An HVAC/R distributor's ERP holds years of history: every system, filter, motor and pound of refrigerant sold to every contractor and facility. Getting clear answers out of it is the hard part. Which contractors are growing? Which are fading? What do our best accounts buy somewhere else? Usually someone builds a spreadsheet to find out, and it's stale by the time anyone reads it.
The app puts those answers on a screen for you, and gives your customers reports of their own.
The exec dashboard
The exec dashboard shows sales, margin, cash, receivables and pace on one screen, on your phone. The company goal shows the month, the year to date and where the year ends at this pace. Rep pace to goal shows each rep's month against their goal.
In a seasonal business, that pace view matters a lot. A cool June can make the whole year look bad, and a heat wave can hide a margin problem behind a pile of sales. Seeing sales, margin and receivables together every morning helps you tell the weather apart from real trouble.
Top accounts up and down, and category gaps
Top accounts up and down shows the ten accounts buying more than last year and the ten buying less. In HVAC/R, the list often tells a story. A contractor who added a second install crew is up. A contractor who switched equipment brands is down, and that may mean they switched supply houses too. A refrigeration company that lost a grocery contract is down.
Category gaps show what each customer buys from you and what they buy elsewhere. Typical HVAC/R gaps:
- Contractors who buy equipment from you but repair parts from another counter closer to their shop.
- Service companies who buy parts from you but filters from a filter specialist.
- Installers who buy systems from you but duct, fittings and registers somewhere else.
- Facilities that buy filters from you but motors, belts and controls from a catalog company.
Each is a growth plan for an account that already trusts you. Winning a category from an existing customer is usually easier than winning a new customer, since they already know your counter, your drivers and your terms.
Reports your customers see
Customers get their own reports in the app: spend, usage and category. A facility manager can see what was spent on filters and parts this year. A service company owner can see what the company is spending and on what. Those are reports buyers usually have to build themselves, and handing them over makes you harder to replace.
A better account review
Put it together and a preseason review mostly prepares itself. Before the meeting, pull up the customer: what they buy, what's up and down, missing categories, open invoices and any open quality issues. In the meeting, show them their own usage report and talk about truck stockouts, filters that could go on AutoPilot, and categories you could take off their plate before the rush.
That's a very different meeting from "how are we doing?" It shows you're paying attention and ends with a specific ask. Every Monday, each rep also gets a review email with their own accounts, and the GM desk sees everyone, so nobody has to remember to look. Over a year, those small weekly checks add up to accounts that grow instead of drift.
Book a demo and see it with your counter and inside sales team.