ILIA Bryant Factory Authorized Dealer Program Guide

FACTORY AUTHORIZED DEALERS

Bryant® wants to set up our Factory Authorized Dealers for success. The Factory Authorized Dealer program is for dealers that are willing to do Whatever It Takes® by setting higher standards with a steadfast commitment to quality products and service, an unwavering dedication to customer satisfaction, and a demonstration of the highest level of performance.

The Factory Authorized Dealer program allows dealers to gain a stronger position in the marketplace and maintain an edge over the competition, especially the unique and powerful differentiation of the 100% Satisfaction Guarantee.

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

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.

INCREASED LEAD GENERATION OPPORTUNITIES

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.

Bryant Flex is a seasonal dealer rebate program where dealers can earn rebates – paid directly to the dealer – for purchasing qualifying Bryant branded products. View full program details by viewing the Spring 2023 Flex Program Guide.

Promotion Objective

Bryant Flex promotions are designed to promote sales of Bryant systems in the residential add-on and replacement market. Refer to the promotion documents and grid for the list of qualifying products and associated reimbursements.

Of note for 2023

Products are #2023Ready

Additional Ductless Hybrid models are now eligible

Preferred tier furnaces, AC, and heat pump equipment removed as part of expansion of Red Shield warranty

VRF

Rebate based on outdoor unit only

Increased to $600

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 Bryant Flex Guidelines available on HVACpartners.

FACTORY AUTHORIZED DEALER AWARDS

DEALER OF THE YEAR

Every year, Bryant awards one dealer from the Medal of Excellence winners the title of Dealer of the Year. The Dealer of the Year distinction recognizes that dealer as the best-of-the-best…a dealer who embodies Bryant’s “Whatever It Takes” attitude and delivers quality service to their customers every day. They have pursued excellence with such vigor and determination that they are worthy of being distinguished with this highest honor – that of being the one and only Bryant Dealer of the Year.

MEDAL OF EXCELLENCE

The Bryant Medal of Excellence is awarded each year to recognize the top dealers who distinguish their businesses through outstanding customer service, sales, and loyalty to the Bryant brand. Circle of Champions that have the most points (by region and tier) are recognized as the Medal of Excellence winners for the year.

CIRCLE OF CHAMPIONS

Bryant Factory Authorized Dealers who have made a commitment to excellence in their businesses through focus, determination, and leadership, earn the distinction of a Bryant® Circle of Champions Award winner.

Factory Authrorized Dealers that attain a predetermined score on the Bryant Awards scorecard, who are compliant with all the FAD requirements, and have at least 3 full years of Bryant purchases with the distributor are recognized as Circle of Champions.

CHARLES BRYANT AWARD

FACTORY AUTHORIZED DEALER AWARDS

Since 1904, Bryant Heating & Cooling Systems has continued to build upon the foundation of quality and reliability established by our founder, Charles Bryant. Another building block to our success is the collective effort of Bryant dealers who consistently do Whatever It Takes® to earn the trust of customers nationwide by delivering superior indoor comfort and customer satisfaction.

For these reasons, Bryant created the Charles Bryant Award.

The Charles Bryant Award recognizes a loyal Bryant Factory Authorized Dealership that epitomizes the characteristics of Charles Bryant, makes a difference in its community, is active in the industry, provides superior customer service, and helps to develop its employees.

To be awarded this lifetime achievement award, the dealer must be a Factory Authorized Dealer, and with the Bryant brand for at least a continuous 10+ years. For full details visit HVACpartners.

BRYANT FAD AWARDS

• Metrics are tied to Bryant equipment purchases and specific marketing programs participation

Levels of awards:

• Circle of Champions

• Each metric has a point value and weight

• Circle of Champions Performance Award

• Medal of Excellence

• Pinnacle Award

• Bryant Dealer of the Year

* For full details visit HVACpartners.

