Energy PilotAI

Built for HVAC OEMs, dealers & channel partners

Your best dealer's sales motion. Deployed across the whole channel.

Equipment volume is decided by how fast a credible energy number reaches the customer. One dealer in twenty can produce one. Energy Pilot gives that capability to all of them — in a single deployment, without training anyone individually.

The problem

Rules of thumb don't win replacement projects any more.

Your channel quotes from spec sheets and experience. That worked when the buying decision was equipment against equipment. It works less well now that the customer is comparing an energy outcome, often under a building performance standard, often with an incentive application attached.

The deals you lose aren't going to better equipment. They're going to whoever put a defensible number in front of the customer first.

The obvious fix — give dealers engineering support — doesn't scale. You cannot staff an energy engineer behind every partner, and you cannot train thousands of them into one.

What does scale is putting the analysis in the product they already sell with, so the capability arrives with the platform rather than with a person.

2–4 wks
turnaround when energy analysis is outsourced — by which point the customer holds two other quotes
$200K
the project value below which a proper assessment stops paying for itself
1 in 20
dealers with any real capability to produce a savings number in-house

Where volume comes from

Which buildings in the territory are ready to replace.

Depth matters once a dealer is in front of a customer. Getting them in front of the right customer is a different problem — and at channel scale it is the one that moves equipment. Upload a territory and every building is scored and ranked on replacement opportunity before anyone drives anywhere.

01
Bulk portfolio upload

A territory list, a prospect database, a public building inventory. Addresses and square footage are enough to start; anything more sharpens the ranking.

02
Scored on replacement opportunity

Benchmarked energy intensity, fuel mix, climate zone, building type and likely equipment age — surfacing the buildings where your equipment has the strongest case.

03
Tuned to your product line

Scoring frameworks configured around what you actually sell, so a heat pump conversion territory ranks differently from a controls territory.

04
Routed to the channel

Ranked lists land with the dealer covering the territory, alongside the analysis tools to act on them. Syncs to CRM where one exists.

The dealer's first meeting

Your equipment, against what's actually installed.

A dealer photographs the nameplate on the unit being replaced. Make, model and serial are read on the spot and matched against our equipment database for full specifications. The savings calculation then runs from that specific unit to your specific replacement SKU — not from a building-type average.

Capture walk on a phoneNo training required. If a dealer can photograph a nameplate, they can produce a structured equipment inventory.
Your SKUs, pre-loadedReplacement equipment, specifications, pricing and incentive overlays configured once and available to every partner.
Proposals that lead with your specCo-branded documents where the recommended equipment is yours, with the savings, payback and confidence range attached.
Same-day turnaroundThe customer gets a number while the meeting is still warm, instead of two weeks after a competitor's.

At the dealer level

Same team, same leads. More proposals.

Today
Proposals per month4–6
Time to proposal2–3 weeks
Savings estimatesRules of thumb
Confidence rangesNone
Equipment dataWhatever's in the notebook
Projects under $200KNot viable
With Energy Pilot AI
Proposals per month30+
Time to proposalSame day
Savings estimatesML-calibrated
Confidence rangesOn every measure
Equipment dataScanned & matched
Projects under $200KNow viable

Illustrative figures based on industry benchmarks and pilot data.

Measures your channel already sells

  • RTU heat pump conversions
  • VRF systems
  • DOAS
  • Building controls / BAS
  • Economizer optimization
  • Variable speed drives
  • LED lighting retrofits
  • Water-source heat pumps
  • Envelope & insulation
  • Demand flexibility

61 measures in the standard library, with equipment-level calculation where nameplate data exists.

Deployment

One configuration. Every partner, every region.

Channel enablement usually means a training program and a slow rollout. This is a platform configuration: your branding, your SKUs, your scoring frameworks and your proposal templates, published to every partner at once.

01 / Brand

White-label deployment

Your brand, your domain, your document templates. Partners work in an environment that reads as yours, not as a third-party tool they have to explain.

02 / Catalog

Your product line loaded in

Replacement SKUs, specifications, pricing and incentive overlays configured centrally so every proposal in the channel leads with the right equipment.

03 / Regions

Region packs

Units, language, local benchmarks and country-specific models are configuration, not a rebuild. Live today across the United States, Spain, Japan and Thailand.

04 / Scale

No per-dealer onboarding

A partner who can photograph a nameplate and upload a bill is productive on day one. The capability arrives with the platform rather than with a trainer.

Working together

Three ways OEMs engage.

Channel license

Per-seat, per-region or per-proposal pricing across your partner network, with usage visible centrally.

White-label deployment

Your brand, your domain, our platform. Partners never see a third-party product in front of their customer.

Co-developed verticals

Scoring, measures and proposal outputs tuned around your product line, your target segments and your regional priorities.

Faster proposals win more equipment. The channel that reaches a credible number first captures the replacement cycle — and under building performance standards, that cycle is arriving whether or not your partners are ready for it.

The offer

Send us a territory. We'll show you what's in it.

A list of buildings from one region — addresses and square footage are enough. We'll return it scored and ranked on replacement opportunity, model the top targets against your equipment, and produce a co-branded proposal. Inside one business day.