Tech First-Year Retention System
Run a new tech's first year on purpose. You get the 30, 60, and 90 day plan, a first-year tracker, and the check-in scripts that surface a problem before the resignation.
Previews are taken from the deliverable itself.
Complete home services system
Home Services HR System
The six tech toolkits built to work together, with the system Start Here that runs them in order, under one license.
$129
- Editable operating files, not a subscription
- Immediate access through the secure TrueStep HR store
- Built and reviewed under the published TrueStep HR standard
Digital products carry a 30-day money-back guarantee. General HR information, not legal advice.
Need it working, not sitting in Downloads?
Add a one-hour setup session · $149
Bring the purchased tool and your live situation. A TrueStep HR practitioner helps you set the inputs, make the first decisions, and leave with a usable next step.
See the Setup Session →What this closes
A practical system that moves the decision into real work.
Put the next applicant through the scored screen, the scorecard interview and the paid working interview. Kit 1 first, then the other five in order.
DecisionComplete system
IndustryHome services
Files22 PDF guides, 6 Word documents, 6 Excel workbooks
ReviewBuilt to the published release checks; sources and change notes sit beside the catalog.
What is inside
Every file in the download, by name.
Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.
In the kit1 - Service Tech Hiring Kit: the hiring field guide, the weighted scorecard and applicant pipeline that ranks your hiring sources by techs who last past day 90, and the exact words from the ten-minute phone screen to the same-day offer call. Start with file 21, Service Tech Hiring Kit Start Here.
In the kit2 - Tech First-Year Retention System: the retention field guide, the cohort tracker that follows every technician through the 30, 90, and 365 milestones, and the scripts for all seven conversations from the first solo day to the one-year stay conversation. Start with file 22, Tech First Year Retention System Start Here.
In the kit3 - Dispatch Coverage and On-Call System: the coverage field guide, the workbook that prices a call- off in your own numbers and plans a fair on-call rotation, and the scripts for the intake, the coverage ask, and the customer save. Start with file 23, Dispatch Coverage and On Call System Start Here.
In the kit4 - Tech Pay Plan and Margin Workbook: the pay math field guide, the modeler that prices up to three pay plans on the same week of work with the raise breakeven built in, and the scripts for both raise conversations and the pay question response. Start with file 24, Tech Pay Plan and Margin Workbook Start Here.
In the kit5 - Empty Truck and Turnover Cost Workbook: the empty truck field guide, the calculator that prices one departure, one empty-truck day, and a year of them with your numbers, and the scripts for the exit conversation and the customer handoff. Start with file 27, Empty Truck and Turnover Cost Workbook Start Here.
In the kit6 - Tech License and Credential Renewal Tracker: the credential field guide, the tracker that watches every license and renewal from one As of date, and the three-touch renewal sequence scripts. Start with file 28, Tech License and Credential Renewal Tracker Start Here.
In the kitAt the top level: one TrueStep HR Product License covering everything in this system, and one Using This Workbook in Google Sheets guide covering all six workbooks
PDF · readQuick Reference: the whole workbook on one page: what each tab is for, what you enter, and how to read the result (file 2).
How to use it
Your first 15 minutes
The 6 steps below run in the order they are numbered, and by the last one you retire the glovebox (kit 6).
Hire on purpose (kit 1). Skim the hiring field guide, post the honest job posting from the templates, and run the next applicant through the scored screen, the scorecard interview, and the paid working interview. Every kit has its own Start Here with the detailed order for that kit.
Protect the first year (kit 2). Log every technician hired in the last year in the retention tracker, and schedule the seven check-ins the day the next offer is accepted.
Take control of coverage (kit 3). Put your own numbers in the call-off cost calculator, publish the on-call rotation with the ground rules, and post the call-off policy before the next early-morning call-off, not after.
Get the pay math right (kit 4). Model your current pay plan on a real week of work, fill in a pay plan summary sheet for each technician, and run every raise through the breakeven tab before you answer it.
Put a number on the empty truck (kit 5). Price one departure and a year of them with your figures, then log every exit the same way so the reason ranking tells you what to fix next.
Retire the glovebox (kit 6). Build the credential list starting with the license and fleet layers, set the As of date and the Due soon window, and let the three-touch renewal sequence do the chasing.
Before you buy
Clear answers to the practical questions.
The point of a product page is to let you judge the work before checkout.
What exactly do I receive?
22 PDF guides, 6 Word documents, 6 Excel workbooks, each one named in the What is inside section above. The purchase is a download, not a subscription, and the files are yours to keep.
Are these the real screenshots?
Yes. The preview images on this page are taken from the current deliverable, so you can judge the structure and writing before buying.
Can I use the files in my business?
The files are designed to be edited for your own internal operations. Review the included license and have legal counsel check decisions that require jurisdiction-specific advice.
What if I need help applying it?
Use the $149 Setup Session for one hour of implementation help on this tool. TrueStep HR does not offer broader consulting engagements. For a legal question, use qualified counsel.
Extend the system
Build on this decision.
These products address the next connected step in the same situation, operating method, or industry.
Dispatch Coverage and On-Call System
The dispatch coverage workbook, the on-call rotation that survives the busy season, and the scripts for the call-off conversations that follow a pattern.
Plant HR Manager Complete System
The five plant HR systems built to work together, plus the two tools that run them as one program. A 54-point plant HR audit tells you where to start. A 12-month calendar keeps the whole thing running.