ILIA Carrier Factory Authorized Dealer Program Guide

ILLINOIS AND IOWA

CARRIER FACTORY AUTHORIZED DEALER PROGRAMGUIDE

WWW.HABEGGERCORP.COM

FACTORY AUTHORIZED DEALERS The Carrier® Factory Authorized Dealer program is much more than a label and a logo. It’s a program that reflects the vision and values exemplified by Willis Carrier, the inventor of modern air conditioning. Becoming a Factory Authorized Dealer requires a commitment to quality, customer satisfaction, education, training, and certification. It focuses on delivering real service improving customer satisfaction with the Carrier brand by diligently evaluating and improving business practices at all levels.

The Factory Authorized Dealer distinction represents a dealer who embodies excellence - who delivers on the promise day in and day out. It represents a set of standards and integrity the dealer honors and the consumer will trust.

DEALER LOCATOR The Dealer locator is a factory exclusive service to Factory Authorized Dealers that allows customers to search for dealers in their area and gathers third party reviews for them in one place. FADs will be listed above non-FADs on the Dealer Locator.

Priority Ranking = More Opportunity for Leads

www.habeggercorp.com

DEALER LOCATOR AND ONLINE LEAD GENERATION

CAPTURE MORE LEADS FROM THE FACTORY’S CONSUMER WEBSITE OR YOUR OWN WEBSITE 24/7 Meet growing customer expectations and capture more leads by offering the opportunity for a potential customer to schedule online with you at any time of the day either through the Factory’s consumer website or your very own dealership website.

The Factory has teamed up with Dispatch.me™ to deliver you online scheduling and other valuable tools.

Leads from the Factory’s consumer website, or your own are, delivered directly to your inbox or to anyone you assign.

DEALER LOCATOR AND ONLINE LEAD GENERATION ADD ONLINE SCHEDULING TO YOUR WEBSITE As an added benefit of being a Factory Authorized Dealer, you can add online scheduling and expand your lead generation opportunities on your own dealership’s website by adding a personalized Schedule Now button to it.

When consumers visit your website and click on the “Schedule Now” button, they will be connected to your personalized online booking page. Similar to the leads that come from the Factory’s consumer website dealer locator, a lead notification will be immediately sent to your inbox when a customer submits an appointment request through your booking form.

You can continue to manage these leads through the Dispatch.me portal, at no added cost.

www.habeggercorp.com

COOL CASH

Cool Cash is a seasonal rebate program where homeowners can earn up to $1,550 by purchasing qualifying Carrier branded products.

View full program details by viewing the Spring 2023 Cool Cash Program Guide.

Promotion Objective Carrier’s Cool Cash promotion is designed to promote sales of Carrier systems in the residential add-on and replacement market. Carrier aims to offer a competitive consumer rebate program to stimulate off-peak sales and to help drive sales mix to Infinity® Series Equipment.

2023 Spring Program Dates Sales Period: March 6 - May 26 Claiming and Installation must occur within 45 of the date of sale.

Last day of claiming is July 10, 2023.

• Promotion terms subject to (1) product availability and (2) change or cancellation without prior notice. No substitutions will be accepted. Contact your territory manager or Habegger marketing if you have questions.

For full promotion guidelines, refer to Spring 2023 Carrier Cool Cash Guidelines available on HVACpartners.

FACTORY AUTHORIZED DEALER AWARDS CARRIER PRESIDENT’S AWARD The President’s Award is an annual award presented to a select group of Carrier Factory Authorized Dealers who achieve high scores on a set of criteria established each year by the Carrier brand. The President’s Award uses a weighted matrix that levels the playing field among FAD’s of all sizes.

The award criteria will support and maintain a continual emphasis on sales leadership and on identifying dealers who are model Factory Authorized Dealers.

The following requirements must be met in order for the FAD to be eligible for the President’s Award: • Be compliant with ALL FAD requirements - see the FAD requirements section on HVACpartners.

• Meet or exceed the required score on the President’s Award scorecard.

CARRIER DEALER HALL OF FAME As recognition for a lifetime of service, the Carrier Dealer Hall of Fame raises up those individuals whose abiding integrity in action has been the result of their resolute commitment to high principles. In lean times as well as prosperous, these dealers have demonstrated an unwavering determination to be of service, to give back, and to stand behind each and every promise to their associates, employees, customers and communities.

