Tools and Programs Guide

Dealer programs

- FACTORY AUTHORIZED DEALER & ELITE DEALER -

BryantFAD- bryantmarketing@mmcweb.com | 607.744.3396

FADapplicationsareonlineonly.Compliancereportsavailable inHVACpartners.com>MarketingTools>Programs& Promotions>FAD>FADQuicklinks>FADComplianceReports

CarrierFAD-carriermarketing@mmcweb.com | 607.744.3396

FADapplicationsareonlineonly.Compliancereportsavailablein HVACpartners.com>MarketingTools>Programs&Promotions

>FAD > FAD Quicklinks > FAD Compliance Reports

Comfortmaker Elite Dealertravis baugh@carrier com | 317 967 1721

Use gocomfortmaker com site for dealer to log in and get their Elite Dealer program information, logo, guidelines, etc

Tempstar Elite Dealertravis baugh@carrier com | 317 967 1721

Use gotempstar .com site for dealer to log in and get their Elite Dealer program information, logo, guidelines, etc

Day & Night Elite Dealertravis baugh@carrier com | 317 967 1721

Use godayandnight com site for dealer to log in and get their Elite Dealer program information, logo, guidelines, etc

Dealer programs - FINANCING PARTNERS -

Habegger can help with a variety of financing options

We want to enable our dealers to succeed with their customers during this difficult period, we always offer financing solutions

Providing a variety of financing options for a wide range of homeowners

Bryant offers programs throughout the year Factory Authorized Dealers have access to additional special offers WF Client Processing: 800 551 5111 Mon - Sat 8am - 10pm Sun 10am-10pm CST

Shawn Targgart - VP Wells Fargo Relationship Management

c 260 215 1047 | o 515 557 2138 shawntarggart2@wellsfargo com

Good for all homeowners providing a variety of lenders and options for 1st and 2nd look More info: bit ly/PayzerFinancing

Kent Lloyd Business Development Director kent@payzer com

c: 336 707 1955 | 1 866 488 6525

In these challenging times when many families are struggling with credit, Microf offers terrific options for credit challenged families

More info: bit ly/MicrofFinance

Hannah Greer - Contractor Success Manager 229 894 3686

Jesse Barrack - jbarrack@microf .com 904 .591 .4055

Marisa Vitanza - New Contractor Enrollment 229 .352 .4095

Empowering every business to succeed by providing the best leasing options, when and how they are needed

More info: bit ly/KapitusFinance

Mark Cisco - Director, Equipment Finance mcisco@kapitus com | 860 400 2552

Seth Ure - Relationship Manager

ure seth@gmail com | 281 512 7017

Dealer programs - FACTORY AUTHORIZED DEALER SCORECARDS -

Bryant FAD scorecard: hvacresults com/habeggerbfadawards

Carrier FAD scorecard: hvacresults .com/habeggerpresidentsaward

Contact Marketing for user ID and password

• Link the above bookmarks There are no identifying graphics on the log in page, only ID and Password boxes

• Scorecard data is updated monthly

How to read, edit and print

This is just like the online scorecard in HVACpartners There are 3 symbols on the far right Here’s what they mean/how to use:

The magnifying glass will show you the finished scorecard . From here you can just print your screen (there is no print button inside the application) You’ll want to choose landscape when you print

This is the edit button Here you will need to enter any missing data (# of non-Wells Fargo financing apps, if the dealer has their own schedule now capability check the box and add the URL)

This is for Habegger account numbers . The first time using this you’ll want to double check that the account number(s) are correct and save them

Call Karie Johnson if you have questions

Dealer programs

- REBATE CENTERS FOR BRYANT & CARRIER -

Our manufacturers offer a wide variety of rebates, to get info on the options go to:

BRYANT: bryantpromotions .com

• dealers log into the site using their HVACpartners user ID & password

CARRIER: carrierincentives .com

• dealers log into the site using their HVACpartners user ID & password

Dealer programs - RESTOCK -

Why You Should Use ReStock

Habegger ReStock is a simple, efficient inventory replenishment tool to help techs have what they need when they need it . It also helps the tech and office know what parts were used on every call It is fully customizable and cuts down on non-billable hours .

