Service Tech Hiring Kit
Hire service technicians with clear standards and a consistent process. You get the hiring field guide, a scorecard and pipeline tracker, and scripts and templates for every step from screening through the offer.
These previews show pages from the files you receive.
Home services compliance
Tech License and Credential Renewal Tracker
Keep every license, certification, and renewal date in one tracker, with a field guide and scripts for conversations about expiring credentials.
The free HR Compliance Risk Scorecard uses twelve questions to give you a graded assessment of worker classification, wage and hour, hiring, policy, and records.
$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
Start with your license and fleet records.
Keep license and certification renewal dates visible, so you can plan ahead and keep technicians ready for work.
DecisionPrepare for an audit
IndustryHome services
Files6 PDF guides, 1 Word document, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.
Fit
Is this the right fit for your work?
A good fit
- You are preparing for a home services audit.
- 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 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.
PDF · readStart Here: a guide to every file and the order to use them.
PDF · readQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
Excel · useTech License and Credential Renewal Tracker: Includes 150 tracker rows with calculated Days remaining and Status, a common items starter library, a 150-row safety and training hours log, and a summary with a by-technician section.
PDF · readTrueStep HR Product License: what you may and may not do with your purchased files.
PDF · readUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
PDF · readThe Credential and Renewal Field Guide: Covers the tracking list for a licensed, mobile trade, the As of date routine, the three-touch renewal sequence, first-day clearance, and the records-check process.
PDF · readRenewal Scripts and Templates
Word · editRenewal Scripts & Templates: Includes the renewal reminder sequence, annual training plan conversation, lapse conversation, first-day clearance page, written reminder set, and fifteen-minute quarterly review.
How to use it
Your first 15 minutes
Start with The Credential and Renewal Field Guide, then follow the 4 steps below in order.
Read sections 1 and 2 of the Field Guide. In ten minutes, you will understand what belongs on your list and why the tracker uses no macros.
Open the Tracker and set the amber As of date. Start with the license and fleet layers: trade licenses and driver licenses for every technician. This two-minute check gives you an early look at gaps in your records.
Complete the list using the Common Items tab and your board, carrier, and program sources. For your next hire, use the first-day clearance from Scripts & Templates.
Set the As of date each time you open the tracker and log completions weekly. When a row shows Due soon, use the three-touch sequence. Review the Summary monthly with the quarterly review template.
Before you buy
Questions about your purchase
Find details about file formats, delivery, licensing, and refunds.
What exactly do I receive?
You receive 6 PDF guides, 1 Word document, and 1 Excel workbook, all named in the What is inside section above. This is a one time purchase, delivered as 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 document, fill in the Excel workbook, 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. All files arrive as one ZIP. 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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