The Carrier Dealer Hall of Fame is a lifetime achievement award, given to a person who exemplifies the dedication of a life and a lifetime of service and contributions to the industry, the Carrier brand, the employees, the customers and the community. Award criteria includes: • Dealer (principal or owner) and his/her dealership must each have a minimum of 20 consecutive years of Carrier service where Carrier represents a significant/majority share of business • Must be Factory Authorized Dealer • Dealer should be toward the end of their career, as this is a lifetime achievement award

www.habeggercorp.com

CARRIER® PRESIDENT’S AWARD 2024 Carrier® President's Award Scorecard Dealership Name: HVACpartners ID: Distributor: Eligibility Rules Minimum score of 750 AND FAD Compliant including Q1 2024 Complete gray boxes based on January 1 - December 31, 2023 data, unless otherwise noted

Carrier Residential Purchase Volume

Infinity Sales Percentage

Carrier residential equipment up to 5 tons. Includes SPP 5 tons and under, geothermal, IAQ, ductless, RNC, and system products. Ecobee branded thermostats purchased through Carrier distributor.

Residential Purchase Volume – SPP Volume Infinity Purchases % Infinity

Enter $ Enter $ Enter $

Category _ 0 Weight: 11

Infinity Wi-Fi Controls Attachment Rate

Enter $

Max: 66

Rate = Infinity Wi-Fi controls / Infinity indoor units 3 pts = 70-94%; 5 pts = 95+%

Residential Growth

0.00%

0

Weight: 10

0%

Max: 120

Enter 0-100

Rate = Carrier, ecobee Wi-Fi thermostats / non-Infinity indoor units 5 pts = 10-25%; 10 pts = 26+%

Weight: 5 Max: 200

Business Performance

0

Enter $

Carrier Wi-Fi Thermostat Attachment Rate

$100,000 minimum purchases required each year to receive points. Exception: if dealer has less than $100,000 in 2020, dealer can still earn points based on growth.

3-Year Average % Increase

Enter $

Enter 0-100

0 Weight: 10 Max: 50

0

Weight: 10 Max: 100

Sales Excellence

Carrier IAQ Attachment Rate

Ductless and VRF Purchase Increase

Rate = # Carrier-branded IAQ units / # indoor units 5 pts = 10-25%; 7 pts = 26-49%; 10 pts = 50+%

10 pts = 10% increase; 15 pts = 25% increase; 20 pts = 50%+ increase If $0 purchased in 2022, overall purchase minimum of $10,000 needed in 2023 to earn points.

Enter $

2022 Carrier Ductless and VRF Purchases 2023 Carrier Ductless and VRF Purchases

Enter $

% increase

Enter 0-100

0

Weight: 5 Max: 50

0

Weight: 5 Max: 100

Sales Excellence

Business Performance

2020 Carrier Residential Purchases 2021 Carrier Residential Purchases 2022 Carrier Residential Purchases 2023 Carrier Residential Purchases

2 pts = 16-30%; 5 pts = 31-50%; 10 pts = 51-70%; 12 pts = 71-100%

Connected Portal Receive points for (a) logging into Connected portal 6+ times PER QUARTER and downloading 6+ opportunity reports PER QUARTER, and (b) increasing the percentage of connected controls to total number of controls. Dealer can receive up to 60 points.

0.00%

0

% connected = connected controls / total controls in the portal by 12/31/2023 5 pts = logged into portal 6+ times and downloaded 6+ reports PER QUARTER by 12/31/2023 5 pts = 65%-84% connected by 12/31/2023

Select answer

Weight: 4 Max: 60

10 pts = 65-84% connected AND logged into portal 6+ times and downloaded 6+ reports per quarter in 2023 12 pts = 85%+ controls connected by 12/31/2023 15 pts = 85%+ connected AND logged into portal 6+ times and downloaded 6+ reports per quarter in 2023

Subtotal: Business Performance

0

Your Total Score

0

Subtotal: Sales Excellence

0

Subtotal: Brand Loyalty

0 Subtotal: Business Best Practices Early Training Completion* 5 pts = completed 1/2 of total training hours by 5/31/2023 AND passed Connected Portal course by 10/31/2023 7 pts = completed all hours and passed Connected Portal course by 10/31/2023 but didn't complete 1/2 hours by 5/31/2023

Select

0

0 Weight: 10

Carrier Brand Loyalty Enter 0-100

Total Carrier purchases / total purchases for all other brands 10 pts = 90%+ Carrier brand loyalty

Max: 100

10 pts = completed 1/2 hours by 5/31/2023, all hours by 10/31/2023, and passed Connected Portal course by 10/31/2023

0 Weight: 12 Max: 120

* to receive training points, must complete and pass the the Connected Portal course by 10/31/2023 in addition to completing the hours required

Years as a Carrier Dealer

Total applications submitted through Wells Fargo + other financing vendors in 2023

Enter # of applications

Tier must be identified. Enter 2023 purchases in cell G18 to see the info in cell C49

0

Total years as a Carrier dealer 6 pts = 3-4 years; 18 pts = 5-14 years; 24 pts = 15-19 years; 30 pts = 20+ years

