Management User Manual Contents
Contents
1. Fan Center Light in CrawlSpace gt AIC Pad 2 Insulate Ducts 2 Chimney Liner 2 Transition Fittings Cl T O O Q EN OD EK EN J New T Stat wire Provided it s been filled out this sheet should be printed out and given to the installer to look at along with the pictures from the other pages Comfort Concerns The last tab is the Comfort Concerns Page 43 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc x www opactive com Opportunity Interactive Opportunity Manager 3 2 Opportunity Manager Management User Manual Comfort Concerns WWL values have not been entered for this proposal Displayed below are the default values Low 1 Are there any areas of your home that get too warm or too cold Yes Low 2 Does anyone suffer allergies or asthma Yes Low 3 Is your home too dry or muggy certain times of the year Yes Low 4 Are you concerned about the safety of children playing around your furnace or air conditioning unit Yes Low 5 Do you ever turn on the fan to circulate air in your home Yes Low 6 How important is quiet operation of the indoor portion of your comfort system 1 Low 7 How important is quiet operation ofthe outdoor portion of your comfort system 1 Low 8 How important is having a longer than average life comfort system 1 Low 9 How importantis having a comfort sytem with exceptional reliability 1 This page is used t2. Click on the Save button to save the changes you have just made Fail to save and the changes will need to be done again C To Add a new inclusion Click on the Inclusions button click on Add or click on Add New in the Inclusion Information window fill in the description make it Active for each proposal type required and click on Save NOTE Use the inclusions to help reinforce the value of your product and your company The inclusions are designed to allow your company to really set yourselves apart from the competition Brand these to your company Instead of saying remove and dispose of old equipment say Value Heating s recycling program Instead or saying Disconnect switch say Includes Safety Shut off Switch Exclusions This is where you add or edit exclusions Like inclusions exclusions are selected during the proposal process and print onto the proposal Page 15 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive Opportunity Manager Management User Manual Management Module Opportunity Manager Opportunity Manager Search Exclusions Active For Start Search I Inactive only Search Results GBrowse CDelete add O Edit To add or edit A Click on the Exclusions button B Search Exclusion From the dropdown select the type of exclusions you want
3. The remaining four links open input screens Global Tax Loaded Labor Calculation Commission Divisors and Phase Codes Page 6 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager 3 2 Opporuniy Manager Management User Manual Management Module Opportunity Manager Company Information Opportunity Manager x Company Name Greg s Co Setup Oct 28th THD Installer REA Address 123 CR CR 106 Proposal Slogan City Seattle State wa ZIP Code 98198 Good Better and Best Fast and Easy Phone Number 877 870 6649 Fax Number 206 870 1820 Mobile Number FERETI Email Address i companyemdilacompanydan Gross Profit Man Day Minimums HD Dealer HD Dealer 101 Loaded Labor Calculation Store Store 102 Commission Divisors Contractor State Contractor State 103 Phase odes License THD License THD License 104 Global Gross Profit Divisors Global Tax The two screen links which cannot be modified only viewed are Global Gross Profit Divisors and Gross Profit Per Man Day Minimums The former lets you view the global divisors set for each type of proposal Retro Custom General or Production while the latter lets you view the minimum Gross Profit Per Man Day for each type of proposals Gross Profit Divisors This is a view only area for a quick glance at the Global Divisors the divisors are set on the
4. 0 System Price 4943 51 Gross Profit 32 Commission Add 148 31 Gross Profit 1581 93 0 Sales Tax 0 Commission Rate Gross Profit Per Man Day Estimated 0 Discount 0 00 Discount2 0 00 Retail Sales Price 5091 82 SPIFF At the top of the screen is the customer s information There are also 2 drop down boxes to use The first one is to select which system to look at If a proposal has more than 1 system use this drop down box to look at each job budget The other drop down box is used to look at the job budget The default is to look at it by category The other is to sort the job budget out by ohase code At the bottom of the page is a list of the items that were selected on the proposals Next to that is their quantity material and equipment cost any material tax warranty cost install labor hours and cost per item any shop fab hours and cost any no install hours and cost labor tax the phase code for each item the individual divisors the spiffs and the spiff divisors All of the totals are listed at the bottom The other item listed is the commission the salesperson made on the job This report also lists the Page 37 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc x www opactive com Opportunity Interactive Opportunity Manager Opportunity Manager 3 2 Management User Manual man days needed what gross profit was used what the gross profit of the job proposed wa
5. If the Salesperson chooses one of the Optional Divisors to create a proposal it will overwrite the Global divisor using the Profitability Factors associated with the Optional Divisor IF Optional Divisors are SELECTED YOU WILL NEED TO TRAIN YOUR SALES STAFF ON THE PROPER TIMES TO USE EACH DIVISOR NOTE EACH DIVISOR IS GIVEN A COMM CODE You will need to make a chart for your sales staff with the Comm and its Commission level and your policies rules indicating under what circumstances an Optional Divisor Comm may be used to create a proposal Select all the Optional Divisors you want to be available to the Sales Staff for each type of proposal Custom General Production or Retro To save click on OK and click on Save at the Company Information screen To exit without saving click on Cancel Phase Codes This is where you select and Edit the Descriptions for 13 of the 17 phase codes Descriptions and the Codes for M1 S1 E1 and O1 are not editable The Alpha Numeric Codes R1 R2 etc are not editable but you are allowed to change their descriptions and reorder the Phase Codes to make the more frequently used codes easier to select A Editing a Description click on and highlight the description you want to edit then click Edit This opens the editing screen Here highlight the portion of the description you want to change and type in your new description B Re ordering click on the Code you want to
6. PHONE 206 555 6666 PLAN NO NA SITE ADDRESS 123 Fake St Anytown 99999 SYSTEM SYSTEM1 v JOB NUMBER SORT BY Categoy ze SALES ID 1 TYPE Retro SALESPERSON Andy Miller ID NO R11101200483053 1 PERMIT 1 PERMIT 2 PERMIT 3 ORDER FIELD DESCRIPTION oan LABOR UNITS LABOR HRS ACTUAL HRS Ene TRANE 90 VARIABLE SPEED DOWNFLOW GAS FURNACE D1 bo je II Deeterow XL13i R410A SPLIT COOLING 4 TON D2 H JB J DO Deetete row INSTALLATION TOTAL 0 0 0 C reorder e oars Je Starting Labor Budget on time YES NO Odometer Ending Iwas in an accident or was er Odometer injured today ES No mia Employee If YES Name of Supervisor Signature notified of Injury You can use this as a time sheet for the installers to take with them out on the job On the left hand side you can select the items you want them to install on a particular day and put them in the order you want them installed Change the number in the order field on the left and use the Delete Row link on the right to take out the items you don t want them to install that day To the left of the Delete Row lines is a place for the installers to write in the actual hours they finished each item in At the bottom of the page are a series of spaces in which the installer can input information about the day s installation The starting and ending odometer of their vehicle did they finish their labor budget on time if they were in an accident or were injured on the job and if
7. Select Component D Duct contained 100 in Conditioned space is selected while performing the Load Good Better Best Select Class e Select Class e Select Class X Select Type x Select Type X Select Type e Select Model X Select Model e Select Model Select Salesperson First select the salesperson for whom you wish to provide information Select your state and select the closest city in your state to your sales area The cities provided in this list are identical to those listed in Manual J and thus so are the temperature readings Your salespeople will have an opportunity to change any temperature information on a case by case basis but you must select a city to begin with Click Save once you re finished Page 56 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive Opportunity Manager Management User Manual Component Ratings Having done that you must now select your component ratings Click the Select Component drop box and choose the first component Ceiling Then select the three most common types ceiling that you find in your sales area From the top down select the features of those types The contents of lower boxes are determined by the choices selected in the ones above it so selecting lower features first may erase your work As you finish each c
