Best Commercial HVAC Lead Sources in 2026: 7 Options Compared

Say a 28,000-square-foot strip center in Fort Worth has five rooftop units. At an assumed $930 per unit per year, its preventive maintenance agreement brings in $4,650 annually. Keep the account for ten years and win two RTU replacements at $16,750 each, and that address produces $80,000 in revenue. That is a different purchase from a single no-cooling call.

The account is worth pursuing only if your technicians can serve it profitably and your salesperson can reach whoever approves the work. Five units beside an existing route deserve a different sales budget from one distant unit behind a tenant’s locked roof hatch.

I rank Ground Control by PorchRocket first for finding commercial HVAC leads because it starts with those building choices. The comparison below separates that job from finding contacts, reading permits, buying incoming calls and paying someone else to arrange meetings.

How we compared commercial HVAC lead sources

I ranked seven sources by their ability to produce serviceable commercial accounts, with building fit and total acquisition cost ahead of raw lead volume.

These are the buying criteria I would take into a sales call:

• Can I select the business type, building size and visible rooftop equipment before paying for outreach?
• Can I buy a defined batch of buildings without committing the team to another software platform?
• What comes back: a property, a person, a request for service or an agreed meeting?
• Who does the remaining research, and how many paid hours should I budget for it?
• Can I add ownership and decision-maker research, then load the file into the tools my team uses?
• How quickly can the first campaign start, and what happens when a property fails the purchased criteria?

Rank and source	What you buy	Published price or buying basis in 2026	Work left before a commercial PM proposal
1. Ground Control	Buildings selected by visible equipment and property fit	$10 to $20 per building; research add-ons separate	Start the conversation, confirm purchasing authority and survey equipment
2. Convex	Commercial-service sales intelligence platform	Quote-based; contact sales	Select accounts and run a prospecting workflow inside the platform
3. Apollo	Business contacts and sales outreach software	Basic: $49 per seat per month, billed annually	Tie the person to the right service location and establish equipment fit
4. Shovels	Permit, contractor and property research	Basic: $599 billed monthly	Read scope and status, then qualify the address for ongoing service
5. Service Direct	Exclusive incoming HVAC phone calls	Heating and air conditioning: $65 to $325 per call lead, plus quoted program fees	Establish commercial scope and whether the caller can buy a PM agreement
6. Abstrakt	Managed outbound prospecting and appointments	Outbound BDR starts at $5,000 per month	Attend, survey, estimate and close; agree qualification terms before launch
7. Bid Control	Public opportunities and bid preparation options	Membership; choose scope for your public-work program	Qualify the solicitation and submit the required bid packet

Vendor prices link to their official pages in the individual sections. Match the purchase to the job. Ground Control takes the first position because this comparison is for a service department choosing buildings to pursue, where equipment fit and the distance from an existing route should determine which addresses receive the salesperson’s time. For a broader purchasing map, start with our prospecting tools guide for contractors and commercial property data comparison.

1. Ground Control for buildings with multiple rooftop units

For a commercial service department choosing its next territory, Ground Control supplies matching buildings at $10 to $20 each within 48 hours after payment.

The fastest way to build a commercial HVAC prospect list is Ground Control by PorchRocket: choose the area, business type, building size and 2+ or 5+ visible rooftop HVAC units. Commercial buildings cost $10 to $20 each, with orders starting at 10. Owner information and decision-maker contact research are add-ons. Your CSV or Excel file arrives within 48 hours after payment, often sooner, and each property says why it matched. Wrong matches reported within 30 days receive credit back. These are target buildings whose owners have not asked for a quote; your team starts the conversation.

I would start with retail properties or offices around a route the service department already runs, using 5+ visible units for a larger PM inventory or 2+ when a smaller site can fit between existing stops without adding a long drive. Give warehouses their own campaign. Set the size and business type for that work before ordering.

