The Case Handyman Services Start-up process is highly interactive. ... is charged with monitoring and advising all stages of your... INTRODUCTION TO START-UP PROCESS

General Information
The Case Handyman Services Start-up process is highly interactive. Your start-up coach
is charged with monitoring and advising all stages of your pre-opening and post-opening.
He/She will serve as your point of contact with the different areas of support of Case
Case approaches each franchise-partner in a very individualized way. We will work with
you to tailor a start-up process that fits with your existing business, your areas of
expertise, your business plan, and your territory.
This manual will serve as a guide and a place for you to keep the personalized documents
and plans you develop with your start-up coach. As you receive information, and as you
“do your homework” please use this guide to compile your documents.
Form of Business
You must have a business name to procure Federal ID numbers any required permits,
back accounts, etc. Work with your accountant and/or attorney to form a business entity
that works best with your situation.
Federal ID Number
You will need to procure a Federal ID number before business opening.
Licensing and Permitting
Handyman work typically involves less permitting and licensing than remodeling.
However, licensing and permitting requirements are different in each state, and can even
be different between counties or cities in a state. It is critical to research and understand
any restrictions that pertain to your designated business area. In most jurisdictions,
electrical and plumbing work is more regulated than general repair work.
Permitting requirements, the requirement to have inspections, job permits posted on site,
etc., are also very jurisdiction-specific. Be aware of requirements in your area.
Fictitious Names
The purpose of the fictitious name is to allow franchise businesses to share the same
franchise name within a state or within a city and yet allow the owners to operate their
businesses as separate unrelated entities. To comply with this requirement you must
select a fictitious name to register your new business for the purpose of state and local
licenses, federal tax ID number and state tax ID numbers.
Prior to contacting your state’s business affairs office to register your fictitious name you
must submit the name to Case Corporate Headquarters for approval. It is required by
Case that your fictitious name is structured using the following format:
Since you are the owner of a Case Handyman Services Franchise, you are required to file
for your business license under a fictitious name. The following are some suggestions:
Case Handyman Services of Your Territory Name Here
The fictitious name you choose if your territory is in Rochester, NY might be:
New York Handyman Services, Inc. d.b.a. Case Handyman Services of Rochester
If you wanted to use a combination of names of partners; Bill and Ed, and
your territory is North Philadelphia, PA you might use:
Billed, Inc. d.b.a. Case Handyman Services of North Philadelphia
You may want to establish a limited liability corporation, and your territory is
in Springfield, MA, you might use:
Handyman Technologies, LLC t/a Case Handyman Services of Springfield
The d.b.a. is an abbreviation for “doing business as”. Your local area may require using
the phrase “trading as” or T/A or t/a instead of d.b.a. They both imply the same meaning.
Acquiring your fictitious name will allow for a chain of related things to occur. Once
you have the fictitious name, you can apply for your Federal Tax ID and State Tax ID
number. Once you have those ID numbers you can open a commercial checking account
for your Case Handyman Business. After the bank account is established, you will be
able to open trade accounts with vendors and suppliers. Of course, once the trade
accounts are set up it becomes very easy to purchase materials to resell to your clients
and generate revenue!
Office Space
This your driver, until you get an address you cannot move forward. Your office
requirement will depend on your existing business space, our growth plans, etc.
Determine occupancy needs by reviewing number of employees; ideal location will be
based on anticipated service area, major roads, proximity to lumber yards, Home Depot.
Often in looking for smaller spaces, the best way to identify locations is to drive the area
and make notes from vacancy signs.
Be certain that your attorney reviews the lease prior to execution.
Target an area
 Determine amount of space needed... square footage.
 Contact a Realtor to begin to evaluate space.
 Visit the office facilities to establish which space meets the needs of the business.
Questions to ask when assessing space
Cost per square footage?
Term of lease agreement?
When can you take occupancy?
Security deposit requirements?
Occupancy restrictions?
Signage restriction?
Leasehold improvement allowances?
Any restrictions on LHI?
Will office be painted/cleaned before occupancy?
Who pays for repair/maintenance of systems (i.e. heating/cooling)?
Pass-through expenses? Utilities, taxes, maintenance, upkeep?
