Manager Script Library
Find the words for twenty-six hard conversations, including replies to what employees may say back. Use the ten-minute planner to prepare for each conversation, then the log to record what happened and flag follow-up.
These previews show pages from the files you receive.
Six technician toolkits
Home Services HR System
Six tech toolkits built to work together under one license. The system Start Here guide shows you the order to use them.
Use the free Tech Turnover Cost Calculator to calculate the cost of one technician departure using your billed rate, wage, refill weeks, and hiring costs.
$129
Bought separately: $244. The bundle: $129.
The six included products and their individual prices: Service Tech Hiring Kit $39, Tech First-Year Retention System $49, Dispatch Coverage and On-Call System $44, Tech Pay Plan and Margin Workbook $49, Empty Truck and Turnover Cost Workbook $34, Tech License and Credential Renewal Tracker $29.
- One-time purchase. Editable files.
- Your download link appears on the confirmation screen and in your receipt. No account needed.
- Request a full refund within 30 days with one email.
- Licensed for one company's internal HR use. Resale and redistribution are not permitted. Read the license.
Checkout takes place on our store at shop.truestephr.com. Any applicable sales tax appears at checkout before you pay. These files provide general HR information, not legal advice.
Need approval first?
Ready to put your tool to work?
Add a one hour Setup Session, $149
Bring your purchased tool and the situation you are working through. A TrueStep HR practitioner will help you set the inputs, make the first decisions, and identify a practical next step.
See the Setup Session →Where to start
Use the scored screen, scorecard interview, and paid working interview with your next applicant.
Begin with kit 1, then work through the remaining five in order.
DecisionComplete system
IndustryHome services
Files22 PDF guides, 6 Word documents, 6 Excel workbooks
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.
Research and standardsRead the reference note behind this tool: What the technician shortage costs a home services shop
Fit
Is this the right fit for your work?
A good fit
- You want one HR system for a home services shop, with all six kits together.
- You want editable Word and Excel files that stay with your organization.
- You or a manager will run the process and want a clear sequence to follow.
When to consider another option
- For advice about one person's specific circumstances, consult qualified counsel.
- For rules specific to one state or city, consult the applicable local requirements. This tool is not written for any one state.
- For help running the process, explore our advisory services.
What is inside
Every kit 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: Includes the hiring field guide, the weighted scorecard, and an applicant pipeline that ranks your hiring sources by techs who stay past day 90. You also get the exact words for conversations from the ten-minute phone screen through the same-day offer call. Begin with Service Tech Hiring Kit Start Here.
In the kit2. Tech First-Year Retention System: The retention field guide and cohort tracker follow every technician through the 30, 90, and 365 milestones. Scripts cover all seven conversations, from the first solo day to the one-year stay conversation. Begin with Tech First Year Retention System Start Here.
In the kit3. Dispatch Coverage and On-Call System: The coverage field guide and workbook help you price a call-off using your own numbers and plan a fair on-call rotation. Scripts cover the intake, the coverage ask, and the customer save. Start with Dispatch Coverage and On Call System Start Here.
In the kit4. Tech Pay Plan and Margin Workbook: The pay math field guide and modeler let you price up to three pay plans against the same week of work, with raise breakeven built in. Scripts cover both raise conversations and the pay question response. Start with Tech Pay Plan and Margin Workbook Start Here.
In the kit5. Empty Truck and Turnover Cost Workbook: The empty truck field guide and calculator help you price one departure, one empty-truck day, and a year of them using your numbers. Scripts cover the exit conversation and customer handoff. Start with Empty Truck and Turnover Cost Workbook Start Here.
In the kit6. Tech License and Credential Renewal Tracker: The credential field guide and tracker cover every license and renewal from one As of date. The three-touch renewal sequence scripts provide the follow-up steps. Start with Tech License and Credential Renewal Tracker Start Here.
Full file list, 34 files
- PDFStart Here: a guide to every file and the order to use them.
- PDFQuick Reference: the whole workbook in brief: what each tab is for, what you enter, and how to read the result.