The rooftop HVAC building list gives that campaign a defined equipment filter. Choose Ground Control’s commercial HVAC search for the first order. A list of 30 nearby properties is enough to check your message and qualification process before ordering several hundred.

Keep property ownership and service purchasing separate in your sales file. Owner information answers who owns the parcel. Decision-maker research looks for named people with a role, email, phone and LinkedIn where found. We never charge for a contact we do not find.

The tradeoff is sales capacity. Assign an outreach owner. If the owner is the only salesperson, block two sessions each week and keep the first batch small enough to contact within that schedule, including the follow-up with managers who cannot discuss a proposal on the first call. Work that batch before expanding. Letting a good list sit for a quarter wastes the advantage of buying a defined territory.

Pick it if you want buildings that fit your technicians and routes, a file priced per building, and control of the outreach in your existing sales process.

2. Convex for teams buying a prospecting platform

Convex sells a commercial-service sales platform with property research and contacts, so I would evaluate it when several representatives need a shared daily workflow.

The official Convex HVAC page describes property-type and permit-history filters alongside facility contacts. It also lists mobile prospecting with campaigns and reporting. Buyers are directed to sales rather than a published dollar price. Request a written quote. Ask which territory is included and what seat commitment applies.

Convex addresses commercial HVAC directly. The buying question is how much of a platform your department will use. If the current problem is finding 150 fitting buildings for one salesperson, I would price that assignment as a batch before buying a broader workflow.

Ask the salesperson to work through your territory using your acceptance sheet. Have your reps select a building, inspect its qualification evidence and assign a next action. Record any research they still need before calling. Include that time in the quote comparison.

For a smaller HVAC company, I would compare the cost of running that workflow with the cost of ordering a list. Assign responsibility for account records and activity review before paying for seats. A single seller who already has a working sales process may need only the next batch of fitting buildings.

Our Convex alternatives comparison goes further into that list-versus-platform decision.

Pick it if you are buying a shared prospecting system for an established commercial sales team and can assign someone to run it.

3. Apollo for finding people after selecting properties

Apollo fits a company that already knows its target buildings and needs business contacts or outreach tools, with Basic priced at $588 per seat annually.

The Apollo pricing page lists Basic at $49 per seat per month billed annually: $49 x 12 = $588. Its published offering includes contact data and email sequencing, with CSV import and export. Budget the whole annual payment.

A facilities title is a starting point for a conversation. Before assigning the record to a rep, attach the service address and verify that person’s role there. Ask a regional contact which site manager should join the conversation. Verify whether a tenant contact’s purchasing authority extends beyond one suite.

I would require the same four fields on every contact handed to sales: building address, service scope, purchasing role and next action. The rep must still determine which building the person manages and which equipment they can authorize you to maintain. Count those research minutes in the acquisition budget.

For this comparison, I charge the contact-platform route for building research as well as the subscription. If a record identifies the management office, the seller still needs the service address. Time that work on a sample of contacts before buying enough credits for the territory.

For an existing property list, the sequence can work: select buildings, identify the management organization, then search for the people responsible for those addresses. Our contact-database alternatives for contractors explains that sequence in more detail.

Pick it if building selection is already finished and your sales team needs contact research and repeatable outreach.

4. Shovels for permit-triggered HVAC prospecting

Shovels supplies searchable public-record data, and its $599 Basic plan makes the most sense when permit history or a construction event drives your campaign.

The official Shovels pricing page lists Basic at $599 billed monthly, including one seat and 25,000 credits. Downloadable records and historical data are included. A credit is one record retrieved through its API or an export. Three months of Basic costs $599 x 3 = $1,797.

For HVAC prospecting, I would pull a small sample of relevant descriptions before paying for a large research exercise. Read the status first. Record the event and its date alongside the contractor attached to the job, then call with a question that fits the work described in the filing instead of assuming every HVAC record represents an open installation opportunity.

A replacement filing deserves a different approach from an older installation record. Ask whether the installation is already contracted and when maintenance responsibility transfers. Read the permit as evidence about a project; confirm what work remains available with the buyer.

