Less software. More selling.
We don't add another dashboard for your reps to ignore. We pull from the systems you already have and put the answer on their phone — every morning, before the first stop.
Built for sales agencies, HVAC distribution, and the blue-collar trades that run on reps, relationships, and territories.
Connect
CRM, inboxes, portals
Learn
Your playbook, your principals
Run
Briefs out by 5:30am
How it works
Three steps. Built around you. Fully operational.
Connect
We plug into the systems where your business already lives — your manufacturer portals, your CRM, your reps' inboxes, your quote system. No rip-and-replace. No migration headaches. Everything stays where it is.
Learn
Scaley studies how your reps actually talk to dealers, how your principals reward behavior, and what your top reps already know by heart. It doesn't guess. It learns from your business specifically.
Run
We handle the deep analysis and the busy work — surfacing mix-share trends, prepping morning briefs for every rep, tracking rebate thresholds, and chasing the quotes that haven't been answered. You stay focused on the deals that need you.
No code required. No long-term contracts.
The missing piece
Your data lives in 6 tools. Scaley turns it into the briefs your reps actually read.
Unified rep-level data
Every email, every order, every manufacturer rebate, every dealer call — pulled into one place. The mfg-rep playbook your top 3 reps run from memory, codified and available to every rep, every morning.
Mix-share intelligence
Real-time % of revenue by region, by manufacturer, by product category — vs. your last 3 years. Know which accounts are gaining share of your wallet and which are slipping, before quarter-end.
AI that runs the morning
Reps don't have to remember anything. The brief is on their phone at 5:30am. Quote follow-ups, rebate deadlines, account-specific talking points — pre-loaded for the day.
Built so mid-size mfg-rep agencies and distributors can compete on the same intelligence the national groups have.
What you see
Your business, in focus. Delivered however your team works.
One source of truth — surfaced as a live dashboard, a morning brief for every rep, a PDF for the field bag, or a ping in the chat tool you already use.
Items handled this week
RFQs, quotes, follow-ups, rebate alerts — all surfaces
Needs your attention
4 items- RFQRFQ from Cool Air DistributorsQuote drafted, awaiting your review. 12 SKUs, $24K.
- SignalPattern — 14 dealers asking about R-454BSame week. Refrigerant transition. Draft one-pager ready.
- SentMountain Air co-op approval submittedTrailer rebate $8.5K. Awaiting Goodman confirmation.
- At riskSmoky Mountain HVAC — quiet 47 daysMix share dropped 9% → 6%. Auto-follow-up scheduled.
Illustrative — every dashboard is shaped to the metrics that matter for your business.
Same intelligence
Delivered the way your team actually works.
Live dashboard
Always on, always current. Filter, drill in, share a link with the team.
Daily brief
What changed overnight, what to act on today, what to skip. Written in plain English.
PDF report
Branded, board-ready. Share with partners, investors, or your team — no login required.
Real-time alerts
When something needs a human, you hear about it — on the channel your team already uses.
Email people who live in Outlook. PDFs for the partners who still print things. A dashboard for the operators who want to see it all. We meet your team where they are.
The intelligence layer
Know what's working. Know why.
Goal tracking, regional performance, and the AI commentary that explains every number. Your business, with the why attached.
Revenue mix
% of revenue · 4-year historyWhat changed this week
4 insightsIllustrative — every Intelligence view is shaped to your business, your principals, and your historical baseline.
On the ground
Every rep, every morning. The brief their day actually needs.
Scaley reads every email, every order, every manufacturer program update, every CRM note — and assembles one page each rep and manager reads with their coffee. No dashboard. No login. Just the answer.
Frank Mendoza
Regional Manager · Southeast Region
- • Tom Henley — pipeline thinning since March. 4 accounts went quiet. Look at Smoky Mountain HVAC together.
- • Carlos Diaz — back Wednesday. Atlanta Metro slipped 8% → 5% mix. Schedule pipeline review Thursday.
