Excellence Alliance has developed the Performance Excellence Program (PEP). This commercial service estimating program is designed to help you quickly respond to customer requirements for developing budgets or pricing final agreements.

The PEP program is designed to expedite the following tasking functions that are required to properly develop and deliver a service agreement:

1. Site Survey - Gather customer, facility and equipment data.
   PEP provides the user with Site Survey Data Gathering Guide Forms. The guide provides a systematic process to collect critical data for estimating profitable service agreements.


2. Estimating and Pricing the Service Agreement - Per authorized rates and markups.
   PEP provides the user with input screens that match the Site Survey Data Gathering Guide forms for fast data entry. The program performs all of the equipment and filter table lookups as well as all of the calculations to arrive at a final price. The program even has a built-in calculator for quickly estimating special services. The PEP program incorporates research to fit in any estimating process, no matter if you perform cost plus or gross profit margin pricing.


3. Developing Service Agreement Proposals - Professional, customer friendly and properly limits liabilities.
   PEP provides users with a Microsoft Word Programmed Maintenance Agreement proposal template. The agreement was developed after extensive research about customer preferences and best practices, as well as industry communication and liability requirements. The proposal was designed to work with a simple mail merge that sets up customer and agreement specific data and the inclusions of two PEP reports, Equipment Lists and Maintenance Tasking Procedures. Once an estimate has been completed, it should take no more than a few minutes to produce a professional proposal.

Conducting accurate site surveys, estimating and proposal writing accounts for approximately 30% of a service salesperson's time. PEP saves approximately 90% of estimating and proposal writing time, freeing up valuable time to be better spent in front of customers and developing new business.

The Performance Excellence Program is offered for single or multiple users and is available in Access database or Excel spreadsheets.

For further information, please contact Jamie Brown at 877-324-3444, or at jbrown@eainet.net.

Excellence Alliance's Residential Excellence Program (REP) allows you to provide your customer a professional proposal every time. From the in-home presentation to the perfectly printed contracts and loan documents to the job costing summary, REP allows you to control the entire sales process. You will impress your customers and dramatically increase your closing rate.

REP includes:

• Contract Pro
  Retrofit sales estimating program controls your pricing, gross margin and prints complete contracts in the home, ready to sign.


• Contract Pro Plus
  Complete financing document program fills out and prints loan documents along with the sales contract ready for approval.


• Energy Chart
  Energy savings analysis program uses the customer's utility bill to show the enery savings of new equipment. You control the SEER, HSPF, and AFUE ratings.


• Project Display
  Photo slide show program allows you to show actual installations of your equipment during the sales presentation. Even print the pictures in the home.


• Load Kalc
  Load calculation program allows you to complete a fast, accurate load calculation in the home, correctly controlling equipment sizing.

For further information, please contact Jamie Brown at 877-324-3444, or at jbrown@eainet.net.