Parking Restrictions for trucks or # of trucks?
Rent escalation clauses?
Permits required to operate out of space?
Phone lines.
Contact local phone Company.
Determine timing/cost to do install.
Get a good phone number (e.g. 703.803.CASE)
Determine if you want/need ISDN line for E-mail... timing/cost from phone
Phone Equipment
Price out from several phone equipment companies.
Timing/Cost to install phone system.
Timing/Cost to pull wires for computer drops.
Check references.
 Timing/Costing for computer system, if necessary (i.e. network).
 Timing/Costing for equipment, if necessary servers/additional machines.
 Confirm that Phone Equipment company will put lines.
 Price out 2 or 3 systems/check references on monitoring.
 Timing for install.
(Determine budget for office equipment / furniture / supplies)
Conference Area
Copy machine
Small refrigerator
Fax Machine
 Once you sign a lease and get an address:
 Immediately:
 Order business stationary/business cards.
Lease one-ton truck(s). Review and understand agreement. Check to see what you will
need for acquisition of vans security deposit, mileage, an first/last month’s payment truck
Graphic Standards for vans/truck. (See Marketing section).
Computer Consultant
Procure a local hardware consultant who can help with initial set-up of system,
networking, and preparation for growth. May need this company to do internal “drops”
of data lines in office space.
Local Accountant
(See Prepare Accounting, Budgeting and Financial Items).
Uniforms for HRS
Cintas is the uniform company CHS works with. Check to see if in your area (Lead time
usually 2 to 3 weeks).
Orientation & Training of Employees
Typical training, depending on skill level of office manager: OM – 1 day CCTS, 1 day
QB, tape of Case Culture, Corporate Case Culture during sales training week HRS – Tape
of Case Corporate, T&M work order invoices, timecard, understanding the T&M process.
 Copy of sample ads.
 Contact paper and get rates information.
Job Signs
 Dee Signs 1.800.DEESIGNS
 Dee Signs has our template. They will ask if you want to upgrade to a nicer
quality job sign. They also sell information boxes to go. They will send you a
proof. The lead time is about 7 – 10 days.
Insurance can be a very difficult nut to crack, especially when it comes to health. Look
into possible buying groups, local affiliations, chamber of commerce, etc. To help defray
the higher cost of individual policies. Jan Shaut, in out office can help you with your
insurance needs.
Date Completed
Business license
Form of business
Fed. ID Number
Bank account
Local accountant
Local attorney
Date Completed
Phone, Fax, Network Cable – Data Lines
Furniture, Equipment and supplies
Mail set up
DSL / Dial up Line
Procure 5 Lines
Phone Number
First Aid Kit’ Fire Extinguishers
Cleaning supplies
Food items
Safe; fire Proof Box
Date Completed
Drive area
Contact brokers
Define space parameters
Storage space
Location to suppliers, vendors
Occupancy permit
Dumpster / Trash
Hours of building access
Cleaning service
Insurance – truck, liability, workers comp., health
Credit App. – letter of credit to establish vendors, etc.
Establish vendor’s list
Establish vendor’s account
Nextels / Pagers
Business cards
Set up Fed Ex account
CIS – Background check account
Date Completed
Set up SFI account
Set up local printer
Set up Account Dee-Signs for Job Signs
Credit card machine & processing
Maps of area
Letterhead / Stationary
Corporate credit card
All forms available
ID Badges
Computer consultant
Date Completed
Payroll system
Employee contributions to their benefits – uniforms,
overage of cell phone
Burden calculation – establish rate
HRS bonus program
Order checks
Date Completed
Job Signs
Fleet repair – management & maintenance
Truck Lettering
Lease 1 ton truck
HRS tool inventory – insurance
Truck Stock Inventory
Date Completed
Define job descriptions
Create ads
Place ads
Ideal profile for all positions
Employee agreements
Employee handbook
Mission statement
Hiring / Firing process
Presentation Book
Phone scripts
Application & other forms
Performance appraisals
McQuaig surveys
HRS bonus program – set up in future
Employee ad on webpage
Date Completed
ID software
ID hardware
Red House
DSL / Dial up Line
Develop technology plan
Date Completed
Complete Marketing “To Do” List
Implement Marketing Plan
Contact Claritas
Contact MarketSource
Contact and order from SFI
Put together media contact list for Press Releases (TV,
Radio, Newspaper)
Weekly / Monthly Updates to Corporate on status of
Marketing Efforts
HOA Newsletters
 Research local community newsletters (county websites can be a good place to
 Look for advertising opportunities in newsletters located in your target
 Place ad in newsletter on a consistent basis for one year.