Enter # of years

Weight: 5

CFAD Logo on Website

CarrierIncentives.com Claims

Yes

Carrier FAD logo displayed on dealership website homepage

Cool Cash, financing reimbursement, and furnace trade-in claims

Enter # of claims

Business Best Practices

0 Weight: 4 Max: 120

Max: 50

0

0 pts = yes; -75 pts = no

0 Max: 0

Weight: 4 Max: 40

Website URL

Paste Link

Brand Loyalty

Tier must be identified. Enter 2023 purchases in cell G18 to see the info in cell C54

Lead Generation Program Participation

BONUS: RC Parts Purchase Ratio

To receive points: (1) 3rd party ratings on the Carrier Dealer Locator; (2) 4.0+ avg rating on Carrier.com, Google, or Yelp or 90% recommend on Facebook; (3) Schedule Now button or similar scheduling solution on the dealership website 3 pts = met 1 of 3 requirements

Select

5 pts = met 2 of 3 requirements

10 pts = 50+ plans sold

5 pts = 5-14.9% RC purchase ratio; 10 pts = 15%+ RC purchase ratio

Enter $

Weight: 5

% RC Parts Purchase Ratio

0.00%

Paste Link Paste Link

Bonus: AIG Labor Warranty Plans Total AIG labor warranty plans sold

Ratio is calculated as parts purchased from RC divided by 2023 Carrier Residential purchase volume.

Includes all parts purchased from RC*, including FAP brand, Totaline, and other branded parts. Also includes Carrier and Ecobee-branded thermostats. Does NOT include warrantied parts.

Max: 50

10 pts = met 3 of 3 requirements

4.0+ Consumer Rating Page Online Scheduling Page

0

Enter # of plans

0 Max: 10

• Scorecard metrics tied to Carrier equipment purchases and specific marketing programs participation

Brand Loyalty

Business Best Practices

Financing Applications Submitted

• Each metric has a point value and weight

1

* For full details visit HVACpartners.

0 Max: 10

100% SATISFACTION GUARANTEE Powerful consumer selling tool Carrier® guarantee to the consumer/ “Authorized by manufacturer” Used by successful retailers Differentiates you from the competition Adds value

DONE.

Expertly. Efficiently. Professionally.

RIGHT.

Right Technically. With the Right Parts.

Right for the Environment. Right by You.

GUARANTEED.

If for any reason the original purchaser is not satisfied with their Carrier® system, the original installing contractor will repair the problem to their satisfaction or remove the Carrier® products and refund the purchase price, subject to the Conditions and Limitations For more information Go to HVACPartners.com.

After logging in, click on: Marketing Tools > Programs & Promotions > FAD > Quick Links > Satisfaction Guarantee The 100% Satisfaction Guarantee is not to be used in situations where a regular warranty will suffice.

The 100% Satisfaction Guarantee can only be used as the final step when all other means of resolving a problem have failed.

www.habeggercorp.com

INCOME EXTENSION The Income Extension program is a dealer loyalty program that can supplement an enrolled Participant’s income beginning as early as age 62. The program is designed for the loyal dealership that aligns its operations and promotions with the brand.​ Participants build credit towards the payment of a lumpsum deferred income benefit by continuous Dealer compliance with the Program eligibility requirements, some of which include: 1. Select Carrier as its supplier for at least 75% of its needs for heating, ventilation, and air conditioning (“HVAC”) equipment; 2. Be enrolled as a Factory Authorized Dealer (FAD) at the time of enrollment and maintain FAD status; 3. Advertise and identify exclusively with the Carrier or Bryant brand on all Dealer signage, vehicles, websites, and social media accounts; 4. Accurately complete and return annual paperwork; 5. Maintain at least one active accruing Participant in the program at all times; 6. Remain open for business 7. Purchase the minimum level of designated Carrier or Bryant products on behalf of the Participant for a total of at least five (5) years.

A dealer’s total annual purchases of Carrier branded “Designated Products” are reported to Carrier Corporation by the Distributor and, if the Dealer purchases the minimum level of Carrier Designated Product, the Participant received credit toward a deferred income benefit based on the tier levels set forth in the Program Benefit Schedule in effect at the time of purchase.

GET REWARDED FOR PURCHASES YOU’RE ALREADY MAKING WHEN YOU RETIRE

EXCLUSIVE PARTNERSHIPS: HVAC BIZPRO

Make more money by improving your sales process, increasing margins and saving time!

Instant Pricing

Sales Management Tools

Just input your costs, desired profit and financing needs, and BizPro does all the calculations.

Track proposals and sales from the beginning communication to the last.

