HVAC BOM Intelligence
From equipment schedule PDF to a checked, colour-coded Excel BOM and a ready-to-work Salesforce Opportunity in under 60 seconds.
An Aquarient Data Intelligence Accelerator built for mechanical contractors, estimators, and Salesforce/CRM-using project teams.
- No manual data entry.
- No re-keying into Salesforce.
What Is HVAC BOM Intelligence
HVAC BOM Intelligence is a Salesforce/CRM-connected accelerator that reads HVAC equipment schedule PDFs, extracts every piece of equipment using AI, checks each item against a built-in HVAC validation ruleset, and delivers a review-ready Bill of Materials as a five-sheet Excel workbook and, for approved items, a scored Salesforce Opportunity without any manual re-entry.
The Problem It Solves
Manual PDF Re-Entry
Retype every equipment line from the schedule.
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AI-Powered Extraction
Extract tags, models, capacity, voltage & quantity automatically.
Errors Found Too Late
Missing data and equipment issues surface during procurement.
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Validate Before Approval
Flag missing fields, duplicates, invalid voltage & logic gaps.
Re-Key Into Salesforce
Manually enter approved equipment into the CRM.
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Push Directly to Salesforce
Send approved equipment directly to the Opportunity.
Manual Revision Comparison
Compare old and new schedules line by line.
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Instant Revision Diff
Identify added, removed & modified equipment instantly.
How It Works
From HVAC schedule PDF to validated BOM in four steps.
HVAC BOM Intelligence turns an equipment schedule into structured, validated data, then routes approved information into Excel or Salesforce.
Add your product screenshot Replace SCREENSHOT URL 01 in the HTML
01Upload & Extract
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02Validate & Review
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03Compare BOM
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04Export / Salesforce
Capabilities & Business Impact
Everything between the PDF and your CRM.
A complete document-to-BOM workflow combining AI extraction, HVAC-specific validation, structured output, and Salesforce integration.
AI-Powered Equipment Extraction
Extract tags, manufacturers, model numbers, capacity, voltage, and quantities directly from equipment schedules.
Built-In HVAC Validation
Identify missing fields, duplicate tags, invalid voltage, and HVAC-specific equipment logic gaps.
Colour-Coded Excel BOM
Generate a structured five-sheet workbook with BOM data, issues, revision changes, coverage, and metadata.
Salesforce Integration
Push approved equipment directly into a Salesforce Opportunity while holding items that require review.
Revision Comparison
Compare schedule versions and identify added, removed, and modified equipment field by field.
Human Review Controls
Confidence scores and review tiers help teams focus human attention where it is actually needed.
Less manual work. Better data. Faster decisions.
HVAC BOM Intelligence removes repetitive data entry while keeping human review in the workflow where accuracy matters.
<60 sec PDF → BOM Move from schedule upload to a review-ready BOM.
0 Manual Re-Keying Approved equipment can flow directly into Salesforce.
13 Validation Rules Record-level and cross-item HVAC checks.
4 Review Tiers Quickly identify what needs human attention.
1-Click Revision Diff See added, removed, and modified equipment.
Built for teams that work with HVAC schedules.
Turn document-heavy estimating and project workflows into structured, validated data.
Mechanical
Contractors
HVAC
Estimators
Pre-Construction
& Engineering
Manufacturers
& Distributors
Salesforce-Using
AEC / MEP Firms
From equipment schedules to bids, BOMs, procurement, and Salesforce opportunities — HVAC BOM Intelligence connects the workflow end to end.
Frequently Asked Questions
01
What file types does HVAC BOM Intelligence accept?
Any text-based (searchable) HVAC equipment schedule PDF, in any manufacturer format.
02
How is this different from HVAC takeoff software?
Takeoff tools stop at a spreadsheet for bidding. HVAC BOM Intelligence validates the extracted data against an HVAC-specific rules engine and pushes the approved equipment directly into Salesforce as a scored Opportunity, closing the loop between the drawing and the CRM, not just the drawing and a spreadsheet.
03
Does it require a Salesforce org?
No – the Excel export works standalone. The Salesforce push requires a connected org with two custom fields on the Opportunity object, which Aquarient configures as part of implementation.
04
What happens to equipment the AI isn't confident about?
It’s flagged as needs-review or manual-required and held out of the automatic Salesforce push, so only validated data reaches your CRM.
05
Can it compare revised drawings?
Yes. Upload the old and new versions of a schedule and get every added, removed, and modified equipment line, field by field.
06
Is this a packaged product or a custom build?
It’s an Aquarient accelerator – a proven, pre-built foundation (extraction, rules engine, Excel export, Salesforce integration) that we configure to your equipment types, validation rules, and Salesforce data model, so you get a working solution in weeks, not months.