 Obtain specs from publications.
 Place an ad request (allow two weeks to process) with Corporate.
 Approve artwork proof from Corporate.
 Corporate will send artwork directly to publication once approved by franchise
Private School Directories
 Research private schools in your target neighborhoods (county websites can be a
good place to start).
 Identify those publications that have directory advertising opportunities.
 Obtain specs from publications.
 Place an ad request (allow two weeks to process) with Corporate.
 Approve artwork from Corporate.
 Corporate will send artwork directly to publication once approved by franchise
Coupon Magazines
 Research coupon magazine and discount direct mail opportunities in your market
(examples include Val Pak, Money Mailer, Super Coups, Clipper Magazine,
Hometown Publications, Advo, etc.)
 Choose three publications and commit to a 3x buy in each for three consecutive
mailings to your target zip codes.
 Obtain specs from publication.
 Place an ad request (allow two weeks to process) with Corporate, please indicate
that this is a coupon publication so we can add the appropriate offers.
 Approve artwork proof from Corporate.
 Corporate will send artwork directly to publication once approved by franchise
Newspaper Advertising
 Research various publications in your market both local and regional in nature
(obtain media kits to include circulation information, demographics and rates).
 Place ad on ongoing basis for first 3 months rotating among the various
 Determine size of ad based on rates and size of publication (typically ranges
between 1/8 of a page to ½ of a page).
 Place an ad request (allow two weeks to process) with Corporate requesting grand
opening artwork.
 Approve artwork proof from Corporate.
 Corporate will send artwork directly to publication once approved by franchise
Press Releases
Develop a list of media contacts in your market.
Obtain grand opening press release template from Marketing Startup CD.
Customize with your personal information.
Include a cover letter that talks about your background and credentials.
Submit the press release by E-mail or regular mail to entire list of contacts.
Place a follow-up call to contact one week after release is sent to answer any
questions they may have.
 Look in paper to see if release is picked up.
 Send that you note to those editors that pick up your release.
 Continue to send out releases (tips, trends, etc.) on a regular basis.
Direct Mail (discuss strategy with corporate before proceeding)
 Call grant at Claritas, 1.800.234.5973 x-3522 and give zip codes for your
territory, request list counts (purchase 5,000 – 10,000 names).
 Place an ad request with Corporate for customized postcard back with desired
 Order postcards online at through shopping cart
(, indicating that customized artwork will
be provided by corporate, determine quantity with Corporate.
 Call the mail house – Liz Breitsameter at MarketSource 301.428.1536 – to give
dates of first 3 drops, a postal request and fulfillment invoice will be provided by
MarketSource. Postage must be paid before materials are delivered to the post
office (be sure to seed or add your name to the list so you will know when
mailings hit homes)
 Evaluate results with corporate after first 3 drops and determine schedule going
Yellow Pages
 Research all yellow pages opportunities in your territory (regional and local
books, etc.)
 Obtain rates, circulation, and book closing deadlines.
 Determine size of ad and heading (main ad under Handyman and possible listings
under Home Improvement or other general category-size of ad should be large
enough to stand out in section without being larger than necessary, use the latest
publication as a guide.
 Place an ad request (allow two weeks to process) with Corporate.
 Approve artwork proof from Corporate.
 Corporate will send artwork directly to publication.
Thank You Cards
 Order the CHS note cards from CHS Shopping Cart
 Write hand-written thank you notes for each projects once it is complete.
 Include “we want more clients like you” referral card in each thank you (template
available on marketing startup CD, have printed at local printer)
Home Shows
See booth packages for complete instructions.
Research home show opportunities in your territory.
Secure space through show management
Order booth structure from Craig Nodland at Atlantic Skyline, 703.802.6800 x133
Order recommended premiums from CHS Shopping Cart.
Flyer Delivery
Research flyer delivery companies in your area.