8. a subcategory A Click the Add Categories button Page 19 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager 3 2 Opporuniy Manager Management User Manual Tp Management Module Opportunity Manager Opportunity Manager Select Category and Subcategory Equipment 3 Subcategory lonnan Reene TRANE AIR HANDLERS TRANE COOLING Inclusions Equipment Accessories 3 TRaNE HEAT PUMP TRANE FURNACES Exclusions gt Gas Appliances gt Add Categories EC Add Ons gt gem Production Homes gt Additional Components 3 Venting Duct Work Miscellaneous Ee Weave Order Labor Matrix B On the Add Modify Equipment Product Labels page 1 Decide whether you want to modify Major Equipment Equipment Other Equipment and Equipment Accessories or Other Products and select the corresponding button 2 Select the category into which you want to add a new subcategory from the dropdown menu Enter the name of the new subcategory 4 Click the Add Label button Page 20 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager 3 2 Opportunity Manager Management User Manual p Management Module Opportunity Manager Opportunity Manager Add Modify Equipment Product Lab
9. adding or editing a salesperson s information be sure to click Save Page 27 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive Opporuniy Manager Management User Manual Sales Reports To create a sales report first decide what the range of the report is going to be Select a start date and an end date for the range by using the date selectors at the top of the page Management Module Opportunity Manager Opportunity Manager e Sales Reports D Select start date Select end date Friday November 05 2004 Is 2004 Friday November 05 2004 ba 5 2004 Pending Proposal Summary Sold Proposal Summary Pending Proposal Details Sold Proposal Details Total Proposal Summary Lost Proposal Summary Total Proposal Details Lost Proposal Details Equipment Proposed Sold Delete Proposals Sales Force Performance Click on the desired report and it will be displayed If you receive an error message it means that the date range you have selected does not contain any proposals that you are looking for Most of the reports are self explanatory The Summary reports will give you a report sorted by salesperson while the detailed report will display each individual proposal sorted by Proposal ID All reports will be displayed in an Explorer window The Pending Sold and Lost reports will show you all pr
10. by Proposal ID Job No D Builder Name Start Search gt Home Owner F Home Owner L Model No Site address Serial No Plan Lot Subdivision City Date 1145 2004 Status Pending D Date Builder Name Site address Proposal Search This is the page to search for proposals You may search for a proposal by using any of the criteria fields listed above For example if you know what the customer s last name is Smith then type Smith in the Home Owner L change the Search By drop down box to Home Owner L and then click Start Search As you can see at the bottom of the screen in this case the search brought up 2 different proposals for the last name of smi To view a particular proposal highlight one of them and then click View In this case columns without information in them Builder Name Job No Lot Subdivision and Plan have been collapsed Page 34 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager 3 2 Opportunity Manager Management User Manual Management Module Opportunity Manager Opportunity Manager Proposal Search Job No m Search by Proposal ID Home Owner L D Builder Name Start Search gt Home Owner F Home Owner L i Model No Site address Serial No Plan Lot Subdivision City Status
11. divided into two tables one is for Home Owners and the other contains Builders From here you may access all customers entered into the Opportunity Manager Program Search The Home Owner search page is the easiest way to find particular customers quickly The Opportunity Manager can use 3 different criteria to locate customers 1 Last Name 2 First Name 3 Address Page 4 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager 3 2 ODPORNY Manager Management User Manual Management Module Opportunity Manager Opportunity Manager Home Owner Search Select by Last Name DI Start Search Last Name First Name Address Results E Address Smith The fastest way to find the customer is by the Last Name If you do not know the complete name simply type in the first letter of the name or first few letters of the name select the Last Name in the Select By field Now click Start Search Any customer whose last name contains that sequence of characters will appear in the results Once you have found the customer click on the name to highlight the homeowner then click on the View button and the homeowner will be displayed in the homeowner info page Builders may be found following the same Search and View procedures outline for the Home Owners above In this section you can view delete or edit customer
12. sales person who proposed the job The Memo field is where the notes that the salesperson entered are displayed In the permit fields is a place to type in the permit numbers for this job On the right hand side is where you can put in the model numbers and their respective serial numbers This can be used in case of recalls to see which customers received which model and serial numbers Below that is the status of this proposal All proposals that come into the management program will initially be marked as pending For the closing ratios of your salespeople to be accurate the status of their jobs needs to be marked accurately Use the drop down box to change the job from pending to either sold lost or duplicate When you marked the job sold there is a place to underneath to put it the date the job was sold This is an optional field The Job No is a unique number you will assign to the job If the job is marked sold this field is required The HD button is for Home Depot proposals in other proposals it isn t active View Proposal On the far right hand side is a place to view specific items in the proposals The first tab is View Proposal This tab will take you to the 3 pages that were printed out for the customer For more information on these pages consult the Sales module manual Page 36 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity
13. so if they reported it to a supervisor and finally a place for them to sign each day Instruction Sheet The next button is the Instruction Sheet Page 39 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive Oppanunity Manaser Management User Manual Builder Name Type Retro Home Owner Bob Smith Job No Site Address 123 Fake St ID R11101200483053 1 City Anytown State WA Zip 99999 Sub Division Plan Site Phone no 206 555 6666 Sales ID 1 Permit 1 Permit 2 Permit 3 Se SYSTEM Installation Instructions This is where the installation instructions that the salesperson put in during the proposal show up for the installer Also if the salesperson put in any existing photos they will also show up here H o E Page 40 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager 3 2 Opponuniy Manager Management User Manual At the bottom of the page is a place to add in 2 additional photos for the installer to look at before they go out on the job To add them in use the browse button to search for them in your computer The next tab is the Pull Sheet TDYOBORSV3 TRANE 90 VARIABLE SPEED DOVWNFLOW GAS FURNACE Delete row D 4TTX3048A1 0004 1 D2 XL13i R4104 SPLIT COOLING 4 TON Delete row 0 FREETRANE10
14. to see Custom General Production or Retro Then click Start Search This will display all the exclusions that active for the type you selected in the dropdown a Scroll to find the exclusion b Click on the exclusion to select it c Click on the Edit button Page 16 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive ODPORNY Manager Management User Manual Management Module Opportunity Mana A Opportunity Manager j e Exclusion Information D Complete system D ipti escription Sarip Active for Custom General Production Retro d In the Description highlight the word or phrase and type in the changes you want to make e Check the boxes in front of all the proposal types you want this exclusion to be active for in the Sales Module and uncheck any types for which you don t want this exclusion to be active f Click on the Save button to save the changes you have just made Fail to save and the changes will need to be done again C To Add a new exclusion Click on the Exclusions button click on Add or click Add New from the Exclusion Information page fill in the description make it Active for each proposal type required and click on Save Equipment This is where you add or edit items that are displayed on the Equipment Selection page of the Sales Module While there are ten different c
