Installed Base Mapping for Aftermarket Sales in 2026

One installed unit can carry more aftermarket revenue than its original sales record suggests. For the planning model throughout this article, say a cooling-tower service team covering Dallas and Tarrant counties earns $7,350 in annual service and parts revenue per installation, retains the account for six paid years and serves equipment from several manufacturers. That is $44,100 per installation. If the reviewed territory contains 800 eligible installations but the CRM records 320, the CRM covers 40% of that base.

The missing 480 installations deserve their own sales plan. Some might be your unregistered equipment. Others could belong to brands your technicians can service, or become eligible after an application engineer approves a different repair method. A registration report alone cannot establish which of those opportunities sits inside a dealer’s route.

Asset Search by PorchRocket finds installations visible from above and returns dated evidence connected to each site’s ownership. Start with your service rules. We cross-reference aerial and satellite imagery with property records and public datasets, then review candidates against those rules so an aftermarket manager can assign the resulting field inventory to the people responsible for selling the work.

What is installed base mapping?

An equipment territory map connects individual installations to their physical sites and service eligibility, giving manufacturers a count they can compare with registered units and customer accounts.

Start with the unit. For a cooling-tower campaign, one installation might mean one tower assembly, including its cells. For a generator campaign, it might mean one generator set. If engineering counts a tower assembly as one installation while a dealer counts every visible fan as a separate sales prospect, the same photograph will produce two forecasts before anyone has spoken to the owner. Settle the definition first.

I would maintain three connected records: the installation, the site and the customer account. Two towers on one plant belong to one site. Several plants can belong to one purchasing account. Each installation needs its own evidence even when a single facilities director buys the work for all of them.

Installed base analysis adds the commercial decisions. Your engineer separates eligible applications from exclusions. The channel manager identifies assigned dealers and gaps in coverage, while the sales manager decides which records contain enough evidence to start a conversation and which need another check before a rep spends time on them.

This also gives a manufacturer a better market denominator. The Census Bureau’s establishment definition describes a physical business location; an enterprise can contain more than one establishment. Neither measure counts the cooling towers or generator sets on that location. Treat business counts as context and equipment counts as a separate research task.

The broader asset inventory from aerial imagery guide covers searches across equipment categories. I would start smaller. Choose one application and one territory whose service manager can explain, without asking headquarters for another interpretation, exactly what earns an installation a place in the first sales batch and which evidence the dealer should collect next.

The resulting inventory supports two decisions: how much serviceable equipment you have found, and where your next selling hour belongs. Keep the search boundary attached to both answers. A mapped county supports a county plan; it does not establish national market share.

Why does your CRM miss installed equipment?

A CRM fed by registrations and sales activity cannot count installations absent from those inputs, including unregistered units and equipment sold through other channels.

Check the source address. A shipment record that names only the distributor receiving the equipment gives your researcher a different starting point from a commissioning record that identifies the plant where the unit was installed and the dealer responsible for startup. Ask for both. Then look for service invoices attached to a customer account with no equipment identifier.

Cross-brand work creates another gap. If your repair method applies to equipment your company never sold, your own shipment history cannot supply the whole prospect list. Search for the eligible physical configuration, then establish the brand from records or the site visit. Do not assign a manufacturer from enclosure color.

Separate four reasons for a missing record in your audit:

• The equipment belongs to your registered product family, but the installation record is absent.
• The site exists in the CRM, but additional units have no equipment records.
• Another brand’s equipment falls inside your approved service scope.
• A previous exclusion no longer applies after a change to the repair method.

Public registers can contribute candidates, provided you preserve their scope. The New York City cooling-tower dataset covers currently registered systems, excludes decommissioned systems and publishes characteristics entered by registrants. Use those records to cross-check a city search. Do not label them an inventory of every installation in every territory.

In the opening model, 320 divided by 800 produces 40% registration coverage within the reviewed population. Measure your own coverage. Reconcile the equipment records and remove duplicates before comparing the CRM with the searched territory, using the same eligibility rule on both sides so equipment your service team excludes does not inflate the apparent gap.