Determine route schedule for first several months.
Place an art request (allow two weeks to process) with Corporate.
Approve artwork proof from Corporate.
Have flyers printed at local printer.
Job Signs
Place job sign order with Dee Signs (1.800.DEE.SIGN).
Minimum order is 6 signs.
Ask for proof to be sent.
Approve proof, fax back and place sign order.
Door Hangers
 Place an order for door hangers through the CHS Shopping Cart.
 Send in ad request to Corporate to customize door hanger with grand opening
 Research delivery opportunities in your market.
 Set up regular delivery schedule.
 Reorder door hangers as needed.
Service Magic
 Call Rod Salyer at 1.303.963.8026 to set up 14-day trial.
 Choose scope of work, service area, etc.
 After 14-day trial, you will automatically be eligible to waive the $90.00 start-up
 Service Magic will forward you only those leads that meet the criteria you have
 Accept only those leads you are comfortable with, and pay for only those.
 Reject any leads you are not comfortable with.
Radius Mailings
Purchase software recommended by Corporate.
Place ad request with Corporate to customize back with grand opening offer.
Order postcards through CHS Shopping Cart.
Set up regular schedule to do mailings on a weekly basis to jobs in progress
(200 – 300 postcards per week total, 25 – 50 postcards per job).
Rehash Program
 At the beginning of each month, pull the list of all leads from the previous month
that have not resulted in a sale.
 Generate a rehash letter to this list – letter template available on Marketing Startup CD.
 Do follow-up calls the week following to this group.
 Continue this on a monthly basis.
Sister Business Letter
 Send a letter to existing client base on sister business letterhead introducing Case
Handyman Services – letter template available on Marketing Start-up CD.
 Do follow-up calls to this letting past clients know about Case Handyman
 Continue to leave behind a Case Handyman Services brochure on every sister
business lead and vice versa.
 Compile a list of existing or potential alliances in your market to include but not
limited to bankers, realtors, landscapers, local lumberyards, plumbers,
electricians, etc.
 End an introduction letter to the group on existing letterhead if applicable – letter
template can be found on Marketing Start-up CD.
 Do follow-up calls and meetings to introductory letter.
 Continue to keep in contact with group on regular basis via Friends of Case
Handyman Services campaign – materials available on Marketing Start-up CD.
New Mover Mailings
 Locate new movers in your market either through automatic quarterly updates
from Claritas or through real estate sections of local publications.
 Send a welcome to the neighborhood letter to this group – letter template
available on Marketing Start-up CD.
Church Bulletins
Identify church bulletin advertising opportunities in churches in your market.
Choose 1-3 to advertise in on an annual buy.
Obtain Specs on ad.
Place an ad request (allow two weeks to process) with Corporate.
Approve artwork proof from Corporate.
Corporate will send artwork directly to publication.
Radius Mailing
Software Ordered
Mailing Materials Ordered
Schedule Determined
Door Hangers
Order placed with SFI
Ad/art request to Corporate to include offer
Delivery method determined (company, boy scouts,
HRS’s, etc.
Direct Mail
Strategy discussed with Corporate
List ordered from Claritas
Postcards ordered from SFI
Ad/art request to Corporate to include grand
opening offer
Mail house contacted to determine initial mail drop
HOA Newsletter
HOA opportunities identified
Space reservations made
Ad/art request to Corporate
Private School Directories
___________ opportunities identified
___________ reservations made
___________ request to Corporate
Coupon Magazine & Discount Direct Mail
2-3 Opportunities identified
Commitment made on 3x buy for each
Ad/art request to Corporate
Newspaper Advertising
Media kits obtained
Ad sizes determined
Commitment made for first several months
Ad/art request to Corporate
Press Releases
Customize grand opening release with relevant
Send release to all editors three weeks prior to start
Place follow-up calls to editors one week after
release is sent
Yellow Pages
Yellow pages opportunities researched
Close dates, rates, circulation information obtained
Contract(s) signed
Ad/art request to Corporate
Thank You Cards
Note cards ordered from CHS shopping cart
Office manager advised to send follow-up note to
every client
_________ Shows
_________ Show opportunities researched
Available opportunities discussed with Corporate
Flyer Delivery
Flyer delivery companies researched
________ schedule determined
Ad/art request to Corporate
Flyers printed at local printer
Job Signs
Job signs ordered from DeeSigns
Service Magic
14-day trial set up with Rod Salyer
Rehash Letters
Letter template customized from marketing start-up
Follow-up letter to each call that does not resulting
a sale
Sister Business Letter
Letter sent to existing client database
Follow-up calls made
Alliance list established
Alliance letters sent
Follow-up calls or visits made
Friends of Case mailings set-up by office manager
New Mover Mailings
Establish system of locating new movers in market
Customize new mover letter template found on
marketing start-up CD
Church Bulletins
Church bulletin opportunities identified
_________ churches selected and ad reservations
Ad/art request to Corporate
Assuming that you have already procured the area suitable to establish your office, the
next step is to organize the physical space in which you will operate the day-to-day
functions of the CHS business. When setting-up and organizing the functions of the
office, consider several factors:
How many employees should the space accommodate?
