Primary Role:
- Sales Rep
Tools Needed:
- Workiz – creating and sending estimates
Processes:
- Once rep has gone on site to inspect the unit use Workiz to select the service offered and send client the estimate.
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Outside Sales
Compensation Plan - Comfort Advisor
The Comfort Advisor is the primary revenue driver at Gold Eagle Services. This document outlines how commission is earned, how it is shared when others are involved in the sale, and how unplanned costs and discounts affect the payout. The base rate is 8% on every job sold, completed, invoiced, and collected. Everything else in this document is built around that number.
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Service Field Team
Non-Standard Box Pricing
The Workiz price book covers standard Winsupply pricing - built for our normal, everyday parts and equipment. It's not built to handle outliers: manufacturer-specific parts, high-cost specialty equipment, or boxes where the part cost swings a lot depending on brand or availability. This sheet is for those outliers.