SAI PARTNERS
BDR partners with the best of the best in-home service business solutions through our Secure Advantage program to help drive profit and growth for our clients.
What is Secure Advantage, Inc.?
Secure Advantage (SAI) is a national HVAC buying group that works on behalf of BDR Profit Coach clients to find reliable business solutions. Our group of prequalified partners offer products and services such as field management and scheduling software, credit processing, 24/7 live-expert call support, marketing assistance, and so much more!
Our partners are experienced in the home services industry. Their products and services are proven to help you drive revenue, reduce your monthly overhead, and improve your business's operational efficiencies.
Additionally, SAI offers partners the opportunity to share expert industry insight through newsletters, podcasts, webinars, and specialty breakout sessions at BDR events throughout the year.
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Technology
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Customer Relations
Mail Shark is a full-service print and direct mail marketing company that serves as a one-stop shop for trade companies looking to acquire and retain more customers through customized, affordable, and data-driven weekly direct mail programs.Whether you’re looking to grow your business by acquiring new customers with our neighborhood carrier route mailings, radius mailings around recent installs, or new homeowner mailings, or if you need an effective customer retention marketing plan - or all of the above - we have the customized solution for you. Our weekly direct mail strategy provides the ultimate platform, giving your business the flexibility to customize the exact mailing and payment schedule that aligns perfectly with your goals and budget.
Ripley PR is a global public relations agency specializing in home service and skilled trades. They apply their expertise to increase credibility and brand awareness for their clients in the markets they serve. CEO Heather Ripley has been helping the home service industry since 2008. Ripley PR uses its experience to help both home service businesses and B2B companies in the industry.
BDR has teamed up with Smartleads USA to provide you the best radius marketing program in the industry.
Never before has it been easier to send a targeted Direct Mail Campaign to as few as the 50 closest neighbors around each of your last job sites.
With Smartleads Radius Marketing Program, you will utilize a state-of-the-art patented process to turn your previous job sites into explosive pockets of growth! Each postcard is fully customized for your company and brand. They can even include variable data to reference the previous jobs' street name in each and every neighborhood, for no additional cost.
With decades in marketing and roots in the HVAC industry, BxB Media is passionate about helping HVAC contractors. As a full-service marketing firm, BxB handles all you would expect—from websites to print media to video to Google Ads and everything in between. The “why and how” of their approach is what really matters, with unique solutions and a drive to help clients communicate more effectively and further grow their companies.
CallSource is the premier technology-enabled business performance system that optimizes a clients’ revenue, profit, and brand reputation. They’ve pioneered the call tracking industry and become the leader in actionable analytics; they partner with their clients through every stage of their business journey to improve their numbers based on their data. CallSource has recorded and analyzed over one billion phone calls over the past twenty-five years. They use real people to analyze and categorize their customers’ calls.
In business since 2003, we provide quality answering service to our customers 24 hours per day, 7 days a week. We will make you look (and sound) good when you are away from your phone, whether that's after hours or during the day. We specialize in servicing small to medium-sized businesses located anywhere in the U.S. We understand the responsibility that goes along with answering your phones - we don't take that responsibility lightly.
With over 50 years of experience, CMS partners with companies of all sizes to provide 24/7 US-based live agent support to field incoming calls. Avoid lost business opportunities, take the burden of call-taking from your staff, and/or to gain insight into your call activity, CMS will build a tailor-fit solution for you.
Pearl Certification is a national firm that qualifies an elite network of professionals and certifies high-performing homes — homes with efficient heating and cooling equipment, solar, smart home devices, resilient features, and much more. Pearl’s Certification Reports drive demand for these features by making them visible at the time of sale — enabling home sellers to capture the value of their investments and buyers to find the homes they want.
Contractors, like you, are using Social Jazz to automate their social media with ready-made, HVAC posts designed to get the phone to ring. Simply pick topics and occasions from the catalog and Social Jazz builds a complete social media plan for your contracting business in minutes. Stylish, HVAC-related posts cover topics like IAQ, change-outs, preventative maintenance and even technician recruiting. You don’t have to worry about what to post or when to post it – Social Jazz automates it all, including publishing to your social accounts, so you can focus on running your business.
To Your Success offers a comprehensive customer follow-up strategy by combining cutting-edge analytics with their premium in-house gifting service so you can build and maintain strong customer relationships.