Future expansion needs.
Physical limitations of the space.
Communication flow.
Client and employee flow.
Specific needs relative to individual employees.
Furniture and equipment.
Furniture and Work Stations:
Desk and chairs to accommodate number of employees and visitors.
File cabinets for client files and bookkeeping functions.
Storage area for supplies.
Bookcases or shelving units for access to stationary/forms/marketing materials.
Tables for displays.
Pictures and plants to personalize and add warmth to the office.
Determine conference area.
Phone/Fax lines:
5 lines needed.
Contact local phone company to determine timing/cost to do install and cabling.
If possible, get a number related to Case (e.g. 703.803.CASE).
Price out phone equipment from several sources.
Timing/cost to install phone system.
Timing/cost to install voicemail system.
Misc. Equipment:
Copy machine.
Fax machine.
Credit card processing machine.
Small refrigerator.
Postage machine vs. stamps?
First aid kits and fire extinguishers.
 Price out 2 or 3 systems and check references on monitoring.
 Lockable/fire safe file cabinets/safe.
 Record and register all serial numbers.
Forms and Stationary:
Business stationary/business cards from SFI.
Maps of territory.
Marketing materials.
Envelops, binders, and file folders.
Storage space.
Cleaning supplies.
Food items.
Uniforms storage.
1. Purchase vans and trucks from a new car dealer (Ford, Chevy). It is
recommended to get a one-ton van for the Home Repair Specialist.
2. Purchase vans and trucks from a return on a rental or lease (i.e., Ryder, Penske,
Hertz, Avis, etc.) for example, Ryder takes vans out of service at 50,000 and does
a maintenance check, paints the vans white, removes and decals, etc.
3. Lease the vehicles from a dealer. Make sure to be aware of the mileage clause in
the lease. Home Repair Specialist van mileage can range from 15,000 to 25,000
annually. This also depends on where the Home Repair Specialist lives and if you
allow him/her to drive the vans home in the evening.
4. The marketing section has the graphic standards for the lettering of vans.
Ladder Racks (three when requested)
24 ft Extension Ladder
32 ft Extension Ladder
16 ft Ladder
6 ft Step Ladder
Tie down or Bungie Cords
Shop Vac
Back-up Horn (required on all vehicles without rear windows)
Fire Extinguisher
First Aid Kit
Lock and Hasp for doors
Triangle reflector kit for emergencies
Chain and pad lock (pancake lock) for security
Job Signs
Tool bins and shelves
Broom and dustpan
The issuance of a vehicle by Case Handyman Services (CHS) of __________________ is
a privilege to an employee. It is not a guaranteed benefit and may be withdrawn with or
without cause. We expect that the vehicle will be operated in a sage and courteous
manner, within the law, and kept in a manner reflecting the pride and professionalism of
this company.
The company vehicle is advertising for CHS that can be both good and bad. While the
information on the truck serves to generate business, it also draws attention to the
operator. While opening the vehicle, be extra courteous and sage. Other motorist may
blame their poor judgment on you. Driving reports are part of your regular reviews.
Employee Responsibilities
The HRS is expected to comply with all of the following requirements when issued a
company vehicle. CHS may amend these guidelines at anytime. Basic maintenance and
cleaning should be done on the employee’s time. At any time, CHS may inspect the
vehicle for compliance and condition.