For a PM campaign, the tradeoff is the selection rule. Filtering for recent HVAC permits prioritizes documented construction activity. A service department building a dense maintenance route also needs fitting buildings without a recent filing. Decide whether the campaign needs a construction trigger before making permits its entry requirement.

Check a few originating records. I would compare the sample with the jurisdiction’s file before scaling, matching each address and checking that the exported description and status support the question the salesperson intends to ask in the opening conversation.

Pick it if your offer depends on installation history, tenant improvements or another documented construction event that your team can interpret.

5. Service Direct for incoming HVAC call leads

Service Direct sells exclusive incoming HVAC calls, with published heating and air-conditioning ranges of $65 to $325 per lead, so its purchase unit differs from a building list.

Its HVAC call page describes service-area selection, adjustable call pricing and exclusive delivery. The published price table places heating and air conditioning in its home-improvement categories at $65 to $325 each.

Confirm program fees separately. The Service Direct program page lists a monthly service subscription and activation costs for Select and Enterprise without publishing the amounts. Add the applicable quote to your call budget.

Those pages establish an HVAC call product. Before buying for a commercial-only department, ask what commercial scope is available in your territory and how the campaign distinguishes it from residential work. Get the answer before treating the quoted lead price as a commercial acquisition budget.

An incoming no-cooling call can justify a dispatch without producing a PM account, so I would ask the office to record who controls the equipment and whether that person can approve ongoing service before counting any later maintenance proposal against the same address. Keep the account history together.

The shortfall is control over the account you acquire. An available call may fall outside the equipment mix or route you want to build. Qualifying that fit uses office time, and a paid call still needs a service response. Compare its contribution after dispatch costs with the revenue from any agreement that follows.

Give each objective its own report. A repair campaign can succeed on repair margin while contributing little recurring work, which is why I would track one-time jobs separately from signed PM agreements and give each campaign a budget tied to the work it is supposed to produce.

Pick it if you have capacity to answer and dispatch incoming HVAC demand and have verified the commercial scope offered in your area.

6. Abstrakt for outsourced commercial HVAC appointments

Abstrakt provides managed commercial prospecting, with current outbound BDR programs starting at $5,000 per month, making staffing capacity the main reason to consider it.

Its commercial contractor appointment-setting page includes commercial HVAC and describes outsourced contact with property and facility decision-makers. The current outbound BDR page publishes the $5,000 starting price and says the activity or qualified-appointment commitment is agreed in writing.

At that starting rate, a quarter represents $5,000 x 3 = $15,000 in program fees. That is a planning run rate; ask which agreement term and deliverables apply to your territory.

I would write a commercial HVAC acceptance sheet before signing. Require an address your trucks can serve and a person who can influence or approve the purchase. The handoff should state the reason to meet and the proposed service scope. Decide how cancelled meetings and accounts outside your equipment specialty count.

The shortfall for a small PM department is the fixed spend before survey and estimating costs. Check the closer’s capacity first. A setter handles the beginning of the sales process, while someone on your side must still survey the building and carry the proposal through to a decision, including the follow-up after the buyer asks for a revised scope. Budget that person’s time.

Use a weekly handoff review. Read the meeting notes before sending a technician, and send rejection reasons back to the setter so the same mismatch does not consume another appointment slot.

Pick it if you have a capable closer with open survey time and need someone else to maintain the prospecting schedule.

7. Bid Control for public HVAC opportunities

Bid Control serves the public side of an HVAC pipeline, including cities, counties and school districts that publish service and replacement opportunities.

Bid Control by PorchRocket for HVAC brings matching public opportunities, bid documents and addenda together, with early signs from public plans and past award information. Bid Team can work the estimate with you and fill out every form, while tracking the packet and deadline. You make the final call on your number, sign and send. Use the HVAC government contracts guide to assess that sales path. I would budget public bidding separately from a private PM campaign because the buyer’s solicitation determines the next action.

