Built by a service business owner

Run your team. Fix the chaos. Build a better business.

Ready-to-use policies, checklists, scripts and management tools for local service business owners who are tired of inventing every process after something goes wrong.

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Editable templates Plain-English instructions Owner-tested systems
The owner problem

Your business grew. Your systems didn’t.

Most service businesses do not need another inspirational course. They need the right words, forms and processes before the next call-out, complaint or awkward employee conversation.

01

Stop rewriting the same messages

Use clear scripts for employee issues, customer problems and routine follow-up.

02

Give managers a real system

Replace “use your best judgment” with checklists and documented decision steps.

03

Protect your time

Build consistency without personally managing every shift, call-out and quality concern.

Practical tools. No guru speak. No 97-module video course. Shop instant downloads
Twelve finished packs

Start with the problem costing you time today.

Each pack is a complete operating system with editable policies, scripts, forms and implementation instructions.

SERVICE BOSS TOOLKIT

Call Out and Attendance Pack

Policies, scripts, forms and tracking tools for owner-led service businesses.

14-page editable toolkit
Implementation guide
Attendance policy
Call-out procedure
Manager scripts
Warning forms
Attendance tracker
Employee acknowledgment
Rollout checklist

Instant digital download • Editable files included

$12
Buy & Download
SERVICE BOSS TOOLKIT

Hiring and Onboarding Pack

A repeatable process for selecting, welcoming and training dependable service employees.

17-page editable toolkit
Owner hiring plan
Application screen
Interview guide
Candidate scorecard
Practical assessment
Conditional offer
First-week onboarding
30-day training plan

Instant digital download • Editable files included

$19
Buy & Download
SERVICE BOSS TOOLKIT

Quality Control and Daily Operations Pack

A field-ready system for assigning work, inspecting quality, documenting problems and improving consistency.

16-page editable toolkit
Morning team huddle
Job assignment sheet
Opening walkthrough
Work sequence builder
Quality inspections
Equipment checks
Incident reporting
Weekly operations review

Instant digital download • Editable files included

$19
Buy & Download
SERVICE BOSS TOOLKIT

Performance Management Pack

A practical manager system for coaching, documentation, reviews, improvement plans and consistent follow-through.

17-page editable toolkit
Manager decision guide
Coaching conversation guide
Verbal and written warnings
Performance improvement plan
Employee performance review
Goal and development plan
Recognition tools
Consistency review

Instant digital download • Editable files included

$19
Buy & Download
SERVICE BOSS TOOLKIT

Customer Complaint and Service Recovery Pack

A complete response system for complaints, return visits, refunds, property concerns, negative reviews and prevention.

18-page editable toolkit
Complaint intake form
Triage and escalation
Phone email and text scripts
Investigation worksheet
Resolution decision guide
Return visit authorization
Credit and refund controls
Recovery trend tracker

Instant digital download • Editable files included

$19
Buy & Download
SERVICE BOSS TOOLKIT

Sales and Proposal Follow Up Pack

A practical sales system for qualifying leads, scoping work, pricing proposals, following up and improving conversion.

22-page editable toolkit
Lead intake
Qualification scorecard
Discovery call guide
Walkthrough worksheet
Estimating inputs
Proposal follow-up scripts
Objection handling
Pipeline scorecard

Instant digital download • Editable files included

$29
Buy & Download
SERVICE BOSS TOOLKIT

Collections and Payment Follow Up Pack

A practical receivables system for accurate invoicing, professional payment follow-up, dispute resolution and consistent escalation.

23-page editable toolkit
Payment policy setup
Invoice quality review
Reminder schedule
Email text and phone scripts
Promise to pay record
Billing dispute workflow
Payment plan controls
Receivables scorecard

Instant digital download • Editable files included

$29
Buy & Download
SERVICE BOSS TOOLKIT

Employee Policies and Workplace Standards Pack

A comprehensive framework for setting clear workplace expectations, protecting customer relationships and giving employees reliable reporting procedures.

28-page editable toolkit
Conduct and attendance policies
Scheduling and timekeeping
Customer site standards
Safety and incident reporting
Harassment reporting procedure
Privacy and social media rules
Policy acknowledgment
Manager rollout checklist

Instant digital download • Editable files included

$29
Buy & Download
SERVICE BOSS TOOLKIT

Owner Dashboard and Weekly Management Pack

A practical operating system for tracking the business, running focused meetings, solving issues and keeping priorities accountable.

