No number you can defend
Guessing $X/year feels like a scam. The worksheet builds time + travel + margin.
SERVICE OPS · DIGITAL KIT
PM Contract & Quote Bundle
Emergency calls pay once. PM contracts pay all year. This bundle gives independent operators the documents and numbers to quote a PM plan, send it, and follow up. Includes a plain-English contract template, one-page proposal, pricing worksheet, outreach scripts, and a quote calculator spreadsheet. Built for funeral homes, cemetery operations, repair techs, and other independent service operators. Not legal advice — adapt and review locally.
Emergency calls pay once. A PM plan pays all year — if you can quote it the same day you finish a repair. This bundle is the documents and the number.
Instant download
Contract, quote, calculator
Not legal advice — adapt locally
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Emergency-only work resets every morning.
Three reasons independents never sell PM — and how the bundle fixes each one.
No one-pager to send today
The quote template is one page. Send it before you leave the lot.
Scope fights later
Unlisted equipment is not covered. After-hours and major parts are extra unless you price them.
WHAT’S IN THE ZIP
Seven files. Quote one customer this week.
Markdown, a CSV calculator, and a contract you adapt. Not a CMMS. Not a lawyer.
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How-to-Sell-PM.md
Who to offer, what to include, what not to promise.
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PM-Contract-Template.md
Plain English. Unlisted gear is not covered. Not legal advice.
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Quote-Proposal-Template.md
One page. Valid 30 days. Reply “yes.”
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Pricing-Worksheet.md
Time × rate × visits, then margin. No guessing.
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Outreach-Scripts.md
After-repair email/text, Day 3, Day 7 close-out.
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Quote-Calculator.csv
Line items for Sheets or Excel. Starting annual example included.
Built for people who actually do the work.
Independent repair techs who’ve already been back to the same machine twice.
Funeral home and cemetery crews who cannot afford downtime on pumps or lowering devices.
Field-service shops that want a yearly plan without buying contract software.
HOW YOU RUN IT TOMORROW
Four steps. One real customer.
Step 1
Read How-to-Sell-PM
Keep the first offer simple.
Step 2
Price one site
Worksheet + Quote-Calculator.csv.
Step 3
Send the one-pager
Same day as the repair.
Step 4
Adapt the contract
Only after they say yes. Get it reviewed.
Questions before you buy
Is this a real legal contract?+
No. It is a plain-English template, not legal advice. Adapt it. Have a local attorney review it before a customer signs.
Do I need special software?+
No. Markdown files and a CSV. Sheets, Excel, or print.
Can I promise zero breakdowns?+
Don’t. The guide is explicit: scheduled inspections, written notes, business-hours priority. Major parts and after-hours stay extra unless you price them.
Who should I offer it to first?+
A customer you’ve already repaired twice. Finish the job, name what fails next, send the one-pager that day.
Stop selling only the breakdown.
Price one real customer this week. Send the one-page quote the same day you finish the repair.
Instant download from Gumroad · One-time purchase