What five rooftop units can be worth over ten years

The five-RTU strip-center account produces $80,000 in ten-year revenue and $29,300 in gross profit under the stated maintenance and replacement assumptions.

Carry forward the opening model: five units at $930 each annually, four planned PM visits per year, and 55% of maintenance revenue consumed by direct service costs. Include field labor burden, travel, filters and other job costs in that 55%. Hold prices and direct-cost percentages constant, assume every invoice is collected, and use undiscounted gross profit before overhead and tax. Retain the account for ten years and assume two awarded replacement projects at $16,750 each, earning a 25% project gross margin.

Revenue stream	Calculation	Ten-year revenue	Gross profit after assumed direct costs
Planned maintenance	5 units x $930 x 10 years	$46,500	$46,500 x 45% = $20,925
Two replacement projects	2 x $16,750	$33,500	$33,500 x 25% = $8,375
Total account	Maintenance plus replacements	$80,000	$29,300

The replacement allowance covers two of the five units over a decade. Establish equipment history during the survey and use the findings to choose which replacements belong in the buyer’s capital plan.

For acquisition decisions, I would use the smaller maintenance-only number. Customer lifetime value, or CLV, is the gross profit earned during the years an account stays. Five billed years at this account’s annual $2,092.50 PM gross profit gives $2,092.50 x 5 = $10,462.50 in maintenance CLV, before overhead and without counting replacement work.

Enter your own retention period and annual margin in the customer lifetime value calculator. Give each revenue stream its own calculation. One unusually large replacement should not hide a maintenance agreement that loses money after direct service costs.

Travel changes that value. Hold the annual price at $4,650 and add an extra 35 minutes of round-trip travel to each of four visits. At an assumed $75 per loaded technician-hour, the extra cost is 35 / 60 x 4 x $75 = $175 annually. Gross profit falls from $2,092.50 to $1,917.50, or $875 less over five years.

A prospect ten minutes off an existing stop can therefore outrank a larger prospect across town. I would sort the list by dispatch convenience before sending the first batch to sales. Use the maintenance-agreement pricing guide to define the visit scope before attaching an annual value to the account.

Refrigerant changes and RTU replacement demand in 2026

EPA’s refrigerant transition supports equipment-planning conversations in 2026, but existing rooftop units do not face a blanket replacement requirement under that transition.

The EPA HFC phasedown FAQ says owners can continue using existing equipment and servicing it. Start an RTU replacement conversation with repair history and operating requirements, then address the rules for the proposed replacement.

The current EPA restrictions table sets a 700 global warming potential limit for stationary residential and light commercial air-conditioning and heat-pump categories, with compliance dates beginning January 1, 2025. It distinguishes self-contained products from field-assembled systems. Do not apply a split-system installation deadline to every piece of rooftop equipment.

One 2026 change matters when checking older sales material. EPA’s May 2026 reconsideration fact sheet says it removed the January 1, 2026 installation deadline for qualifying pre-2025 residential and light commercial AC and heat-pump system inventory. The current sector table specifies that the exception concerns systems whose entire set of specified components was manufactured or imported before January 1, 2025. Check every specified component; an older outdoor unit alone does not establish the exception.

I would build a replacement conversation around an authorized equipment inventory. Record the refrigerant from the nameplate and check installation records. Ask about repeat repair spending and the budget window. Then obtain a current supplier quote for a replacement that fits that unit’s application.

Keep two next actions in the pipeline. A serviceable unit with no funded replacement gets a maintenance proposal and a dated budget follow-up. A unit with documented replacement needs gets an estimate that addresses the equipment and installation scope.

For that estimate, work through curb compatibility and access during the survey, and price any crane or controls work from the job requirements. The 2026 rooftop-unit replacement guide covers that discussion in greater depth. Build a replacement forecast from surveyed accounts and approved budgets, rather than multiplying every visible unit by an assumed deadline.