Customized Professional Proposals

The Load Analyzer

Create proposals offering the customer system options detailing the equipment, system cost and financing.

This tool calculates sensible and latent capacity which feeds into a 5 step wizard for delivering four options to the client.

Customized Tracking & Follow-up

The Service App

Automates many tasks and allows you to communicate with your customers on a consistent basis.

Create flat rate options for parts replacement in the home.

HVAC Biz Pro is owned by Field Edge.

For more information contact your TM, contact Field Edge, go to www.hvacbizpro.com, or call 866-901-4199.

www.habeggercorp.com

EXCLUSIVE PARTNERSHIPS: FIELD SERVICE MANAGEMENT

Outpace your competition with the software specifically built for HVAC & Plumbing contractors 2-way, Live Integration with QuickBooks • Automatic exchange of information between office and the field to QB • No more batching, syncing, or duplicate entries Make More Money and Save Time • Automate the scheduling and billing of your service agreements • Enable techs to easily sell service agreements in the field Empower You Techs in the Field • Access HVAC BizPro directly in FieldEdge • Easy to use, intuitive mobile app • Collect payments in the field • Full customer and equipment history Accurate Reporting Tools at your Fingertips • Award your top performing techs • Upskill and train techs needing help Award Winning Support Team • Dedicated onboarding, data conversion and customer success support team Integrations: • Field Edge Flat Rate (formerly CoolFront) • HVAC BizPro • Dispatch.me • GPS • Payments • And More

•Financing

• Podium

• MailChimp

For more information: Contact your TM, go to www.fieldedge.com, call 800-226-7529 or email sales@fieldedge.com.

EXCLUSIVE PARTNERSHIPS: ADVERTISING & MARKETING

As a premier full-service marketing agency, we understand your story is unique and are here to help you tell it effectively to the world. No Smoke and mirrors over here. What makes us so different (in a good way) from every other full-service marketing agency you ask…we actually listen to your goals and vision. We take your business from good to great with our cross-channel marketing strategies.

For more information contact your TM, go to www.opticmarketinggroup.com, or call 844-700-4781.

We’re a full-service, performance marketing agency that offers our clients a fresh and innovative experience. We use the word “performance” because we provide real, tangible results. At Valve+Meter, we believe there’s no limit to a client’s potential growth. With our individualized marketing strategy, a company can grow exponentially and expand its footprint.

For more information contact your TM, go to www.valveandmeter.com, or call 317-526-5211.

www.habeggercorp.com

RETAIL FINANCING

WELLS FARGO RETAIL FINANCING Wells Fargo, Bryant’s retail financing provider, offers a wide range of financing terms, interest rates & promotions, and the consumer approval process is quick and easy. Bryant Dealers can find a wealth of information on the latest offers, credit terms, application process, etc. at HVACPartners.com Go to HVACPartners.com. After logging in, click on: Marketing Tools > Programs & Promotions > Incentives & Financing > Consumer Financing Or, contact Wells Fargo client processing via phone at: (800) 551-5111 or (888) 206 -0858

MICROF FINANCIAL SERVICES Microf offers unique lease purchase options designed for homeowners with challenged credit or for those who cannot be approved for traditional prime financing offers.

Microf financing solutions differ from traditional loans: • 100% financing available • Hassle-Free Financing • Minimum financial requirements • Microf offers fast approvals Offering multiple Financing and Leasing options in a single application has never been easier.

Wells Fargo and Microf have joined forces to build an integrated application within the SpectrumAC platform.

SpectrumAC provides a single source for all the current Wells Fargo products, promotional offerings, and for the Microf Lease-Purchase options for customers declined by Wells Fargo.

Microf’s SpectrumAC application waterfall with Wells Fargo https://Microf.com Enroll: https://dealer.microf.com/RegisterAsContractor/ Email: AM@Microf.com Contractor Support Line: 855.498.8200 Contact Microf Account Managers to schedule a quick refresher training and/or enroll to offer Microf’s alternative lending option to your customers

RETAIL FINANCING

• •

Multi-Family applications Investors/investment properties

Cool Cash Rebates Dealers may not claim the EcoHome Financing Promotion on the same sale that a Carrier Cool Cash rebate is claimed.

FINANCING

IMPORTANT: The FAD must use either the Cool Cash rebate or a EcoHome Promotion financing plan, the factory authorized dealer can only claim reimbursement for either the rebate OR the financing, not both.

EcoHome Financing is the year round financing offer specific to Carrier Factory Authorized Dealers, from Wells Fargo.

