Commercial HVAC
Two revenue lines, two different sales.
The maintenance agreement is a renewal business measured in relationships. Plant replacement is a capital sale that takes six months and three people to approve. They need different follow-up, and Signal keeps both on the same account without confusing them.
14 days free. No credit card.
- 14 days free
- No credit card
- Unlimited users
The problem
The long deals are the ones that slip.
Six months is plenty of time for a deal to go quiet without anyone noticing.
What goes wrong
Plant replacement stalls in budget
The proposal went in, the building owner is thinking about next financial year, and nobody rings for four months. When it comes back it comes back to whoever spoke to them last.
Agreements renew on autopilot until they do not
A service agreement that has rolled over for six years is invisible until the year it does not roll over, and by then it is a tender.
Three people have to say yes
The facilities manager, the building owner and whoever signs the capital. If the record holds one contact, you are selling to a third of the decision.
How it works
Service and capital, both worked properly.
The account
Every site, every contact, one record
The company, the buildings under it, the facilities manager, the building owner and the contractor. A capital sale needs all of them, and a service agreement renewal needs to survive any one of them changing jobs.
- Several contacts per account, with the roles that actually approve things
- Plant, agreements, quotes and visits all on the same record
- History that outlives the person who built the relationship
A pipeline that shows the quiet capital deals
Every deal card carries its value, close date, health and the days since anything happened. A replacement proposal that has sat untouched for six weeks looks wrong from across the room, which is the whole point.
- Separate pipelines for service agreements and capital work
- At risk when the close date passes or nothing has happened
- A weighted forecast, so a year of long deals is still plannable
And the follow-up that wins renewals
Activity coverage tells you what share of your agreement base anybody has spoken to. Sequences keep a conversation going with sites whose plant is getting old, from your own inbox, stopping the moment they reply.
- Coverage across the agreement base, as a number
- Sequences to sites you want back, sent from your address
- Site assessments booked through a link, with reminders
What you get
For mechanical services that sell twice.
For HVAC
Pipelines, plural
Service agreements and capital replacement worked separately, forecast together.
Learn moreMulti-contact accounts
Facilities, owner and contractor on one record, because all three decide.
Learn moreDeal health
A six-month deal that has gone quiet, flagged rather than remembered.
Quotes from one rate card
Labour, plant and materials priced once, current, consistent.
Learn moreTracked proposals
You know when the capital submission was opened, and by how many people.
Learn moreCoverage on the base
What share of your agreement customers anyone has actually spoken to.
Learn moreGetting started
Two pipelines and an honest coverage number.
Four steps
- 30 minutes
Import sites and contacts
Companies, their buildings, and everyone who has a say.
- 15 minutes
Set up two pipelines
One for agreements, one for capital. They do not behave the same.
- 30 minutes
Put the capital deals in
Including the ones that have been quiet. Especially those.
- 5 minutes
Check coverage
The share of agreement customers nobody has rung this quarter.
Also for
Businesses like yours.
Other solutions
Trades and field services
Quotes out the same week as the site visit.
Learn moreCommercial cleaning
Contracts won site by site, and renewals you saw coming.
Learn moreManaged IT services
Agreements, renewals and new logos in one place.
Learn moreSales managers
Which deals are real, and which have quietly stopped.
Learn moreQuestions
HVAC questions, answered.
Can I run service agreements and capital work separately?
Yes. Use a pipeline for each, with their own stages and probabilities, because a renewal and a six-month replacement do not behave alike. The forecast adds them up. More on the pipeline.
How do I stop a long deal going quiet?
Every card shows the days since the last activity and flags at risk when the close date passes or nothing happens. Filter for at risk and no next step, and the list of stalled capital deals writes itself.
Can I hold several contacts on one site?
Yes, with their roles. On a capital sale that matters more than anywhere else, because the facilities manager, the building owner and whoever signs the capital are rarely the same person. More on accounts and contacts.
Does it do maintenance scheduling or compliance records?
No. Signal is the sales side: the agreement, the quote, the follow-up and the forecast. Job scheduling, service records and compliance stay in your field system.
Can I target sites with ageing plant?
Describe the kind of site you want in Prospect Spark, by area, industry and size, and it finds matching companies with the right roles attached. What you know about their plant goes on the account as you learn it. More on Prospect Spark.
Is it priced per technician?
No. Every plan includes unlimited users and every limit is metered on the workspace, so putting the service coordinators and the estimators in it costs nothing extra. See pricing.
Question not answered here? Ask ANI and get a straight answer.
Stop losing capital deals to silence.
14 days free. No credit card. Unlimited users from the first minute.