Excellence Alliance Commercial HVAC Service Agreement Software – Excellence Alliance #commercial


Service Estimating 4 Profit (E4P)

Excellence Alliance has developed the ideal method for commercial HVAC businesses to generate more sales via preventative/planned maintenance proposals.

By focusing on commercial service estimating solutions through Excellence Alliance, you give your business exposure in an area with tremendous profit capability.

The primary tool we use to allow contractors to provide value to their customers is the Estimating 4 Profit (E4P) system.

Most commercial customers value the long-term reliability of their HVAC system above all else. E4P brings value to the customer by ensuring proper maintenance of their equipment. Maintenance is provided by you, the contractor, over a planned period of time. This pre-established period of time ensures repeat revenue from your customer.

  • The program is backed up with secure, offsite servers. They give you security and defense that an individual computer simply can’t match.
  • Being in the Cloud means all you need to access the program is an internet connection. Whether it be in the office, at the jobsite, at home or on the road, you have access. And even if your computer is lost or stolen, you still have access to your records.
  • E4P’s large, dynamic database ensures that site survey data will accurately apply to the estimate.

Belts and Filters Database

  • Add belts and filters with a click, no typing necessary. Labor and materials cost are added automatically for each.

Data Collection Function

  • E4P translates raw information into the formulas on which the proposal is based.

Generate professional HVAC service agreements and proposals

  • Turn your estimate into a professional proposal in just a few minutes. E4P templates (word format) pull in customer and agreement information to quickly create HVAC Estimate, Proposal or Service Agreement. Best practices, industry communication and liability requirements are all incorporated into E4P.
  • E4P generates professional packets for presentation to the customer.
  • E4P builds proposals for full coverage, maintenance only, and repair only agreement types.

Tiered User Levels

  • E4P allows for designation between management and estimators.
  • E4P generates detailed reports for both internal and external purposes.
  • E4P allows an estimator to maintain detailed visual records of a job.

Commercial Tasking Equipment Sheets

  • These offer step by step guidelines to the work that needs to be accomplished on a given job.

Commercial HVAC Contractors: Estimating, Maintenance, Service, Proposal Generation Program

  • Integrate estimates, budgets and pricing agreements into a professional commercial HVAC proposal document.
  • Estimating 4 Profit provides input screens for each task, helping you deliver a professional HVAC service agreement in minutes.

Manage HVAC commercial customer, facility and equipment data

  • Site Survey Data Forms guide contractor to collect critical data for estimating profitable commercial HVAC service agreements.

Estimating pricing per authorized rates markups for commercial HVAC jobs

  • Input data rapidly with E4P. Final price, stepwise calculations, and look-up tables are included. A built in calculator lets you add to estimates for special services. E4P commercial service estimator fits any HVAC estimating process for either cost plus or gross profit margin pricing.

Reports included in professional HVAC estimating package

  • Impress commercial customers with customized reports and for all proposals, estimating tasks, and service agreements can be quickly printed and provided to your customer such as Equipment Lists and Maintenance Tasking Procedures.

Site surveys, HVAC service estimating, and proposal writing can account for 30% of an HVAC service salesperson’s time. E4P saves 90% of estimating and proposal writing time, freeing up staff to be in front of customers and develop new business. Use E4P, our HVAC commercial estimating program to make your business more efficient.


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Data Centers and HIPAA Compliance #hipaa #compliant #data #center, #data #center


Data Centers and HIPAA Compliance

Thanks for visiting! If this is your first time on our site, we encourage you to sign up for our monthly Data Cave Echoes newsletter. to stay up to date with the latest data center industry news!

There have been questions about what role a data center plays when it comes to HIPAA. We want to address what requirements and obligations data centers have when working with clients in the healthcare industry.

First of all, what is HIPAA? The acronym stands for the Health Insurance Portability and Accountability Act of 1996, enacted to protect the health information of patients. When you visit a doctor’s office or the emergency room at your local hospital, all the people seeing your medical history have signed some sheet of paper, promising to keep your information private. This means to disclose healthcare information, they must have your permission (or authorization from the proper authorities in cases of child abuse, etc.). HIPAA also covers how physical and electronic data is handled and secured. Healthcare entities must backup their data and have a disaster recovery plan in place. This is where data centers come in.

The Health Information and Technology for Economic and Clinical Health (HITECH) Act was enacted on February 17, 2009. This Act requires covered entities to disclose breaches in Protected Health Information (PHI). The covered entities and their business associates that “access, maintain, retain, modify, record, store, destroy, or otherwise hold, use, or disclose unsecured PHI” are required to notify the Department of Health and Human Services or any breaches. The business associates must notify the covered entity of a breach who in turn notifies the individuals involved (patients) and the HHS if more than 500 individuals were affected. From the statement above, data centers like Data Cave, would be considered a business associate.

The problem is there is much to speculate on what this actually means. Some data centers use HIPAA compliance as a marketing tool. Let me make something clear, there is no certification for HIPAA. A data center can be HIPAA compliant, which is what we at Data Cave consider ourselves. Some pay an outside source to come in, look around, and put their stamp of approval on the facility. For Data Cave, meeting HIPAA compliance means limiting people with access to equipment, including our own staff. This also means notifying the proper channels when someone has been near a healthcare entity’s equipment. With most healthcare companies, they are going to want to manage their own equipment, which means our staff wouldn t need to touch it anyway. However, for a data center doing managed services, facility staff would be responsible. In that case the facility would enter into an agreement with the customer to maintain confidentiality. In the event of a breach, whether virtual or physical, a data center would notify the customer (the covered entity) who would, in turn, notify the HHS if applicable.

In other words, no one can claim HIPAA certification. To take it a step further, the essence of a data center is to be secure; so in that case, aren’t we all HIPAA compliant?

To find out more about Data Cave and HIPAA compliance, call us at 866-514-2283 or Contact Us via our website.

More from my site

  • HIPAA, Health Care and Social Media
  • Indiana Data Center Disaster Recovery
  • The Data Cave Advantage, Part 1
  • Disaster Recovery Planning Can Save Your Business
  • Data Center Dictionary: Colocation
  • Whitepaper: Understanding HIPAA and HITECH Compliance


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