budgets and Targets
§ Weekly Sales Meeting
§ Customer Service
§ Discussing and Identifying Customer Requirements (agreeing Scope)
§ Follow up and Feedback
§ Identifying Root Causes when things go wrong
§ Identifying and caring for Customer Property
§ Taking an enquriy
§ After call procedure
§ Preparing a quote
§ Billing procedure
§ Recurring service contracts
o 02.DRAINAGE OPERATIONS
§ Process for installing new drainage system
§ Installation of agricultural drains
§ Installation of sewer systems
§ Waste water systems installation
o 03.GENERAL HOUSEHOLD PLUMBING
§ Repair and replacement of sewer, septic and stormwater systems
§ Repair and replacement of water supply lines
§ Tap repair and replacement
§ Replacement of downpipes
§ Installation and repair of hot water systems
§ Installation of dishwashers
§ Leaking toilets and cisterns
§ Supply and installation of rainwater tanks
§ Supply and installation of toilets, cisterns, vanities, lab and cleaners sinks and tapware and emergency shower systems
o 04.ROOFING OPERATIONS
§ Repair and replacement of steel roofing and flashings
§ Installation of skylights
o 05.BLOCKED AND BURST PIPES
§ Assessing and repairing a burst pipe
§ Clearing a blocked pipe
o 06.GAS FIITINGS AND OPERATIONS
§ Checking for gas leaks
§ Installing gas hws unit
§ Installing gas heaters
o 07.EMERGENCY PLUMBING SERVICES
§ Taking the call
§ Emergency contact numbers for authorities
o 08.COMMERCIAL OPERATIONS
§ Fire protection audit
§ Scheduled maintenance
§ Waste systems
§ Water audits
· 03.MARKETING
o 01.BUSINESS DEVELOPMENT
§ Marketing Plan
§ Tenders and Quotes
§ Generating new business
o 02.MARKETING RESOURCES
§ Managing our online presence
§ What Print Media do we use
§ Direct Mail and utilising our Database
· 04.FINANCE
o 01.ACCOUNTS RECEIVABLE
§ Preparing Invoices
§ Receipting Payments
§ Accounting for Discounts
§ Overdue Accounts
§ Test
o 02.ASSET MANAGEMENT AND PLANNING
§ Information Technology Security and Recovery from Disaster
§ Protection of Assets Policy
§ Equipment for Operations
§ Workplace Facilities
§ Scheduled asset maintenance
o 03.ACCOUNTS PAYABLE
§ Cheque signing and authority
§ Purchase Orders (ensuring a paper trail exists)
§ Managing Petty Cash
§ Confirming Receipt of Goods and Conformity of Supply
§ Payment Approval (paying for what we get)
o 04.PAYROLL
§ Employee use of Time Sheets
§ Preparation of Pays
§ Superannuation Policy
o 05.FINANCIAL REPORTING
§ BAS Reports
§ Profit and Loss Statements
§ Management Reports
o 06.FINANCIAL MANAGEMENT POLICIES
§ Budgeting Policy
§ Credit Card Authorisation Policy
§ Financial Management Policy
§ Investment Policy
§ Credit Levels
· 05.HUMAN RESOURCES
o 01.STAFF RECRUITMENT
§ Staff Recruitment Policy
§ Recruitment Procedure
§ Advertising for new staff
§ Interviewing staff
§ Letter of Appointment
§ New Staff (First Day induction)
o 02.STAFF TRAINING & PERFORMANCE
§ KPIs and Non-Performance
§ Annual performance review
§ Conducting a counselling interview
§ Professional development policy
§ Training Policy
o 03.DISCIPLINE AND TERMINATION
§ Resignation
§ Disciplinary Action
§ Instant Dismissal
o 04.DISPUTE RESOLUTION
§ What is Harrassment and what is our attitude to conflict in the workplace
§ Grievance Procedure
o 05.LEAVE AND SEPARATION POLICIES
§ Annual leave policy
§ Compassionate/ Bereavement Leave
§ General Leave Policy
§ Parental leave
§ Sick leave policy
§ Separation - Abandonment of employment
§ Separation - Dismissal
