Sales Automation for HVAC and Mechanical Contractors: Find, Time and Reach Every Project
Sales automation for HVAC and mechanical contractors finds the projects from building permits, calls at the right stage and reaches the person who decides, without a seller spending the day on it. Builtie is sales automation, not a CRM: on October 9, 2026 it held 52,355 HVAC projects inside the award window across 25 markets, each with the builder's decision maker, and it saves about 2 hours a day, around 60 hours a month of prospecting.
The same four steps, whether the buyer is a builder, a designer, an owner or a company you want to acquire.
What sales automation means for a HVAC contractor
Sales automation does the prospecting work that happens before a quote: finding the job, knowing when to call, finding the person and sending the first messages. A CRM stores what you already know; sales automation goes and finds what you don't. For HVAC and mechanical contractors, the hard part is timing: the work is decided from about 20% of the way through the build to about 45%, with the last realistic approach at about 55%, and a call outside that window rarely wins.
| Step | By hand | With Builtie |
|---|---|---|
| Find the projects | Read permits city by city, every week | Builtie reads the permits daily and keeps the 52,355 projects open for HVAC now |
| Time the call | Guess the build stage from a drive-by | Each project is staged and shown while HVAC is still being decided |
| Find who decides | Search the builder, then the person, then an email | The builder or general contractor comes with a verified decision maker |
| Reach out | Write each note, send, track replies | LinkedIn and email sequences go out on Growth, in your name, with your angle |
| Follow up | Calendar reminders that ignore the build | Follow-ups move with the project's stage, not a fixed timer |
Tap a stage. The highlighted stage is where HVAC is typically awarded.
What stays with you
- Pricing and the quote.
- The site visit and the conversation with the builder.
- Which projects are worth your crew: Builtie ranks them, you choose.
- The angle: lead with load calculations, equipment lead times, energy-code compliance and duct coordination while the frame is still open.
The time it gives back
Measured across Builtie's own outreach seats over 30 days, the prospecting it automates is about 2 hours a day, around 60 hours a month per seller. That is before the projects you would have missed because nobody was reading permits that week.
Where the HVAC work is now
| Market | State or province | Projects in the award window |
|---|---|---|
| New York City | New York | 24,672 |
| Austin | Texas | 8,088 |
| Miami-Dade | Florida | 4,956 |
| Los Angeles | California | 3,154 |
| Calgary | Alberta | 2,840 |
| Nashville | Tennessee | 1,634 |
| Toronto | Ontario | 1,425 |
| Chicago | Illinois | 1,362 |
52,355 HVAC projects were inside the HVAC award window across 25 markets on October 9, 2026: 20,068 new buildings and 32,287 renovations or alterations. All markets: HVAC leads by city.
More for HVAC and mechanical contractors: finding clients, finding projects, getting more jobs, new construction projects.
Plans
Builtie's Starter plan is $79 per seat per month (CAD) for 20 projects; Growth is $99 for 50 projects and adds the LinkedIn and email outreach you run yourself. Opening a project spends one credit, and the decision makers, emails, phones and AI call script inside it are included. Your monthly credits reset at each renewal, and extra credit packs are valid for 30 days. The free trial runs 7 days with 10 projects. Custom, where Builtie's team runs the outreach for you, starts from CAD $1,500 a month on top of a Growth seat.
Frequently asked questions
Is Builtie a CRM?
No. A CRM stores the contacts and deals you already have. Builtie is sales automation: it finds the projects from building permits, times each one to your trade's award window, finds the decision maker and runs the LinkedIn and email outreach. Most customers keep their CRM or job-management tool for the work they win.
What does sales automation do for HVAC and mechanical contractors?
It finds HVAC projects from building permits, shows each one while the HVAC package is open (from about 20% of the way through the build to about 45%, with the last realistic approach at about 55%), attaches the builder's decision maker and sends LinkedIn and email outreach in your name.
How much time does it save?
About 2 hours of prospecting a day per seller, around 60 hours a month, measured over 30 days of Builtie's own outreach seats.
Who does the outreach reach?
The general contractor or builder awards the mechanical package; on commercial work a mechanical engineer designs it first, and on multi-unit residential the developer often sets the equipment standard.
What does Builtie cost?
Starter is $79 per seat per month for 20 projects; Growth is $99 for 50 projects and adds LinkedIn and email outreach. There is a 7-day free trial with 10 projects.