I would report unmatched installations by reason before combining them into a single growth number. A missing serial-number record at an existing account needs account maintenance. An eligible installation at a new site needs an introduction. Assigning both to cold outreach wastes the relationship you already have.

Which installations can be found from above?

Asset Search can investigate visible tanks, cooling towers, generator enclosures and rooftop equipment, using your engineers’ definitions to decide which observed configurations belong in the search.

The best starting question is the service application. A tower refurbisher needs a different record from a dealer selling generator maintenance. Define the visible evidence that merits a conversation, then list the technical details the field team must collect before quoting.

Search category	Evidence to request where visible	Aftermarket decision	Field or record confirmation
Cooling towers	Roof or pad location, assembly layout, visible cells	Service, component replacement or rebuild assessment	Equipment identity, dimensions and approved repair scope
Generator installations	Enclosures, arrangement and dated additions	Maintenance coverage or fleet review	Generator identity, rating and service responsibility
Above-ground tanks	Tank presence, arrangement and site location	Tank service or refurbishment prospecting	Contents, ownership and application details
Rooftop equipment	Visible units and arrangement by building	PM agreement or equipment survey	Model, capacity and commissioning records
Outdoor skids	Visible assemblies and surrounding site context	Application-engineering review	Process duty and component specifications
Equipment yards	Visible equipment groupings and dated changes	Identify sites for a service or inventory conversation	Installed versus stored equipment and purchasing authority

This approach has a documented basis for cooling towers. The CDC’s identification guidance describes aerial scanning and visual characteristics, while explaining how concealment or shadows can complicate identification. Side-mounted fans pose another difficulty. When the view leaves the equipment category uncertain, retain the candidate for the specific check that will settle it.

A rectangle behind a building earns investigation, not an invented model number. Record what the view supports. If the application depends on a nameplate, make that the next task rather than adding a speculative brand to the inventory.

The cooling-tower locations guide takes that application further. For other equipment, use the standby-generator inventory or propane-tank location data guide. Separate the campaigns when the acceptance rules differ.

When Ground Control is enough for an equipment list

Ground Control by PorchRocket is the fastest way to start a standard equipment-prospecting list using rooftop HVAC presence, 2+ or 5+ visible units, storage tanks, business type and building size. Commercial lists cost $10 to $20 per building and arrive within 48 hours after payment, often sooner. Each record explains its match, and wrong matches receive credit back within 30 days. Owner information and decision-maker research are add-ons. Use the list to begin conversations with fitting properties; the owners have not asked for quotes.

Start with buildings that have rooftop HVAC when the standard filter answers your prospecting question. Use properties with visible storage tanks for a tank-presence campaign, or Ground Control’s property-list builder to choose the area and available filters. The self-serve path works when the property match is enough to justify the next call.

Choose Asset Search when the question depends on a custom equipment definition or a reviewed site decision. A cross-brand repair campaign might need several exclusion rules and a queue for unresolved sites. Specify how the file should be allocated to dealer territories. An equipment coverage audit might need rejected locations returned as carefully as the accepted sites.

I would decide from the deliverable. If a standard building list gives the rep enough evidence to ask for an assessment, order that list. If the engineering team needs each site tested against a written specification, scope the investigation. Market intelligence for contractors explains how the resulting property evidence fits alongside customer history and purchasing signals.

Build a field equipment inventory that survives review

Give every site a stable identifier, dated evidence and a recorded decision so a reviewer can trace each installation from the search through the dealer’s first assessment.

A spreadsheet of addresses is too thin for this job. Your service manager needs to see which equipment the researcher counted and which question remains open. Your channel manager needs to know whether an account already belongs to a partner. Put both beside the site record.

Scope the delivery using the following template. Alongside the observed site evidence and reviewed dispositions supplied by Asset Search, specify the identifiers your dealer system needs and the fields your own team will populate when a technician visits or the account changes hands.