Financing
GoodLeap provides flexible ways for homeowners to pay for their sustainable home upgrades by delivering a tech-driven financing experience that is simple and fast for contractors and their customers! By joining the GoodLeap platform, you can grow your business and increase conversion rates, expand your market with flexible payment options, bigger loan amounts, and the ability to add a co-borrower (who doesn’t live at the property) and enjoy simple, frictionless tech that delivers approvals in seconds, using any mobile device.
Live Oak Bank's dedicated lending team helps home service businesses secure the financing they need to grow and thrive. Whether funding a succession plan, acquiring a business, or obtaining working capital, they provide tailored solutions to fit each company's needs. With deep industry expertise, Live Oak Bank simplifies the loan process, offering a smooth, efficient experience and personalized support to help businesses confidently navigate their financial future.
BDR Payments is the official Payment Processing Partner for BDR, providing low-cost, high-value payment processing with best in class technology solutions tailored for Home Services and white-glove customer support. The average BDR customer saves $935 per month on their Credit Card Processing fees. Sign up for a complimentary Statement Analysis today and learn what your savings could be.
Operations
Free2Grow is an innovative administrative solution for service-based companies, offering 24/7 AI-powered voice support that is fully integrated with over a dozen CRM's. With tailored inbound and outbound AI answering services and proprietary AI Voice technology, Free2Grow helps businesses focus on customer communication and business growth.
Opportunity Interactive are the leaders in developing and providing innovative sales, management, and labor-saving technology solutions for the HVAC and subcontractor industries. We have been serving our customers since 1998 and have customers throughout the USA and Canada. Our mission is to implement technology solutions with our customers enabling them to be more Effective, Efficient, and Profitable in their businesses.
Recruit4Business is a network of professional recruitment & staffing experts. Each member of our recruiting team comes from various industries and backgrounds; one commonality shared is a committed dedication to making sure our clients have access to the best-qualified candidates.
Abbott Family Insurance provides comprehensive coverage, including health, supplemental, and workers' compensation. Drawing from a storied legacy in military service and the trades, we have unique insight into our client's needs. We're at the forefront of an innovative strategy that integrates workers' compensation with employee benefits. Our approach aims to cut costs for businesses and employees alike. Furthermore, it enhances a company's ability to attract and retain the industry's best talent.
Click here for more information about Abbott Family Insurance.
Cintas helps more than one million businesses of all types and sizes get READY™ to open their doors with confidence every day by providing a wide range of products and services that enhance our customers’ image and help keep their facilities and employees clean, safe and looking their best. Products and services including uniforms, floor care, restroom supplies, first aid and safety products, fire extinguishers, testing and safety compliance training.
The way we work is changing. Customers are looking for new solutions beyond the usual office supplies. And where they work is changing. They’re working at home, in the car, airplane or coffee shop — wherever, whenever. Work is happening in so many new and different ways. We like to call it Worklife, and we’re evolving our products and services to help you and your organization be more productive, connected and inspired.”
Technology
Rilla is the leading virtual ride-along software for the home services industry. That means when your team goes out and talks to homeowners in the home, they record their conversations with our mobile app. We use AI to automatically transcribe, analyze, and give them feedback to improve their close rates and help their managers save dozens of hours every month.
BDR has partnered with ServiceTitan to bring you the ultimate service productivity tool. Learn how to pay for 8 hours a day and bill for 10.
ServiceTitan is a field management software that helps HVAC, plumbing, electrical, and garage door businesses streamline operations and increase revenue.
CHIIRP is the ultimate automation toolbox for home service businesses. Automatically follow up with your leads and customers by text message, email, ringless voicemail, and more. With their deep integration with ServiceTitan®, you can automatically trigger the perfect campaign for the right customer at the right time. Increase lead conversion and maximize your marketing ROI by maintaining perfect follow-up with your contacts.
FieldEdge is the ultimate field management software for contractors that connects every part of your business on one simple but powerful system. Developed by field service professionals, for field service professionals—FieldEdge has helped thousands of companies streamline operations, increase sales performance, and improve productivity. Accessible from anywhere and updated in real-time, FieldEdge gives everyone on your team an extra edge to succeed—whether in the office or the field.
To learn more about how FieldEdge can take your business to the next level, schedule a demo today!
Conduit Tech is the ultimate expert tool for building trust and value onsite. In less than 10 minutes in a customer's home, HVAC Pros, using our iPad-based software toolkit, can produce powerful 3D visuals of the home and equipment, 2D floorplans, and room-by-room ACCA Certified system design reports. Convert more sales, increase tickets, save time, and limit callbacks with Conduit today!
