Commercial HVAC prospecting
Prioritize larger commercial, industrial and institutional projects by value, location and work description.
Create a workspaceIdentify new buildings, commercial renovations, additions and other project signals that may create demand for heating, cooling, ventilation and related services.
Permit activity can signal projects that may require HVAC equipment, installation, upgrades, ventilation, controls or later service work. The strongest workflow matches relevant permit categories and descriptions to the contractor's service territory, project-value threshold and preferred project stage.
Every supported record can retain the official source while adding the filters and workflow context a sales team needs.
Prioritize larger commercial, industrial and institutional projects by value, location and work description.
Create a workspaceNotify the right representative when a relevant project enters an assigned municipality or service radius.
Create a workspaceAdd promising projects to the pipeline, assign an owner and document outreach without exporting every record first.
Create a workspaceNo. The value comes from filtering and classification. Projects should be ranked by likely HVAC relevance, timing, value and service territory.
Sometimes. Earlier application and planning records are preferable when published, while issued permits may still support subcontracting, equipment, controls, maintenance and complementary services.
The included dashboard concept supports provincial and municipal assignments, ownership and trade focus for each territory.