Carrier EcoHome Qualifying Plans Plan

Wells Fargo Credit Terms1

FAD Cost (Wells Fargo Rate Sheet2)

Promotion Rebate

Final FAD Cost** (after claiming)

Special Rate with Custom Monthly Payments

4480

Special rate of 5.99% APR with custom monthly payments of 2.00%

8.09%

5.50%

2.59%

4481

Special rate of 7.99% APR with custom monthly payments of 2.00%

7.89%

5.50%

2.39%

Special Rate with Equal Monthly Payments

4079

Special rate of 0% APR with 24 equal monthly payments

11.61%

5.50%

6.11%

4091

Special rate of 0% APR with 36 equal monthly payments

14.34%

5.50%

8.84%

4103

Special rate of 0% APR with 48 equal monthly payments

16.78%

5.50%

11.28%

4115

Special rate of 0% APR with 60 equal monthly payments

19.08%

5.50%

13.58%

3442

Special rate of 0% APR with 72 equal monthly payments

21.48%

5.50%

15.98%

4.05%

0.00%

Special Rate with Equal Monthly Payments ($7,500 Minimum)

3671

Special rate of 9.99% APR with 120 equal monthly payments (1.33% payment factor)

4.05%

No Interest if Paid in Full3 with Regular Montly Payments4

1

1019

No interest if paid in full within 12 months with regular monthly payments

5.74%

5.50%

0.24%

1066

No interest if paid in full within 18 months with regular monthly payments

7.31%

5.50%

1.81%

Please refer to the Wells Fargo Credit Card Agreement for details about credit costs and terms for consumers. Wells Fargo is a registered trademark of Wells Fargo & Company.

Please referMarch to the Wells Agreement for details about costs and forfunded consumers.

Rates effective 13, 2023.

TheFargo discountCredit rate is theCard fee charged to you for regular or special terms; credit it will be deducted from terms the amount to you. We may change the discount structure any way at anytrademark time by advising in advance in writing.

Wells Fargo is ainregistered ofyou Wells Fargo & Company.

2 No-Interest if Paid in Full: The interest accumulates during the promotional period. Interest is added into the customer account balance if the account is not paid in full Rates effective 2023. The rate is the charged toexpires, you for or special terms; it will be deducted from the amount funded to you. during the promotionalMarch period. If13, the customer paysdiscount the balance in full before thefee promotional period theyregular pay no interest.

We may change the are discount in any way at anywhichever time byisadvising advance inforwriting.

Regular monthly payments generally structure 3.5% of the amount financed, or $40, greater. Seeyou creditin card agreement details.

3 No-Interest if Paid in Full: The interest accumulates during the promotional period. Interest is added into the customer account balance if the account is not paid ** Maximum rebate for qualifying financing offer is $1,500. in Iffull during the promotional period. If the customer pays the balance in full before the promotional period expires, they pay no interest. one unit is installed per residence, this is considered one claim and the maximum reimbursement is $1,500.

4 Regular monthly payments arethis generally 3.5% of the financed, or $40, whichever is greater. See credit card agreement for details.

If one system is installed per residence, is considered one claim andamount the maximum reimbursement is $1,500.

1

2

3

4

If multiple systems are installed per residence, each is considered one claim and the maximum reimbursement is $1,500 per system.

** Maximum rebate for qualifying financing offer is $1,500.

Updated: 02/28/2023 If one unit is installed per residence, this is considered one claim and the maximum reimbursement is $1,500.

If one system is installed per residence, this is considered one claim and the maximum reimbursement is $1,500.

If multiple systems are installed per residence, each is considered one claim and the maximum reimbursement is $1,500 per system.

Eligible Sales Eligible sales must be to homeowners in the U.S. Only Carrier systems/units sold as a replacement for the homeowner’s existing system units or as an add-on to an existing home qualify.

The following sales are NOT eligible for this promotion: •Commercial or institutional applications •Residential new construction applications or upgrades •Multi-Family applications •Investors/investment properties Bryant Flex Dealers may not claim the EcoHome Financing Promotion on the same sale that a Carrier Cool Cash rebate is claimed.

IMPORTANT: The FAD can use both Carrier Cool Cash and an EcoHome financing plan, however, the factory authorized dealer can only claim reimbursement for either the rebate OR the financing, not both.

Dealer Reimbursement For each eligible financing reimbursement**, FADs have 45 days from the date of the sale to (1) install the qualifying equipment, (2) file the financing promotion claim on CarrierIncentives.com, AND (3) process funding through Wells Fargo Retail Services for the homeowner financing transaction.

See Full program details on HVACpartners.

EXCLUSIVE PARTNERSHIPS: RETAIL FINANCING COMPARISON CHART Dealer Benefits of Financing payzer

120 Months

1-20 Minutes

All Factory sponsored programs offered through Wells Fargo.

