The First 7 Steps to Creating Trucks That Work

The last thing you need to be doing in this economy is to have a truck stocked  too heavily and paying for excess inventory or stuff that gets damaged or goes out of warranty sitting on a shelf. What’s just is bad is having a truck stocked without enough to make it a good chance you can make an immediate sale and do the work…time wasted chasing parts is a killer and no it can be a lost sale!


Pull up to 80% of the homes you serve with a truck and truck stock that will give the Tech an 80% chance that they’ll have what they need to get the job done today.

First 7 Steps to Implementation:

  1. Buy a truck that a Tech can stand up in such as a Sprinter, a Mini Box or a full size Box Truck.
  2. Create a truck stocking template and customize it to fit what you do by pulling either two months in peak season worth of invoices that list what materials that Tech used, what the computer tracked as being used by that truck or that Tech, call the primary Vendor and get help, use the Task List in the Table of Contents in the Operations Manual for the Trade or Trades you do or use the Flat-Rate Book.
  3. Get help from your Model or Missionary Tech so they don’t feel they get stock with your design. And then have them test drive it for two weeks so you can both agree on SLIGHT modifications.
  4. With the customized list, layout the materials behind the vehicle on the floor first. Then, prioritize what absolutely needs to be on the truck and what would be a “nice to have”.
  5. Build the shelving on the floor of the warehouse first because it makes it easier to locate where you want to put the stuff first and adjust the shelving and bin location easily.
  6. Once you like it. TAKE PHOTOS!
  7. Install the shelving in the truck and begin.

Note: If the shelving is already in the truck you can simulate the shelving on the floor of the warehouse and then you end up with a shelving configuration that’s ready to go when you put the next truck on the road.

More to come next week.

Al Levi teaches contractors how to run their businesses with less stress and more success with operating manuals. To get control of your business and grow the right way, get his Build Your Operating Manuals Online Program at today.

Also, check out Al’s latest business adventure, Zoom Franchise Company, at’s a living example of the power of manuals and more in action.

More Ways to Become a 7-Power Contractor

The 7-Power Contractor book lays out 7 simple business powers to help you run your business with Less Stress and More Success. And now, it's available in paperback, ebook, and audiobook.

The Build Your Operating Manuals (BYOM) Program provides you with 90% completed manual templates plus step-by-step instructions on how to edit them, roll them out, and train with them.

The 7-Power Contractor Radio is a podcast series hosted by Al Levi in which he shares insights on how to better run your business. Listen wherever you are.

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