HVAC Opportunity Platform

Turn public permit data into booked HVAC jobs — directly from Slack.

A Slack-first sales assistant that discovers high-value HVAC opportunities from public records, prioritizes them with transparent scoring, and helps sales teams schedule site visits without leaving Slack.

🚨 The Problem

HVAC contractors lose revenue every day because valuable sales opportunities are hidden across dozens of public data sources.

Mechanical permits, building permits, property records, and city filings all contain signals that a property may need HVAC installation, replacement, inspection, or maintenance—but finding those signals is a manual process.

Sales representatives typically spend hours:

Searching multiple government databases
Looking up property information
Determining which opportunities are worth pursuing
Coordinating schedules across Slack, calendars, and other tools

Instead of talking to customers, they're hunting for data.

💡 Our Solution

HVAC Opportunity Platform transforms Slack into a complete lead discovery and scheduling workspace.

Instead of asking sales reps to search for opportunities, the platform proactively surfaces them inside the tool they already use every day.

The workflow is simple:

Austin Open Data
        ↓
Normalize & Enrich
        ↓
Rule-Based Opportunity Scoring
        ↓
Slack Opportunity Cards
        ↓
Claim → Assign → Schedule

No spreadsheets.

No switching between multiple applications.

No black-box AI deciding which customers matter.

✨ Key Features

🏗 Opportunity Intelligence

The platform continuously ingests public datasets including:

Mechanical permits
Building permits
Property records

Addresses are normalized, records are linked together, and opportunities receive a transparent rule-based score based on permit activity and property information.

Unlike opaque AI lead scoring systems, every score can be explained.

💬 Slack-First Experience

Slack is the primary user interface—not an integration added later.

Interactive Block Kit cards provide one-click actions:

✅ Claim Opportunity
👤 Assign to Rep
📅 Schedule Visit
📄 View Details
❌ Dismiss

Everything happens directly inside Slack.

⚡ Slash Commands

Sales reps can instantly access data using familiar Slack commands.

`/hvac-opportunities`

View the highest-priority opportunities.

`/hvac-property`

Search any address or property.

`/hvac-schedule`

Book a site visit using an address or opportunity reference.

`/hvac-connect-calendar`

Connect Google Calendar for automatic meeting invitations.

🤖 AI Action Assistant

Need help without memorizing commands?

Simply mention:

@hvac

Examples:

Show me the highest scoring permits from this week.

Explain why this opportunity scored 92.

Draft an outreach message.

The assistant can explain data, summarize opportunities, and generate content.

For safety, any action that changes data requires explicit human approval.

The AI assists—it never operates autonomously.

📅 Smart Scheduling

Scheduling is built directly into the workflow.

Users can:

Pick a date and time
Select attendees
Create appointments
Automatically generate Google Calendar invitations

No copy-and-paste between Slack and calendar apps.

🖥 Admin Dashboard

A companion web application provides administration tools including:

Slack workspace configuration
User linking
Opportunity channel management
Analytics
System settings

Slack remains the operational workspace, while the web app handles administration.

⚙️ Architecture

                 Austin Open Data
                        │
                        ▼
          Import & Rule-Based Scoring
                        │
                        ▼
                 Neon PostgreSQL
                  (PostGIS Enabled)
                        │
                        ▼
                  FastAPI Backend
                        │
        ┌───────────────┴────────────────┐
        │                                │
        ▼                                ▼
 Slack Agent (Bolt SDK)         Next.js Admin Portal
        │
        ▼
 Block Kit • Slash Commands • AI Assistant

🧠 Why Rule-Based Scoring?

Many lead-generation platforms rely on black-box machine learning models that users cannot understand or trust.

Our approach is intentionally transparent.

Each opportunity score is generated using deterministic business rules based on:

Permit activity
Property characteristics
Building information

Sales teams always know why an opportunity was recommended.

This builds trust while making the platform easy to customize for different contractors and markets.

🛠 Tech Stack

Layer	Technology
Slack	Bolt SDK, Block Kit, OAuth, Slash Commands
Backend	Python, FastAPI, SQLAlchemy, Alembic
Frontend	Next.js, TypeScript, Tailwind CSS
Database	Neon PostgreSQL + PostGIS
AI	Groq LLM Tool Calling with RBAC Approval Gates
Deployment	Railway + Vercel

🌎 Live Demo

Web Application

https://hvac-slack-agent-mue.vercel.app

API

https://hvac-slack-agent-production.up.railway.app

👥 Target Users

The platform is designed for:

HVAC contractors
Commercial HVAC sales teams
Dispatch coordinators
Service managers

Organizations that already rely on Slack can immediately integrate permit-driven lead generation into their existing workflow.

Although the current prototype focuses on Austin Open Data, the architecture is designed to support additional cities and public data sources with minimal changes.

🚀 Why We Built It

Public records contain valuable business intelligence—but they're difficult to access, fragmented across systems, and rarely integrated into daily workflows.

Rather than building another CRM, we built a workflow that meets sales teams where they already work.

By combining public data, Slack-native interactions, scheduling automation, and responsible AI assistance, HVAC Opportunity Platform helps contractors spend less time searching for leads—and more time winning customers.