Record group	Fields to specify	What the reviewer can decide
Location	Site identifier, address, coordinates, parcel	Whether two records describe the same site
Observation	Asset category, visible configuration, image date, evidence reference	What was present in the dated view
Decision	Fits, rejects or unresolved; reason; rule version	Whether the record meets the agreed search criteria
Ownership	Property owner, source date, decision-maker contact where applicable	Who to approach to establish service responsibility
Internal matching	CRM account, known equipment record, protected-account flag	Whether the site needs new-account or existing-account work
Field follow-up	One deciding check, assignee, due date, resulting evidence	What moves the installation into a quoteable application

Keep observation and qualification separate. “Two tower assemblies visible” is an observation. “Eligible for our basin repair” requires the evidence your engineer specifies. The final field assessment belongs beside the imagery record, with its own date and author.

That continuity carries into service operations. Chapter 4 of DOE’s operations and maintenance guide describes maintenance systems that retain work orders and technical documents by equipment or component. I would preserve the search identifier when a prospect becomes a maintained asset, so the original site evidence remains connected to later work.

Check duplicates at both levels. Several pictures of one tower remain one installation. Two towers sharing a parcel remain separate installations under one site. A parcel boundary alone should not decide your equipment count.

Test the handoff early. Before importing a large territory, have one dealer open a small batch in the system they use to place calls and retrieve the equipment evidence without help from the person who prepared the file. Fix any missing field mapping before release.

Match each site to your repair or upgrade method

Application engineers should translate the repair method into observable screening rules and specific field checks before Asset Search investigates the territory.

Begin with a sentence the service team can approve: find outdoor cooling-tower installations in the assigned counties whose visible arrangement merits an assessment for our approved repair process. Then write the exclusions. A different equipment category can be rejected during review. An address outside the agreed territory should never reach the dealer’s visit schedule.

Work through edge cases with your own experts. Is a partially screened assembly worth a field check? Does the method apply to both roof and ground installations? If only one of two units at a site appears eligible, does the site enter the prospect batch? Write the answers down.

Use three dispositions:

• Fits: the available evidence satisfies the agreed screening rules.
• Rejects: a named rule excludes the site or installation.
• Unresolved: one required fact is missing, with the check that would settle it.

“Fits” means it fits the search specification. Engineering approval for the work follows the technical review you defined. This lets the research team search broadly while the service department controls which applications reach a priced proposal.

Tell the assessor what to bring back. If the engineer needs a measured basin dimension to decide whether the repair method applies, put that measurement on the visit sheet beside the site identifier so the technician can collect it during the authorized assessment. Avoid a second trip.

Separate physical eligibility from account availability. A fitting tower can sit on a protected account or outside a partner’s staffing capacity. Keep those commercial decisions in their own fields, so a later territory reassignment does not require repeating the equipment investigation.

Review the rejects, too. I would ask the engineer to inspect excluded configurations as carefully as accepted ones, especially when an unfamiliar arrangement could fit the repair method but a researcher might reject it because it differs from the examples supplied at kickoff.

Use building-product market data when that eligibility work also informs a manufacturer’s product-market plan. The count should follow the application definition, including the configurations engineering accepts and the territories the service network can cover.

Revisit yesterday’s rejects when the method changes

Asset Search can re-answer previously investigated sites against a revised requirement, often using existing dated evidence instead of waiting for another imagery collection.

Preserve the rejection reason. “Outside our original repair envelope” is a record you can revisit when the envelope expands. A deleted row cannot tell the application engineer where the newly eligible population sits.

Continue the model with a pilot containing 120 reviewed sites: 60 fit the original screen, 40 are rejected and 20 remain unresolved. Engineering approves an expanded method. Of the 40 rejects, 18 fail only the rule that changed. Review those 18 against the new specification; do not assume all 18 now qualify.

Suppose the existing evidence settles 13 of them as fitting, while five need one additional field check. The revised inventory contains 73 fits, 22 rejects and 25 unresolved sites. The total remains 120. Keep the old decisions in the record alongside the new rule version so the dealer can understand why a previously excluded address returned.