15. 32 Equipment Accessories 48 Gas Appliances 0 Add Ons 359 Additional Components 68 venting Duct Work Miscellaneous Labor Matrix Sheet Metal Flex Fab Shop Production Venting Production Miscellaneous Refrigeration Gas Piping Trim Additional Material 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 al Local intranet Page 32 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com o gt Opportunity Interactive Opportunity Manager 3 2 oa ee Management User Manual Configure The configure section is set up by an Opportunity Interactive trainer This section determines how the program reads the information in the Opportunity Manager program Changing anything in here may cause the program not to work so it s best to avoid opening it unless instructed to by an Opportunity Interactive Technical Support Specialist Page 33 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive DEpoMunity Manager Management User Manual Proposals After the salespeople have synchronized or you have done proposals on the same machine as the management program the proposals will show up here After you click on the button the first screen you will come to is this Management Module Opportunity Manager Opportunity Manager Proposal Search Job No Search
16. Commission Divisors table A global divisor is used to mark up all products in a category unless overwritten by an item divisor set at the Cost section at the entry screens Item divisor will be covered later Page 7 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager 3 2 Opponunity Manager Management User Manual Management Module Opportunity Mana KI Oo led Management Module Opportunity Mana E Opportunity Manager Opportunity Manager Global Gross Profit Divisors D Gross Profit Man Day Minimums D Custom Homes GPD 3 Cutom Homes GPMD General Homes GPD S General Homes GPMD Production Homes GPD Production Homes GPMD Retro Homes GPD F Retro Homes GPMD Gross Profit Per Man Day Minimums The GPMD minimums are set on the Commission Divisors table but can be viewed here The Gross Profit Per Man Day GPMD Minimum is one of the most exciting tools provided in the Opportunity Manager Whenever the sales person performs a proposal using the Opportunity Manger sales process in the background the software calculates the actual GPMD for a proposal and compares it to the minimum that is set here in the management section In our case the minimum is set at 500 for General Homes If the actual GPMD for a General Homes proposal came out to be less than the 500 the program would automatically increase
17. Gy Opportunity Interactive Opportunity Manager 3 2 oa ee Management User Manual Contents Management Section 4 scaddectatseattandiadtatedatede eas tntedekeaaeeeseasa et 3 Customer Information e 4 Soal GIS EEN 4 Management EE EE EES SoS EE E E S 5 Company eege EE uns es EE Ee 6 Gross Profit DIVISO Se 00 ccc ccc ccc eee ence ence cent R 7 Gross Profit Per Man Day EE EE 8 Global EE 8 Loaded Labor Calculation 0 000 cece cece ene cece nanan 9 Commission Divisor oe EE ee EE 10 Phase Codes 2 0 0 c ccc ccc cece cence eee e eens e eens eneenee 12 OSE as se et cas E we ee ee See 13 INCIUSIONS 00 ce ce eee ence eee e eee eea a e ea 14 ExcluSionS 0 00 ccc ccc ccc cence eee eee en ee eens AEREE 15 EQUIDINENE e e EE e KEE EE EE 17 Search Pointers e 22 How to add EE 23 Sales ORCC EE 26 Sales MENGES eJ wey dik Eege Ee E 28 Ee E Ed ea Me 33 d ee ee a ee ee ro ee rs ere ree 34 Proposal Search verte EE 4 then eT ew EEN 34 View E 36 Modity Pr p s l ue Eege d eg RE SSSR Es E Eege GE 37 Job Budget bic neidetk oeie tlds dak Peon EEA thes bn Penne ee 37 EE 38 Labor deiere eran cS e400 de apeses de eas EE 38 Instruction Sheet 39 Load Calera ta 8 ss Se as Roos ind a a A 41 Page 1 of 57 Solutions For Profit amp Growth Ga Opportunity Interactive Inc oe aes Gy Opportunity Interactive Opportunity Manager 3 2 oe ee Management User Manual System SNOEL EE 42 Comfort CONCEINS 20 ce cece ee nee een ee ee nenee
18. Interactive Opportunity Manager 3 2 DEponunity Manager Management User Manual Modify Proposal The next tab is Modify Proposal This will actually take you to a modified version of Opportunity Manager s Sales module This button allows you to make changes to an existing proposal For example if the customer calls back and wants to add an electronic air cleaner to their proposal instead of running through another proposal you can edit this proposal to add it in When you edit any proposal it will create a new proposal using a different Proposal ID to leave the original intact Job Budget The next tab is Job Budget When you click on this tab it will take you to this screen Job Budget BUILDER NA STATUS BUILDER PHONE NA LOT NO HOMEOWNER NAME Bob Smith SUB DIVISION HOMEOWNER PHONE 206 555 6666 PLAN NO SITE ADDRESS 123 Fake St Anytown SYSTEM SYSTEM1 kd JOB NUMBER SORT BY Category e SALES ID 1 TYPE Retro SALESPERSON Andy Miller ID NO R11101200483053 1 Mat i amp 5 Install Install Shop Paice Equip araia Labor Labor cost Hrs Cost TRANE 90 VARIABLE SPEED DOWINFLOW GAS TDYOBORSV3V FURNACE 1 1448 9 144 89 0 0 0 D1 XL13i R410A SPLIT 4TTX3048A1000A COOLING 4 TON 1 1402 54 140 25 0 0 0 0 D2 Free 10 YEAR PARTS FREETRANE10PL LABOR WARRANTY 1 0 0 0 0 0 0 01 M amp E NON N COST M TAX WCOST Lues COST F HR COST HRS COST LIA TOTAL 2851 44 285 14 o o o 0 o 0 o o 225 Total Cost 3361 58 Man Days
19. Management Module Opportunity Manager Opportunity Manager COMMISSION DIVISORS Is Commission part of Cost S PROFITABILITY FACTORS GLOBAL DIVISORS OPTIONAL DIVISORS COMM GPMD Commi Divisor Gross Custom General Custom Profit Estimtd m CODE ssion MIN S O o o o o o o o O m O m O m O oooosooo QOOOOsoango k E k UUURDRDU HRHRHRDUBRUU RK RK RK RK RK RK UDDRDURU UDDRDURU D oo COincel or 1 First answer the question Is commission part of Cost Select Yes or No If Yes is selected the commission will be marked up as part of Cost of Goods sold Yes is recommended because Commission is part of the cost of a project and if you do not mark it up your finances will not be correct If you select No Commission will not be marked up and will not be part of Cost of Goods sold If you select No remember that the Estimated Gross Profit on the Opportunity Manager Job Budget report will generally be higher than the actual Gross Profit reported on your accounting financials Not including commission as a cost is one of the reasons many HVAC Contractors make such a low net profit The rows to the right of the Comm Code contain all the information associated with the code if that code is selected by the Salesperson to create a proposal these will be the factors that the program will use to calculate commission and profit Each Comm Code w
20. PL 1 01 Free 10 YEAR PARTS LABOR WARRANTY Delete row The pull sheet lists everything that proposed on the job You can once again put these items in order of how you want to appear to the installer by entering values in the Order Field column and then clicking Re order at the bottom You can also delete items off of the pull sheet by clicking the Delete row line on the right Load Calc The next tab is Load Calc Load Calc Summary Wheel System Design Temperature Indoor Outdoor e a E E mmer w JL mm Company Phone Company Phone SRH C aare Type te O eegene ID No R11101200483053 1 POEM Cree Address 123 Fake St Home Owner Phone 206 555 6666 System SYSTEM Y Detailed Summa Sales Person Andy Miller Room Select Room Y Edit Delete Equipment CFM summary ava Heating a me Cooling Re Calculate Square 3 BTU Cooling Sensible Latent S Totals Make sure to click Re Caiculate Values before continuing Page 41 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc x www opactive com Opportunity Manager 3 2 Opportunity Interactive ENEE Manager Management User Manual This is used to review the load calc the salesperson did while out at the house Select the system and room by using the drop down box and then click View Below will be the summary of the load for each room and the total for the house System Sheet The next
21. Pending D Site address HomeOwner Name St 11 1 2004 123 Fake St Bob Smith Anytown L1101200483053 1 P LO 29 2004 123 Fake St Bob Smith Anytown L1029200415314 1 P After selecting a proposal and clicking View this is the page that shows up Page 35 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive ODPORNY Manager Management User Manual Management Module Opportunity Manager Proposal Information Opportunity Manager Model Number Proposal ID R11101200483053 1 Serial Number Builder Name Ir Model Number Home Owner Name Bob Smith Serial Number Sales Price 5091 82 Model Number Total Cost 3509 89 Serial Number Gross Profit 1433 62 Model Number Gross Profit per Man Day Serial Numbar Install Hours Model Number Other Hours Sales Person Greg Gargan view Proposal Memo Status i Pending Modify Proposal Job Budget Date Sold sid Labor Budget Job No Labor Assignment Instruction Sheet Pull Sheet gt Load Calc gt System Sheet a Permit 3 Comfort Concerns gt Serial Number On the left hand side of this screen is the proposal ID builder name if applicable home owner name the sales price of this proposal the total cost of this job the gross profit made on this job the GPMD made on the job the install hours any additional hours and the
22. Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive Opportunity Manager Management User Manual Management Module Opportunity Manager Cyber Sh EI Opportunity Manager Caption Uy amp Humidifier SOS Graphic UV amp Himidifer150 jp9 a Order E Type Graphic D Category yy Air Treatment si sacs Kg EN Record 1 of 7 ER nid Delete Pad Save Refresh View Use the drop down box in the Category section to select in which category to add pictures Adding in pictures to this section is done exactly the same as on the wheels You can still add a caption and an order number for each picture Remember to click on the Save tab Customize Comfort Concerns and Comfort Considerations In the Comfort Concerns and Comfort Considerations you are able to change which questions you want to ask your customers Changing both sections is done exactly the same way Click on the tab for Comfort Concerns Page 53 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive Opportunity Manager Management User Manual Management Module Opportunity Manager Opportunity Manager Comfort Concerns Enter Yes No Questions e 1 fare there any areas of your home that get too warm or too cold Testing 1 2 3 Doe
23. ategories of which Equipment is only one they are similar enough to be included here under the same process description You can change the order in which the subcategories appear in a given cost section To do this first click on one of the subcategories in the subcategory field Then use the vertical arrows on the right hand side of the field to bring it up or down in the order Be sure to click Save Order once vou ve determined what order the subcategories should be in Page 17 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive Opportunity Manager Management User Manual Tp Management Module Opportunity Manager Opportunity Manager Select Category and Subcategory Equipment 3 Subcategory Cher Peiteng gt MASSES UNIT HEATERS Inclusions Equipment Accessories Exclusions Gas Appliances Add Categories Add Ons ee Production Homes Additional Components A Venting Duct Work Search Miscellaneous Labor Matrix To change a large amount of equipment prices simultaneously click on the View All Models button The following page will be displayed Page 18 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive Opportunity Manager Management User Man
24. ation Instructions 4 Sales Reports used for statistics and reports on sales performance closing ratios upsell ratio add on ratio Page 3 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager 3 2 Opportunity Manager Management User Manual equipment report etc Sales Force used to manage sales force goals and to add or remove sales personnel Configure used to input computer and network settings used when installing the software Job Log form used to track vital job statistics start to completion ON OD o Presentations used to manage Wheel of Value Wheel of Comfort Comfort Concerns Comfort Considerations and Cyber Showroom 9 Cost used to manage Equipment Products and or Services Material cost Labor hours Spiffs Sales Memos Descriptions Also used to manage the Selection page labels and Sales selection criteria 10 Load Calc the newest addition to Opportunity Manager is used to manage Sales Person details and assign Good Better Best ratings for components As you can see there is also a FAQ button and a Version button The former is still being compiled and thus appears a little empty if you click on it The latter simply provides a quick way for you to know what version of Opportunity Manager with which you re working in this case 3 2 Customer Information The Customer Information Section is
25. button is the System Sheet Select Existing System You have not chosen an existing system for this system Please select an existing system from below or click on Select Components to continue Select System MEIISING v LoBoy UpFlow UpFlow DownFlow Horizontal Package Units over Under Package Units Side By Side When you click on this tab this will be the first screen you see NOTE This section is only used for Retro proposals If an existing form was not completed during the sales process it will tell you that no existing system has been selected meaning that the sales staff did not complete the form when they created the proposal To view the system sheet click on the category of the sheet that was filled in Page 42 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive OpPponcnity Manager Management User Manual Existing System Information Brand Fuel Modell su Location JI Stat Type j Blower 5 No of StatWWires 2 v Types Direct v Motor Size 1 6 v Motor Speed C an Brand Existing Vent Size SCH Brand Existing Electrical Location of Panel Brand Spare Circuits Yes No Electrician Yes No Do You Need Condensate Pump 2 J Fan Switch on Furnace gt Fan Swicth on T Stat 3
26. d Projects Ductwork Fittings Ductwork Main Trunk Ductwork Return Air Ductwork Supply Air Electrical Indoor Electrical Low Voltage Electrical Meter Electrical Outdoor Employee Pics Gas Piping Appliance Gas Piping Meter Hydro Radiation Hydro Headers Hydro Zones Insurance Policy Plumbing Drain Pipe Plumbing Vent Pipe Plumbing Water Heater Plumbing Water Lines Prep Cleanup Referral Letters Refrigeration Coil Refrigeration Lineset Venting B Vent venting Combo Air Venting Connectors Venting Fans Venting Liners Venting DVC Click on any category for which you will be adding in a picture Page 49 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Gy Opportunity Interactive Opportunity Manager 3 2 SEH Management User Manual Opportunity Manager Caption Order boren it Graphic Customer1 JPG One CC EM Leg Type Graphic D Ky KI Record 1 of 4 W ER nad Delete rind GESTED Refresh View This will display the first picture in this category You ll also notice an order field in here just like the one on the text side There s also a field in which to select the type of the image you can choose between Graphic and Movie To add an image click Add Page 50 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Gy Opportunity Interactive Opportunity Manager 3 2 Kee Managem
27. e e Add or edit an item divisor e Add or edit Sub categories and Search Criteria The products are separated into the Categories each category represents a selection screen in the sales module Each product input screen will have entry fields and selection dropdown boxes There is a search engine available for each category In addition there is a Cost Report and Retail Report available for each proposal type within a Category The Cost Report lists the material cost spiff and labor hours for each item active or inactive within the Category The Retail Report lists the retail price of active items only Clicking on Cost button opens the screen displayed below Management Module Opportunity Manager Opportunity Manager j Select Category and Subcategory Equipment Subcategory Other Equipment Inclusions Equipment Accessories Exclusions Gas Appliances Add Categories 4dd Ons mn Production Homes Additional Components Venting Duct Work sera Miscellaneous TTC LC Leg C Add Giew All Models Labor Matrix Page 13 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive DEponunity Manager Management User Manual Inclusions This is where you add or edit inclusions Inclusions are selected during the proposal process and print onto the proposal Management Module O
28. e in the Manufacturer Be consistent type it the same way each and every time you enter a new product A good rule of thumb is to use all capitals f Type in a Description g Click on the Specifications button Management Module Opportunity Manager Opportunity Manager VE Height Width Depth BTU Heating out BTU Heating in Cooling tonnage BTU Cooling CFM AFUE Graphic File Label Graphic File Name SEER EER HSPF Max Fuse Gas Line OD Liquid Line OD a Enter all the specifications that apply Fields may be left blank if you do not want to use them or if there is nothing to input into them b Click on OK to save If you do not click OK the entries will not be saved h Click on each tab and fill in all applicable fields as explained below a RNC Memos Memos enter a Custom General Memo and a Production Memo These memos will be displayed in the Sales Module list customer benefits and or salesperson prompts You may want to copy and paste these memos under the other memo tabs Benefit Memo Management Memo Under the Gas Appliance Add Ons Additional Components Venting Duct Work Miscellaneous or Labor Matrix pages a Memo tab appears rather than the RNC Memo tab you ll find on the Equipment Other Equipment and Equipment Accessories pages b Fab Labor make an entry here only if this product has fabrication labor work performed by fabricators not installers Fabrication