Full Year Financing, Cool Cash Sales Period, and when rates are more competitive than other financing options

www.habeggercorp.com

EXCLUSIVE PARTNERSHIPS: RECRUITING, TRAINING, AND SUCCESS

Through Contractor University, you can now leverage a comprehensive blend of powerful classroom instruction and convenient online training systems that deliver proven roadmaps to success from the most accomplished team of educators, consultants and trainers ever assembled in the industry. From pricing and sales to operations and marketing – and everything in between – Contractor University is here to help your business thrive so that you can enjoy the life you’ve dreamed of.

• Training & Business Consulting made easy and affordable • Technical, Sales, Management and CSR Training • Online Resources • Monthly Coaching • Webinars and In-Person Training

For more information: Contact your TM, go to mycontractoruniversity.com, call (866) 367-3442 or email memberservices@egia.org.

EXCLUSIVE PARTNERSHIPS: RECRUITING, TRAINING, AND SUCCESS

Because your time, resources, money, and revenue is so important, we made it easy for you to tap into your local market and effectively recruit.

We do a couple of vital functions that elevates your ability to attract, and hire much better candidates.

We do not post jobs! We post opportunities that appeal to the best applicants. Our writers know how to SEO a job that gets the visibility of top applicants. You will not only see an increase in your applicant flow but also an increase in the quality of your candidates.

N LUTIO HVAC for an ICE SO d V e R c E n S a e enh FULL ad w

, job aging ecent n eng of a r n in SC. n to a s io t t l ip u io es descr nsity.

The r cian posit ut job de ort i 10 sh awn o keyword r d , Techn g ir n e ants in c heir lo ing th appli ting t d optimiz to 23 upda cants li p After g job ad an p a om 7 excitin ent fr OW rate w t n NT FL a c appli PLICA P A N There SE I CREA days.

% IN A 229

er... n we off izatio What Optim ite &

Need Applicants?

We are all experiencing the pains of a massive talent shortage.

Trust me, you’re not alone.

And while you might feel powerless to solve it... THERE IS HOPE!

DID YOU

KNO W ? to get d e e we n Only 1 out of every 100 What ... d job seekers are ur e o t yinterested star from landing in your inbox?

Light

reen The G ation This could be happening for a .

1 iz r ush d Rew organ ment of reasons... intnumber ard P o Job A o p B p b a Jo d d your le n e t u a tio hed ough- Your Job Ad is actually a Job c r plica s h Autom p t A A lk s ndly 2. o wa stion e Frie Description g que time t jobs Mobil eenin nts r e c nt S m s e d r s r e e - You’re targeting the wrong people s s u a s c B A ning Scree ert Be g Exp Hirin d tal e t a n g Por Desig iewin v r e t In alized Centr Site areer C tion ded unica Bran Comm il a Em Text &

Job

ral havio

- There is too much friction in your

O process CIapplication GUMU - You’re putting too much time, effort N I T AUS 5-9164 andmenergy into the wrong sources 5 co 385-4 pplicantlist. - Andmmore! @a ns.co austin ensio edim r i h . www

To increase applicant flow, You Need a Comprehensive Sourcing Strategy.

Engaging Job Ads Optimized Job Boards Convert Direct Applicants Tap in to Fans & Followers Maximize your Employee Referrals

I can help you check all the boxes!

AUSTIN GUMUCIO 385-455-9164

For more information: Contact your TM, go to applicantlist.com, call (385) 455-9164 or email austin@applicantlist.com.

www.habeggercorp.com

EXCLUSIVE PARTNERSHIPS: RECRUITING, TRAINING, AND SUCCESS

The marketing and communication platform for local businesses that allows you to manage all of your communication—from reviews to website conversations to text marketing, payments, and more.

Messaging with customers isn’t just a better way to get reviews— it’s the better way to do business.

• Get More Reviews • Communicate Faster

• Convert Customers • Increase Revenue

For more information: Contact your TM or go to www.podium.com or https://www.podium.com/contact-sales/

HABEGGER RESOURCES: HVAC PARTNERS AND MY LEARNING CENTER

All Carrier Dealers have access to the factory’s informational website, HVAC Partners.

This comprehensive website is referred to as the “single source,” and that designation is not far off.

Upon logging into HVACPartners.com, dealers will find a wealth of information, available 24/7 on the web: • PRODUCTS - Cut sheets on the entire Carrier product lineup are available, along with key product data. In addition to the basics. HVAC Partners contains a complete library of product data and literature.

• LITERATURE - A massive database of product literature is at your fingertips on HVAC Partners, including Installation Manuals, Product Data and Wiring Diagrams for Carrier equipment, new and old.