The same discipline applies when a requirement becomes narrower. Recheck the sites already issued to partners and send the changed dispositions to the people who hold them. A dealer should not keep quoting against a superseded rule because a refreshed spreadsheet stayed at headquarters.

A changed method and a changed installation are different events. The former can be assessed from stored evidence when that evidence answers the revised question. The latter needs a newer observation. Record which event triggered the review and retain both dates.

Put re-answering in the initial scope. Name the engineer who approves a revised specification and agree on how changed records will reach assigned dealers, including a dealer already pursuing a site whose earlier rejection no longer applies under the expanded repair method.

What is one accepted installation worth?

In the service model, one installation contributes $17,640 in projected lifetime gross profit, while a two-installation account contributes $35,280 before acquisition costs.

Customer lifetime value measures the gross profit expected from the relationship. Use your own service invoices and retention records to set the inputs. Annual service and parts revenue is $7,350 per installation, gross margin is 40%, and expected paid retention is six years. Hold annual revenue and margin constant, with two installations under service per signed account. Expected paid years account for customer losses; equipment age belongs in a separate field.

Annual gross profit per installation = $7,350 × 40% = $2,940.

Lifetime gross profit per installation = $2,940 × 6 = $17,640.

At two eligible installations per signed account, lifetime gross profit = $17,640 × 2 = $35,280. These are undiscounted operating projections. A capital-budget model can discount each year’s expected gross profit using the company’s chosen rate.

Price the delivery work. Calculate margin after field labor and travel, then put business-development hours in acquisition cost so an account does not look profitable only because the owner handles every estimate after dinner and leaves those hours off the campaign budget. Replace these inputs in the customer lifetime value calculator.

For a project-only refurbisher, use a different calculation. A $38,600 refurbishment job at a 28% gross margin contributes $10,808: $38,600 × 28%. Assume one such job per won account and no repeat work. Apply the probability of winning that job to the value of a prospect. Keep this project case separate from the recurring-service forecast so a rebuild does not duplicate repairs already counted in annual revenue.

Now price the opportunity. Carry the opening model’s 480 missing installations into the outreach plan as 240 new sites averaging two eligible installations apiece, with one purchasing account per site for this campaign. Two signed accounts produce $70,560 in lifetime gross profit. Divide by 240: the expected gross profit per accepted site is $294 before research and sales costs.

Outcome for the same 240 accepted sites	Signed accounts	Site-to-account conversion, rounded	Lifetime gross profit	Expected gross profit per accepted site
Low	1	0.42%	$35,280	$147
Base	2	0.83%	$70,560	$294
High	4	1.67%	$141,120	$588

Hold the account value constant when reviewing this table. It isolates the cost of weak conversion. Then run a separate retention check: at four paid years, the two-installation account contributes $23,520; at eight, it contributes $47,040. Use the lower case if your service history does not support six years.

Two accounts from the same 160 selling hours

At the assumed conversation rates, the targeted campaign signs two accounts against one from the broad file within the same 160-hour sales budget.

Use 240 records in each campaign. The broad file contains unqualified business addresses; the targeted file contains accepted equipment sites outside the existing account list. Set conversation rates at 10% and 20%, respectively, then hold every later conversion rate equal. This isolates the benefit of reaching more relevant accounts.

Campaign stage	Broad business file	Accepted equipment sites
Records worked	240	240
Buyer conversations	24	48
Assessments at one-third of conversations	8	16
Proposals at half of assessments	4	8
Wins at one-quarter of proposals	1	2
Lifetime gross profit from wins	$35,280	$70,560

Make room for the extra assessments. The broad campaign allocates 48 hours to address research, 44 to outreach, 24 to assessments, 16 to proposals and 28 to administration. The targeted campaign uses 12 hours for file review, 40 for outreach, 48 for assessments, 32 for proposals and the same 28 for administration. Both total 160 hours. Assessment hours include travel; proposal hours include technical review.

