NBRLY-Book-NeighborlyPlaybook-030617-FlippingBooks

Advantage Plans Neighborly ™ brands who honor customer Advantage Plans can coordinate efforts and offer their entire customer base special offers and perks for using a Neighborly company on their next service call. Contact your Local Marketing Support Team to discuss layout options.

Aire Serv® Heating and Cooling 000.000.0000 AireServ.com/city

PLAN DATE CALL/TICKET NO.

ADVANTAGE PLAN

ONE TIME $00.00 $00.00 for each additional system

MONTHLY $00.00 for each additional system

Preferred Customer Status And Priority Service Scheduling Member Preferred Pricing On All Service Repairs Reduce Equipment Breakdown By Detecting Minor Issues Before They Become Major Problems

Receive Discounts With Other Participating Neighborly Companies Scheduled Maintenance On Selected Home Comfort Equipment Maintenance May Be Required To Maintain Your Equipment Warranty

JOB INFORMATION

COVERED COMFORT EQUIPMENT

ADDRESS

EQUIPMENT TYPE

# OF SYSTEMS

CITY

FURNACE

PHONE

STATE

ZIP

FAN COIL UNIT

EMAIL ADDRESS

BOILER

AIR CONDITIONER GEOTHERMAL

BILLING INFORMATION

• Promotes customer retention

NAME

HEAT PUMP

• Easy transition to another brand’s service

ADDRESS

EVAPORATOR COIL

CITY

• Generates qualified leads to group

HUMIDIFIER

PHONE

STATE

ZIP

AIR CLEANER

CUSTOMER P.O./AUTHORIZATION NO.

ADVANTAGE PLAN INVESTMENT

METHOD OF PAYMENT

PREPAID INVESTMENT AMOUNT

CREDIT CARD AMOUNT

CASH AMOUNT

CARDHOLDER NAME

PLAN INVESTMENT

MONTHLY PREPAID

ONGOING INVESTMENT AMOUNT

CREDIT CARD TYPE

CHECK AMOUNT

CREDIT CARD NUMBER

FILTER SIZE/TYPE

CARD EXPIRATION DATE

CHECK NUMBER

CREDIT CARD APPROVAL NUMBER

* includes filters

BANK DRAFT

CREDIT CARD

OTHER

ONGOING INVESTMENT AMOUNT

BANK NAME

ACCOUNT NAME

ACCOUNT NUMBER

ROUTING NUMBER

I authorize drafting on the __________ day of each month. I understand I can cancel at any time. Minimum of four drafts to apply first tune-up.

I hereby authorize the above named Business to Debit the Bank Account referenced herein, via the Automated Clearing House system. This authority will remain in effect until revoked in writing by the undersigned account holder. If the payment is returned for any reason I acknowledge that I am subject to a rejected item fee of $25 or the maximum amount allowed by law. I also understand I will be responsible for non-member pricing if cancellation of membership is requested during the first 180 days after the initiation of said contract.

Customer Signature: ________________________________ Date: ____________ Technician Signature: ________________________________ Date: ____________

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