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Residential - Excellence Alliance

Complete HVAC Solution

No other organization in our industry can provide you with the Sales, Service and Automation tools like Excellence Alliance can. We want to help you grow your business and separate you from the competition.

It’s the complete process to help you get organized, become more profitable and win your market.

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Flat Rate

HVAC & plumbing flat rate books are available from Excellence Alliance.  Flat Rate books provide a sense of security for the homeowner while also streamlining your pricing structure.  Do you ever find yourself asking:

  • How do I maximize profitability?
  • How do I engage the homeowner?
  • How do I eliminate pricing disputes?
  • How do I standardize the sales process for my techs?

The Excellence Alliance Flat Rate pricing strategy answers all of those questions.

The books are customized to your marketplace, personalized with your logo and sales information and they are iPad™ compatible.  They have easy to read, full color diagrams as well.  Contractors tell us the diagrams often help close sales since customers can see and visualize the value of the product they are buying.

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Pro Comfort Advisor Equipment Sales System

Pro Comfort Advisor is a powerful equipment install and replacement sales system.

  • Works with any brand of equipment, as many brands as you want
  • New equipment and pricing updates can be imported directly into the program
  • Build your costs, commissions, warranties and promotions into the price
  • Adjust your gross margins to meet your desired profit
  • Works with iPad, Windows laptop or tablet
  • Does not require internet connectivity within the home
  • Offer customers four options in a base, good, better, best format
  • Offer enhancements such as filtration and dehumidification to address the customer’s comfort concerns
  • Flexibility to price in custom installation work including subcontractors
  • Display monthly payments to help customers choose a system with their budget

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Residential Estimating

The Residential Estimating program creates customized proposals for in home presentation to the customer.  This program provides a better sales experience for your customer and generates more reporting resources for your management team.

With the Residential Estimating program you can:

  • Build rapport with the customer
  • Add a professional touch to your offers
  • Customize sales parameters to your market
  • Close more sales

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Estimating 4 Profit (E4P)

E4P handles your light commercial estimating, proposal and reporting needs.  With more and more residential contractors expanding to the light commercial market, demand for a tool to ease the entry to light commercial has increased.  E4P can be just that tool.

As a cloud product, all you need to access E4P is an internet connection.  It can be in the office, at the job site, at home or on the road.  Since E4P is in the Cloud you never have to worry about lost, stolen or broken computers affecting your saved work.

E4P runs on secure, backed up, off-site servers.  These servers provide top of the line security that individual computers and networks can’t match.  The servers are backed up nightly and have 99.9% up time.

With E4P there are no installation, mainframe or network based issues.  E4P is fully functional right away and will always work no matter your operating system, computer brand or preferred browser.  It is as simple as navigating your favorite website.

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Sales Lead Tracking

Sales Lead Tracking from Excellence Alliance delivers accurate sales information at your fingertips.  With Sales Lead Tracking you can answer:

  • What is the source of my leads?
  • What sources convert leads to sales most frequently?
  • What is the sales conversion ratio of my staff?

Combine the answers to those questions with the ability to track marketing efforts and you have a program that manages your sales process making it easier to improve your close rate and acquire new customers.

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Service Management & Dispatch

Excellence Alliance can provide your complete service management solution.  Service Management 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.

  • Track service calls and equipment in real time
  • Advanced inventory and service history
  • Mapping, routing, GPS tracking and payment processing for the tech

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Business Solutions

The Excellence Alliance Business Solutions are designed to help your business grow.  Combing your industry know-how with our business solutions can lead to a better bottom line.

We specialize in providing you with the tools to bring your success to another level.

  • HVAC Forms Library
  • Training
  • Continuing Education Courses
  • Background Checks
  • Personality Profiles/Job Matching
  • Email Marketing Campaign Management

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