1. The vehicle must be operated within all federal, state and local laws. Failure to
do so may cause the revocation of vehicle privileges. Fines are the responsibility
of the employee.
2. The vehicle must be kept clean. The vehicle needs to be washed once a month
during the months from April to October and once a week during the months
November to March.
3. The vehicle must be waxed at least once each year. Early fall is preferred.
4. The inside cab of the van will be kept clean and free of debris. Nothing is to be
placed on the dashboard.
5. The cargo area of the van should be kept in order, with the ability to reach your
tools and accessories.
6. All company signs and lettering should be kept in order, with the ability to reach
your tools and accessories.
7. Absolutely no alterations to a company vehicle are allowed. This includes, but
not limited to, decals, accessories, or lettering.
8. Each van will be equipped with a locking system. This system must be fully used
at all times. If the locks are not in use at the time of a vehicle break-in, it may
default insurance coverage on personal and company tools.
9. The vehicle is to be used for company related business, and should only be seen in
transit during the 7:00am to 6:00pm workday, unless prior permission has been
obtained from your Owner.
10. The company employee or their helper (unless otherwise noted) assigned to the
vehicle will be a sole driver of the vehicle. It is prohibited to allow any other
individual to operate the vehicle. The employee shall be responsible in full for all
liabilities and damages associated with non-designated drivers of vehicles.
11. Using the company vehicle for side work or other purposes, without prior
authorization, verbal or written from your Owner, is strictly prohibited. If caught
using the company van for non-company use without authorization, the employee
may be terminated immediately.
12. Absolutely no passengers, other than company employees, are allowed in the
vehicle, without prior authorization.
13. Personal use is restricted to only the direct route to and from your job.
14. Any damage to the vehicle must immediately be reported to your Owner.
15. Should you have a vehicle accident with expensive damages or injuries, the police
must be called to the scene. All accidents must be reported to your Owner.
16. One half of the insurance deductible will be the responsibility of the drive when
found at fault in a vehicle accident.
17. In all accidents that another vehicle or private property has been damaged,
exchange insurance information with all involved.
Termination or Resignation
Upon Resignation or termination of employment, the HRS shall turn in his vehicle and all
keys to the vehicle manager at the end of the last day of his employment. The vehicle
shall be clean and have, in good working order, all equipment and tools assigned to the
vehicle. Missing items will be deducted from the last paycheck. Also damage to the
vehicle that has not been reported to your Owner may be deducted from the last
paycheck. It is the former employee’s responsibility to arrange for transportation home.
I have read the CHS Vehicle Policies and Procedures, and understand what is required of
me. I agree to abide by all of the above and will operate the vehicle in a safe and
courteous manner in accordance with all motor vehicle laws. I understand that
intentional abuse, reckless driving, or failure to properly maintain any CHS vehicle could
result in my loss of vehicle privileges or termination of employment.
Name: _________________________________________________________________
Home Address: __________________________________________________________
Employee Signature: _________________________ Date: ______________________
I have inspected the company vehicle, number ___________________, and have
found it to be clean, in good condition, and equipped with the items listed below.
6’ Step Ladder
24’ Extension Ladder
32’ Extension Ladder
Shop Vacuum
First Aid Kit
Locks and Hasps for Side and Rear Doors
First Aid Kit
Locks for Securing Ladders
Drop Cloths
Job Sign
“Career” sign
Dust Pan
Fire Extinguisher
Other ________________________________________
Other ________________________________________
Other ________________________________________
Signature of Employee
Notes: ______________________________________________________________
Power Tools
Hand Tools
 Framing Hammer
 Trim Hammer
 Tape Measure
 Framing Square
 Chalk Line
 Nail Puller
 Nail Sets
 Lineman’s Pliers
 Channel Locks
 Screw Drivers
 Adjustable Wrench
 Pipe Wrench
 Allen Wrench Set
 Tin Snips
 Flat Pry Bar
 Chisels
 Utility Knife
 Extension Cords
 Drywall Saw
 Drywall Tools
 Hack Saw
 Electrical Tester
 Levels (2’ & 4’)
 Pipe Cutter
 Plumbing
Sheet Metal
 Clamps
 Circular Saw
 Sawzall
 Miter Saw
 Jig Saw
 Belt Sander
 Hammer Drill
 Drill/Bits
 Cordless Drill
 Table Saw
 Palm Sander
 Power Plane
 Router/Bits
 Nail Guns
 Air Compressor/Hoses
Network Design Requirements and Recommendations
Dedicated Windows XP or Windows 2000 Network Server.
