Clarvoy sits between your inbox and the vendors competing for your attention — so you see what matters, when it matters, and nothing else.
Free for facilities teams · No IT required
2,400+
Vendor emails filtered weekly
94%
Reduction in follow-up calls
18+
Trade categories organized
3min
Setup time to go live
Built for both sides of the conversation.
Facilities teams get control. Vendors get a fair shot.
Facilities Directors & VPs
Your inbox, finally under control.
Forward your vendor emails to Clarvoy and we handle the rest — categorized by trade, auto-responded, and organized into a clean review queue.
AI triage by trade category Free
Auto-responses with your review timeline Free
Clean vendor dashboard by category Free
Meeting window controls — open or close by trade
Multi-site management for regional teams
Vendors & Sales Teams
Stop guessing. Start being seen.
Know exactly when a facilities director is accepting new vendors in your trade — and be first in line when they open the door.
Verified vendor profile in the directory
Visibility into review windows by trade & region
Waitlist alerts when directors open your category
Read receipts — know when your profile was viewed
Analytics on reach across your target markets
Queue
All Vendors 47
New This Week 12
Awaiting Review 23
Scheduled 8
Archived 4
Building Systems
HVAC 11
Electrical 8
Plumbing 7
Elevator 3
Generator / Power 2
Building Automation 2
Water Treatment 1
Exterior & Grounds
Roofing 6
Landscaping / Snow 4
Parking & Pavement 2
Window / Facade 1
Interior & Specialty
Flooring 3
Painting 2
Signage 2
Furniture & FFE 2
Moving & Relocation 1
AV / Technology 1
Operations & Safety
Fire & Life Safety 3
Security Systems 2
Access Control 2
Pest Control 2
Waste / Recycling 1
Services & Projects
Janitorial 5
Construction / Reno 3
Rollouts / Remodels 2
Multi-Trade / GC 2
Settings
Account Settings
Calendar & Availability
Manage Windows
Closed Trades
Vendor Queue
47 vendors across 8 trade categories · 12 new this week
New This Week
12
↑ 4 vs last week
Auto-Responded
47
100% response rate
Follow-up Calls
2
↓ 94% reduction
Meetings Set
3
Next: July 1st
Upcoming Review Windows
HVAC
July 1, 2025
2 of 3 slots filled
Electrical
July 8, 2025
1 of 2 slots filled
Janitorial
Closed
Vendor locked in through Dec
All Vendors
All
New
Review
Scheduled
Vendor
Trade
Received
Status
Actions
Marcus Webb
Arctic Air HVAC Solutions
HVAC
Today
New
Sandra Cho
Brightline Electrical Group
Electrical
Jun 14
New
Tom Reardon
FlowRight Plumbing Co.
Plumbing
Jun 12
In Review
Priya Nair
Summit Roofing & Restoration
Roofing
Jun 10
Scheduled
Derek Moss
GreenSweep Janitorial
Janitorial
Jun 9
Closed Category
Angela Torres
Verdant Grounds Landscaping
Landscaping
Jun 7
In Review
What vendors receive automatically
Auto-Response · via Clarvoy
From: vendors@northgatepm.com (via Clarvoy) To: marcus@arcticairhvac.com Subject: Re: HVAC Services — Arctic Air HVAC Solutions
Hi Marcus,
Thank you for reaching out to Northgate Property Management regarding HVAC services.
We review new HVAC vendors quarterly — our next review window opens July 1st. Please complete your vendor profile using the link below to be considered.
You'll be notified once your profile is reviewed. Please do not follow up by phone or email — we will reach out directly when your review is complete.
Northgate Property Management · Vendor Relations Managed via Clarvoy — vendor intelligence for facilities professionals
✓
Contact
2
Trade
3
Coverage
4
Submitted
Select your primary trade.
This determines which review queue and meeting window you'll be placed in.
Building Systems
HVAC
Electrical
Plumbing
Elevator
Generator / Power
Building Automation
Water Treatment
Exterior & Grounds
Roofing
Landscaping / Snow Removal
Parking & Pavement
Window / Facade
Interior & Specialty
Flooring
Painting
Signage
Furniture & FFE
Moving & Relocation
AV / Technology
Operations & Safety
Fire & Life Safety
Security Systems
Access Control
Pest Control
Waste / Recycling
Services & Projects
Janitorial
Construction / Renovation
Rollouts / Remodels
Multi-Trade / GC
Tell them what makes you different.