100% SATISFACTION GUARANTEE

Powerful consumer selling tool

Bryant® 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 Bryant® system, the original installing contractor will repair the problem to their satisfaction or remove the Bryant® 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.

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 Bryant 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;

Although this is not an official 401k, it is very similar. For full details on requirements, how dollars are accumulated, and how money is paid out visit HVACpartners.

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

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

Instant Pricing

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

Customized Professional Proposals

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

Customized Tracking & Follow-up

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

Sales Management Tools

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

The Load Analyzer

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

The Service App

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.

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 •Financing • Podium • MailChimp

• Payments

• And More

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

EXCLUSIVE PARTNERSHIPS: ADVERTISING & MARKETING

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

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

• Minimum financial requirements

• Hassle-Free Financing

• 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

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.

Carrier EcoHome Qualifying Plans

1 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.

2 Rates effective March 13, 2023. The discount rate is the fee charged to you for regular or special terms; it will be deducted from the amount funded to you. We may change the discount structure in any way at any time by advising you in advance in writing.

1 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.

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 in full during the promotional period. If the customer pays the balance in full before the promotional period expires, they pay no interest.

2 Rates effective March 13, 2023. The discount rate is the fee charged to you for regular or special terms; it will be deducted from the amount funded to you. We may change the discount structure in any way at any time by advising you in advance in writing.

4 Regular monthly payments are generally 3.5% of the amount financed, or $40, whichever is greater. See credit card agreement for 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 in full during the promotional period. If the customer pays the balance in full before the promotional period expires, they pay no interest.

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

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 Bryant 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 Bryant Flex rebate is claimed.

IMPORTANT: The FAD can use both Bryant Flex 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 BryantIncentives.com, AND (3) process funding through Wells Fargo Retail Services for the homeowner financing transaction.

See Full program details on HVACpartners.

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

120 Months

1-20 Minutes

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

EXCLUSIVE PARTNERSHIPS: RECRUITING, TRAINING, AND SUCCESS

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

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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 Bryant 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 Bryant 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 Bryant equipment, new and old.

• MARKETING - Access to Marketing Programs, Financing Programs, Dealer Programs and Promotions, Bryant Flex, 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.

FACTORY AUTHORIZED DEALER TIER BREAKDOWN

Current FAD

50% Co-op Program at 0 cost Incentive Trip Opportunity

All FAD Benefits

All FAD Benefits

All FAD Benefits

EGIA Business Coaching

Business Evaluator

Free EGIA Training

Annual Trip Meeting

25% off Dist. Training

25% off Tech Training**

EGIA Business Coaching

Business Evaluator

Free EGIA Training

Annual Trip Meeting

50% off Dist. Training

50% off Tech Training** Choose or

Parts Rebate Program

EGIA Business Coaching

Business Evaluator

Free EGIA Training

Tickets to EPIC 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

HABEGGER'S DEALER ADVISORY COUNCIL

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.

Bill Birch Birch Heating & Cooling

Brent Braker Garber Heating and Air Conditioning

Bill Brandt Brandt Heating and Air Conditioning

Tom Gabrilson Gabrilson Indoor Climate Solutions

Bob Goskusky Town & Country Services

Joe Goskusky Town & Country Services

Randy Keys Schaal Plumbing, Heating and Cooling

Brian Kinman Arnold Brothers Heating and Cooling

Travis Rose Rose Heating and Air Conditioning

TECHNICAL TRAINING AND SUPPORT TEAM

A comprehensive HVACR application that collects measurements, aggregates data, diagnoses

2ND WEDNESDAY OF EVERY MONTH

I. What’s New

II. Tech Talk

III. Topic/Theme of Meeting

IV. Sales Initiatives / Promotions

SCAN

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

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

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

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

M-F 7:00a - 4:30p

515 South Spalding St Store Manager: Trent Giosta Spring Valley, IL 61362 trentgiosta@habeggercorp.com phone: 815.663.8437

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