§ Separation - Redundancy
§ Separation - Resignation
§ Separation - Retirement
§ Unpaid Leave
o 06.GENERAL HUMAN RESOURCES POLICIES
§ Affirmative action policy
§ Bullying policy
§ Communication Processes
§ Drug Testing Policy
§ Outside Employment
§ Sexual Harassment Policy
§ Wages and Conditions
§ Staff Responsibilities
§ Staff Rights
o 07.EMPLOYEE INDUCTION MANUAL
§ Introduction
§ Personnel
§ Harassment and Grievances
§ Wages and Conditions
§ Leave
§ Training
§ Employee responsibilities
§ Company owned motor vehicles
§ Communications
§ General Health and Safety
§ Emergencies and Accidents
§ Attitude to safety in the workplace
§ Office Workplace Safety
§ Security
§ Lone worker
§ Acknowledgement
o 08.EMPLOYEE SAFETY MANUAL
§ Working Safer - Queensland legislation
§ Assuring Workplace Safety
§ Risk Management
§ Hazards and Hazardous Environments
§ Manual Handling
§ Explosive Power Tools and Other Plant
§ Other Workplace Hazards
· 06.ADMINISTRATION
o 01.OFFICE POLICIES AND PROCEDURES
§ Reception (our public face)
§ Meeting Schedule
§ Greeting Telephone Callers
§ Greeting Visitors to the Office
§ Food, Drink and Cleaning Up
§ Opening and Closing Office Procedure
§ Site Security
§ Cleaning the premises
o 02.RECORDS AND DATA
§ Document and Data Control
§ Filing and Records Management
§ Email retention and archiving policy
§ Anti-Virus Software
o 03.PURCHASING
§ Suppliers and Products
§ What do we do with Defective Product
· 07.QUALITY ISO 9001:2008
o 01.QUALITY MANUAL PURPOSE
§ Using the documents of the Quality Key Business Area
§ Organisation Chart
§ Enter Name Of Topic Here
§ 1.1 Quality Management System - Requirements. Scope - General
§ 1.2 Scope - Application
§ 2 Normative reference
§ 3 Terms and definitions
o 02.QUALITY MANAGEMENT SYSTEM
§ 4.2.1 System Documented
§ 4.2.2 Quality Manual
§ 4.2.3 Control of Documents
§ 4.2.4 Control of Records
§ 4.1 Documentation Requirements - General
o 03.MANAGEMENT RESPONSIBILITY
§ 5.1 Management Commitment
§ 5.2 Customer Focus
§ 5.3 Quality Policy
§ 5.4.1 Quality Objectives
§ 5.4.2 QMS Planning
§ 5.5.1 Responsibility and Authority
§ 5.5.2 Management Representative
§ 5.5.3 Internal Communication
§ 5.6.1 Management Review - General
§ 5.6.2 Review Input
§ 5.6.3 Review Output
o 04.RESOURCE MANAGEMENT
§ 6.1 Provision of Resources
§ 6.2.1 Human Resources - General
§ 6.2.2 Competence, awareness and training
§ 6.3 Infrastructure
§ 6.4 Work Environment
o 05.PRODUCT REALIZATION
§ 7.1 Planning of Product Realization
§ 7.2.1 Determination of Requirements Related to the Product
§ 7.2.2 Review of requirements related to the product
§ 7.2.3 Customer communication
§ 7.3.1 Design and development planning
§ 7.3.2 Design and development inputs
§ 7.3.3 Design and development outputs
§ 7.3.4 Design and development review
§ 7.3.5 Design and development verification
§ 7.3.6 Design and development validation
§ 7.3.7 Control of design and development changes
§ 7.4.1 Purchasing process
§ 7.4.2 Purchasing information
§ 7.4.3 Verification of purchased product
§ 7.5.1 Control of Product and Service Provision
§ 7.5.2 Validation of processes for production and service provision
§ 7.5.3 Identification and traceability
§ 7.5.4 Customer Property
§ 7.5.5 Preservation of product
§ 7.6 Control of Measuring and Monitoring Devices
o 06.MEASUREMENT, ANALYSIS AND IMPROVEMENT
§ 8.1 Measurement, analysis and improvement - General
§ 8.2.1 Customer Satisfaction
§ 8.2.2 Internal Audit
§ 8.2.3 Monitoring and measurement of processes
