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Discovery CD Business Management
Contents
(All in Word, unless otherwise Noted)
(Excel is a Spreadsheet)


Business Management

Action Log Excel
Breach of Lease Notification Building Location Evaluator Excel
Business Plan Outline
Commercial Lease Agreement Consent to Sublease
Consultation Agreement
Equipment Lease Agreement
Equipment Lease versus Purchase Comparison Excel
Insurance Coverage Worksheet Excel
Leased Equipment Checklist
Limited Partnership Agreement
Pre-Incorporation Agreement
Product & Labor Estimator Excel
Subcontracting Contract

Customer Management

Customer Satisfaction Survey
Job Estimator Worksheet Excel
New Customer Information Form Excel
Projected Customer Revenue Excel
Prospect Follow Up Form
Sales Commission Summary Excel
Sales Rep. Questionnaire Excel
QC Questions for Service Tech

Financial Management

Accounts Payable Aging Excel
Accounts Receivable Aging Excel
Annual Profit & Loss Comparison Excel
Balance Sheet Excel
Bank Reconciliation Excel
Cash Flow Statement Excel
Cash Receipts Journal Excel
Credit Applicant Letter Excel
Credit Limit Change Letter
Credit Rejection Letter
Customer Credit History Template Excel
Daily Cash Worksheet Excel
Depreciation Schedule Excel
Disbursements Journal Excel
Expense Report Excel
Expense Report B Excel
(Financial Management cont'd)

General Journal Excel
General Ledger Excel
Monthly Profit & Loss Excel
Personal Cash Flow Worksheet Excel
Petty Cash Journal Excel
Petty Cash Voucher Excel
Profit & Loss Statement Excel
Projected Cash Flow Worksheet Excel
Sales Budget Excel
Sales Journal Excel
Startup Cash Worksheet Excel
Weekly Expense Report Excel

Inventory Management

Inventory Record Excel
Material Requisition Form Excel
Perpetual Inventory Template Excel
Product Inventory Template Excel
Purchase Order Requisition form Excel
Supplies Checklist Excel

Human Resource Management

Applicant Forms

Applicant Acknowledgement Letter
Applicant Rejection Letter
Driving Record Release & Acknowledgement
Driving Record Request
Drug Test Release
Education Background Check
General Information Release
Information Release Form
Special Disability Trust Fund Questionnaire

Employee Personnel Policy Handbook (All in Word, unless otherwise noted)

Policy Handbook

Absence Policy A
Absence Policy B
Aids Virus Employee Policy
Compensable Time
Customer Relations
Emergency Company Office Policy
Employee Benefit Options
Employee Benefits
(Policy Handbook cont'd)

Employee Manual Acknowledgment
Equal Employment Opportunity Policy
Equipment Policy
Harassment Policy
Holidays
In Case of Accident
Jury Duty
Maintenance of Work Area
National Guard & Military Reserve Units Leave
New Hire Orientation Policy
Other Leaves
Overtime
Personal Use of Telephone & Mail
Scheduled Paydays
Sick Leave
Smoking Policy
Table of Contents
Termination
This Manual
Time Records
Vacation
Vehicle Policy
Welcome
Worker's Compensation
Working Hours

Bereavement Leave Policy
Conditions of Employment
Confidentiality
Employee Contract

Human Resource Forms

Employee Benefits Considerations
Employee Non-Compete
Employee Probation Agreement
Employment Agreement
Employment Agreement 2
Investigative Incidence Guidelines
Weekly Absence Record

Human Resource Interview Questions

Career Goals
Career Goals 2
Decisiveness
Education
Education 2
(Human Resource Interview Questions cont'd)

Evaluation
Goals
Illegal Questions
Interview Guidelines & Questions
Interview Question Outline
Job Performance
Leadership
Motivation
New Applicant Release Form
Personal Goals
Qualifications
Self Assessment
Self Development
Stability & Maturity
Stress Tolerance
Verbal Employment Verification Questions
What you Least Want to see or hear in an Interviewee
Work Experiences
Work History
Work Standards

Human Resource Management

Employee Non-Compete
Investigative Incidence Guidelines

New Employee Training

Basic Skills Assessment
Customer Service Training
Job Description
New Service Technician Training Outline

Cost - $99.00 + shipping

For more Information call (888) 711-3232
or email Becky