FieldPilot is a suggestion engine for HVAC and mechanical sales teams. It connects to your CRM and calendar, then suggests which contractor, supply house, or mechanical service your reps should visit next based on pipeline value, activity recency, manager priorities, and the time available between appointments. FieldPilot is not a route planner. It chooses the right stop, not the fastest route. Managers set priorities. Reps get better information. They still decide.
Built for HVAC & mechanical sales teams
Wide territories. Hundreds of contractors. When a gap opens, the question isn't whether there's someone to visit. It's whether they're the right one. FieldPilot tells your reps which contractor to see next, ranked by pipeline, recency, and your priorities.
or talk to us firstHVAC & Mechanical SuggestHow it works
Pipeline-ranked suggestions
Every contractor scored by deal stage, recency, and manager priority. The highest-value stop rises to the top.
Ready on day one
Pre-tuned for HVAC territories out of the box. Your reps get smart suggestions from the first gap in their calendar. Adjustable anytime.
The full HVAC ecosystem
HVAC contractors, plumbing contractors, mechanical services, sheet metal shops, and supply houses. Suggest surfaces them all.
CRM accounts stay central
Your CRM is the system of record. FieldPilot reads it, ranks what's there, and surfaces the right account at the right time. No double entry.
$3,000
for a 30-day team pilot · up to 10 reps
Then $1,250/mo for 5 reps · $175 per additional rep
The problemWide territory. Hundreds of contractors. No system to decide who to see today.
Wide territories make coverage hard
HVAC reps cover more ground than almost any field sales team. When a meeting cancels, the default is whoever's closest. Not whoever matters most. The highest-value contractor might be just a bit farther down the road.
Contractor relationships need regular touch
Contractors buy from people who show up. A prioritized account list doesn't account for where your rep is, how much time they have, or which contractor hasn't been visited in weeks. The right stop at 10am is wrong at 3pm.
Managers set priorities but can't steer daily execution
You set quarterly priorities, but there's no system translating those into what your rep sees when they check their phone between stops. The intent exists. The execution gap is the problem.
How it worksOne engine. Three moments that matter.
01
A meeting cancels
A gap opens in the calendar. FieldPilot sees it, scans every contractor in range, and suggests the one that fits the window and ranks highest by pipeline value, recency, and your priorities.
02
Time between stops
Your rep finishes early. Instead of sitting in the parking lot, they see a suggestion: a supply house nearby with an open deal that hasn't been touched in weeks.
03
Building next week
When your rep plans ahead, Suggest helps them build the week around the right accounts. Not just the ones they remember. Manager priorities flow through automatically.
No GPS trackingCRM stays system of recordNo rep data entry required
Why usWhy FieldPilot for HVAC & mechanical sales
Ready on day one
FieldPilot ships pre-tuned for HVAC and mechanical territories. Your reps get smart suggestions from their first calendar gap. No setup wizards, no configuration spreadsheets. Adjust anytime, but the defaults are already right.
Covers the full HVAC ecosystem
Contractors, supply houses, mechanical services, sheet metal shops, plumbing contractors. Suggest surfaces the right type of account for the rep and the moment.
Manager priorities drive suggestions
When you say “focus on new contractor acquisition this quarter,” reps see more prospecting suggestions. When you shift to retention, follow-ups move to the top. The priorities flow through automatically.
Gets smarter over time
Each stop, skip, and check-in helps calibrate suggestions for your team. By week three, the recommendations reflect how your reps actually work their territory.
Works with your CRM
FieldPilot reads your contractor accounts and makes them actionable in the moment. Every suggestion is ranked against your existing pipeline. Your CRM stays the system of record.
The mathWhat's one extra contractor visit per rep, per day worth?
2-3
extra contractor visits/week
Per rep, using gaps that already exist in their day.
120+
touches/year
Per rep. Net new contractor conversations that wouldn't have happened otherwise.
$0
extra windshield time
Suggestions fit existing routes. No extra driving required.
PricingPricing
$3,000
Up to 10 reps and 2 managers
- Guided rollout and onboarding
- Calendar connection and contractor list upload
- Weekly check-in and calibration
- End-of-pilot impact summary
Team Plans
Team 5$1,250/mo or $12,500/yr
Team 10$2,250/mo or $22,500/yr
Team 25$5,000/mo or $50,000/yr
$175/mo per additional rep beyond tier
- Calendar-based suggestions
- Contractor account integration
- Manager priority controls
- Coverage and activity reporting
Pilot fee applies 100% toward an annual plan if you continue within 10 days of pilot end.
Common questionsFrequently asked questions
How is this different from Salesforce Maps or Badger Maps?+
Those are route planning tools. They help your reps get from A to B faster. FieldPilot helps them decide whether B is the right place to go in the first place. Suggest looks at open deals, activity recency, manager priorities, and pipeline data. Then it surfaces the highest-value contractor or supply house for the time your rep actually has. It works alongside your mapping tool, not instead of it.
Our reps cover a huge territory. Does FieldPilot handle that?+
Yes. The HVAC preset uses the largest suggest radius of any field sales preset we offer. FieldPilot scans a wider area for every gap in your rep’s day, surfacing contractors and supply houses that other tools would miss. It’s built for the kind of ground HVAC reps actually cover.
We already have our contractor list in Salesforce. Why do we need this?+
FieldPilot reads your CRM accounts and makes them actionable in the moment. A list of 300 contractors doesn’t tell your rep which one to visit during a gap on Tuesday afternoon. FieldPilot does. It ranks every account by recency, pipeline value, manager priority, and fit for the available window. The right stop rises to the top automatically.
Are you tracking my reps?+
No GPS tracking. FieldPilot uses calendar events and the rep’s general area to make suggestions. Managers see coverage patterns and which accounts are getting touched. Not routes, not locations, not mileage.
Do my reps have to enter data twice?+
No. Your CRM stays the system of record. FieldPilot reads calendar data and your target list to generate suggestions. Reps check in with one tap. No double entry.
How does FieldPilot work with my CRM?+
Connect your CRM and your contractor accounts sync in automatically. Suggest uses your deal history, activity recency, and open pipeline to rank every contractor. The right account surfaces at the right moment. Your CRM stays the system of record.
What if the suggestions are wrong at first?+
They’ll get better. The pilot is calibration. Each time a rep acts on or skips a suggestion, FieldPilot adjusts. By week two, the suggestions start reflecting how your team actually works their territory.
What happens after the pilot?+
You get an impact summary showing touches, coverage changes, and rep activity. If you continue on an annual plan within 10 days of pilot end, the pilot fee applies 100% toward your purchase.
Wide territories. Hundreds of contractors. Make sure your reps see the right ones.
FieldPilot by industryBuilt for how your team actually works