§ 8.2.4 Monitoring and measurement of product
§ 8.3 Control of nonconforming product
§ 8.4 Analysis of data
§ 8.5.1 Continual Improvement
§ 8.5.2 Corrective action
§ 8.5.3 Preventative action
· 08.OCCUPATIONAL HEALTH AND SAFETY AS/NZ4801
o 01.INTRODUCTION
§ 4.1 General requirements
§ 4.2 OH & S Policy
o 02.PLANNING
§ 4.3.1 Planning Identification of Hazards, assessment and control of risks
§ 4.3.2 Legal and Other Requirements
§ 4.3.3 Objectives and Targets
§ 4.3.4 OH&S Management Plans
o 03.IMPLEMENTATION
§ 4.4.1 Structure and Responsibility
§ 4.4.2 Training and Competency
§ 4.4.3 Consultation, Communication and Reporting
§ 4.4.4 Documentation
§ 4.4.5 Document and Data Control
§ 4.4.6 Hazard Identification, risk assessment and control of risks
§ 4.4.7 Emergency Preparedness and response
o 04.MEASUREMENT AND EVALUATION
§ 4.5.1 Monitoring and Measurement
§ 4.5.2 Incident Investigation, corrective and preventive action
§ 4.5.3 Records and records Management
§ 4.5.4 OH&SMS Audit
o 05.MANAGEMENT REVIEW
§ 4.6 Management Review
· 09.ENVIRONMENTAL
o 01.INTRODUCTION
§ Introduction
§ 4.1 General requirements
§ 4.2 Environmental policy
§ 4.3.1 Environmental aspects
§ 4.3.2 Legal and other requirements
§ 4.3.3 Objectives and targets
§ 4.3.4 Environmental management programme(s)
§ 4.4.1 Structure and responsibility
§ 4.4.2 Training, awareness and competence
§ 4.4.3 Communication
§ 4.4.4 Environmental management system documentation
§ 4.4.5 Document control
§ 4.4.6 Operational control
§ 4.4.7 Emergency preparedness and response
§ 4.5.1 Monitoring and measurement
§ 4.5.2 Nonconformance and corrective and preventive action
§ 4.5.3 Records
§ 4.5.4 Environmental management system audit
§ 4.6 Management review
Key Performance Indicators and standards
· 01.MANAGEMENT AND EXECUTIVE
o 01.USING THIS TEMPLATE
§ A structured training plan is in place and active
o 05.PLANNING AND STRATEGY
§ Business plan and strategy in place
· 02.PLUMBING SERVICES
o 01.CUSTOMER SERVICE, QUOTES AND BILLING
§ Quotes and estimates fall within expected range
o 03.GENERAL HOUSEHOLD PLUMBING
§ Client invoicing and paperwork
o 07.EMERGENCY PLUMBING SERVICES
§ Emergency call response time
o 08.COMMERCIAL OPERATIONS
§ Scheduled maintenance
· 03.MARKETING
o 01.BUSINESS DEVELOPMENT
§ Marketing budget to turnover
§ Marketing plan inplace and on track
§ 20 new clients per month
· 04.FINANCE
o 01.ACCOUNTS RECEIVABLE
§ Debtor days outstanding
o 03.ACCOUNTS PAYABLE
§ Average days to pay bills
o 04.PAYROLL
§ Timeliness in submission of statutory returns
o 05.FINANCIAL REPORTING
§ Cost of goods sold margin
§ Net profit margin
· 05.HUMAN RESOURCES
o 01.STAFF RECRUITMENT
§ Staff turnover rate
o 06.GENERAL HUMAN RESOURCES POLICIES
§ Employee satisfaction index
§ Average employee absence time
§ Dress code and standard
§ Staff attitude and cooperation
· 06.ADMINISTRATION
o 01.OFFICE POLICIES AND PROCEDURES
§ Policies and procedures are completed and available to all staff
§ Business premises kept clean and presentable
§ Greeting customers by phone and direct
o 06.MEASUREMENT, ANALYSIS AND IMPROVEMENT
§ Customer complaints
§ Customer satisfaction index
· 08.OCCUPATIONAL HEALTH AND SAFETY AS/NZ4801
o 01.INTRODUCTION
§ Workplace incident rate
o 04.MEASUREMENT AND EVALUATION
§ Work performed within local, state and federal laws
· 09.ENVIRONMENTAL
o 01.INTRODUCTION
§ Number of paper pages used by employees each month
§ Total purchased energy per month
|