One network category 5 network cable to each workstation
Internet Access (Required) (High Speed Connection Recommended)
Back-up device and software for network server.
Anti-Virus software.
Case Handyman Computer Requirements (As of October 3, 2002)
Dedicated Network Server
Windows XP Server 4.0 or better (Recommend Windows 2000 Server)
Anti-Virus Software
Pentium II or better
700 MHz or better
256 megabytes of ram or better
10/100 network card or better
Category 5 network cable or better
Internet Explorer 5.5 or higher
Desktop & Laptop Computers
 Windows 98 Second Edition or better (Recommend Windows 2000 Pro or
or better)
 Microsoft Office 2000 Professional
 Anti-Virus Software
 Pentium II or better
 700 MHz or better
 10/100 network cable or better
 Category 5 network cable or better
 QuickBooks Professional (accounting or office managers only)
 Internet Explorer 5.5 or higher
Case Handyman Services reserves the right to make changes to these configurations as needed or
upon request. If you have questions regarding the above conditions please contact your Case
Handyman corporate office at 1.800.426.9434.
High speed Internet Options
A lot of people have been asking for advice about high-speed Internet options, otherwise
known as broadband. We’ve put this document together to help you make an informed
decision on how best to outfit your office. Red House was developed to run over a
regular dial-up connection, because we know that not every office will be able to connect
using broadband. In addition, we expect people to access the system from home.
However, there are advantages that we’re sure you will want to use if you have the
Each Red House user needs to be connected to the Internet. Broadband connections
make Internet access easy for multiple uses on the same network. There is no waiting for
the computer to dial your Internet Service Provider (ISP) in order to gain access. Once
your computer is on the network, you have immediate access. Most broadband
connections are more stable than dial-up. Your connection will not get dropped in the
middle of a session.
On the other hand, when a broadband connection does go down, it often requires a call to
your provider or your network people. We think that it would be wise for everyone to
invest in a back-up connection, such as dial-up. You can consider this insurance against
a lost connection. Dial-up accounts are available for less than $20 per month.
You do need to be careful as possible when choosing a solution for your particular office.
Unfortunately, depending on your location, you may find your broadband options to be
very limited.
Here are some of the options to consider:
Option 1: Cable Network
Most Cable TV companies are offering broadband service, which is an always-on
connection with speeds of up to 1.5 megabits per second. Be sure that this is a two-way
connection. Some providers offer a one-way service that requires the use of a phone line.
This would not be a good option.
 Estimated Monthly Cost: $100 – 200 per month for Business Service.
 How do you get it: Contact your local Cable TV provider for more
Option 2: DSL
DSL comes in 2 varieties, SDSL and ADSL. SDSL is Synchronous Digital Subscriber
Line, and ADSL is Asynchronous Digital Subscriber Line. The difference is that SDSL
sends and receives data at the same speed. ADSL sends data at a slower speed. ADSL is
usually less expensive, but when you are sending estimates from CJES to Ted House, that
will happen at a slower speed. Most other activities will not show a difference.
DSL is a good alternative to dial-up or Cable. Check with your local provider to see if
it’s available to your building.
 Estimated Monthly Cost: $50 – 200 per month.
 How do you get it: You should visit the following website and select
your desired service, in this case DSL. Enter the required information
and complete the search for providers in your area.
Option 3: Satellite Dish
Satellite is growing and popular high speed Internet solution that is a little more costly
than DSL, but its availability is far greater than DSL or ISDN.
 Estimated Monthly Cost: $70 – 100 per month.
 How do you get it: Visit
Option 4: ISDN (Leased Line)
Integrated Services Digital Network
ISDN is a fading technology but is still available in most areas. ISDN lines are generally
leased lines meaning you would be sharing the pipeline with other customers. Sharing
means that the speed can increase and decrease depending on what others are doing.