Your customers want to shop online! Everyone loves convenience and transparent pricing. Let your customers shop via a plug-and-play online store on your company website. Sell things like drop-shipped furnace filters, maintenance agreements, and fully-installed systems. Increase your sales and profits today, thrill your customers, and set yourself apart from the competition.
Have you ever wondered if your wrapped vehicle fleet was really getting noticed? Have you wished there was a way to serve digital ads (through platforms like Facebook, Instagram, and Google) to the thousands of people who see your branded vehicles every day? Well, now there is!!! Introducing FleetWorx powered by TransPromotion. FleetWorx is a fleet data company that has developed technology that pulls mobile advertising IDs from cell phones that come in close proximity to your branded vehicles each and every day… we then provide those mobile IDs back to you so that you can digitally serve ads to those that were already exposed to your brand. You’ve worked hard to get business in certain neighborhoods and communities, now let FleetWorx help you double down and gain even more!
Lace revolutionizes revenue intelligence for call centers by uncovering the hidden potential in unbooked qualified calls, transforming an average 15–40% revenue leak into a strategic growth opportunity. With AI-powered insights, the platform empowers managers to coach effectively and enables CSRs to improve, turning call centers into revenue-generating powerhouses without additional overhead. By providing automatic call categorization, real-time alerts, and a comprehensive 100% call performance analysis, Lace delivers unbiased, actionable data that drives targeted business improvements and unlocks predictable revenue streams.
The only digital tool your techs will ever need on a job site, XOi connects people, from all parts of a field service ecosystem, with the equipment they service. We go beyond the capabilities of standard field service app technology to deliver you a communication tool that will completely transform your business.
Bluon for Business creates more billable hours in your technicians' day by giving your entire team immediate access to the most powerful HVAC database, which includes manuals, original parts, and compatible cross-references.
With HVAC AI and Live Tech Support available at the push of a button, it ensures support is always at hand. Designed for desktop and mobile with exceptional user-friendliness, Bluon has a 5-second learning curve, making onboarding incredibly simple.
Interplay Learning is the leader in immersive learning for the skilled trades, offering 500+ hours of HVAC, plumbing, and electrical courses. With expert-led videos, hands-on simulations, personalized learning paths, knowledge tests, and custom reporting, Interplay helps businesses upskill faster, reduce risk, and increase operational readiness. With nearly 600,000 people trained, Interplay is shaping the future of workforce development and building better careers and lives.
Interplay offers flexible subscription plans and exclusive discounts for BDR members through the SAI Member Rewards program.
measureQuick is the HVAC industry's only universally compatible commissioning platform, transforming how contractors deliver quality installations and maximize revenue. By combining smart diagnostic tools with intuitive software, measureQuick helps contractors reduce callbacks by up to 90% while increasing average ticket sizes by 40-60%. The platform's guided workflows and real-time verification ensure proper system installation every time, turning every technician into your best technician. With over 10,000 active users and integration with major field service platforms, measureQuick is leading the charge in standardizing HVAC excellence and profitability.
PIVOTL is on an all-out mission to bring the financial benefits and competitive advantage of enterprise-level business analytics to small and midsize organizations like yours. From concept to creation, our small, elite team has the knowledge, experience, commitment, and character needed to guide your analytics project to completion. Our Microsoft Certified Power BI analysts and Azure data engineers deliver easy-to-use, customizable dashboards and reports that allow you to measure, manage, and improve performance across your organization. Enterprise-level analytics give you immediate access to the insights you need to make smart, data-driven decisions that improve your bottom line while helping to identify ways to increase revenue, reduce expenses, minimize risk, and save time.
Click here to learn more about PIVOTL Field Service Analytics!
You spend too much money on digital marketing to define ROI using clicks or conversions. You want simplified reporting that measures marketing channel spend and the money earned in return. At SearchLight, we've created a platform that automatically captures every conversion across your phone and website, then connects that data to new and existing customer revenue in your CRM. This allows us to measure success in dollars, clearly defining what marketing channels are driving booked jobs and which ones are not.
HAVE QUESTIONS ABOUT OUR PARTNERS?
BDR's Client Experience Coordinator is ready to assist with information about SAI's Partner program, the savings or rebate rewards available and how to redeem them!