29. e must have an Install Loaded Labor of 35 75 with your Global Divisor set at 55 to reach a 65 00 per hour charge for Custom labor The easiest way to achieve this value is to enter zero 0 for each of the following fields Paid Sick Vacation Holiday Health Insurance Other Benefits and Payroll Tax and then enter the 35 75 in the Custom Hourly wage field Also this procedure is to be used if you want to use a different loaded labor value than the one the program calculates Commission Divisor This link opens the screen containing the Commission application Global Gross Profit Divisors Gross Profit Per Man Day Minimums and the Optional Divisors A Global Divisor is the divisor that is applied to ALL the items your company sells in the Opportunity Manager Application The Opportunity Manager will calculate the divisors for you under the heading Profitability Factors enter your desired Gross Profit and Commission to be paid at that Gross Profit level with that information the program will calculate the Divisor Note enter the Commission and Gross Profit as whole numbers do not use decimal numbers You can also use the checkboxes to select which Commission levels are available for which proposal type Page 10 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager 3 2 Opponunity Manager Management User Manual
30. ed as a percentage value not a decimal value for example 10 not 10 or 6 not 06 or 8 75 not 0875 If tax is entered here and marked as active in the Cost Section of management module for a particular product the calculated tax amount becomes part of Cost of Goods Sold and is marked up You will have the choice per product or item to include this tax as part of cost or not to include it as part of cost Some states do not impose this type of tax Page 8 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager 3 2 Opponunity Manager Management User Manual Management Module Opportunity Mana A Opportunity Manager Global Tax Labor Tax Material Product Tax Loaded Labor Calculation This is where you will enter the values necessary for the program to calculate the loaded labor for Retro Custom General and Production Management Module Opportunity Manager LLC Information Paid Sick Vacation Holidays ko Retro Hourly Wage Health Insurance 53 93 Fab Hourly Wage Other Benefits Per Hour 1 03 Payroll Tax 19 Custom Loaded Labor S General Loaded Labor Labor Unit Value 10 Production Loaded Labor Custom Hourly Wage 16 Retro Loaded Labor General Hourly Wage 16 Fab Loaded Labor Production Hourly Wage Page 9 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Inte
31. els hoose Type q PACKAGED UNITS j i TRANE AIR HANDLERS TRANE FURNACES Delete Label gt Modify Label E gt d A Add Modify Selection Criteria 1 tee sech PACKAGED UNITS v COOLING HEAT PUMP COOLING x GAS ELECTRIC Delete Criteria Modify Criteria Add Criteria Add Modify Selection Criteria 2 PACKAGED UNITS D COOLING v 14 SEER hi Delete Criteria Modify Criteria Add Criteria The Delete Label and Modify Label buttons work broadly the same way but you have to select one of the existing subcategories first You can use the lower level fields to delete modify or add criteria within the subcategory To add or edit a component A Click on the Equipment button B Select a type of Equipment from the Sub category window by pointing at and clicking on it Furnaces Air Handlers Split Heating Split Cooling etc To Edit a component Click Search This will display the Equipment Search window a In the dropdown box located under the words Search By select the field to search by b Next in the field you have just chosen select an item from the dropdown or type in the required info c Click on the Start Search button this will find the Active items to find Inactive items Check the box in front Page 21 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunit
32. ent User Manual Management Module Opportunity Manager Complete E Opportunity Manager Caption Order o Graphic GBrowse Type Graphic D g KI Record 5 of 5 EN ER nad CDelete Pai Save Refresh View After you click Add the screen will go blank Add in a caption which will show above the picture for the customer Also put in an order number for the picture To select which picture you will be using click the Browse tab Page 51 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager 3 2 Opportunity Manager Management User Manual Import Graphic Save in lt Local Disk IC DI eE Documents and Settings 2 HelpDesk My Recent Inetpub Documents Program Files 3 O sonysys wINDows Desktop E winamp My Documents My Computer KI File name v i My Network Save as type Cancel Places This will take you to this screen Locate the picture on your computer and select it The picture will show up in the File Name box at the bottom Click the Save button to continue The picture will transfer into the wheel Click the Save button to finish If you want to make sure the picture has been saved click on the View button The next section on the main Presentation window is called Our Showroom Page 52 of 57 Solutions For
33. er Manual Opportunity Manager Individual fields on web page I am committed to you being 100 satisfied with any work we do for you Order of fields em EN E Record 1 of 5 ER nid CDelete Find Se Refresh View As you can see there are a few default items pre entered in this category If you would like to edit a particular item type the new phrase or word in the Individual fields on web page box You can also change the way they show up by changing the order field Use the Order of fields box to adjust the numbers The left and right arrows will take you one item forward or back The arrows on the far left and right will skip to the beginning or end of your list of items To add a new item in click Add To see what the wheels look like to the salesperson or the customer click View And when making any changes remember to click on Save Add Pictures To add in pictures to either wheel click on the Images button on the initial Presentations window This will take you to a list of tabs to choose from to add in pictures Page 48 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager Opportunity Manager 3 2 Management User Manual Management Module Opportunity Manager Wheel of Value Opportunity Manager Peace Of Mind Bond Business License Charge Evacuate Complete
34. ill have the following associated with it 2 Profitability Factors this is where you enter your Gross Profit Commissions and Gross Profit Per Man Day Minimums With the information entered here the program will calculate the DIVISORS A Enter your Gross Profit Estimated Your desired Gross Profit level Use percentage values not decimals B Enter the corresponding Commission you want to pay your Salesperson for selling a project at that Gross Profit level Use whole numbers not decimals Page 11 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive DEponunity Manager Management User Manual C Enter the corresponding Gross Profit Per Man Day GPMD Minimums that you are willing to accept at this Gross Profit level 3 Global Divisors This is where you select your GLOBAL DIVISORS you may select only one global for each Custom General Production and Retro This is the default divisor that will be used to mark up all Product and Labor unless you overwrite it with an item divisor A Select one Global Divisor from each column Custom General Production and Retro B Ifyou do not select a Global Divisor you will not be able to perform that type of proposal 4 Optional Divisors This is where you may select additional Divisors if selected the Sales person will be given the choice of all the Divisors that are checked
35. labor will not appear on the installers Labor budget or Labor Assignment c Taxable this box s default setting is checked when checked it will use the Global Tax rate entered at the Company Information page The Global Tax is set at Zero 0 unless you pay tax at the distributor level Uncheck the box if you pay tax at the purchase level if you do not want tax to be applied to this particular product or if you collect tax on the retail price from the customer Check this box if tax is paid on cost of product or labor For example if you pay tax to the distributor for products or directly to the state on product you purchase for resale Page 24 of 57 Solutions For Profit amp Growth Opportunity Interactive Inc 1 877 816 6649 www opactive com Opportunity Manager 3 2 Opportunity Interactive DEpoMunty Manager Management User Manual d Labor enter the hours associated with installing this product or scenario the hours may vary by proposal type of installation Then select a Phase Code by clicking on the desired Phase Code description Then click on the button next to each type you want to assign the highlighted phase code A different Phase Code may be selected for each Type or used for all Types Note phase codes are used to order product amp labor on the Job Budget Labor Budget and Labor Assignment e Active For check the box in front of each type of proposal for which you want this to be active in the