- ExcelService Tech Hiring Scorecard and Pipeline
- ExcelTech First Year Retention Tracker
- ExcelDispatch Coverage and On Call Workbook
- ExcelTech Pay Plan and Margin Workbook
- ExcelEmpty Truck and Turnover Cost Workbook
- ExcelTech License and Credential Renewal Tracker
- PDFService Tech Hiring Scripts and Templates
- PDFThe Dispatch Coverage Field Guide
- PDFThe Empty Truck Field Guide
- PDFThe Service Tech Hiring Field Guide
- PDFTech Check-In Scripts and Templates
- PDFThe Tech Retention Field Guide
- PDFDispatch Coverage Scripts and Templates
- PDFPay Plan Scripts and Templates
- PDFThe Credential and Renewal Field Guide
- PDFThe Pay Math Field Guide
- PDFTurnover Cost Scripts and Templates
- PDFRenewal Scripts and Templates
- PDFService Tech Hiring Kit Start Here
- PDFTech First Year Retention System Start Here
- PDFDispatch Coverage and On Call System Start Here
- PDFTech Pay Plan and Margin Workbook Start Here
- PDFTrueStep HR Product License: what you may and may not do with your purchased files.
- PDFUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
- PDFEmpty Truck and Turnover Cost Workbook Start Here
- PDFTech License and Credential Renewal Tracker Start Here
- WordService Tech Hiring Scripts and Templates
- WordTech Check-In Scripts and Templates
- WordDispatch Coverage Scripts and Templates
- WordPay Plan Scripts and Templates
- WordTurnover Cost Scripts and Templates
- WordRenewal Scripts and Templates
How to use it
Your first 15 minutes
Follow these 6 steps in order, starting with hiring and finishing with license and credential tracking in kit 6.
Build a consistent hiring process (kit 1). Review the hiring field guide, post the honest job posting from the templates, and take your next applicant through the scored screen, scorecard interview, and paid working interview. Every kit has its own Start Here guide with the detailed order for that kit.
Stay connected through the first year (kit 2). Add every technician hired in the last year to the retention tracker, and schedule the seven check-ins the day the next offer is accepted.
Plan coverage ahead of the next call-off (kit 3). Enter your numbers in the call-off cost calculator, publish the on-call rotation with its ground rules, and post the call-off policy before the next early-morning call-off.
Work through technician pay decisions (kit 4). Model your current pay plan using a real week of work, complete a pay plan summary sheet for each technician, and check every raise against the breakeven tab before responding.
Measure the cost of an empty truck (kit 5). Calculate one departure and a year of departures using your figures. Record each exit consistently so the reason ranking shows where to focus next.
Organize credential renewals (kit 6). Build your credential list starting with the license and fleet layers. Set the As of date and the Due soon window, then use the three-touch renewal sequence to follow up.
Before you buy
Questions about your purchase
Find details about file formats, delivery, licensing, and refunds.
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.
Are these the real screenshots?
Yes. The first image shows the file set, and the second and third show actual pages from the current download.
Can I use the files in my business?
Yes. You can edit and brand the Word documents, fill in the Excel workbooks, and read or print the PDF guides for your own internal operations.
What if I need help applying it?
For help implementing this tool, book a one hour Setup Session for $149. For broader HR support, advisory begins with a short request and a written scope at truestephr.com/pages/advisory. For legal questions, consult qualified counsel.
How do I get the files?
Right after payment, your download link appears on the confirmation screen and again in your email receipt. The files arrive as a ZIP download. No account is needed.
What do I need to open them?
You can use Word and Excel, LibreOffice on a computer, or Google Docs and Google Sheets in a browser. The alternatives are free. Any PDF reader opens the guides. See download help.
What if it is not right for us?
Email support@truestephr.com within 30 days for a full refund. No form or explanation is required. The full terms are in the refund policy.
Is this legal advice?
No. It is general HR information and a working method. It is not written to any one state unless the page says so. Where a decision turns on the law, use qualified counsel. See what we cover, and what we do not.
Who may use the files?
One license covers the internal HR work of one legal entity. You may edit the files, brand them, and issue them to your employees. Consultants and groups with several entities need the extended license. See the license.
Extend the system
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