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Excellence Alliance is a leading provider of HVAC software tools and business solutions to both Commercial & Residential HVAC dealers.  We provide HVAC software to dealers across the country. Our strategic alliances with equipment manufacturers and wholesale distributors drive brand awareness and maintain retention for them. We specialize in products tailored to create, identify and close sales for HVAC businesses.

Excellence Alliance has software in the areas of flat rate pricing, commercial HVAC maintenance agreements, HVAC estimating, service management and buying group solutions for HVAC professionals.


Commercial HVAC Software

  • Estimating 4 Profit is the ideal method for commercial estimators to generate more sales. E4P improves the estimating and service agreement generating process. It is a no-nonsense program – everything you need is front and center and it guides you throughout the entire process from initial site survey to presentation to the customer.

Residential HVAC Software

  • Flat Rate promotes a culture of contractor efficiency.  The best techs flourish under this model because billable hours no longer matter.  Your company is rewarded from fast, efficient work.  Flat Rate Pricing lets you focus on the job instead of the accounting. Our books are customized with your own pricing, logo and sales terms.
  • Pro Comfort Advisor is the future of in home HVAC equipment sales presentation programs.  Pro Comfort Advisor works with any brand of equipment and can handle as many brands as you want.  You can offer your customers four options in a Base / Good / Better / Best format.  It can seamlessly build professional proposals based directly upon what the customer ranks as important; such as IAQ, price, efficiency, etc..

Customer Management Software

  • Sales Lead Tracking manages your sales process making it easier to improve your close rate and acquire new customers.  Sales Lead Tracking promotes continuity between the sales team and management by getting all sales efforts working together.  Track lead status.  Track marketing effectiveness.  Get real time staff performance results.
  • Service Management and Dispatch software allows for more efficient operations.  With accounting software integration and the ability to reduce operating time and costs, Service Management & Dispatch software lets you take control of your operations giving you an advantage over the competition.

 Member Rewards

  • Equipment Manufacturers – Daikin.  Goodman.  Amana.  ICP.
  • Distributors – United Refrigeration.  Baker.  Johnstone.  RE Michel.
  • Business Services – Cintas.  ShuBee.  Diversified Pure Chem.  Commercials on Hold

Latest Blog Posts


Commercial HVAC Service Sales Cycle – Questioning, Listening, Qualifying

Questioning, Listening and Qualifying Once a plan of action, letter of intent or approach has…

Commercial HVAC Service Sales Cycle – The First Visit

The First Visit The first visit flip chart or company overview illustrates your company’s capabilities,…

Commercial HVAC Service Sales Cycle – Setting the Appointment

Setting the Appointment This is the critical first step after planning and preparation.  We use…

ACCA-PHCC Convention

The Ohio Chapters of the Air Conditioning Contractors of America and the Plumbing-Heating-Cooling Contractors are…