Tools and Programs Guide

TABLE OF CONTENTS TABLE OF CONTENTS

Factory Authorized Dealer & Elite.........................................................2 Financing Partners.................................................................................3 Factory Authorized Dealer Scorecards..................................................4 Rebates Bryant & Carrier.......................................................................5 ReStock..................................................................................................6 Service Titan..........................................................................................7 Mass Marketing Text Message..............................................................8 Text To Order..........................................................................................9

HABEGGERCORP.COM

Careers..................................................................................................11 Co-Op....................................................................................................12 Credit Apps...........................................................................................13 Digital Catalog.......................................................................................14 Ecommerce...........................................................................................15 Training & Events..................................................................................16

MARKETING

Videos...................................................................................................17 Mapline................................................................................................18 shophabeggercorp.com.......................................................................19 Social Media.........................................................................................20 YouTube................................................................................................21

PORTAL

AIG Warranty........................................................................................23 Habnet..................................................................................................24 My Customers......................................................................................25 My Invoice............................................................................................26 Schedule Pick-Up..................................................................................27 My Pricing.............................................................................................28

Dealer programs

- FACTORY AUTHORIZED DEALER & ELITE DEALER Bryant FAD - bryantmarketing@mmcweb.com | 607.744.3396 FAD applications are online only . Compliance reports available in HVACpartners .com > Marketing Tools > Programs & Promotions > FAD > FAD Quicklinks > FAD Compliance Reports

Carrier FAD - carriermarketing@mmcweb .com | 607 .744 .3396 FAD applications are online only . Compliance reports available in HVACpartners .com > Marketing Tools > Programs & Promotions > FAD > FAD Quicklinks > FAD Compliance Reports

Comfortmaker Elite Dealer travis.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 Dealer travis.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 Dealer travis.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.

2

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

RESIDENTIAL

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

COMMERCIAL

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

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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.

4

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

5

Dealer programs - RESTOCK Habegger ReStock is a simple, efficient inventory replenishment tool to help techs have what they need when they need it.

Why You Should Use ReStock IMPROVED CASH FLOW • Reduce inventory on hand • Cut down on non-billable hours

It also helps the tech and office know what

JOB COSTING

parts were used on every call. It is

• Know what parts were used on every call • Make sure you are capturing and billing all used items on every job

fully customizable and cuts down on non-billable hours.

INFO & TRENDS • Real time usage reports to help bill and identify parts as they get used • Identify usage trends by employee month to tailor your inventory and adjust over time

FULLY CUSTOMIZABLE • Use your own part numbers • Use other supplier’s part numbers,not just Habegger parts • Have as many different lists as you need for your company

PRODUCTIVITY AND CONTROLS • Let the system be fully automated or put in PO/approval layers as needed • Cut down on non-billable hours • Issue fewer PO’s but still track to the job • Consolidate shipments and invoices

Ask your TM or CSR about getting started with Habegger ReStock today!

You’ll be glad you did If you need it, Habegger Has It! or we’ll get it for you -habeggercorp.com

STEP 1

HC19005

STEP 2 • Techs mark the parts they use via their Habegger ReStock app

• 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

• Your office receives real time usage information on those parts • 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!

By the end of Q1 2021 ReStock will be an option to set up in the Portal.

Until then contact Richard Shank: richardshank@habeggercorp.com

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Dealer programs - SERVICE TITAN PURCHASE ORDERS • Dealers can send Habegger PO’s directly from Service Titan • Instruction flyer for TM’s

click here to watch a How-To video to use Service Titan

• Instruction flyer for Dealers * Dealer must have loaded Habegger’s part numbers

as the vendor part number in Service Titan INTERNAL ONLY

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

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

TM instructions - click to download

(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 instructions - click to download 7

Dealer programs

- MASS MARKETING TEXT MESSAGE .

TEXT TO KEYWORD

REGION

bowlinggreenhvac . . . . . . . . . Bowling Green cedarrapidshvac . . . . . . . . . . Cedar Rapids comfort . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . Peoria rockislandhvac . . . . . . . . . . . Rock Island so-cool . . . . . . . . . . . . . . . . Champaign springfieldhvac . . . . . . . . . . . Springfield IL totalmine . . . . . . . . . . . . . . Columbus warm . . . . . . . . . . . . . . . . . Sharonville / Cincinnati woosterpike . . . . . . . . . . . . . Cincinnati - Wooster Pike only

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Dealer programs - TEXT TO ORDER -

ProKeep lets our customers text orders for quicker fulfillment. Locations offering this service can get custom printed flyers, banner and business cards. The text to order numbers for participating regions are listed below.