STEP 1

• Techs mark the parts they use via their Habegger ReStock app

STEP 2

• Your tech gets parts back packaged, invoiced and fulfilled according to your needs

• Keep your profit centers stocked with crucial items at all times!

STEP 4

STEP 3

• You approve or edit parts before they’re sent to Habegger

• Habegger receives and can group your items by job, technician, or in total

• Whatever works best for you!

Dealer programs

SERVICE TITAN PURCHASE ORDERS -

• Dealers can send Habegger PO’s directly from Service Titan

• Instruction flyer for TM’s

• Instruction flyer for Dealers

* Dealer must have loaded Habegger’s part numbers as the vendor part number in Service Titan

HELPING YOUR DEALER PLACE ORDERS THROUGH SERVICE TITAN

Your dealer can order from Habegger directly through Service Titan. Here are the 2 TM steps to help them get started, once you’ve identified they are using their Service Titan program.

* Dealer must have loaded Habegger’s part numbers as the vendor part number in Service Titan.

TM notifies Habegger IT and provides the email address(es) of customer to receive order confirmations, and CSRs to receive message of new orders received

TM sends customer the 2 minute video on how to setup Service Titan to send xls PO and gives them a custom Habegger email address received from Habegger IT.

PLACE YOUR HABEGGER ORDERS THROUGH SERVICE TITAN

You can now order from Habegger directly through your Service Titan program. Here’s how to get started!

*

Your TM will notify Habegger IT and provide the email address to receive order confirmations, and the CSRs to receive message of new orders received

Your TM will provide you a 2 minute video on how to setup Service Titan to send xls PO, along with a custom habegger email address to send to.

(1) Dealer sends sample PO from Service Titan to Habegger

(2) Habegger confirms PO was received and processed successfully

(3) Dealer begins sending POs

(4) Habegger CSRs monitor for POs received.

- If any part number or pricing errors CSR corrects part number and pricing on order, converts dealer’s part number to Habegger part # and notifies dealer of correct price and part number.

- Order picking, shipping and invoicing works as usual

If you need it, Habegger Has It! or we’ll get it for you habeggercorp.com

(1) Dealer sends sample PO from Service Titan to Habegger

(2) Habegger confirms PO was received and processed successfully

(3) Dealer begins sending POs

(4) Habegger CSRs monitor for POs received.

- If any part number or pricing errors CSR corrects part number and pricing on order, converts dealer’s part number to Habegger part # and notifies dealer of correct price and part number.

- Order picking, shipping and invoicing works as usual

If you need it, Habegger Has It! or we’ll get it for you habeggercorp.com

Dealer programs - MASS MARKETING TEXT MESSAGE -

Anotherwaytoconnectwithourcustomersisthroughmassmarkettextmessaging Theycanreceiveregionspecificannouncementsonproductsandevents

Thetexttonumberis 844- 461- 1005 andthekeywordforeachregionislisted below

ThepreferredwaytosignupistosendMarketingthedealersname,dealership,cell andemailandtheywilladdthemtotheappropriatetextgroup

TEXT TO KEYWORD REGION

bowlinggreenhvac

cedarrapidshvac

comfort

Bowling Green

Cedar Rapids

Clarksburg

easttnhvac DS - Knoxville & Morristown

hvac Cleveland

indyhvac

Indiana Region

jacksonhvac DS - Jackson

jeffersonvillehvac

Jeffersonville

middletnhvac DS - Nashville N & S

ohiohvac

Dayton and Springboro

penguins Pittsburgh

penguins (elite dealers only) Pittsburgh

peoriahvac

rockislandhvac

Peoria

Rock Island

so-cool Champaign

springfieldhvac

Springfield IL

totalmine Columbus

warm

woosterpike

Sharonville / Cincinnati

Cincinnati - Wooster Pike only

Our website is packed full of powerful information to help you reach your goals and assist customers Below are some of the main components that you should become familiar with

- CAREERS -

The careers section is a great place to list when you are hiring and for what position

candidates can search by City and State

Kim

Kim McCutcheon

Kim McCutcheon

Kim McCutcheon

Kim McCutcheon

Kim McCutcheon

The co-op section is where you file your Bryant and Carrier co-op claims

Go to the link below to download a PPT on how to file the submissions . bit ly/Hab-Co-Op

