HVAC & sanitary
Built for how HVAC & sanitary distributors actually sell.

Your reps carry a lot of weight: They navigate thousands of SKUs across heating, ventilation, air conditioning, refrigeration, and sanitary. They deal with seasonal demand swings and complex project quotes. They have technical product knowledge that takes years to build.

Plato helps your team to become proactive. The platform recognises patterns from your ERP data and tells you which customers could churn or buy more.

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Results
What HVAC & sanitary wholesale teams see with Plato:

7-16% revenue growth.

Typical sales trends over the course of a year: your team identifies the risk of customer churn and opportunities for cross-selling.

3-8 hours time savings.

Save up to 40-60% of quoting time per inside rep.

10x higher sales efficiency.

Get insights from your ERP data that help you sell better.

The challenge
HVAC & sanitary requires deep technical expertise. Plato gives you the intelligence that used to take decades to develop.

HVAC distribution runs on deep technical expertise. Which heat pump fits a 200m² building? Which refrigerant line sets are compatible with which condensing units? Which customer shifts seasonal inventory in March?

That knowledge lives in people, not in systems. Your ERP tracks transactions but doesn’t tell your team what to sell next, which accounts are cooling off, or where the cross-sell gaps are.

Meanwhile, project quotes take hours because reps bounce between ERP screens, PDF specs, and price lists.

Plato changes the way you work. We connect to your ERP, learn from your transaction history, and give every rep — including the one who just started — the intelligence that used to take a decade to develop.

Plato for HVAC & sanitary distribution
Every workflow, powered by your data.

From seasonal demand planning to complex project quotes to installer relationship management — Plato handles the workflows that matter in HVAC and sanitary wholesale.

View of the Plato app with order creation.
App view of Plato functionality showing interrupted order rhythm.
View of Plato functionality showing automatic document processing and order creation.

Navigate your HVAC & sanitary catalogue with AI-powered search and suggestions.

Reps search by product name, article number, or technical spec. Plato shows live pricing, availability across warehouses, and compatible accessories. Cross-sell suggestions surface items the customer should consider, such as refrigerant lines with condensing units, mounting brackets with split systems, or the right connection type for a given pipe diameter.

  • Technical product search across thousands of HVAC & sanitary SKUs.

  • Compatibility-aware suggestions for accessories and components — from refrigerant lines to pipe fittings.

  • Real-time availability across branches and central warehouse, with alternative recommendations when preferred items are out of stock.

View of the Plato app with order creation.

Catch seasonal shifts and customer changes before your competitors do.

HVAC & sanitary buying patterns are seasonal and predictable — until they change. Plato AI monitors your transaction data to flag accounts that haven’t placed their usual spring orders, installers expanding into new categories, or long-term customers reducing frequency.

  • Churn detection tuned to seasonal HVAC & sanitary buying patterns.

  • Cross-sell gaps: installers buying heating units but not cooling, or pipes but not fittings.

  • Expansion tracking for growing installer businesses.

App view of Plato functionality showing interrupted order rhythm.

Turn multi-page project specs into quotes in minutes, not hours.

An installer sends a PDF with 40 line items for a commercial HVAC project or a full fitting list for a bathroom renovation. Plato reads the requirements, matches products from your catalogue, checks pricing and availability, and generates the quote. Your inside sales reviews and adjusts instead of rebuilding the quote from scratch.

  • Automated document processing for project specifications.

  • Intelligent product matching across your HVAC & sanitary catalogue.

  • On-site quoting for field reps visiting installer job sites.

View of Plato functionality showing automatic document processing and order creation.

Case study Significant revenue growth in wholesale distribution: Holtzmann & Sohn puts AI to work in sales

  • 6 hours saved per employee, every week
  • 80% daily active usage among roughly 70 trained employees
  • Significant revenue growth (exact figure withheld)
Read the case study

HVAC-specific questions
What HVAC & sanitary distributors ask us:

Plato works with your existing product catalogue and category structure from the ERP. It learns compatibility patterns from your transaction history – which products are frequently sold together, which accessories match which systems. The intelligence comes from your data, not from a generic HVAC database.

Plato AI models account for seasonality in your specific business. A customer who hasn’t ordered heating components by October triggers a different alert than the same drop in July. The system learns your seasonal rhythms from historical data and adjusts risk scoring accordingly.

Yes. When customers send PDFs or emails with project requirements, Plato reads the document, identifies matching products in your catalogue, and generates a draft quote. It handles multi-line specifications common in commercial HVAC projects. Inside sales reviews and adjusts before sending.

We connect to the ERP systems common in HVAC wholesale distribution – including SAP, Microsoft Dynamics, Sage, proAlpha, eNVenta, SHC, and GWS/gevis. The connection is read-only by default with optional bidirectional sync for quotes and orders. Setup typically takes weeks, not months.