Contractor Business Development Resources

10 Steps to Become a New Home Energy Performance Contractor

Follow these ten steps to get started as a home energy performance contractor.

Home Performance Contractor Business Plan: Guidelines and Sample Plan

This resource provides a guide to developing a simple business plan for home performance contractors, beginning with an outline of key terms and definitions that can be used in the plan.

Proforma Financial Statement for Home Performance Businesses

A proforma gives you a clear picture of how much money your business might make, what your costs will be, and what you can expect in terms of profit.

For a home performance and weatherization business, the proforma helps you estimate your income from programs like the Weatherization Assistance Program (WAP), private services, and utility-funded projects. It also shows how much you’ll need to spend on things like materials, equipment, and paying your workers.

By using a proforma, you can make smart decisions about your business. It helps you see if you are on track to meet your financial goals, how to manage costs, and when you’ll start making a profit. This is a key part of planning and growing a successful business, ensuring you’re ready for the challenges ahead.

Budget and Chart of Accounts Worksheet for Home Performance Businesses

The Budget and Chart of Accounts for your home performance business are essential tools for planning and managing the financial side of your company as you grow and deliver energy-saving services.

Guide to Financing for New Home Energy Performance Contractors

Starting a home energy performance business can be exciting, but finding money to get started can be hard. This is a simple guide to help you find ways to get the money you need to start your business.

Guide to Insurance for Your Energy Company

This resource is a simple guide to the types of insurance your energy company needs.

When you run a business in home energy performance, solar energy, or related industries, you’re working in people’s homes and using special tools. This can be risky, so it’s important to have the right insurance to protect your business, your workers, and your customers.

Guide to Customer Relationship Management (CRM) Systems for Your Home Energy Performance Company

A Customer Relationship Management (CRM) system helps you keep track of your customers, manage jobs, and provide better service.

Download this two-page flyer to learn how a CRM can help your home energy performance company. This guide is part of a series of resources, tools, and templates for contractors in home energy performance.

Guide to an Employee Handbook for Your Energy Business

An employee handbook is an essential tool for establishing clear expectations, promoting a positive work culture, and ensuring compliance with legal regulations. For business owners in home energy performance, solar energy, or related industries, it is crucial to develop a comprehensive handbook tailored to the unique needs of your company and industry.

Once you have reviewed this guide, we invite you to download a completed sample version of an Employee Handbook. While it must be carefully reviewed and edited to meet your needs, it does provide sample text for each section.

Example Employee Handbook for Your Energy Business

An employee handbook is an essential tool for establishing clear expectations, promoting a positive work culture, and ensuring compliance with legal regulations. For business owners in home energy performance, solar energy, or related industries, it is crucial to develop a comprehensive handbook tailored to the unique needs of your company and industry.

We invite you to download and customize this sample version of an Employee Handbook. While it must be carefully reviewed and edited to meet your needs, it does provide sample text for each section.

Guide to Onboarding Your Home Energy Performance Installers

The goal of onboarding is to welcome new employees, help them understand the company, and give them the tools they need to do their job well. Download this two-page flyer to learn more. 

This guide is part of a series of resources, tools, and templates for contractors in home energy performance.

Find more resources for home performance contractors in our Contractor’s Guide to Success.