Territoryly
Built for HVAC

HVAC canvassing and homeowner lead tracking software.

Knock neighborhoods with older systems, track replacement interest, and follow up before every cooling and heating season.

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The problem

What slows down hvac reps on the street

System age unknown

Reps quote replacements without knowing what's actually in the basement.

Maintenance plans forgotten

Reps mention the plan once and the homeowner never hears about it again.

Seasonal timing missed

Summer-only sells if you knock in May, not July.

How Territoryly helps

A field map and notepad shaped around hvac

System age field

Capture system age and brand at the door.

Replacement vs maintenance flag

Tag interest type and follow up with the right offer.

Pre-season follow-ups

Auto-reminders before cooling and heating season.

Sketches for outdoor units

Mark condenser location and access for install day.

Map & pins

The map built for hvac reps

  • 1Paint an older subdivision as a territory.
  • 2Pins for system-aging, replacement-interested, maintenance plan.
  • 3Filter to 'system 15+ years, no follow-up'.
  • 4See teammate pins live.
Sketchpad

Sketch the job before you leave the driveway

  • 1Sketch the home and mark condenser location.
  • 2Mark furnace location and clearances.
  • 3Note duct access and attic entry.
  • 4Photo + circle issues like rust or noise sources.
Follow-ups

Never let a warm door go cold

  • 1System 15+ years → pre-summer reminder.
  • 2Maintenance plan pitched → 7-day follow-up.
  • 3Quote sent → 48-hour call back.
  • 4Cooling season approaching → bulk outreach.
Manager visibility

Managers see the street without leaving the office

See which reps knocked which streets today
Spot hot leads with no follow-up scheduled
Track quotes sent vs deals closed by neighborhood
Catch overdue follow-ups before leads cool off
Example lead fields

The fields that matter for a hvac lead

Homeowner name
Address
System type
System age
Brand
Replacement vs maintenance interest
Quote amount
Next follow-up
Example follow-up reminders

Reminders that match how hvac actually closes

  • System 17 years old — call before summer
  • Maintenance plan offered — call back this week
  • Quote sent 2 days ago — follow up
  • Cooling season starts — bulk text in April

Catch every aging system before summer hits.

HVAC canvassing built for the doorstep. Free to start.

Start tracking doors free