• MARKETING - Access to Marketing Programs, Financing Programs, Dealer Programs and Promotions, Cool Cash, the Ad Kit (including Radio, TV, and Print materials), Brochures, High-Quality Logos and Product Images... it’s all on HVACPartners.com • PIC (Parts Information Catalog) - Found on HVACPartners.com, PIC is a comprehensive database of parts.

Enter tour equipment model number (old or new), and instantly get your hands on a full list of part numbers and equipment schematics.

Not registered? go to www.hvacpartners.com and select “Register as a New User.”

My Learning Center This online training portal provides both online and in-classroom courses that qualify for FAD Factory and Distributor training Credit. Visit www.mlctraining.com.

Self-Paced Online or Instructor-Led Online Courses • Courses designed and taught by HVAC industry professionals • Tactical, real-world information to drive business results and sales across the kitchen table • Courses that can help you make more money and simplify running an HVAC business • Online courses (both self-paced and instructor-led) are available and allow your staff to take courses without leaving the office • Extensive selection of courses in multiple business areas To enroll, log on to HVACpartners.com and navigate to the Learning Center > My Learning Center >> Click Checkout to pay with a credit card.

www.habeggercorp.com

FACTORY AUTHORIZED DEALER TIER BREAKDOWN FAD

FAD PLUS

FAD PRIME

FAD PLATINUM

Current FAD

All FAD Benefits

All FAD Benefits

All FAD Benefits

Program at 0 cost

EGIA Business Coaching

EGIA Business Coaching

EGIA Business Coaching

Incentive Trip Opportunity

Business Evaluator

Business Evaluator

Business Evaluator

Free EGIA Training

Free EGIA Training

Free EGIA Training

Annual Trip Meeting

Annual Trip Meeting

Tickets to EPIC

25% off Dist. Training

50% off Dist. Training

25% off Tech Training**

50% off Tech Training** Choose

50% Co-op

or Parts Rebate Program

Enhanced Annual Trip No Charge Dist. Training** No Charge Tech Training Choose or

Custom Marketing Parts Rebate Program For Pricing TM will provide details * For companies with more than 35 employees, some additional costs may be incurred for this program ** Tech training by Habegger only, not HVAC Partners or Factory training events

HABEGGER RESOURCES: DEALER ADVISORY COUNCIL ANNOUNCING

HABEGGER'S

DEALER ADVISORY COUNCIL Bill Birch

Birch Heating & Cooling

Tom Gabrilson

Gabrilson Indoor Climate Solutions

Randy Keys

Schaal Plumbing, Heating and Cooling

Brent Braker

Garber Heating and Air Conditioning

Bob Goskusky

Town & Country Services

Brian Kinman

Arnold Brothers Heating and Cooling

Bill Brandt

Brandt Heating and Air Conditioning

Joe Goskusky

Town & Country Services

Travis Rose

Rose Heating and Air Conditioning

Habegger is leading the way!

Challenge accepted!

Meet your Illinois/Iowa Region Dealer Advisory Council. This group of dealers will help Habegger develop new initiatives as well as be the sounding board for the overall Habegger dealer base.

If you have feedback on initiatives, talk to your TM, other Habegger team members, or talk to one of these gentlemen. They'll provide feedback based on all dealers not just themselves.

When programs, initiatives or events are communicated you'll see this DAC approved logo and you'll know it's created with the feedback and direction of this group of your peers.

www.habeggercorp.com

TECHNICAL TRAINING AND SUPPORT TEAM

Dirk Nauman Regional Service Mgr dirknauman@habeggercorp.com 309.690.9705

A comprehensive HVACR application that collects measurements, aggregates data, diagnoses faults, analyzes systems, and educates HVACR technicians.

Roman Krywyn Service Manager romankrywyn@habeggercorp.com 309.690.9711

Francisco Mendez Trainer franciscomendez@hebeggercorp.com 309.690.9712

SPRING VALLEY TRAINING LAB

HVAC

SIMULATOR

REGULAR UPDATES

2ND WEDNESDAY OF EVERY MONTH I. What’s New II. Tech Talk III. Topic/Theme of Meeting IV. Sales Initiatives / Promotions

C A D IS &

O ILLIN

EAL

AD IOW

IL

UNC

O RY C

ISO

DV ER A

SCAN THE QR CODE TO REQUEST ACCESS TO OUR PODCAST Ask your TM to be added to the text message and email reminder notifications for the monthly meetings.

www.habeggercorp.com

HOW TO CONTACT US

ORDER ANYTIME ANYWHERE

DON’T MISS ANOTHER EVENT OR SALE Order online

habeggercorp.com

Get your email added to our “What’s Happening” flyer email to marketing@habeggercorp.com

