Worksheet

Season-end close sheet

Four short lists on one page: missed AMC visits, chargeable gas and spares, open warranty claims and contracts ending soon. Each line names a customer, a unit and an owner. Clear the sheet before the next peak.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Closing the Summer Season: A Review for HVAC and AC Contractors”, www.gullysystem.com/blog/closing-the-summer-season-review-for-hvac-contractors