Course Code: SVC-06B
Goal: Generate customized, professional service proposals using CUBE tools—incorporating labor, material, PM tasks, and contract terms for client review and approval.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for service estimators, contract managers, and sales support)
Resources Provided:

• Proposal Configuration Guide
  
• Labor & Material Setup Sheet
  
• PM Task Summary Sample
  
• Editable Proposal Template with Legal Language
  
• Proposal Checklist for Final Review
  

Learning Objectives

By the end of this session, participants will be able to:

• Access and configure utility data for labor and materials relevant to proposals
  
• Assign appropriate labor based on system types and preventive maintenance tasks
  
• Use PM Utility to insert predefined, reusable task templates into proposals
  
• Generate proposal documents that include scope, terms, and schedules
  
• Customize and store legal language blocks for future use
  
• Export a full service proposal package including PM summaries and supporting data
  

Session Agenda

6B.1 Accessing the Utility Configuration for Labor/Material Setup

• Navigating to proposal utilities within the Service Module
  
• Configuring base labor rates and roles (technician, electrician, manager, etc.)
  
• Adding default material groupings used in PM (e.g., filters, batteries, inspection tools)
  
• Mapping utility items to system categories and service types
  

6B.2 Assigning Labor Based on System Types and PM Tasks

• Aligning PM task templates to predefined labor assignments
  
• Using system type categories to estimate hours and coverage by technician role
  
• Applying dynamic labor values based on service frequency or volume
  
• Editing labor entries at the contract level for client-specific adjustments
  

6B.3 Using the PM Utility for Predefined Task Templates

• Selecting PM task templates based on system type or asset class
  
• Inserting recurring tasks with description, labor, and materials prefilled
  
• Modifying task frequency and duration as needed for each client/site
  
• Ensuring task data is included in proposal documents for transparency
  

6B.4 Generating Editable Proposal Documents with Legal Terms

• Opening the proposal generation interface
  
• Selecting content blocks to include:
  
• Introduction
  
• Scope of Work
  
• Task Summary
  
• Terms and Conditions
  
• Inserting pre-approved legal language templates
  
• Saving and exporting editable documents for internal or client review
  

6B.5 Customizing and Saving Default Legal Language

• Navigating to proposal settings > legal content
  
• Editing terms based on customer type or service model
  
• Storing reusable blocks (payment terms, liability, exclusions, etc.)
  
• Linking legal terms to proposal templates for consistent use
  

6B.6 Exporting Full Proposal Packages Including PM Task Summaries

• Compiling the proposal packet:
  
• Cover Page
  
• Detailed Scope
  
• PM Task Summary
  
• Pricing Page
  
• Signature Fields
  
• Exporting to PDF or Word formats
  
• Saving proposal packages within the contract record for future access
  

6B.7 Exercise – Configure Utility Data & Generate a Proposal

Participants will:

• Configure labor and material utility settings
  
• Assign labor using system types and insert PM task templates
  
• Generate a complete proposal package from a previously built service contract
  
• Customize legal content and export the proposal as a finalized PDF
  

Post-Session Action Items

To reinforce the training, participants are encouraged to:

• Review current legal language templates and standardize proposal terms
  
• Build a proposal template library by vertical (e.g., commercial, education, government)
  
• Assign reusable PM task templates to top 5 service contract types
  
• Work with finance or legal to align proposal terms with billing expectations
  
• Submit a test proposal internally for formatting and content review

Note: When scheduling, make sure to include this session code: SVC-06B.

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