Follow us on Facebook

The Habegger Corporation - Illinois/ Iowa Region

CEDAR RAPIDS

740 Capital Drive SW, Suite C Cedar Rapids 52404 319.363.4328 M-F 7am-4:30pm

Text to order: 319.363.4328 CHAMPAIGN

1050 W. Bloomington Rd Champaign 61821 217.351.4328 M-F 7am-4:30pm

ROCK ISLAND

437 2nd Street Rock Island 61201 309.793.4328 M-F 7am-4:30pm

Text to order: 309.793.4328 SPRING VALLEY

515 Spalding Street Spring Valley 61362 815.663.8437 M-F 7am-4:30pm

Text to order: 217.351.4328 PEORIA

2220 Altorfer Drive Peoria 61615 309.691.4328 M-F 7am-4:30pm

Text to order: 309.691.4328

SPRINGFIELD

2900 Old Rochester Rd Springfield 62703 217.789.4328 M-F 7am-4:30pm

Text to order: 217.789.4328

COMPANY CONTACTS

OFFICE LOCATIONS

CEDAR RAPIDS M-F 7:00a - 4:30p 1050 W. Bloomington Rd Store Manager: Bobby Davidson Champaign, IL 61821 bobbydavidson@habeggercorp.com phone: 217.351.4328 I fax: 217.352.4889

IOWA

PENNSYLVANIA

OHIO

ILLINOIS INDIANA

REGIONS

WEST VIRGINIA

BRANDS

Southwest Ohio

Bryant

Columbus/Northeast Ohio

Carrier

Indiana

Comfortmaker

Illinois/Iowa

Day & Night

Kentucky

Payne

Pennsylvania/West Virginia

Tempstar

Tennessee

KENTUCKY

Alabama OfƂEG Locations

TENNESSEE

ILLINOIS / IOWA REGION

CHAMPAIGN M-F 7:00a - 4:30p 740 Capital Drive SW, Ste C Store Manager: Mike Dennis Cedar Rapids, IA 52404 mikedennis@habeggercorp.com phone: 319.363.4328 I fax: 319.363.5665

ALABAMA

Clayton

WISCONSIN Delaware

Dubuque Jo Daviess

Linn

Benton

Cedar Rapids Iowa

Johnson

PEORIA M-F 7:00a - 4:30p 2220 West Altorfer Dr Store Manager: Dan White Peoria, IL 61615 danwhite@habeggercorp.com phone: 309.691.4328 I fax: 309.693.2665

Jackson

Jones

Carroll Clinton

Cedar

Whiteside

IOWA

Scott

Rock Island

Muscatine

Bureau

Rock Island

Washington

La Salle Henry

Louisa

Mercer

Putnam

Spring Valley Stark

Henry

Des Moines

Marshall

Knox Warren

Livingston Peoria

Woodford

Henderson

Peoria

Lee

McDonough

MISSOURI

Fulton

Tazewell

ILLINOIS Mason

Schuyler

Iroquois

Ford

McLean

Champaign Vermilion

DeWitt

Logan Menard Cass

Springfield

Piatt

Champaign

Macon Douglas

Sangamon

Moultrie Christian

Office Locations

Shelby

Bryant Carrier

Office Locations

Payne

ROCK ISLAND M-F 7:00a - 4:30p 437 2nd St Store Manager: Brett Molsberry Rock Island, IL 61201 brettmolsberry@habeggercorp.com phone: 309.793.4328 I fax: 309.793.7710 SPRING VALLEY 515 South Spalding St Spring Valley, IL 61362 phone: 815.663.8437

M-F 7:00a - 4:30p Store Manager: Trent Giosta trentgiosta@habeggercorp.com

SPRINGFIELD M-F 7:00a - 4:30p 2900 Old Rochester Rd Store Manager: Steve Meyer Springfield, IL 62703 stevemeyer@habeggercorp.com phone: 217.789.4328 I fax: 217.789.6310

ILLINOIS IOWA REGION CONTACTS NAME

TITLE

EMAIL

PHONE

Jeff Clausen

Region Manager

jeffclausen@habeggercorp.com

(309) 690-9700

billyeakel@habeggercorp.com

(217) 621-3342

jeffklopfenstein@habeggercorp.com

(563) 599-9779

noconadaniels@habeggercorp.com

(309) 360-1409

cathyhahn@habeggercorp.com

(309) 690-9704

Bill Yeakel Jeff Klopfenstein Nocona Daniels Cathy Hahn

Residential Sales Manager Commercial Sales Manager Region Inventory Manager Marketing Programs Administrator

Paula Lutrell

Credit Manager

paulalutrell@habeggercorp.com

(309) 691-4328

Scott Kochuyt

Regional Parts Sales Manager

scottkochuyt@habeggercorp.com

(563) 320-9686

WWW.HABEGGERCORP.COM