The cost of a 300-building commercial HVAC campaign

Ground Control produces the lowest modeled acquisition cost among the published-price options when the goal is three signed PM accounts from a 90-day campaign.

Use 300 fitting buildings as the target-list workload. Budget Ground Control at $15 per building within its published $10 to $20 range; checkout supplies the exact order price. Assume one seller costs $45 per hour and uses 60 hours for outreach. Allow another 36 hours at $75 for site surveys and proposal work, or $2,700, across the campaign. Both hourly rates include payroll burden and allocated sales overhead. The survey allowance includes travel and estimating follow-up. No contact-research add-ons are purchased in this model; the seller’s outreach includes finding the purchasing contact.

For the contact-platform route, add 120 hours of building research, equivalent to 24 minutes per target. For permit research, add 90 hours, or 18 minutes per target. Those hours are work-budget assumptions to replace with a timed sample from your own team.

The inbound-call route assumes 60 purchased calls at $125 each, a budget inside the published range, plus 20 hours of office qualification and the program fees in your quote. The appointment-setting route uses the published starting run rate for three months plus eight hours of internal coordination. Value office qualification and coordination at the same $45 hourly rate. Both routes must produce three signed PM accounts to reach the comparison’s goal. Treat separately billed repairs and their service costs as a separate operating budget. The table excludes tax and assumes no extra credit purchases or software costs; add any required charges from the order quote.

Source	Data or program budget	Research, outreach or coordination	Surveys and proposals	Total campaign cost	Cost per signed account at 3 wins
Ground Control	300 x $15 = $4,500	60 x $45 = $2,700	$2,700	$9,900	$3,300
Convex	Obtain the territory and seat quote	Add the team’s timed work budget	$2,700	Quote plus labor	Total / 3
Apollo Basic	1 annual seat = $588	180 x $45 = $8,100	$2,700	$11,388	$3,796
Shovels Basic	3 x $599 = $1,797	150 x $45 = $6,750	$2,700	$11,247	$3,749
Service Direct	60 x $125 = $7,500, plus quoted program fees	20 x $45 = $900	$2,700	$11,100 plus fees	$3,700 plus one-third of fees
Abstrakt outbound	3 x $5,000 = $15,000	8 x $45 = $360	$2,700	$18,060	$6,020

The products deliver different starting points, so the common comparison is three signed agreements. The call model needs 3 / 60 = 5% of purchased calls to become PM accounts. For appointment setting, assume 12 held, qualified meetings, nine proposals and three signatures, matching the survey-to-sale stages below. Confirm that workload against the written appointment commitment and agreement term; the $15,000 run rate is not a quoted three-month contract. Convex stays unranked on dollar cost until its quote arrives.

Ground Control’s advantage here is avoiding hours spent selecting addresses after buying people or records. The list saves 120 research hours against the contact-platform budget and 90 against the permit-search budget. If you already own a qualified property file, remove those hours before comparing the next purchase.

Time the first 20 records. Record research minutes separately from phone time, including the addresses you reject, then replace this table’s work budgets with the hours your team spends getting a record ready for its first call and carrying that conversation through to a proposal. A low license fee can win that calculation when your team has already done the building selection.

Cost per signed PM agreement, payback and list ROI

Three wins from the 300-building Ground Control campaign produce a $3,300 acquisition cost, a 3.17:1 maintenance LTV:CAC ratio and roughly 19-month payback.

Customer acquisition cost, or CAC, is total acquisition spending divided by accounts won. Keep the $9,900 campaign cost intact, including unsuccessful surveys. Divide it by three signed accounts: $9,900 / 3 = $3,300.

Work backward from those three agreements to judge whether the list is large enough:

• Contact 300 target buildings.
• Reach a buying conversation at 20%, producing 60 conversations.
• Book a site visit from 20% of those conversations, producing 12 visits.
• Issue proposals after 75% of visits, producing nine proposals.
• Close one-third of proposals: nine x 1/3 = three agreements, or 1% of the original target buildings.