Be specific — facilities directors can tell the difference.
✓
You're in the queue.
Your profile has been submitted to Northgate Property Management. Their HVAC review window opens July 1st — you'll be notified either way.
Next review: July 1, 2025
Want early access when more facilities teams join?
1
Welcome
2
Company
3
Trades
4
Cadence
5
Alerts
6
Go Live
✦
Welcome to Clarvoy.
Let's get your vendor intake set up in about 5 minutes. You'll walk away with a clean dashboard, smart review windows, and an intake email ready to share.
1
Tell us about your company
2
Select your trade categories
3
Review suggested review cadences
4
Set up your alert preferences
5
Go live — your intake email is ready
Tell us about your company.
This sets up your account and your branded vendor intake page.
getclarvoy.com/intake/
Which trades apply to you?
Select all that apply. We'll suggest review cadences for each one.
Building Systems
HVAC
Electrical
Plumbing
Elevator
Generator / Power Backup
Building Automation / BMS
Water Treatment
Exterior & Grounds
Roofing
Landscaping / Snow Removal
Parking & Pavement
Window Washing / Facade
Interior & Specialty
Flooring
Painting
Signage
Furniture & FFE
Moving & Relocation
AV / Technology
Operations & Safety
Fire & Life Safety
Security Systems
Access Control
Pest Control
Waste / Recycling
Services & Projects
Janitorial
Construction / Renovation
Rollouts / Remodels
Multi-Trade / General Contractor
Review your suggested cadences.
Based on your region and industry best practices. Adjust and approve each one.
These cadences are suggested based on your region and industry best practices. Adjust any that don't fit your portfolio, then approve each one.
Building Systems
HVAC
⚡ Annual review — Spring before cooling season begins
Next review:
Electrical
⚡ Semi-annual review recommended
Next review:
Plumbing
⚡ Semi-annual review recommended
Next review:
Elevator
⚡ Annual — tied to certification and inspection cycle
Next review:
Generator / Power Backup
⚡ Annual review — test cycles typically drive timing
Next review:
Building Automation / BMS
⚡ Annual review — typically contract renewal driven
Next review:
Water Treatment
⚡ Annual — regulatory compliance driven
Next review:
Exterior & Grounds
Roofing
⚡ Annual — Spring inspection, award contracts by Summer
Next review:
Landscaping
⚡ Start conversations Sept–Oct, award contracts by Dec–Jan for spring activation
Next review:
Snow Removal
⚡ Start conversations April–May, lock contracts by Aug–Sept — before season begins
Next review:
Parking & Pavement
⚡ Every 3–5 years — project based, Spring timing
Next review:
Window Washing / Facade
⚡ Semi-annual — Spring and Fall cycles
Next review:
Interior & Specialty
Flooring
⚡ Every 3–5 years — project based
Next review:
Painting
⚡ Every 2–3 years or as needed
Next review:
Signage
⚡ As needed — project based
Next review:
Furniture & FFE
⚡ As needed — tied to capital planning cycles
Next review:
Moving & Relocation
⚡ As needed — project based
Next review:
AV / Technology
⚡ Annual review — technology refresh cycles
Next review:
Operations & Safety
Fire & Life Safety
⚡ Annual — tied to inspection and certification cycle
Next review:
Security Systems
⚡ Annual review — contract renewal driven
Next review:
Access Control
⚡ Annual review — contract renewal driven
Next review:
Pest Control
⚡ Annual contract review recommended
Next review:
Waste / Recycling
⚡ Every 3 years — long term contract, RFP driven
Next review:
Services & Projects
Janitorial
⚡ Quarterly review recommended — high turnover trade
Next review:
Construction / Renovation
⚡ As needed — project and capital plan driven
Next review:
Rollouts / Remodels
⚡ As needed — project driven
Next review:
Multi-Trade / General Contractor
⚡ Annual review — keep a vetted GC list current
Next review:
+ Add a custom trade
Stay ahead with smart alerts.
Clarvoy will send you heads-up emails before your review windows open so you're never caught off guard.
📅
60-Day Heads Up — Landscaping / Snow Removal
Your Snow Removal review window opens April 1st. You have 4 vendors in queue. Now is a good time to start conversations to lock contracts before August.
🔔
30-Day Reminder — HVAC
Your HVAC review window opens March 15th. You have 11 vendors waiting. 2 meeting slots available.