IND . . . . . . 800.458.2950 COL . . . . . . 614.267.7834 CZV . . . . . . . 740.453.8003 CTH . . . . . . 740.702.0296 CLC . . . . . . . 330-499-4328 CLE . . . . . . . 216-520-4328 CLY . . . . . . . 330-270-0200 PMT . . . . . . 304.622.4328 PDQ . . . . . . 412.469.1010 TNN . . . . . . 615-244-3573 RQC . . . . . . 309.793.4328 RBL . . . . . . 217.351.4328 RPA . . . . . . 309.691.4328 RCR . . . . . . 319.363.4328 RSP . . . . . . 217.789.4328

TEXT TO ORDER FROM HABEGGER

800.458.2950 1

TEXT US

At the shop, on the job site, at lunch and need a part...

TEXT US No matter where you are, we are ready to find the part you need and any other parts and supplies to complete the job!

800.458.2950

2

WE’LL RESPOND

BLOOMINGTON

2207 S Yost Ave 812.822.3634 - calls only

FORT WAYNE

7404 Opportunity Dr 260.490.8092 - calls only

INDY NORTH

8219 Northwest Blvd #400 317.875.9966 - calls only

TEXT TO ORDER FROM HABEGGER

800.458.2950 TEXT US WE’LL RESPOND

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

INDY SOUTH

6011 E Hanna Ave #N 317.780.1800 - calls only

LAFAYETTE

1600 Kepner Dr #A 765.447.0329 - calls only

SOUTH BEND

720 Fellows St 574.288.3471 - calls only

habeggercorp.com

At the shop, on the job site, at lunch and need a part...

TEXT US 800.458.2950

habeggercorp.com

9

habeggercorp.com 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.

• CA REERS • C O - OP • C R E D I T A P P S • D I G I TAL CAT A L OG • E C O M M E R C E • T RAI N I NG & E V E NT S

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habeggercorp.com - CAREERS -

The careers section is a great place to list when you are hiring and for what position . Potential candidates can search by City and State and get all the information they need to apply .

Contact Anne Steiner HR, annesteiner@habeggercorp .com, for posting job to Indeed .

Contact Kim McCutcheon in in HR, kimmccutcheon@habeggercorp.com, Contact Karie Johnson in Marketing, kariejohnson@habeggercorp .com, for posting to habeggercorp .com and social media .

Kim McCutcheon

Kim Kim McCutcheon

Kim McCutcheon Kim McCutcheon

Kim McCutcheon

11

habeggercorp.com - CO-OP -

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.

12

habeggercorp.com

- RESOURCES AND CREDIT APPS We offer links to a variety of companies, associations and publications.

ASSOCIATION LINKS

GOVERNMENT / INTERNATIONAL AGENCY LINKS

ONLINE RESOURCES

PUBLICATION LINKS

MANUFACTURER LINKS

CREDIT APPS Southwest Ohio | Columbus and Cleveland | Indiana | Illinois/Iowa Kentucky | Pennsylvania/West Virginia (click link for download)

13

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.

14

habeggercorp.com - ECOMMERCE -

Long term corporate goals for TM assigned accounts: click “Shop New Web Store” for ecommerce

• Every customer should be signed up in the store •E very 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 2

• Every month have a discussion about using the platform

15

habeggercorp.com - 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.

16

Marketing - VIDEO’S -

MARKETING REQUEST FORM All marketing requests need to come through the Marketing Department in a timely manner. Complete this form and send back in to marketing@habeggercorp.com. Please allow 3-5 business days for 1st round of art. name of requestor

region: q IND q COL q SWO q KY q CLE q IL/IA q PDQ q FAB q CORP

phone number w/ extension

submission date (##/##/####)

due date (##/##/####)

Fill out a request form and email it to marketing@habeggercorp.com

t

PRINT: q ad q billboard q brochure q catalog q flyer q signage q promotion q tradeshow support q vehicle wrap q direct mail q lunch & learn q counter day q meeting materials q card (holiday, thank you, etc.)

t

Do you need a video created? Marketing can help!