- • Honeywell IAQ co-op — $34K untapped · 14 dealers
- • Rheem hydronic SPIFF — $18K · expires 5/31
- • Mitsubishi training credits — $12K · 8 reps unbooked
- • Goodman trailer co-op — $20K · pending Mountain Air
Mike Reyes
Manufacturer's Rep · Tennessee Valley Territory
Weather: 87°F, humid — peak AC demand week
24 GSX condensers unlocks $18K Goodman Q2 rebate. They're at 19, need 5 more by Friday.
- • Brian asked about IAQ accessories 5/18 — sample kit shipped Friday
- • 3 R-410A returns last week — get ahead of complaint
- • Tech training 6/14 — pitch 2 seats
$14K to close gap to historical May pace. Refrigerant + spring tune-up parts kit (their typical order, missing this year).
Counter manager Sarah left March 15. Replacement Doug not introduced. Bring counter-day flyer + Goodman line card.
Standing w/ Frank Mendoza. Trailer co-op pending ($8.5K). His son's wedding 6/22.
Mix 6% ↑ · new account · introduce IAQ. Peer dealers same size avg 18% IAQ mix.
Mix 3% flat · close heat pump RFQ ($21K) before EOM.
- • Goodman GSX SPIFF — ends 5/31 · you're 67% in
- • Honeywell IAQ co-op — $6K untapped of $20K
- • Counter day @ Cool Air 6/14 — need 12 dealer RSVPs
- • Smoky Mtn HVAC — dropped 9% → 6% mix, no order 47 days
- • Tri-State Supply — $4K from $12K rebate threshold
Delivered to phone, email, or printed packet. Customized to every rep and every manager. Refreshed at 5:30am every morning.
Features
Everything your back office needs. Nothing it doesn't.
RFQ + inbound triage
Every inbound RFQ classified, drafted, and routed in under 5 minutes. Quote tracking, attachment parsing, dealer-history context — built into the reply.
Manufacturer program tracker
Co-op dollars, SPIFFs, rebate thresholds, training credits — tracked across every principal you carry. The AI tells your reps which dealer is one order away from unlocking $18K.
Mix-share intelligence
% of revenue by region, by category, by manufacturer — versus your last 3 years. Spot share erosion in week 2, not quarter 3.
Morning briefs
Every rep gets a one-page brief at 5:30am. Stops, asks, talking points, rebate alerts — assembled from every system you run. Phone, email, or printed packet.
Why Scaley
Not another tool. Your competitive advantage.
Setup time
HVAC industry fit
AI capability
Monthly cost
We work with a small number of clients at a time.
The blindspot
You're running on a fraction of what you know.
Your business already contains the answers — buried in inboxes, spreadsheets, CRM records, and calendar invites that don't talk to each other.
of high-value decisions are made on incomplete data
the average employee spends searching for information
of annual revenue lost to disconnected data
Sources: EY UK Business Decisions Study (2025); McKinsey Global Institute & IDC; IDC Data Silos Research.
By the numbers
The gap that's still wide open.
more likely to exceed revenue goals — for data-driven companies
faster, better decisions when your data is unified
of companies have built this. The other 81% are losing ground.
Sources: Forrester; Gartner Data & Analytics; Wavestone 2024 Data & AI Leadership Survey.
Pricing
Transparent pricing. Real ROI.
Most businesses see positive ROI within their first quarter. We work with a small number of clients at a time.
Pro
For mfg-rep agencies and distributors ready to compete on intelligence.
+ one-time setup tailored to your principals
- Every email, every order, every manufacturer portal — connected in one place
- Real-time mix-share intelligence — by region, category, manufacturer, dealer
- Morning briefs delivered to every rep and manager
- Program tracker for every principal you carry
- Dedicated onboarding tuned to your territory model
Enterprise
For multi-region, multi-principal operations.
- Everything in Pro
- Unlimited workflows and integrations
- Custom AI training on your historical data
- SSO / SAML
- Dedicated success manager + custom SLA
Onboarding is tailored to your principals and territory model. Pro covers most agencies; Enterprise is for multi-region operations.
Ready to stop swimming upstream?
Join businesses that respond faster, work smarter, and grow without growing headcount.
We work with a small number of clients at a time.