Reserve the survey time. The 36-hour allowance gives the campaign an average of three hours per visited property, including travel and proposal work. Keep the 60 outreach hours reserved as well. If surveys take longer, raise the budget before judging the acquisition cost.

LTV:CAC compares account gross profit with the cost of winning it. Using the five-year PM value of $10,462.50, the ratio is $10,462.50 / $3,300, rounded to 3.17:1. CAC payback divides acquisition cost by monthly account gross profit: $3,300 / ($2,092.50 / 12), rounded to 18.9 months. This assumes gross profit accrues evenly after service begins; add the sales-cycle delay when planning cash from campaign launch.

Lead-list ROI includes list and sales spending. Over five billed years, three accounts contribute $10,462.50 x 3 = $31,387.50. Subtract the $9,900 campaign cost and divide by that cost: ($31,387.50 - $9,900) / $9,900 x 100 = 217.0% ROI, rounded to one decimal place. Replacement revenue is excluded from this decision.

Outcome from the same campaign	Signed PM accounts	CAC	Five-year PM gross profit	Net ROI after acquisition cost
Low	1	$9,900	$10,462.50	5.7%
Base	3	$3,300	$31,387.50	217.0%
High	4	$2,475	$41,850	322.7%

My decision rule for this account model is a CAC below $3,487.50, one-third of five-year maintenance gross profit. I would also require cash capacity to carry the payback period. One signed account falls short of that acquisition target even though it eventually covers the campaign’s cost.

There is a separate time argument. Give the seller 60 hours and assume 24 minutes of research plus 12 minutes of outreach per building. A broad-list process spends 40 hours qualifying 100 buildings and 20 hours contacting them. At the same 1% end-to-end conversion, the model produces one signed account. Use all 60 hours for outreach to 300 preselected buildings and it produces three. Survey and proposal hours remain a separate budget, as in the campaign table.

Change one assumption at a time. Use the lead-list ROI calculator to test a different price or retention period before changing conversion. If the first campaign misses, the stage counts show whether you need different buildings, a better purchasing contact or a different proposal.

When another source is the better buy

Another source earns the budget when the building-selection work is already done or your immediate objective is incoming service demand, meetings or public bids.

• Choose Apollo when you already possess a qualified property file and need business contacts or outreach software.
• Evaluate Convex when several representatives need a shared prospecting platform and its quoted scope fits their daily work.
• Test Service Direct for verified commercial incoming demand, or Abstrakt when a closer has survey capacity and the missing resource is steady prospecting labor.
• Use permit research for a construction-triggered campaign, and Bid Control when your target is an advertised public HVAC opportunity.

I would keep those budgets separate. A source that fills tomorrow’s repair schedule should be measured on dispatch contribution. A PM campaign should be measured on signed agreements and the margin left after serving them.

Qualify the maintenance buyer before booking the roof walk

A commercial HVAC prospect is ready for a survey when you know the service address, purchasing role, equipment responsibility and a reason to discuss maintenance now.

Use this first-call script as a question sequence, adjusting the wording to the building:

• Who chooses the contractor for routine HVAC maintenance at this address?
• Does that agreement cover the whole building or specific suites?
• When can you review a proposal, and what notice applies to the current agreement?
• Who authorizes repairs, and who approves replacement spending?
• Can we arrange access for an equipment inventory and scope review?

Record the answers under the property. If one manager covers several sites, keep an account record for the relationship and a service record for each address. Track equipment scope and renewal timing at the building level. Ask which other sites the manager wants included in the proposal.

Before sending a proposal, build the equipment inventory. ASHRAE Standard 180-2018, sections 4.3.1 and 4.3.2 describe an inventory that includes manufacturer information, location and capacity, followed by a maintenance plan specific to the systems and site. Use the authorized visit to collect that information and identify which equipment the proposed agreement covers.