DIGITAL: q eblast q text message q ppt presentation q catalog q communications q electronic graphic

t

name of job

PROGRAM OFFERS: q binders q program development q program layout q program/offer q meeting materials q promotion layout q marketing program books q promotion development Promo/event: date/date range _________________________________ location _____________________________________________________________ RSVP/registration details (deadline, who, when, how) product to include (product #’s) q text q email blast (dates to be deployed, target audience to receive message) other (please specify the medium if not listed above) project details/background/goal target audience

logos to be used

will this be submitted for co-op $ q yes q no will marketing handle printing? q yes q no

post to FaceBook page q yes q no print quantity ___________________________________

delivery instructions: where does final product need go?

contact information if different from requester listed above

17

Marketing - MAPLINE • Create a map from Excel

• Create disaster recovery plans

• Plot customers with ease

• Optimize sales territories

• Add boundaries, create heat maps and plan routes

• 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

18

Marketing

- SHOPHABEGGER.COM 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.

19

Marketing

- SOCIAL MEDIA Habegger marketing handles creating and posting social media content across all regions on Facebook and LinkedIn . 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

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.

Illinois/Iowa: facebook.com/TheHabeggerCorporationIllinoisIowaRegion Kentucky: facebook.com/TheHabeggerCorporationKentuckyRegion Northeast Ohio: facebook.com/TheHabeggerCorporationNortheastOhio Pittsburgh/Clarksburg: facebook.com/HabeggerHVACDistribution Southwest Ohio: facebook.com/TheHabeggerCorporationSouthwestOhioRegion

20

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 T IP S W H E N

C R E A T IN G V

ID E O S

1. Videos should be short - peo ple’s attention It doesn’t matte spans are sho r if they are ver rt. y interested and subject matter, engaged in you attention spans r are still short. Ideally 5 minutes or les videos will be s. If they absolu tely have to be 10 minutes. 10 longer, do not minutes should go over be the absolute maximum time 2. Camera ang limit. le - never shoot a vid eo with the camera strating you wa nt the camera pointed upward to . Because you’re lev el wit the presenter h you, or direct talking and dem with the camera ed downward onto get closer to looking upward side of people’s the product. Sh , only accentuat nose, chin, etc ooting es someone’s . It isn’t flattering phy siq ue and/or the and it can be ver und 3. Sound quality ern y distracting for eath matters - people the viewer. can forgive me sounds like it wa diocre video qua s recorded ins lity. But if the sou ide a cave, you concisely. nd is low, distor r viewers will ted or tune out. Make sure to articulat e clearly and 4. Lighting - ligh ting doesn’t nee d to be complic low-quality cam ated, but it nee era produce mu ds to be there. ch better video, Lighting will ma and people jus ke even a 5. Editing with t enjoy watching jump cuts - one videos that are of the easiest well-lit. method. A jum and fastest ways to p cut is when you rec ord a video is r video is actual to form one coh using the jump-c ly made up of esive video. ut dozens of short little clips all pla The benefit of ced together jump cut videos is two-fold: 1. It saves time when recording , as you will not 2. It keeps the need to memo video pace mo rize any long scr ving along qui ipts. ckly, thus keepin To record a jum g the viewer eng p-cut video, wr aged. ite out your ent sentences. By ire script before breaking it up han d, but break it into simple sen sections and reup into simple tences, it will be , easy-to-say record easily if also be easier something doe to record those sn’t come out short sentences the way you’d 6. Grab people / like. ’s attention in the first 5 second of it in just a few s - how many seconds becaus times have you e it didn’t draw sta are very particu rte d a video only to clo you in? Your aud lar; you have to se out ience is no diff grab their attent which makes you erent. Today’s ion in the first video viewers r video intro ext five seconds if remely import you want to kee ant.

An intro might p them around simply look like , someone coming “In just five min on camera to exp utes, I’m going lain what’s goi to show you how the way to ens ng to happen in the to _____and ___ ure a quality rep video: ____, and sha air or installat video they’re loo re some helpfu ion.” This gives l tips along king for. the audience con fidence that the y’ve found the 7. Have a solid wrap up - your wrap up could channel, watch include a call to additional videos act ion at the branch, sub , contact your at the end, wo team, or more. scribe to your ndering what to Be sure not to do next. Instea leave your vie d, make their nex wers hanging t steps very cle ar in your wrapup.

21

Portal

- AIG WARRANTY Access can be gained by logging into ecommerce then clicking on the AIG Warranty tab.

Dealers can register their AIG warranties here.

AIG contact:

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

23

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

24

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.

25

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

26

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

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

habeggercorp.com

27

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.