The New Era of HVAC: Smarter Contracts, Billing, and Revenue

The HVAC Industry's Growing Complexity

In today’s dynamic market, HVAC companies are no longer just manufacturers or service providers. Many are fully integrated organizations that manufacture, distribute, install, and maintain HVAC systems. This end-to-end responsibility requires not only operational excellence but also agile, data-driven decision-making to meet rising customer expectations and market demands.

Research tells us that the HVAC market is on a rapid growth trajectory, projected to expand at a 7.4% CAGR from 2024 to 2030, reaching nearly $383 billion globally. In the U.S., it will surpass $35 billion by 2030, fueled by demand for energy-efficient systems and smart HVAC technology.

Despite this opportunity, challenges remain: siloed operations, disconnected customer data, unpredictable service schedules, and inefficient dealer collaboration. These obstacles erode profitability and limit growth. To succeed, you need to modernize how you manage revenue, contracts, and customer experiences.

Why Cloudality Focuses on Salesforce

At Cloudality, we partner with Salesforce because we believe it offers the most comprehensive platform to unify revenue operations, streamline contracts, and improve customer experiences across the HVAC value chain. We have been in the ecosystem for many years with a major focus on Industry specific solutions and use cases.

CPQ is not end of life, it is end of sale, hence we have doubled down on the new Revenue Cloud Advanced (RCA) and Revenue Cloud Billing (RCB) solutions. It is exciting as this is all now built on the core platform, transforming Salesforce from a black box sales quoting tool into a complete Quote-to-Cash platform, reducing system silos, improving compliance, accelerating revenue recognition, and enabling scalable, subscription-driven business models.

Too many companies still run their lead-to-cash processes on disconnected systems, with fragmented workflows and little orchestration across sales, finance, and service. Quotes live in one tool, contracts in another, billing in spreadsheets, and renewals tracked manually or worse, not at all. The net effect we often hear about is slower deal cycles, inaccurate billing, revenue leakage, and frustrated teams who spend more time reconciling data than serving customers. Without a unified approach, it’s nearly impossible to scale, launch new revenue models, or deliver the seamless experiences today’s customers and partners expect.

Here’s why RCA and RCB is central to our approach for business operations:

• Revenue Cloud Advanced – Focusing on your quoting, billing, and renewals in one platform, reducing the need for multiple integrations. Sales teams gain faster quoting, finance gets real-time visibility, and leadership sees every dollar of revenue clearly.

• Billing & Subscription Management – Handles one-time, recurring, and usage-based billing without bolt-on tools. Finance teams cut down on errors, while customers enjoy clear, accurate, and timely invoices.

• Contract Lifecycle Management (CLM) – Digitizes contracts from draft to renewal, eliminating manual steps and scattered systems. Legal speeds up reviews, sales shortens deal cycles, and partners gain transparency into obligations.

• Industry-Specific Solutions – Integrates Manufacturing Cloud and Field Service directly with revenue workflows, minimizing custom builds. Frontline service teams stay connected to back-office data, and account managers can deliver a smoother customer experience.

• Scalability – Expands with your business while reducing integration sprawl. Mid-market providers and global manufacturers alike give every role from sales reps to CFOs a unified, role-specific view of the customer and revenue stream.

Practical Use Cases You Can Apply Today

Use Case 1: Revenue Cloud for Service & Maintenance

If you manufacture, distribute, and service HVAC units, RCA really helps you:

• Automate quotes for new units, service contracts, and renewals.

• Bundle equipment, installation, and extended warranties into a single contract.

• Align sales and service teams with real-time visibility into contract terms and pricing.

Use Case 2: Billing Automation

We are seeing new business models emerge where HVAC companies are shifting to subscription or usage-based models (e.g., smart monitoring services) to drive new revenue stream:

• Automate recurring billing for preventive maintenance plans or IoT-enabled monitoring.

• Consolidate one-time product sales with recurring services into a single invoice.

• Reduce revenue leakage with accurate, automated invoicing and collections.

Use Case 3: Contract Lifecycle Management (CLM)

 When you manage multiple dealers, distributors, and service partners, CLM allows you to:

• Standardize dealer agreements with automated templates and approval workflows.

• Reduce negotiation cycles with real-time collaboration tools.

• Track obligations, renewals, and compliance to strengthen partner relationships.

Where Cloudality Comes In

Technology alone isn’t enough. You need a partner who understands your industry’s complexities and can guide you through the transformation. In summary we specialize in helping HVAC and manufacturing / distribution companies:

• Streamline revenue operations with Revenue Cloud Advanced.

• Improve accuracy and compliance with Billing & CLM.

• Connect the dots across sales, service, dealers, and finance.

  
  

In closing out this Blog it is important to also know that we work arm-in-arm with Salesforce and with you. We bring amazing industry expertise, proven Salesforce delivery experience and are fun to work with. All you have to do is bring the vision and goals! Together, we can digitize your revenue processes, unlock efficiency, and future-proof your HVAC business.