36. move click on the arrows to move it up or down This is the order in which the Phase Codes will appear in the Cost section Phase Codes are used on the Job Budget Labor Budget Labor Assignment and Pull Sheets to organize labor and material by type of crew or job phase Tracking projects by phase is an accounting and labor management tool Management Module Opportunity Manager Phase Co E a Order Code Description gt Opportunity Manager quipment Set Indoor Equipment Set Outdoor Edit Phasecode Mech Room Fittings or Materials Supply Trunk Supply Run gode Return Trunk Return Run Controls Wiring Refrigeration Piping Gas Piping Venting Drains Other Finish Refrigeration Measure layout Project supervision Glance For Estimation Not an installed item no labor Opportunity Manager e aay T O O 2 i om 2 Management Module Opportunity Mana h ed Description Equipment Set Indoor Refresh Edit Cancel Cok Page 12 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive ENEE Manager Management User Manual Cost The Cost section is where you will manage all the products and labor This is where you can e Add or edit products or scenarios e Add or edit cost and labor hours e Add or edit Inclusion or Exclusions e Make a product or scenario active or inactiv
37. nteractive ODPORNY Manager Management User Manual Sales Force The Sales Force area is where you can manage the settings and data assigned to your salespeople and assign them sales goals to reach Management Module Opportunity Manager Opportunity Manager Search Sales Person Criteria Sales Force ID Name D Name Start Search 3 Search Results Sales Force ID CBrowse Oad View CDelete This is the first screen to appear If you want to search for an existing salesperson use the search options at the top to find a salesperson If you need to add a salesperson in click the Add button at the bottom You can also get a quick view of every salesperson on your staff by clicking the Browse button Page 26 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive DEponunnty Manager Management User Manual Management Module Opportunity Manager Sales Person Information Opportunity Manager Sales Force ID f Name Greg Gargan Closing Ratio Goal Monthly Sold Goal Average per proposal Monthly no of proposals Goal Weekly no of proposals Goal Daily no of proposals Goal Per Job Upsell Goal Per Job Add on Goal Only the lines marked with an asterisk necessarily have to be filled in The rest of the lines are used to set a salesperson s goals for each month When finished
38. nual E Proposal Search Microsoft Internet Explorer Sele File Edit View Favorites Tools Help Ry Bac gt EN a a P Search Jg Favorites A media Gb dea oe H rel Address SI http localhost opman deleteproposals asp startdate 1 1 8 2003 amp enddate 1 1 8 2004 l Proposals Listed below are the proposals between 11 8 2003 and 11 8 2004 Please select the proposals you would like to delete and press the Delete button Optional gt C211012004152757 1 C21101200415381 1 C310282004144256 10 28 2004 Custom 1 Home 63102820041 44325 General 4 10 28 2004 RNC R11029200415314 1 R211012004151347 1 C211012004152955 44a mn SE mana an e M 11 1 2004 Dude Murray 0 00 11 1 2004 Murray 0 00 0 00 0 00 10 29 2004 Bob Smith 0 00 11 1 2004 John Jones 0 00 V Local intranet For any proposal you wish to delete click on the Delete checkbox next to the proposal information Then click the Delete link Any proposal you ve selected will be deleted The Sales Force Performance report will give you a report of closing ratios by salesperson and company wide for the time frame requested The Equipment Proposed Sold report will give you a report of the total number of individual pieces of equipment that were proposed to customers during the time frame requested Page 30 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Oppo
39. o review the comfort concerns the customer answered during the sales process If this was not filled out it will state that at the top of the screen This would tell us that the sales person did not go through this with the home owner during the presentation When closing out of the proposal section the program will ask if you have saved any changes Selecting no will stop the window from closing but clicking yes will close the window regardless of whether you ve actually saved or not Page 44 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive Dpponunny Manager Management User Manual Job Log The job log is used to track certain information about each job that has been sold Management Module Opportunity Manager Opportunity Manager Search By Job No i F Archive only Job No e gang Start Search Spiff Amount Base Contract Amount Propose Werder Brousse CReport edit Page 45 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive OEponunity Manager Management User Manual Presentations The presentation section is where you will set up your Wheel of Value Wheel of Comfort Comfort Concerns and Comfort Consideration The Wheel of Comfort and the Comfort Considera
40. omponent click the Save button and continue to the next component in the list You may wish to think of the Good Better and Best settings as Common More Common and Most Common or you may wish to rate things in terms of quality as was intended Whichever the case make sure you communicate your decision to your salespeople and make sure they understand how vou ve rated things They will have the opportunity to check the ratings you provide but it s always better to make sure that things are clear beforehand Page 57 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com
41. oposals during the time frames requested that have those particular statuses The Total Proposals reports will give you reports of all proposals during the time frame requested Page 28 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive Dpponunty Manager Management User Manual A Opportunity Manager Total Proposals Summary Report Microsoft Internet Explorer TE File Edit View Favorites Tools Help ay V i Do iL x a L ES Search Pp Favorites A media Les Ge Ei ud Address zj http localhost opman totalproposalsummary asp sdate 1 1 8 2003 amp edate 1 1 8 2004 v Go Links 7 Total Proposal Summary Report From 11 8 2003 To 11 8 2004 Company Name Total of Proposals 45 Total Proposals Amount 554990 56 Average Upsell 69 Average Add ons 0 Average GP 0 Average GPMD 1382 8 otal of Total of otal of SSE ee Andy Miller 35757 68 468 86 lan Mcintyre 1 18 186959 33 579 02 17 8 332273 55 2752 04 Ki Local intranet The Delete Proposals link will allow you to delete extraneous proposals Keeping your system relatively free of excess proposals will save you a lot of time when you synchronize Page 29 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager 3 2 ODPORNY Manaser Management User Ma
42. pportunity Manager Opportunity Manager Search Inclusions Active For Custom x Start Search gt I Inactive Only Search Results Description CF OP gt Ca To add or edit A Click on the Inclusions button B Search Inclusions From the dropdown select the type of inclusions you want to see Custom General Production or Retro Then click Start Search This will display all the inclusions that active for the type you selected in the dropdown Clicking the Browse button will display all of the existing inclusions even if a given inclusion isn t marked as active for any of the types a Scroll to find the inclusion b Click on the inclusion to select it c Click on the Edit button Page 14 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive Opportunity Manane Management User Manual Management Module Opportunity Mana A Opportunity Manager j e Inclusion Information lt gt Equipment Pad to Description stabilize outdoor unit Active for Custom General Production Retro Cie QE Gaines d In the Description highlight the word or phrase and type in the changes you want to make e Check the boxes in front of all the proposal types you want this inclusion to be active for in the Sales Module and uncheck those for which you don t want this inclusion to be active f
43. ractive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive OEpoMunity Manager Management User Manual Paid Sick vacation Holidays Enter the number of days that you offer your installation employees per year In our example we offer 5 days vacation and 3 paid holidays with 2 sick days This gives us a total of 10 which is the value that would be entered in this text box Health Insurance Enter the cost in this text box The cost is entered is per employee per month More than likely each employee s health insurance cost will differ so it may be best to use the average monthly rate or to use the highest rate For example if one employee costs you 61 79 a month and two others cost you 50 a month use the average rate of 53 93 or the highest rate of 61 79 a month as the amount to enter in the Heath Insurance text box Other Benefits refers to any other benefits offered to employees such as 401K or tool allowance etc The figure must be entered in dollars per hour cost per employee In our example this is 1 03 per hour This is an often overlooked amount that is necessary to correctly calculate your true Loaded Labor cost per employee Payroll Tax must also be entered The entry here is a percentage value for example use 10 not 10 Do not use decimals except as part of a percent For further explanations of the math formulas refer back to your pre install guide Labor Unit Value Enter the number of min
