Influence What Gets Installed
HVAC contractors choose which brand to recommend on every job. When a homeowner needs a new furnace, heat pump, or air conditioner, the contractor's recommendation is typically the final decision.
HVAC manufacturers and distributors compete for that recommendation. Spiff programs reward contractors and their lead installers for choosing your equipment. A $50-$200 spiff per unit installed — paid quickly and reliably — builds brand loyalty at the installer level.
The challenge: HVAC contractors work in the field, installations happen at customer homes, and you need proof the equipment was actually installed (not just purchased and sitting in a warehouse). Paper-based programs are too slow and manual verification doesn't scale.
Incentit combines mobile installation notifications with shipment adjudication to validate claims automatically. Contractors submit from the job site, the system matches to your shipment data, and payments flow without manual review.
How HVAC Spiff Automation Works
Shipment Data Upload
Load distributor shipments with model numbers, serial numbers, and purchasing contractor. This becomes the adjudication library.
Install Notification
Contractors use DSMally or SpiffCapture to submit from the job site with serial number, geo-tagged photos, and optional customer signature.
Auto-Adjudication
Serial number matched to shipment data. AHRI number validated against qualified product list. Contractor verified as authorized dealer.
Payment via API
Approved claims batch and feed to your payment provider. Contractors see confirmation in the app. 1099 reporting handled automatically at year end.
Built for HVAC Distribution
AHRI/QPL Validation
Validate equipment against AHRI databases and qualified product lists. Ensure only eligible equipment models qualify for spiffs based on efficiency ratings.
Geo-Tagged Install Photos
GPS coordinates confirm the contractor is on-site. Photos of the installed equipment, nameplate, and invoice provide audit-ready documentation.
Tiered Equipment Spiffs
Pay higher spiffs for high-efficiency units, heat pumps, or variable-speed systems. Differentiate by SEER2 rating, capacity, or product tier.
Pair with Utility Rebates
When utilities also offer rebates for high-efficiency installs, the same installation notification can satisfy both the manufacturer spiff and the utility rebate program.
Seasonal Campaign Support
Run spring cooling season pushes, fall heating changeover promotions, and year-end inventory clearance campaigns with automated start/end dates.
Start-Up Data Capture
Collect commissioning data (static pressure, superheat/subcool, airflow) during the install notification for quality assurance and warranty documentation.
HVAC Equipment Categories
Ducted, ductless mini-splits, dual fuel hybrid systems
Split systems, packaged units, variable speed
Gas furnaces, electric furnaces, air handlers
Heat pump water heaters, tankless, hybrid units
Air purifiers, ERVs, humidifiers, smart thermostats
Ground source heat pumps, loop systems
Ready to Reward Your Installing Contractors?
See how HVAC distributors automate spiffs from install notification to payment. Live demo with your equipment data.
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