The commercial pipeline you can't build by hand.
Merrion finds the buildings in your service area that need HVAC work — using permit data, equipment age, refrigerant compliance, and tenancy signals — and runs the outbound to land the meeting. Your sales team walks into pre-qualified conversations, not cold calls.
Signal detected
Mechanical permit · Plano, TX
3401 Legacy Dr — Class B Office
42,000 sq ft · 3 stories · Built 1998
Reply
Yes
Meeting booked
Thu 2:00 PM
Cold B2B HVAC doesn't work. You already know.
Facilities managers don't take cold calls. Property managers don't open generic outreach. The conversations that matter happen when something changes— a refrigerant deadline approaching, a 15-year-old rooftop unit nearing end of life, a new building coming online, a tenant moving in.
The contractors winning commercial HVAC right now aren't the ones knocking the most doors. They're the ones who show up at the right moment, with the right context, talking to the right person.
Merrion is how you do that at scale.
From signal to booked meeting. Automatically.
Detect — we watch every signal in your service area
Merrion continuously scans permit filings, mechanical inspections, county records, refrigerant compliance data, commercial real estate transactions, and review patterns. The moment a building enters an HVAC-relevant moment, it lands on your radar.
Live signal feed
Mechanical permit filed
3401 Legacy Dr, Plano TX · $84K valuation
RTU 16 yrs old · R-410A
1200 N Stemmons Fwy · phase-out 2026
New commercial tenant
Plaza Med Center · 8,400 sq ft suite
New Facilities Director hired
Crescent Towers · LinkedIn match
Mechanical inspection failed
5500 Preston Rd · IAQ violation
What we look for
- •Mechanical and HVAC permits filed in the last 90 days
- •Buildings with rooftop units 15+ years old based on historical permit data
- •R-22 and R-410A equipment approaching mandatory phase-out
- •Commercial property sales and new tenancy events
- •New facilities manager or operations lead hires
- •Code enforcement and indoor air quality violations
- •Building expansion permits, new construction, restaurant and retail openings
Trigger — AI agents reach out within hours
When a signal fires, Merrion's AI agents reach out by email, LinkedIn, voicemail drop, or SMS — with a message specific to why this building matters now. Personalized at the building level, sent at the moment it matters most.
Outreach generated
Email · D. Marquez, Facilities Director
Jordan Reyes
Apex Mechanical · to Daniel Marquez
Hi Daniel — congrats on the new role at Crescent Towers.
Noticed your building at 3401 Legacy Dr pulled a mechanical permit last week. Pulling the historical filings, the rooftop unit on the south block was installed in 2008 — past replacement window, and if it's still on R-410A you're looking at the 2026 phase-out deadline.
Worth a 15-minute call this week to sketch out replacement timing before quotes get tight in Q4?
Jordan
Sent
Queued
Voicemail
Drop ready
Convert — engaged contacts route to your sales team with full context
Replies, callbacks, and engaged contacts route directly to your reps with the building, equipment, timing, and trigger attached — not cold-introducing themselves to a stranger. Pipeline you can predict, in a sales motion that compounds as Merrion learns which signals in your market actually convert.
Qualified opportunities
Routed to sales team this week
Crescent Towers
$148KD. Marquez · Facilities Director
Plaza Med Center
$92KS. Patel · Property Manager
Northgate Retail
$64KM. Chen · Operations Lead
Signals fired
438
Replies
47
Meetings
12
The data you can't get from a list.
Most “commercial HVAC lead lists” are filtered ZoomInfo exports. They tell you who exists. They don't tell you what's happening. Merrion fuses public and proprietary sources to find buildings entering HVAC moments — not just buildings that exist.
Permits & filings
Real-time ingestion of building permits, mechanical permits, and code inspections from every major US metro. Filed dates, equipment specs, contractor of record, valuations.
Equipment & compliance
Match historical permit data to current refrigerant compliance deadlines (R-22 banned 2020, R-410A phasing out through 2036). Identify aging equipment running expiring refrigerants.
Tenancy & ownership
County recorder transactions, commercial real estate listings, new tenancy events. New ownership = new vendor evaluations. New tenants = new HVAC needs.
People signals
LinkedIn-sourced facilities manager and operations lead hires, plus role changes that signal vendor evaluation windows.
Building intelligence
Square footage, building age, occupancy type (office, retail, healthcare, multi-family, industrial), zoning, and recent permit history aggregated per address.
Code enforcement
Indoor air quality violations, mechanical inspection failures, and code enforcement actions that create urgency — and a clear reason to call.
Built for commercial HVAC operators who sell maintenance, replacement, and capital projects.
Maintenance contracts
Find buildings whose HVAC equipment is past warranty and likely off-contract. Reach the facilities manager before the existing vendor renews.
Equipment replacement
Target buildings with aging rooftop units, identified via permit history. Lead with refrigerant phase-out timelines that create real urgency.
New construction & commissioning
Catch new commercial construction permits the week they're filed. Be the first call to the property manager before the GC has selected an HVAC partner.
Multi-site operators
Serve property management companies, retail chains, restaurant groups, and healthcare networks across their entire portfolio. Merrion tracks every location and surfaces which sites enter HVAC moments first.
And when the phone does ring, we answer it.
Outbound brings the meetings. But when an emergency call comes in at 11pm because a chiller failed in a healthcare facility, that call gets answered too. Merrion's AI receptionist handles inbound calls 24/7, qualifies the situation, dispatches the right tech, and books the work — same platform, same data, no extra setup.
24/7 inbound answering
Every emergency and routine call qualified in seconds.
Smart dispatch
Routed by service zone, equipment type, and urgency.
After-hours booking
Confirmed appointments without a human in the loop.
Voicemail-to-ticket
Voicemails turn into tickets and SMS follow-ups automatically.
Pipeline that actually fills.
40+
Qualified commercial opportunities
surfaced per market, per month
24/7
Inbound call coverage
no emergency goes to voicemail
8x
More meetings per rep hour
vs. cold calling
Stop building your pipeline by hand.
Let Merrion find the buildings entering HVAC moments in your service area — and turn them into qualified meetings on your reps' calendars.