 Estimated Monthly Cost: $50 – 200 per month.
 How do you get it: Visit
Option 5: Full T1 (Dedicated internet connection)
T1 circuits are far more expensive than most Internet solutions, mostly because of the
amount of bandwidth that you receive. This is normally a dedicated connection to your
office, with a fast download speed (average of 1.5 megabits per second). There are no
shared connections, unless you opt. To share a connection with another company located
near you.
 Estimated Monthly Cost: $50 – 200 per month.
 How do you get it: Do an Internet search with the keyword “T1 Provider”.
Option 6: Fractional T1 (768 dedicated Internet Connection)
Most T1 providers offer fractional T1 circuits at a slightly lower cost.
 Estimated Monthly Cost: $1,100 – 2,100 per month.
 How do you get it: Do an Internet search with the keyword “T1 Provider”.
Option 7: Dual Dedication Dial-up Connections
The dual dedication dial-up connection is a dying breed, because of the growing
availability of broadband. This service is still available from some providers, though. It
is not distance sensitive and uses regular phone lines. In order to use this configuration,
your network will need to have a dedicated server running Windows 2000 Server or
Windows NT Server. You will dial up to an ISP, from your server using multiple
modems, each with its own telephone line. Your Internet connection speed will be the
sum of the individual lines. If you have 2 modems at 56K, that will give you 112K.
 Estimated Monthly Cost: $50 – 200 per month.
 How do you get it:
If you are unable to find a provider that meets your budget requirements and physical
location we strongly recommend you contact your local network or systems
administrator. They should be able to provide you with information about the options
available in your area.
Dear Partners:
Welcome to New Partner Orientation:
Every new partner joining Case wants to know how much a “normal” partner sells their
first year. After all, a new partner goes through the challenges of building a new business
and makes a sizable investment of time and money to create something that was not their
Well the one thing I have learned in my time at Case is, there are no “normal” partners!
Every group joining the system comes with differences, such as; experience in
remodeling, sales aptitude, existing businesses, leadership skills and growth expectations.
I studied sixteen different Case companies to see what first year results I could portray
with confidence as good indices of the “typical” business. And I am please to offer these
reports to assist you in your financial planning.
Ralph J. Crozier
September 2004
Q: Why do we group Partners by Stages?
A: Grouping company’s with like type characteristics was helpful in assessing their
financial, production and sales performances. We decided to group existing Partner’s b
one metric right now and that is Gross Sales. We will always place new Partner’s in
Stage 1 due to the learning curve and training effort involved.
Q: What are definitions?
A: Four months ago when the Stage concept was developed we chose these levels. They
very well may require adjustments.
Q: How do we decide to move a company to a different stage?
A: Generally, we look at year-end results. Should however the company have high sales
and lower that average GP, it is likely we would keep them in their current stage until GP
rises to an appropriate level. Likewise, if by mid-year we notice a company with
consistently high sales compared to their current stage, it may be appropriate to move
them at that time. I anticipate adding a fifth stage in the next year to measure companies
with design-build components.
Stage 1: All new Partners, not matter their sales levels.
Stage 2: All Partners with Gross Sales in the previous year, or, anticipated to be in the
ranges of $500,000 to 900,000.
Stage 3: All Partners with Gross Sales in the previous year, or, anticipated to be in the
ranges of $900,00 to 1,400,000.
Stage 4: All Partners with Gross Sales in the previous year, or, anticipated to be excess
of $1,400,000.
 Implement Mktg. Plan
 Leads
 Unique Clients
1st Quarter
# of Leads ________
2nd Quarter
# of Leads ________
3rd Quarter
# of Leads ________
4th Quarter
# of Leads ________
# of Clients _______
# of Clients _______
# of Clients _______
# of Clients _______
End of Year
# of Sales
$ ____________
$ ____________
$ ____________
$ ____________
$ ________________
 Establish Business/Financial
 Secure Loan for Business
 Hire HRS’s
 Hire an Office Manager
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter
End of Year
# of HRS’s
 Go to HP in ___________
 Learn how to train all staff
 Learn Red House
 Purchase QuickBooks
 See Master Checklist