AI for HVAC/R & plumbing distributors
More HVAC/R and plumbing sales from the work you’ve already done
Proton connects the account, catalog and next step, so your team can win more business and spend less time moving it along.
Customer story
Aquifer gave prepared quotes a clear path to follow-up
Aquifer’s quotations team prepared large commercial quotes, but communication didn’t always reach outside sales for follow-up. Proton gave branches and reps a shared view of that work. The plumbing and heating distributor reported 34% higher average monthly revenue and 47% higher average order value over two years after adopting Proton. Aaron Soloski also estimates a day saved each week summarizing and sharing call notes.
“Just the ability to summarize and share call notes easily with the branch has been huge.”
Aaron Soloski · Sales Manager, Aquifer
What Proton does here
Make the next sale easier to win and serve
Follow through on quotes and sell more of the catalog
Preparing the quote is only part of the sale. Proton CRM brings purchases, quotes and shared notes together, then gives the next step an owner and a due date. Reps can follow a residential equipment replacement or a commercial plumbing package without asking colleagues to reconstruct the account. Buying signals also give them a reason to discuss products the account may need next.
Your storefront can grow orders on its own. eCommerce AI uses connected transactions, including phone and counter purchases, to suggest familiar reorders and relevant additions as customers shop. A facilities buyer can return for filters, consider other supplies and place the order without asking your service team to assemble a routine list.
One account history · a next step for the rep and the buyer
Stop researching the same product details one request at a time
A motor with no voltage or a valve with no connection type sends someone back to a spec sheet. Repeat that across supplier files and the catalog becomes an ongoing research job, for product staff and customers trying to buy.
Proton PIM organizes missing content by category and proposes specifications and descriptions with supporting sources. Your team reviews the additions, then publishes approved records to connected channels. Product and merchandising staff can build out the assortment in batches, while buyers and service teams get useful details when they need them. Manufacturer evidence remains the basis for technical fit and application decisions.
Condenser fan motor, 1/4 HP1075 RPM · proposed from manufacturer sheet208–230V · source attached
Refrigeration temperature controlManufacturer number to reviewSpec sheet linked
Brass ball valve, 1 inFNPT connectionFull port
Thermal expansion tank2 gal3/4 in MIPNext: pricing and stocking decisions with clearer recommendations
Pricing AI + Inventory AI · Early access
Pricing AI will recommend customer-specific prices within your margin floors and rules. Inventory AI will forecast demand by product, location and season, flag low or slow stock, and suggest replenishment quantities and timing. Your team will decide prices and approve purchases.
Register interest in early access for Pricing AI, Inventory AI or both.
Planned workflows · Early access
Handle more requests without typing every line again
A property’s maintenance team emails an HVAC parts list while a service technician is waiting for plumbing supplies. Both need attention, but retyping the list adds no value to either order. Proton proposes catalog matches, uses connected account prices and availability, and prepares a quote or order draft. The CSR checks quantities, missing details and exceptions before approval.
Pronto answers questions across connected business records and drafts the next step. Configure agents to prepare supplier ship-date requests, flag invoice/PO mismatches or draft late-order updates on a schedule or trigger. That gives your team less to copy and chase, with rules and review where the work requires judgment.
“Need these for Tuesday. Account pricing please.”
Supplier PO has no ship date · agent request drafted for review
From HVAC/R and plumbing distributors running on Proton
“We used to edit and summarize them manually, now it’s just three clicks. It’s probably gained us a day each week.”
“If someone’s off sick or on holiday, anybody on the team is able to jump into their accounts and know exactly what’s happening. That makes onboarding new reps and coverage easier, and helps us maintain the same level of customer service, whether the rep is in-house or not.”
“We used to see large projects quoted by our quotations team, but communication didn’t always reach outside sales for proper follow-up.”
Questions from HVAC/R and plumbing distributors
Help you grow sales while reducing the work it takes to serve them. Reps get account priorities and quote follow-up, buyers get relevant recommendations online, and product teams get sourced catalog content to review. Order drafts and configured agents reduce repeated entry and chasing. Start with the modules that address your biggest bottleneck.
It keeps purchases, notes, quotes and next steps with the account, so a prepared quote has a visible owner and follow-up. Colleagues can pick up the conversation without reconstructing it from email. Buying signals help reps plan useful calls across residential replacements, commercial work and ongoing maintenance accounts.
It turns missing specifications and descriptions into a reviewable catalog project. Proton proposes additions from source content, your team approves them, and approved records go to connected channels. Product staff spend less time copying details, while buyers and service teams have more to work with. Manufacturer documentation supports technical fit and application decisions.
It suggests relevant products and prompts reorders using connected buying history, including counter and phone orders. A contractor or facilities buyer can find familiar supplies and consider useful additions as they shop. Your storefront keeps its own prices and availability; the recommendations give it another way to grow the order.
Not yet. Both are coming to the platform soon. Register interest in early access for Pricing AI, Inventory AI or both. Pricing AI will recommend prices within your rules; Inventory AI will help forecast demand and plan replenishment. Your team will make the final decisions.
Proton prepares quote and order drafts from incoming requests, so staff review the details instead of retyping every line. Pronto answers questions across connected business records. Configured agents can draft supplier ship-date requests, flag invoice/PO mismatches or prepare late-order updates on a schedule or trigger, using the rules and approvals your team sets.