Each region has a co-op admin who approves claims . To check status and claim . see your region co-op administrator

* A dealer must be signed up in a Habegger Bryant or Carrier Co-op Program in order to file claims or use this co-op site

habeggercorp.com - DIGITAL CATALOG -

The digital catalog showcases marketing materials the marketing team has created for your use Browse the multitude of categories that are available ranging from flyers, brochures, truck wraps, social media; to name a few . If you see something you would like to use, let the marketing team know the reference number and what you would like done with it

Send information to marketing@habeggercorp com

The catalog can be accessed by going to habeggercorp com, scroll to the bottom of the page and clicking the “Complete HVAC Solutions” tagline below the fax number . Contact Marketing for login access .

- ECOMMERCE -

Long term corporate goals for TM assigned accounts:

• Every customer should be signed up in the store

• Every customer should know how to access the store and look at products, inventory, etc

• 50% of customers placing 1 order every month

• 40% of customers placing 50% of their orders via ecommerce

To be successful you must:

• Understand the platform

• Walk your dealer through it

• Help them place an order

• Help them set up a list of most frequently ordered equipment and supplies

• Every month have a discussion about using the platform

- TRAINING & EVENTS -

The training and events section is packed full of opportunities for dealers to learn more about our products and services It can be filtered by City and/or State Registrations can be handled: 1) on habeggercorp .com

2) linked to My Learning Center

3) handled manually at the local level Training Managers have the ability to add classes

For questions, contact Caitlin Bond @ caitlinbond@habeggercorp com

Marketing - MAPLINE -

• Create a map from Excel

• Plot customers with ease

• Add boundaries, create heat maps and plan routes

• Create disaster recovery plans

• Optimize sales territories

• Leverage distance analysis

• Improve performance reporting map data can be exported as a PDF or Excel file

To have maps created, contact Caitlin Bond @ caitlinbond@habeggercorp com

Marketing

Habegger has created a portal that contains all branded merchandise that can be purchased for employees, events and giveaways The site contains men’s/women’s apparel, hats & accessories, merchandise and much, much more .

Marketing - SOCIAL MEDIA -

Habeggermarketinghandlescreatingandpostingsocialmediacontentacrossallregionson FacebookandLinkedIn. Contact Lydia Morgan @ lydiamorgan@habeggercorp.com.

Linkedin

Habegger: linkedin .com/company/habegger-corporation/mycompany

Dale Supply: linkedin com/company/dale-supply-company

Facebook

Corporate: facebook .com/TheHabeggerCorporation

Indiana: facebook com/TheHabeggerCorporationIndianaRegion

Columbus: facebook com/TheHabeggerCorporationColumbusRegion

Illinois/Iowa: facebook .com/TheHabeggerCorporationIllinoisIowaRegion

Kentucky: facebook com/TheHabeggerCorporationKentuckyRegion

Northeast Ohio: facebook com/TheHabeggerCorporationNortheastOhio

Pittsburgh/Clarksburg: facebook com/HabeggerHVACDistribution

Posts showing local people, local events, local content perform better than general posts

Take pictures in the field and provide them to your region FB administrator or to Caitlin Bond .

Southwest Ohio: facebook .com/TheHabeggerCorporationSouthwestOhioRegion

Marketing - YOUTUBE -

Every region has their own YouTube channel!

Habegger Help | Indiana | Pennsylvania | Illinois/Iowa | Kentucky

Southwest Ohio | Tennessee

YouTube is currently focused on training If you have other video messaging, we can post that for you as well Contact Caitlin Bond @ caitlinbond@habeggercorp com for uploads

We have created a YouTube creation how to sheet to help when you are creating video’s Click the sheet below to download

TIPS WHEN CREATING VIDEOS

1. Videos should be short - people’s attention spans are short. It doesn’t matter if they are very interested and engaged in your subject matter, attention spans are still short. Ideally videos will be 5 minutes or less. If they absolutely have to be longer, do not go over 10 minutes. 10 minutes should be the absolute maximum time limit.