Set a blended loaded rate of $67 for every campaign hour, including employer costs and allocated selling overhead. Either campaign consumes 160 × $67 = $10,720 in staff time. Assume the broad file is already owned with no incremental purchase fee. Let Q represent the accepted Asset Search quote after any pilot credit, and E represent other incremental campaign expenses, including mileage or mail. Use the same E budget for both campaigns; adjust it if their delivery plans differ.

Total targeted acquisition spending, C, equals $10,720 + Q + E. Customer acquisition cost is C divided by two signed accounts. The broad campaign’s CAC is $10,720 + E for its one signed account. The targeted campaign has a lower CAC when Q is less than $10,720 + E. Compare both in the lead-list ROI calculator, entering the full campaign spend.

Lead-list ROI compares gross profit with acquisition spending. Projected lifetime ROI for the targeted campaign is ($70,560 minus C) divided by C. Hold C constant when testing the one-, two- and four-account outcomes: their lifetime gross profit is $35,280, $70,560 and $141,120, respectively. Subtract C from each, then divide by C to compare returns at the same budget.

For cash planning, assume both signed accounts begin service together and earn revenue evenly through the first service year. Annual gross profit from two accounts is $2,940 × 2 installations × 2 accounts = $11,760, or $980 per service month. Simple gross-profit payback takes C divided by $980 months after service starts. Add the sales cycle and collection delay to that clock; approve cash spending against the payment schedule.

The decision rule is to fund the next territory only when the low case meets your profit requirement and the service manager has room for the accounts. A search can reveal more sites than one dealer can assess this quarter. Release smaller batches rather than filling the CRM with untouched records.

Check the service calendar. If only eight assessments fit, have the service manager use the service-department growth plan to select the first batch, then leave the remaining sites assigned to a later release with enough time for outreach before those assessment slots open.

Deliver the inventory through your dealer network

Assign each accepted site to one accountable partner, with the equipment evidence and next action attached, while keeping national-account ownership visible to the channel manager.

Before distributing a territory, match the file against protected accounts and open opportunities. Ask each dealer to resolve potential matches by site and equipment, not just by a similar company name. A parent account can already exist while a particular plant has never received a service visit.

Establish purchasing responsibility on the first call. Owner information and decision-maker contact, where applicable, give the dealer a starting point; the person reached should confirm who controls the service budget and whether a national agreement already governs the equipment under discussion. Record that answer under the site. Confirm access arrangements before scheduling a visit.

I would give partners four working queues: ready for outreach, engineering question, existing relationship and territory conflict. Each row gets an assignee and a next-action date. Keep rejected sites available to the channel manager without putting them in the rep’s call queue.

The handoff should let a dealer explain the reason for calling. A suggested opener is: “We service cooling-tower installations in your area. I am checking who handles equipment assessments for this property and whether an outside service review would fit your planning cycle.” Once the buyer confirms responsibility, ask for the technical record needed to assess the application.

Meet partners where they work. Deliver CSV or Excel to spreadsheet users, or request an import layout for the dealer system that preserves the location identifier and evidence references when a rep moves a prospect from first contact to an assessment. GIS-ready files support the territory review. Return agreed outcome fields from the dealer’s system at each review.

The manufacturer territory-planning guide covers partner capacity and account allocation. For recurring mechanical service, connect the site review to the scope of a commercial HVAC maintenance agreement. Equipment count should inform the assessment workload before it informs a price.

For public properties such as schools, Bid Control by PorchRocket covers the purchasing side. Use Bid Control’s public opportunities to follow bid documents and purchasing deadlines while Asset Search identifies fitting installations. Keep the equipment record connected to the public project when one appears.

Equipment scarcity makes refurbishment worth investigating

DOE’s October 2026 update identifies transformer supply constraints and supports refurbishment and reuse, giving electrical aftermarket teams a documented reason to investigate eligible installed equipment.

