Build Your HVAC TerritoryStart Free

TERRITORY FOR RESIDENTIAL HVAC TEAMS

Turn the Neighborhoods You Service Into Your Next HVAC Campaign.

Choose the streets around an installation, tune-up route, or growth area. Territory helps your team organize the available properties into Audiences for maintenance-plan, replacement, or seasonal outreach.

Build Your HVAC TerritoryStart Free Watch How It Works

See the map workflow and available properties before deciding which contacts to add. Contact availability varies.

Your next service-area campaign starts with a map.

The problem Territory solves

Your Service Area Is Known. Your Prospecting List Often Isn’t.

Technicians cover familiar neighborhoods each week. But the team tasked with growth may still be working from generic ZIP-code buys or one-off spreadsheets. Bring the geographic decision and the actual property records together first.

Without a defined campaign

  • Broad coverage plans without precise streets
  • Property lists disconnected from local service areas
  • Follow-up assignments scattered across team messages

With Territory

  • A service-area campaign with its own properties, contact records, and owner.
Before Territory
Neighborhood without a clear campaign boundary

Vague directions and scattered address files make ownership and follow-up hard to coordinate.

With Territory
Defined map area turned into a Territory Audience

A service-area campaign with its own properties, contact records, and owner.

See how the workflow works ↓

Product demo

From HVAC Service Area to Organized Audience.

Show the map-based planning step—not equipment diagnostics or HVAC replacement predictions.

  1. 1. Search a completed installation, current service neighborhood, or chosen area Search a completed installation, current service neighborhood, or chosen area
  2. 2. Draw a polygon around the streets you want to prospect Draw a polygon around the streets you want to prospect
  3. 3. Review available property records inside the selection Review available property records inside the selection
  4. 4. Save a targeted Audience for maintenance or replacement outreach Save a targeted Audience for maintenance or replacement outreach
  5. 5. Selectively enrich, assign contacts, and export to existing outreach systems Selectively enrich, assign contacts, and export to existing outreach systems
Build Your HVAC TerritoryStart Free
Outcomes

What Residential HVAC Teams Get From the Map-First Workflow

Map selection with a drawn territory polygon
Outcome 1

Target specific streets

Choose a tighter geographic campaign than an entire ZIP code.

Audience list with selected property contacts
Outcome 2

Separate campaigns by offer

Build distinct Audiences for maintenance plans, replacements, and seasonal promotions.

Board View organizing assigned contacts
Outcome 3

Organize the handoff

Assign contacts and use Board statuses while keeping CSV export available.

How it works

Choose the Area. Build the Audience. Use the List.

Map → Select properties → Audience → Enrich → Organize / Assign → CSV export

  1. 1. Search a completed installation, current service neighborhood, or chosen area
  2. 2. Draw a polygon around the streets you want to prospect
  3. 3. Review available property records inside the selection
  4. 4. Save a targeted Audience for maintenance or replacement outreach
  5. 5. Selectively enrich, assign contacts, and export to existing outreach systems
Build Your HVAC TerritoryStart Free
Campaign situations

Built Around the Campaigns You Already Have in Mind

Maintenance agreement campaigns
Use case

Maintenance agreement campaigns

Choose neighborhoods in your service footprint and build property Audiences for permitted maintenance-plan outreach.

After an HVAC installation
Use case

After an HVAC installation

Start at the completed installation address and select surrounding properties for neighborhood marketing.

Seasonal outreach
Use case

Seasonal outreach

Organize campaign-specific property lists ahead of heating or cooling season without claiming equipment condition.

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Why Territory

Prospecting for HVAC Companies, Not Another Dispatch Platform.

Territory complements service scheduling and customer systems by helping you prepare neighborhood property lists before outreach. Keep your existing dispatch software and field technician workflows.

Territory is a fit when

a customer wants to define specific geographic areas, select available property records, build organized Audiences, selectively enrich, assign contacts, and export to tools they already use.

Product boundary: Territory does not identify HVAC system age, repair history, fuel type, warranty status, or intent to replace equipment unless independently verified outside the platform.

Pricing

Start With a Territory That Fits Your Team.

Pro is a natural sales-and-service management starting point; Starter fits a two-person owner-led operation. Switch to yearly billing and save 17%.

Build a Campaign →

Choose a plan

Starter

Perfect for getting your first neighborhoods organized and exported—fast.

$55 per month · $660/yr
Seats
2
2 included
Sign up

Includes

  • 2 seats included
  • 25,000 active contacts
  • 150 Enrich Credits/mo (1,800/yr billed annually)
  • 30,000 exports/mo
  • Nationwide coverage
  • Contact Audiences
  • Contact enrichment
  • List & Board views
  • Team contact assignment
  • CSV export (unlimited re-exports)
  • Unlimited map previews*
  • Unlimited saved territories*
Popular

Pro

The sweet spot for teams that want to move fast without outgrowing their plan.

