CFESA Region 5

CFESA Members in Region 5:

Region 5 Voting Members: Delaware, Indiana, Kentucky, Maryland, New Jersey, Ohio, Pennsylvania, Virginia & West Virginia.

Affiliate Members: Delaware, Indiana, Kentucky, Maryland, New Jersey, Ohio, Pennsylvania, Virginia & West Virginia.

Region Leaders:

Bruce Peeling, EMR Service
John Sappo, Daubers Inc

Regional Member Contacts:

To obtain a Regional Member Contact list for Region 5, including emails and physical addresses, contact Heather Price at CFESA Headquarters. You must be a CFESA member to receive this list.

Did You Know


2012 Region Meeting:

Tech 24 Date: Wednesday, August 15 - Friday, August 17, 2012

Location: Tech-24
534 W 24th St
Norfolk VA 23517

Contact: Rick White, Tech 24
703-354-3835
rick@mytech24.com

Alt Contact: Heather Price
CFESA Headquarters
336-346-4700
hprice@cfesa.com

Hotel: The Westin Virginia Beach Town Center
4535 Commerce St
Virginia Beach, VA 23462
757-557-0550

A room block has not been set aside for this meeting. You may stay at any hotel of your choice. Suggested hotel information is offered as a convenience to you.

Agenda:

Wednesday:
7:00pm: Casual networking drinks at the Westin bar
9:00pm: Dinner at Yard House, within walking distance of the hotel
4549 Commerce Street
Virginia Beach, VA 23462
www.yardhouse.com/VA/virginia-beach-restaurant

Thursday:
8:00am: Meeting commences with reading of CFESA Bylaws
8:15am: Introductions of attendees
8:30am: Software Q&A with Davis Business Systems and S2000
Discussion on how software can enhance your business with focus on GPS tracking and dispatch, Field Service Invoicing, different uses of smart/camera phones and Paperless office enhancements. We will look at how this is actually being used by current members. All are welcome to attend.
10:30am: Manufacturer, Manufacturer Representative, Equipment Dealer, Service Company
An interactive discussion of the needs of these four entities and the way we can all work together and help each other succeed by serving the needs of the end user, "everyone's customer, potential customer and hopefully, repeat customer".
12:00noon: Lunch
1:00pm: The Many Ways We Pay Technicians
General discussion on how different CFESA companies compensate field service personnel. Topics include: Hourly vs by billed hours, different types of bonus and incentive programs, pay for travel, pay for on-call, pay for "stuck in traffic" or far away service calls, parts or PM sale commissions or bonuses, etc.
2:00pm: Field Supervisor, Lead Tech, Team Leader, etc. Why do we have them? What are they?
We will explore the various ways CFESA members deal with supervising field workers, how we mentor, train them, keep them all on the same page with changing policies etc., and how to be focused on the company mission.
3:00pm: The Parts Problem in Field Service
We will discuss the various methods different CFESA companies use to source parts quickly and efficiently. Starting with general truck stock then moving on to a tech with a part needed on a job. When the tech needs something that is not on his truck how does he communicate the need and urgency to the office? What goes on behind the scenes to get the part located and purchased? Who decides what freight is appropriate? How do we get proper part numbers? How do we do all of this and deal with factory cut off times, minimum orders, and drop/expedite fees?
5:00pm: Meeting Adjourns
7:30pm: Dinner at Sonoma Wine Bar & Bistro, walking distance from the hotel
189 Central Park Ave
Virginia Beach, VA 23462
Phone: 757-490-9463
www.sonomatowncenter.com

Friday:
8:00am: CFESA Membership Update
from Association Executive Director Carla Strickland
9:00am: Keeping Your Business Running and Growing
We will explore the different ways CFESA companies service their vehicle fleets, tool policies, sales people, and tech to office staff ratios.
10:00am: Regional Training Discussion and Planning
Explore how Region 5 CFESA members help each other by designing and implementing training programs, combining talent and resources to solve the many training needs from basic E, G, S to Installation, Refrigeration, and HVAC. We must develop young talent and we need good training programs to succeed. This is an open discussion on the the problem and the many possible solutions that we can do as a region to make all of us more successful.
11:00am: Meeting Adjourns

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