The October 26 DOE supply-chain update describes multi-year transformer lead times and work to expand refurbishment and reuse. It also identifies quality-assurance concerns, including inconsistent remanufacturing standards and undocumented processes. That supports a refurbishment prospecting program with an engineering acceptance process attached.

Keep the equipment category and reference year beside any lead-time number. DOE’s supply-chain analysis reports distribution-transformer lead times of three to six months in 2019 and 12 to 30 months in 2023. Those are historical observations, not a supplier commitment for an order placed in November 2026. The same page describes more than 80,000 transformer varieties identified nationwide, which helps explain why matching specifications matters.

My recommendation is to carry two commercial questions into the inventory review: could this owner buy an eligible refurbishment service, and could equipment the owner plans to retire merit a documented reuse assessment? Keep those as separate opportunities. A visible installation gives the team a site to investigate; the engineer determines which technical records and tests the application requires.

Get a dated supplier estimate for the equipment you service. Compare it with the owner’s required return-to-service date and an approved repair scope before deciding which option belongs in the proposal. Transformer lead times do not price a cooling-tower repair.

Refurbishment prospecting also needs a capacity check. Before releasing another territory, have the service manager identify available assessment slots and shop capacity. If the network can assess six sites this month, prioritize six with the strongest evidence and best account fit. Finding another hundred addresses does not add technicians to the schedule.

How to map an installed base, step by step

Run an eight-step pilot around one equipment application and one service territory, then expand after the engineering and dealer teams can act on the returned records.

1. Write the service decision. During the first week, define the equipment category and the repair, parts or maintenance offer. Have an application engineer state what qualifies, what is excluded and what evidence a field assessor must collect. Set the geographic boundary with the dealer who will handle the work.
2. Export the known base. Gather registered units and service records, then link them to installation addresses. Separate account identifiers from equipment identifiers. Mark protected relationships and open opportunities before calculating the count of newly discovered sites. Save the export date so later matches have a reference point.
3. Scope the Asset Search pilot. Use the installed-base search request to specify the territory and visible configurations. Request dated evidence, owner information and every disposition in the format your partners use. Agree on a paid pilot credited toward the full order, its acceptance rules and its delivery schedule.
4. Check the pilot against known sites. Give the reviewer examples of fitting installations and exclusion cases. Keep a separate buyer-held sample for checking results after delivery. Review missing examples and false matches with engineering. Resolve disagreements in the written search rules before expanding the area.
5. Assign the deciding field checks. Send unresolved sites to the person able to settle the missing fact. Specify the requested evidence, such as a nameplate photograph or a measurement. Give each task a due date. Retain the resulting evidence when engineering changes the disposition.
6. Release a manageable dealer batch. Remove protected and duplicate accounts from new-account outreach. Assign the remaining sites by territory and service capacity. Have one partner test the import and retrieve the evidence before sending files across the network. Set the first contact date for each released site.
7. Record the sales funnel and cost. Track conversations, assessments and proposals through signed accounts. Count units under service separately from accounts won. Capture research fees and staff time, including travel and estimating, then replace the model’s assumed conversions with the campaign’s observed results.
8. Choose the next search or refresh. At the first monthly review after delivery, compare the low and base cases with the resulting pipeline. Expand where dealers can work another batch. Revise the specification where engineering rejects recur, and request monitoring where new installations create recurring prospecting work.

Let one engineer settle disagreements. Start with an equipment family that person knows well enough to explain why a disputed configuration belongs in the search, then carry the agreed interpretation into the next territory before adding another family with different repair requirements.

The month should end with assigned work and a decision about the next batch. A large file waiting for someone to choose a dealer is unfinished sales preparation.

Choose the pilot and pricing model around the decision

For new-account prospecting, I would start with a paid Asset Search pilot and per accepted result terms, with acceptance defined at the site or installation level.

Agree on what the purchased result means. If sales buys one accepted site containing two installations, the invoice unit and equipment count serve different purposes. Put that distinction in the scope before comparing proposals or calculating value per find.