2. Camera angle - never shoot a video with the camera pointed upward. Because you’re talking and demonstrating you want the camera to level with you, or directed downward to get closer to the product. Shooting the presenter with the camera looking upward, only accentuates someone’s physique and/or the underneath side of people’s nose, chin, etc. It isn’t flattering and it can be very distracting for the viewer.

3. Sound quality matters - people can forgive mediocre video quality. But if the sound is low, distorted or sounds like it was recorded inside a cave, your viewers will tune out. Make sure to articulate clearly and concisely.

4. Lighting - lighting doesn’t need to be complicated, but it needs to be there. Lighting will make even a low-quality camera produce much better video, and people just enjoy watching videos that are well-lit.

to form one cohesive video.

The benefit of jump cut videos is two-fold:

5. Editing with jump cuts - one of the easiest and fastest ways to record a video is using the jump-cut method. A jump cut is when your video is actually made up of dozens of short little clips all placed together

1. It saves time when recording, as you will not need to memorize any long scripts.

2. It keeps the video pace moving along quickly, thus keeping the viewer engaged. To record a jump-cut video, write out your entire script beforehand, but break it up into simple, easy-to-say sentences. By breaking it up into simple sentences, it will be also be easier to record those short sentences/ sections and re-record easily if something doesn’t come out the way you’d like.

6. Grab people’s attention in the first 5 seconds - how many times have you started a video only to close out

of it in just a few seconds because it didn’t draw you in? Your audience is no different. Today’s video viewers are very particular; you have to grab their attention in the first five seconds if you want to keep them around, which makes your video intro extremely important. An intro might simply look like someone coming on camera to explain what’s going to happen in the video: “In just five minutes, I’m going to show you how to _____and _______, and share some helpful tips along the way to ensure a quality repair or installation.” This gives the audience confidence that they’ve found the

video they’re looking for.

7. Have a solid wrap up - your wrap up could include a call to action at the branch, subscribe to your channel, watch additional videos, contact your team, or more. Be sure not to leave your viewers hanging at the end, wondering what to do next. Instead, make their next steps very clear in your wrap-up.

Access can be gained by logging into ecommerce then clicking on the AIG Warranty tab Dealers can register their AIG warranties here .

AIGcontact:

Kelly Goodman: 980-475-4762 | kelly.goodman@aig.com

Portal - HABNET -

Habnet is our intranet full of useful tools for Habegger employees It contains information for employee forms, benefits, employee handbook, holiday schedule, how to access pay stubs 401k, marketing info and logos and business card order form along with much more . The IT section contains information for WMS training, common IT questions, sales level 2 training video’s, people directory, and more

The site was updated in Dec 2019, old passwords do not work but User ID’s are the same . For new passwords contact Pete Massey petemassey@habeggercorp .com .

Habnet can be accessed in two ways:

1 - through the Portal

2 - through habeggercorp .icthrive .com

Portal - MY CUSTOMERS -

My Customers will allow the TM to truly manage their own accounts You will be able to sign up customers for ecommerce as well as the other web apps You can also add individual users within a customer, and assign them to different apps .

Portal - MY INVOICE -

• Allows a customer to review their open and paid invoices, reprint invoices, and download invoices either in Excel or Quick-books format

• Initial impressions from customers is positive

Portal - SCHEDULE PICK-UP -

We want to help cut down the wait time for techs and drivers when picking up Schedule Pick Up helps speed up wait times and the order process, it’s simple, quick and gets your team back on the road faster Schedule it online!

Click here to watch a video for more assistance

Click here for a step-by-step flyer

HABEGGER SCHEDULE PICK UP

Want to cut down the wait time for your techs and drivers when picking up? It’s simple, quick and gets your team back on the road faster. Schedule it online! Watch the online video for more assistance - bit.ly/Hab-SchedulePickUp

‘HOW TO SCHEDULE’ GUIDE

1. Select “Log In” provider username and password

2. Select “Schedule Pick Up”

3. Select the order you wish to pick up a. You can also ‘select all’ at the top to schedule all orders the same pick-up time together

PORTAL - MY PRICING -

TMs can use this app to run a pricing file (an excel spreadsheet) for customers where they are assigned as the first or second sales person in Reggie. At a future date, customers will have the ability to go into the app and run the report for themselves. TMs will just need to make it available on the set up page in the My Customers app.