$110 per month · $1,320/yr
Seats
5
5 included
Get started now

Includes

  • 5 seats included
  • 75,000 active contacts
  • 300 Enrich Credits/mo (3,600/yr billed annually)
  • 55,000 exports/mo
  • Everything in Starter
  • Higher Enrich, contacts, and export limits
  • More included seats for growing crews

Team

Built for real operations—multiple reps, shared lists, and repeatable campaigns.

$179 per month · $2,148/yr
Seats
10
10 included
Get started now

Includes

  • 10 seats included
  • 150,000 active contacts
  • 500 Enrich Credits/mo (6,000/yr billed annually)
  • 125,000 exports/mo
  • Everything in Pro
  • Highest Enrich, contacts, and export limits
  • Largest included seat count

Enterprise

For organizations that need custom volume, security, and rollout support.

Custom tailored to your team
Build a Campaign

Everything in Team, plus

  • Custom seats and data volume
  • Dedicated onboarding
  • Security & procurement review
  • Named support contact
  • Flexible billing
  • Roadmap input for field workflows

Built for field teams that live on the map

  • Roofing
  • Solar
  • HVAC
  • Home services
  • Multi-crew sales

Compare

Compare plans & features

Feature Starter $55/mo Pro $110/mo Popular Team $179/mo
Limits
Seats included 2 5 10
Additional seat / month $15 $13 $10
Enrich Credits / mo 150 300 500
Active contacts 25,000 75,000 150,000
Exports / mo 30,000 55,000 125,000
Coverage & maps
Geographic coverage Nationwide Nationwide Nationwide
Map radius Plan-dependent Plan-dependent Plan-dependent
Map previews Unlimited* Unlimited* Unlimited*
Saved territories Unlimited* Unlimited* Unlimited*
Workflow
Contact Audiences Included Included Included
Contact enrichment Included Included Included
List & Board views Included Included Included
Team contact assignment Included Included Included
CSV export Included Included Included
CSV re-exports Unlimited Unlimited Unlimited

*Unlimited map previews and saved territories are subject to reasonable technical and usage safeguards.

Need more than Team? Build a Campaign →

Product proof

See the Workflow. Judge the Data. Build Your Own Campaign.

Territory is not promising booked appointments, guaranteed lead intent, complete contact coverage, or exclusive homeowner data. It gives you control of the area and a concrete process for organizing the available property records.

Choose an area
Build the Audience
Organize
Export
Territory map with a drawn neighborhood area 01

Choose an area.

Search a place you already care about and draw the streets your team wants to work.

Selected properties inside a Territory polygon 02

Build the Audience.

Review available properties, select what belongs in the campaign, and save them together.

Territory Board View organizing campaign contacts 03

Organize the campaign.

Assign ownership, update statuses, and track progress in List or Board View.

Territory contact list ready for CSV export 04

Export when needed.

Export selected contacts to CSV for the tools your team already uses.

Product boundary: Territory does not identify HVAC system age, repair history, fuel type, warranty status, or intent to replace equipment unless independently verified outside the platform.

Build Your HVAC TerritoryStart Free
FAQ

Questions Before You Build Your First Territory

Still want to see it with your own market?

Build Your HVAC TerritoryStart Free

Can Territory tell me which homes have aging HVAC units?

No. It builds audiences from available property records in the geographic areas you choose; HVAC equipment age is not a confirmed filter.

Will it replace ServiceTitan or Housecall Pro?

No. Territory focuses on geographic prospecting and lightweight contact organization, not scheduling, invoicing, or dispatch.

Can I build different audiences for maintenance and replacement campaigns?

Yes. Save separate Audiences and organize them with tags, statuses, assignments, and exports.

Can the list be used for direct mail?

You can export selected property/contact records to CSV for a third-party mailing workflow; Territory does not itself fulfill mailings.

Can I choose streets instead of an entire ZIP code?

Yes. Territory supports rectangle and polygon selection on a map, with available properties shown for the chosen area.

Do all properties include a phone number or email?

No. Property address data and enrichment coverage differ. Additional owner or resident contact details are available only where the underlying data provides them.

Does Territory send the outreach for me?

Territory organizes prospects and supports CSV export. It does not currently promise native email sequences, direct mail fulfillment, dialers, or in-field route optimization.

Territory map ready for your next neighborhood campaign

Your Next HVAC Campaign Is a Neighborhood Away.

Choose the service area. Build the property Audience. Organize the outreach.

Build Your HVAC TerritoryStart Free

Choose the area. Build the list.

Available data varies by area. Users are responsible for lawful and permission-based use of exported records.

Build Your HVAC TerritoryStart Free