44. rtunity Manager 3 2 Opportunity Interactive SEET Manager Management User Manual Management Module Opportunity Manager Opportunity Manager Equipment Proposed Sold Report From 11 5 2003 To 11 5 2004 Quantity Proposed Quantity Sold Equipments Other Equipments Equipment Accessories Gas Appliances 4dd Ons Additional Components Venting Duct Work Miscellaneous Labor Matrix Sheet Metal Flex Fab Shop 0 0 0 0 0 0 0 0 0 0 0 0 Each category has its own section to look at Off to the right is the first list of proposed and sold items for each category To narrow down specific items in a category click on a category and then click the View tab Repeat this process until you get to the level you wish to scrutinize at which point click Report The report will open in an Explorer window as displayed below Page 31 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive ENEE Manager Management User Manual E Opportunity Manager Equipment Sold Proposed Report Microsoft Internet Explorer SEE File Edit view Favorites Tools Help yy Do gt EN a A P Search P Favorites A media Les K 2 Address Si http locslbostiopmanfcatsoldproposechpt asp sdate 1 1 8 2003 edate 1 1 8 2004 Equipment Proposal Sold Report From 11 8 2003 To 11 8 2004 a men Equipments 53 Other Equipments
45. s All customers must be added during the Sales Process Click on the Home Owner tab or Builder tab and use the Search function to find the customer quickly Management Notes On the Home Owner Info page the manager may enter Management Notes which are seen only by the manager and not by the sales person Page 5 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive Opponunity Manager Management User Manual Management Module Opportunity Manager HomeOwner Information Opportunity Manager First Name Bb Last Name Smith Spouse name IT Address 123 Fake st City Janytown State Wa Zip a999 tt lt C t wt s Home phone 206 555 6666 Work phone agement Notes Sub division F b SRANAN Comfort Consultant Greg Gargan Mobile phone Email me Sales force ID Lot number Sales Tax Rate Age of home ere Square footage Store Store 102 Coa desem Company Info The Company Information screen contains all the basic company statistics Company Name Address Phone numbers Company Slogan etc The Company Slogan entered here will appear at the top of both pages of the proposal As with any Slogan keep it simple and to the point In addition this screen contains six 6 links two are view only links Global Gross Profit Divisors and Gross Profit Per Man Day Minimums
46. s 43 erageet EE dE Eege 45 Presentations 46 Add Ee EE 48 Customize Comfort Concerns and Comfort Considerations 53 Load Cale acoso eh ee ne to oat ad ee hoc eee eee dhs E a es ease 56 Select Salesperson e eeh N NN NEEN NEEN Ke EE ge e dere 56 EREM ee kee E oe ewe dree 57 Page 2 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager 3 2 DEponunity Manager Management User Manual This manual refers to 5 five Types of Proposals 1 Custom 2 General 3 Production 4 Home Depot and 5 Retro If you did not purchase a license for all Types disregard the references to ones you are not licensed for as their functionality will not be activated in your customized program Management Section Management Module Opportunity Manager Opportunity Manager Opportunity Manager Yersion Load Calc J Proposals Customers j Sales Reports Sales Force Job Log j Cost Company Info Presentations Configure The Management Section is divided into 10 sections 1 Customers used to manage the customer database Homeowners amp Builders 2 Company Info used to manage the company settings and profit factors margins divisors GPMD commissions loaded labor 3 Proposals used to manage the sales proposals Reproduce Proposals produce Job Budgets Labor Budgets Labor Assignments Pull Sheets and Install
47. s and the estimated GPMD Labor Budget The next button on the Proposal Information screen is Labor Budget Labor Budget BUILDER NA BUILDER PHONE NA HOMEOWNER NAME Bob Smith HOMEOWNER PHONE 206 555 6666 SITE ADDRESS 123 Fake St Anytown 99999 JOB NUMBER SALES ID 1 SALESPERSON Andy Miller STATUS P LOT NO NA SUB DIVISION NA PLAN NO NA SYSTEM SYSTEM1 v TYPE Retro ID NO R11101200483053 1 5 Z ESTIMATED LABOR BUDGETED LABOR ESTIMATED LABOR BUDGETEDLABOR ACTUAL LABOR 0 0 0 0 0 XL13i R410A SPLIT COOLING 4 TON D2 TRANE 90 VARIABLE SPEED DOWNFLOW GAS D1 FURNACE INSTALLATION 0 0 0 DESCRIPTION ESTIMATED BUDGETED ESTIMATED BUDGETED ACTUAL non installation fab management LABOR UNITS LABOR UNITS LABOR HRS LABOR HRS LABOR HRS Free 10 YEAR PARTS LABOR WARRANTY OI 0 0 0 0 0 MANAGEMENT TOTAL DAYS 0 0 This page is used to view the actual times your install crew installed each item Once again the drop down box at the top can be changed to look at different system for the same job Labor Assignment The next button is Labor Assignment Page 38 of 57 Solutions For Profit amp Growth Opportunity Interactive Inc 1 877 816 6649 www opactive com Opportunity Interactive Opportunity Manager Labor Assignment Opportunity Manager 3 2 Management User Manual BUILDER NA STATUS P BUILDER PHONE NA LOT NO NA HOMEOWNER NAME Bob Smith SUB DIVISION NA HOMEOWNER
48. s anyone suffer allergies or asthma iiti i C OOOOO Are you concerned about the safety of children playing around your furnace or air conditionir Do you ever turn on the fan to circulate air in yourhome ss siti s s S S Enter Rating Questions 7 How important is quiet operation of the outdoor portion of your comfort system 8 How important is having a longer than average life comfort system 10 How important is having a comfort system with an attractive appearance 11 How important is saving money on your energy bis 12 How important is having a comfort system with no repair bills for 10 years 13 How important is having a comfort system with priority service if there ever is a problem _ 14 How important is learning about new technology that offers new benefits 15 How important is working with a company who will take extra steps to protect your family he Pme This is the first screen you will come to To change a question just highlight the old question Wvuriutuvil gt d Enter Yes No Questions L and enter a new one in its place Enter Yes No Questions EE 1 Do you have too warm or too cold areas in your house mme Page 54 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager 3 2 ODPORNY Manager Management User Manual Remember to click on
49. sales module L Benefit Memo for Retro proposals only enter a benefit statement or salesperson prompt g Material enter the cost for each type of product or Scenario The cost may vary for each type of proposal Do not include warranty install labor fab labor or spiffs they each have their own entry tab h Retail Price this is the price the product will be sold for using the default Global Divisor or the Item Divisor you have selected This is a Read Only field that is calculated from the values in the other fields i Addon check all the boxes where this product is to be considered an add on for a particular type of proposal This is a management tool with which you will be able to track a salesperson s performance and ability to sell Add ons against their Add ons Goal entered in Sales Force area j Spiff Type enter the dollar amount of the spiff then check the box for each type for which the spiff is to be Marked UP Spiffs are additional commission paid to the salesperson used as a strategy to entice your sales staff to promote a particular product We suggest that you mark up all spiffs If you do not mark them up your estimated Gross Profit will be lower on the budgets because this is truly part of cost and you have not treated as such k Total Cost This Read Only field totals up all cost fields material warranty labor tax etc associated when entering this item Use this cost to compare to your previous estima
50. the Save tab to continue You can also set up some possible HVAC solutions to handle the various issues raised by the Comfort Concerns questions To do so click the Solutions button next to each Comfort Concern and enter whatever solutions you believe will be best Tp Solutions Opportunity Manager Solutions 1 Variable Speed 2 Zoning 3 Load Calcs 4 Duct work modifications or repairs 5s Wear a sweater Pe The Set Graphics Folder is to be used by an Opportunity Interactive trainer Changing anything in here may have an adverse effect on the graphics that you use in presentations to your customers Page 55 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive ODPORNY Manager Management User Manual Load Calc In this section you set up the regional and material information that your sales people use when running Load Calcs on their versions of Opportunity Manager Note that while these settings should be similar to the ones that you use on your version of Comfort Optimizer CO is a separate product from Opportunity Manager and changing these settings on one will have no effect on the other p Management Module Opportunity Manager Opportunity Manager Sales Person Details Select Sales Person D Select State D Select City D C Save gt Select Component Ratings