26-page editable toolkit
Weekly owner dashboard
Leadership meeting agenda
Action and issue trackers
Quarterly priority planner
Labor and capacity dashboard
Customer and people metrics
Financial snapshot
Monthly and quarterly reviews

Instant digital download • Editable files included

$29
Buy & Download
SERVICE BOSS TOOLKIT

SOP Builder and Process Documentation Pack

A complete system for turning recurring work into clear procedures, usable checklists, consistent training and controlled improvements.

24-page editable toolkit
Process inventory
SOP priority scorecard
SOP and work instruction templates
Field checklists and decision guides
Training and competency tools
Approval and version control
Audit checklist
Corrective action system

Instant digital download • Editable files included

$29
Buy & Download
SERVICE BOSS TOOLKIT

Manager Communication and Team Leadership Pack

Practical tools for clearer meetings, delegation, feedback, coaching, conflict resolution and manager development.

20-page editable toolkit
Daily huddles
One-to-one meetings
Delegation planner
Recognition and feedback
Coaching conversations
Conflict and change tools
Manager handoffs
Leadership development

Instant digital download • Editable files included

$29
Buy & Download
SERVICE BOSS TOOLKIT

Equipment Inventory and Vehicle Management Pack

A practical control system for assets, supplies, maintenance, vehicles, incidents, operating costs and replacement planning.

23-page editable toolkit
Asset inventory register
Equipment assignments
Inspection and maintenance
Supply and chemical controls
Vehicle authorization
Mileage and fuel logs
Accident and loss reporting
Replacement planning

Instant digital download • Editable files included

$29
Buy & Download

Every purchase includes immediate, secure access to the downloadable files after payment is verified.

The product line

Choose the level of help your business needs.

12 packs completed

Individual Packs

$12–$29

Solve one immediate problem with a focused set of templates.

  • Attendance
  • Hiring and onboarding
  • Quality control and operations
  • Performance management
  • Customer complaints
  • Sales and proposals
  • Collections and payments
  • Employee policies
  • Owner dashboard and management
  • SOP and process documentation
  • Manager communication and leadership
  • Equipment inventory and vehicles
Choose a pack
Best starting point

Service Business Owner Toolkit

$99

Eight complete packs plus a four-week implementation guide for building the employee and operations foundation.

  • Attendance and call-outs
  • Hiring and onboarding
  • Employee policies
  • Quality and daily operations
  • Performance and customer recovery
  • Equipment controls and SOP builder
Buy & Download
Complete system

Service Boss Pro

$179

All 12 finished packs plus a 90-day rollout guide—the complete employee, operations, sales and management system.

  • Everything in the Owner Toolkit
  • Sales and proposal follow-up
  • Collections and payment follow-up
  • Owner dashboard and weekly management
  • Manager communication and leadership
Buy & Download
Pete, founder of Service Boss Toolkit
Pete, Founder of Service Boss Toolkit
Built by a service business owner

Practical systems, tested in real businesses.

Pete is a hands-on entrepreneur who currently owns and operates a commercial cleaning company, a residential cleaning company, and a dry-cleaning and laundry delivery service.

With more than 20 years of customer service and management experience, Pete understands the everyday challenges of hiring employees, maintaining quality, managing customer concerns, documenting performance, and building a business that doesn’t require the owner to solve every problem personally.

The templates and systems inside Service Boss Toolkit aren’t based on theory. Pete uses these policies, checklists, scripts, and management tools in his own businesses.

He created Service Boss Toolkit to give other service business owners the practical resources he wishes he had received when building his companies.

Questions

Before you download

Are the templates editable?

Yes. Every product download includes editable files along with polished reference versions and instructions.

Are these tools only for cleaning companies?

No. They are written for owner-led cleaning, landscaping, painting, junk removal, handyman, pressure-washing and similar local service businesses.

Is this legal or HR advice?

No. The templates are educational starting points. Employment requirements vary, so owners should have final policies reviewed for the places where their employees work.

Will I need a subscription?

No. Individual packs and complete toolkits are one-time purchases.

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