Per completed investigation fits a coverage audit where the answer matters even when it is a rejection. Per accepted result fits a campaign that prioritizes qualifying prospects. Subscription terms fit continuing monitoring and refresh editions. Success-based terms can fit an agreed outcome when both parties can define attribution and settlement clearly.

The pilot is usually credited toward the full order. Use it to inspect the delivered record and settle edge cases with your experts. Define the asset and territory first. The quote also depends on your evidence requirements and delivery format, which should be agreed alongside the handoff date.

Assess finding quality separately from sales interest. Count accepted matches among reviewed candidates and check for duplicates. Inspect the dates. Compare the returned records with the buyer-held sample to see whether the search found installations you already know exist, taking particular care with the awkward configurations that are easiest to overlook during a territory sweep. Report the misses within that sample.

Ask the dealer to work part of the pilot before expanding. Their feedback should identify the reason a record stalled: missing technical detail, incorrect account assignment, no buyer conversation or no current project. Each reason suggests a different next action.

I would approve scale only after engineering can interpret the evidence and the dealer can retrieve it from the imported record. Then choose the payment model that matches the decision, with the pilot acceptance rules carried into the larger scope.

Refresh the inventory when the territory changes

Maintain separate dates for equipment observations, ownership research and eligibility decisions, then refresh the records when newer evidence or a changed service requirement affects them.

An inventory needs a history. If a newer view shows another generator enclosure at a site, attach the observation to the existing site and investigate whether it adds an installation. If equipment disappears, retain the previous record and flag the change for review. Do not silently reduce the count and leave a dealer calling about an absent unit.

Keep installation timing as an evidence question. Compare clear views of the same installation area to bracket its first visible appearance; a shadow or screened view cannot establish absence. Obtain commissioning records if the campaign depends on an exact installation date. Keep the image date and the researcher’s review date in separate fields.

Through Asset Search, a team can watch its territory for additions or removals, with before-and-after dates attached to the observed changes. Sites are rechecked as new imagery becomes available. Agree on the reporting cadence and show the observation dates in each edition so a monthly report is not mistaken for a new monthly photograph of every property.

Use change detection for new installations when the sales trigger is equipment being added or replaced. Use replacement-cycle demand forecasting after the team has established the equipment facts needed for a forecast. Keep an inferred opportunity separate from a buyer’s confirmed project date.

At each review, reconcile the beginning inventory with newly accepted installations and removals. Preserve unresolved changes in their own queue until someone settles them. The dealer should receive a short list of changed records with the reason each needs attention, alongside the retained territory file.

That review also closes the feedback loop with engineering. A revised repair method should trigger a new eligibility review across searched sites, including prior rejects, while a new image triggers an observation review. Assign the appropriate task instead of rerunning the entire sales campaign.

Put the next dealer territory through Asset Search

Asset Search maps visible installations against your service rules and returns the evidence your aftermarket team needs to assign prospects across a dealer network.

Tell us what to find and where through the two-minute Asset Search request. We come back with a scope and quote; the pilot ships in your agreed format. Start with one equipment application. The search can cover one county or the contiguous United States, with existing equipment records supplied for reconciliation and a defined territory beyond the registered base.

The installed-base delivery gives your team:

• Site locations and parcels connected to the visible installations under investigation, with the counting definition agreed before the search.
• Dated views and observed facts supporting each site decision, reviewed by people before delivery.
• Owner information and decision-maker contact where applicable, so the dealer can establish purchasing responsibility.
• Fits, rejects with reasons, and unresolved cases with the field check that settles the remaining question.
• CSV, Excel, GIS-ready files or an import for the CRM or dealer system your network uses.
• A basis for re-answering searched sites after a specification change and for monitoring new installations as the territory develops.

Your application engineers define what the service method can handle. We investigate where the visible installations meet that screen, including sites beyond directories and registered-unit lists. The dealer receives the evidence and the next question to resolve.

Give the service network a territory it can work, with an installation behind every account worth pursuing.