51. the price of the proposal to meet the 500 GPMD minimum Let e go through an example of this We propose a job that would normally price for 4000 The Total cost for the job is 2800 giving us a 1200 Gross Profit GP The job has a total of 24 labor hours 3 days in it This will give us a GPMD of 400 The Opportunity Manager Software will perform a check against the minimum GPMD which we have at 500 minimum per Man Day It then increases the price of the proposal by 300 Displaying a retail cost of 4300 4300 2800 1500 GP 1500 3days 500 GPMD The Opportunity Manager software has now calculated a profitable job based on the GPMD minimum that you have set previously The salesperson following your company policy still has the ability to give a discount in the discount field of the Proposal Preview if he so chooses This would have the effect of overriding the GPMD minimum calculator The four Input Screen links Global Tax links to a screen for inputting taxes that are part of Cost of Goods sold Loaded Labor Calculation links to a screen for calculating the loaded labor for each type of proposal Commission Divisors links to a screen for inputting profitability factors Phase Codes links to a screen for changing the descriptions for the available phase codes Global Tax This is where you set the tax rate if tax is paid to the distributor on materials or if tax is calculated on cost do not enter the retail sales tax here Tax must be enter
52. ting system to see if costs are comparable If there is a difference look for input errors here or determine if the previous cost were incorrect After you ve entered the cost use the drop down menu to select which proposal type you want the cost reports to use L Upsell check all the boxes where this product is to be considered an upsell for a particular type of proposal This is a management tool with which you will be able to track the salespersons performance and ability to Upsell against their Upsell Goal entered in the Sales Force area m _Item Divisors enter an item divisor for each proposal type in which you want to overwrite the Global Divisor for this item If used item divisors must be entered as a decimal Then check the box in front of each type you want the Item Divisor to be active for A Margin GP of 1 will be displayed if the active button is not checked n Warranty enter an amount for warranty reserve if this is your method of tracking warranty o Mgmt Memo type in a memo This memo is viewed here in the management module only This is where you can make notes or formula explaining how or why you developed the entries made for this product or scenario Example if you use the warranty cost you could put your warranty formula here 25 00 for Furnaces etc Page 25 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity I
53. tions are used if you have purchased the New Construction module Both of the wheels are set up the same way as are both of the comfort questions Management Module Opportunity Mana A Opportunity Manager e Presentations lt gt Wheel of alue gt Wheel of Comfort gt gt gt nen SS Comfort Concerns Comfort Considerations gt Set Graphics Folder gt Under the text side of either wheel you will come to a screen like this Page 46 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive Opponunty Manager Management User Manual Management Module Opportunity Manager Wheel of Value Opportunity Manager Accessories Quality Control Audit Comfort Consultant i Financing Company Awards Maintenance Agreement Company Profile Manufacturer s Warranty Company Resume gt Training Policy Employee Profiles d Unique Packages Exclusive Warranty variable Airflow This is for the Wheel of Value The Wheel of Comfort looks the same but has some different categories The two are set up exactly the same Click on the category to which you would like to add some things or edit them Page 47 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive Opponunity Manager Management Us
54. ual HAO SX hS DOAS TER d Category Other Equipments SubCategoryWATER HEATERS Type Reo Increase Material Cost by 5 Decrease Material Cost by Ki Select All h r Model Number Material Cost Labor Fab Labor Spiff Warranty Active Taxable Status D 40 LP DV 0 4 0 0 0 S VW RB 40 LP PV 0 45 0 0 0 IT Iw E 40 LP TV 0 4 0 0 0 R M P 40 NG DV 0 4 0 0 0 z M z 40 NG PV 0 45 0 0 0 z M P 40 NG TV 0 4 0 0 0 a z J D 50G TV GAR W FUR 264 55 2 0 0 0 VW VW D 50 LP DV 100 4 0 a A e Z SO LPPY H 5 0 0 0 Vv E 50 LP TV 0 4 0 0 0 IT Iw D 50 NG DV 0 4 0 0 0 E VW SONGPV 0 45 0 0 0 A z Heech 0 4 0 0 0 8 Vv m CUSTOMWATERHEATER E fil fal fal io Iw Iw v Done Local intranet Input the percentage value for the mark up or mark down in the appropriate field at the top of the page In this example there s a 5 mark up For any component with a material cost you wish to alter click the leftmost checkbox or if every component in this subcategory needs to be updated click the Select All checkbox Once you have all of the required boxes checked and the percentage change entered click the Save button in the upper right hand corner The material costs will be updated and the checkboxes and percentage increase decrease fields will be cleared On this page you can also make changes on a case by case basis with respect to the Material Cost Labor Fab Labor Spiff Warranty Active Status or Taxable Status To add
55. utes that are to represent one 1 labor unit This value is used to calculate the total number of labor units on the Labor Budget and Labor Assignment reports by breaking each installation hour into units For example your labor manager wants to use 6 units to make up one hour each unit is 10 minutes Thus your unit value entered here would be10 Hourly Wages Enter the highest hourly pay rate for the senior employee in each grouping Custom General Production Retro and Fab A few companies average the rate within a grouping With each change of these entries the Loaded Labor values will recalculate The Loaded Labor amount for each group will be divided by the Divisor while creating a proposal resulting in the retail price for your Labor For example you have an install loaded labor of 31 43 The program would then divide 31 43 by your Global Divisor 55 which is a 45 GP to generate a retail price of 57 15 per hour Let s say that you have been charging 65 00 per hour retail for Custom installation labor With the current settings you would be giving up 8 85 per hour of revenue In order for you to set the Opportunity Manger Program to calculate everything at a 65 00 per hour rate we have to manipulate the numbers we entered above to reach this level The easiest way to find the proper Install Loaded labor is to reverse the math process Take 65 00 and multiply that by the global divisor 65 X 55 This gives us 35 75 W
56. y Interactive Opportunity Manager Management User Manual of Search for inactive items only Management Module Opportunity Manager Search TRANE AIR HANDLERS Model Number rT Search by Type D Type CONVERTIBLE Start Search gt Type amp Class 3 SPEED D Manufacturer rT Search for inactive items only Search Results Model Number Manufactur 4TEE3F31410004 CONVERTIBLE VARIABLE SPEED TRANE 4TEE3F37410004 CONVERTIBLE VARIABLE SPEED TRANE 4TEE3F40410004 CONVERTIBLE VARIABLE SPEED TRANE 4TEE3F49410004 CONVERTIBLE VARIABLE SPEED TRANE 4TEE3F65410004 CONVERTIBLE VARIABLE SPEED TRANE 4TEP3F18410004 CONVERTIBLE 3 SPEED TRANE em d Under Search Results highlight the item you want to edit or view e Click on Edit f Edit the item g Click on the Save button to save the changes you have just made Fail to save and the changes will need to be done again To Add Click on the Equipment button click on highlight a Subcategory click on Add this will open the add screen Open each tab and specification fill in each field as explained below activate it for each proposal type required then click on Save Forgetting this last step will make you need to do the changes again Other product selection pages follow the same procedure as outlined above although the editing process is different in some cases Search Pointers Generally the fastest way to search is by TYPE If searching b
57. y Model Number use may use part of the model number for example when looking for model TUDO80R936F Page 22 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Manager 3 2 Opportunity Interactive Opportunity Manager Management User Manual you may search by T or TUD or 80 ete If searching by Manufacturer you must type in the full manufacturer name Here partial searches aren t allowed How to add a new product Management Module Opportunity Manager Model Information Opportunity Manager Model Number Manufacturer Subcategory RANE AIR HANDLE Description Equipment Type CONVERTIBLE Class 3 SPEED D Product Family speciticatons Addon _Benefit Memo Retail Price Material Fab Labor Custom General Production Retro a Type in a Model Number b Select an Equipment Type from the dropdown a Note if the Equipment Type you want is not there and you want to add it follow the instructions for Adding Categories c Select a Class from the drop down Again if the Class you want is not there and you want to add it follow the instructions for Adding Categories Page 23 of 57 Solutions For Profit amp Growth 1 877 816 6649 Opportunity Interactive Inc www opactive com Opportunity Interactive Opportunity Manager Opportunity Manager 3 2 Management User Manual d Type in the Product Family e Typ
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