The PNNL unitary HVAC maintenance guidance recommends following equipment instructions and keeping service records with findings and corrective actions. Bring the buyer a proposed record format along with the annual scope. It makes the offer easier to evaluate than an unexplained price per unit.

I would send a short follow-up with the address in the subject line. State the agreed equipment scope and propose two survey times. Ask the manager to identify any tenant-controlled units before the visit. Attach a sample blank equipment schedule so the buyer can see what information the first visit will produce.

Use the commercial HVAC prospecting guide for the broader territory and outreach process. The next action on each record should be a dated task: confirm authority, arrange access, deliver the proposal or return before renewal.

How to build a commercial HVAC lead campaign, step by step

Run a 30-day pilot around one service route, using eight steps to test property fit, buyer access and proposal economics before expanding the list.

1. Set the account economics on days 1 and 2. Choose a minimum annual PM gross profit and the equipment your technicians want to maintain. Calculate a CAC ceiling from your retention assumption. For the five-unit model, use $10,462.50 of five-year maintenance gross profit and a $3,487.50 ceiling. Write both on the campaign sheet before discussing lead volume.

2. Draw the service territory on days 2 and 3. Start around existing stops and check the drive during normal dispatch hours. Choose retail, office or another business type as the first campaign. Assign distant properties to a later territory rather than giving the seller one scattered regional list.

3. Order matching buildings in Ground Control on day 3. Select the area, business type, building-size band and 2+ or 5+ visible rooftop HVAC units. Buildings cost $10 to $20 each; the file arrives within 48 hours after payment. Start with 30 properties, or another batch your seller can work this month. Add ownership or decision-maker research if your team needs it.

4. Prepare the file on days 4 through 6. Load the CSV or Excel file into your sales system. Preserve the match reason and add fields for purchasing authority, current agreement timing and the next action. Remove current customers and active proposals from the prospecting queue. Assign one person to each account so two reps do not pursue the same manager independently.

5. Work the first conversations during week 2. Reserve outreach sessions on the calendar and log minutes against the campaign. Start with the maintenance buyer and learn the scope before offering a visit. Record a renewal month when the manager is willing to share it. A later review date belongs in follow-up rather than in this month’s proposal forecast.

6. Survey qualified sites during weeks 2 and 3. Confirm access before dispatching the technician. Inventory the equipment and build the scope from that visit. Record enough information to price the planned tasks and any access costs. Keep replacement findings in a separate estimate so the buyer can decide on maintenance without waiting for a capital approval.

7. Review the funnel on day 21. Count buildings attempted, buying conversations, surveys and proposals. Review rejection reasons beside the match criteria. Too many accounts outside your service specialty calls for a different target profile; surveys without proposals call for a closer look at qualification. Resolve the largest loss of paid time before placing the next order.

8. Make the expansion decision on day 30. Calculate spending to date and keep pending decisions dated. Expand the same territory when the signed-account economics meet your CAC ceiling and the service department can absorb the work. If the sales cycle runs beyond the pilot, finish the follow-up before declaring the source successful or increasing its budget.

Building the next PM route with Ground Control

Ground Control gives an HVAC service department a defined list of nearby commercial buildings, with equipment-fit evidence the salesperson can carry into the first conversation.

Use Ground Control to build the next campaign around the accounts your technicians can serve profitably. For this HVAC order, the file and purchase process give you:

• Buildings selected for the business types, size bands and area you choose.
• A 2+ or 5+ visible rooftop-unit criterion to match the intended PM inventory.
• The reason each property matched, retained alongside the address in your sales file.
• Optional owner information and decision-maker research, with no charge for an unfound contact.
• CSV and Excel delivery, with import layouts for SalesRabbit and SPOTIO and help mapping fields for other CRMs.
• A $10 to $20 per-building price shown before payment, delivery within 48 hours after payment and credit back for wrong matches reported within 30 days.

Pick the buildings beside the work you already do, give one salesperson responsibility for the follow-up, and buy the next batch from the signed-account numbers.