⚡
New Vendor Alert — Electrical
Brightline Electrical Group submitted their profile. They've been auto-responded with your next review window date.
Alert Preferences
Review Window Alerts
New Vendor Alerts
Digest & Summary
Delivery Preference
🚀
You're live.
Your vendor intake is set up and ready. Here's everything you need to start receiving vendors through Clarvoy.
Your Intake Details
Intake Email
northgate@getclarvoy.com
Forward vendor emails here or share this address directly
Vendor Profile Page
getclarvoy.com/intake/northgate
Share this link with vendors to complete their profile
Your Dashboard
getclarvoy.com/dashboard/northgate
Bookmark this — it's your personal vendor command center
HVAC — Review Window
OpenJuly 1, 2025 — Next Review2 of 3 slots filled11 vendors in queue
Vendor Access Gates
Manual Acceptance Required
You review and accept each vendor before they proceed
Intro Meeting Required
Accepted vendors must complete a screening call before docs are shared
Documents Locked Until Accepted
Scope, specs and location list hidden until you approve vendor
Require Docs Before Review
Vendors must upload COI, W9 etc. before being fully considered
Intro Meeting Preference
Intro call first, then documents
Schedule a 20–30 min screening call before sharing scope and specs
Skip intro — send documents directly
Accepted vendors receive scope and specs immediately
Vendor chooses
Let the vendor request either an intro call or go straight to proposal
Vendor Requirements
Certificate of Insurance (COI)
RequiredMake Optional
W9 / Tax Form
RequiredMake Optional
Business License
RequiredMake Optional
Corporate References (min. 3)
RequiredMake Optional
HVAC Certification / License
RequiredMake Optional
Safety Record / OSHA Compliance
OptionalMake Required
Minority / Women Owned Certification
OptionalMake Required
Documents & Specs
Only shared with accepted vendors
📄
HVAC_Scope_of_Work_2025.pdf
2.4 MB · Uploaded June 10
🔒 Locked
📋
Technical_Specifications_HVAC.pdf
1.1 MB · Uploaded June 10
🔒 Locked
📍
Northgate_Location_List_47_Properties.xlsx
340 KB · Uploaded June 11
🔒 Locked
⬆️
Upload a document
PDF, Excel, Word · Max 25MB per file
Vendor Queue — HVAC
11 vendors · 3 slots available
Vendor
Submitted
Status
Actions
Marcus Webb
Arctic Air HVAC Solutions
Today
New
Jennifer Park
PolarEdge Climate Systems
Jun 15
New
Ray Gutierrez
Comfort Pro HVAC Inc.
Jun 12
Accepted
Diana Chen
Summit Air Technologies
Jun 10
Intro Scheduled
Frank Torres
Apex Mechanical Services
Jun 8
Docs Pending
Tanya Williams
BlueSky HVAC & Refrigeration
Jun 5
Declined
Confirm your profile.
We reviewed your email and website. Confirm or correct what we found below.
🤖
Clarvoy detected your trades automatically
We reviewed your email and visited arcticairhvac.com. We found 2 trades that match your services. Confirm below or make any corrections.
Your Trades — Confirm or Edit
These are the trades Clarvoy detected. Remove any that don't apply, and add any we missed.
✓ HVAC ×
✓ Building Automation / BMS ×
HVAC
94%
BMS
71%
Missing a trade? Add it:
Your Information — Review & Edit
Company
Contact
Title
Email
Phone
Website
Years in Biz
Regions
Chicagoland ×
Milwaukee ×
Indianapolis ×
What sets you apart
Original Email
Email Clarvoy received and parsed
From: marcus@arcticairhvac.com Subject: HVAC Services — Arctic Air HVAC Solutions
Hi, my name is Marcus Webb with Arctic Air HVAC Solutions. We specialize in commercial HVAC installation, maintenance, and emergency repair across the Midwest. We'd love to discuss how we can support your facilities portfolio...
Where you've been placed
Client
Northgate Property Management
HVAC Queue
✓ In Queue
Next HVAC Review
July 1, 2025
BMS Queue
✓ In Queue
Next BMS Review
Annual — Fall 2025
Next Step
You'll be notified when Northgate reviews your profile
Connect your calendar.
Clarvoy uses your calendar to show vendors only the times that actually work for you — no double booking, no back and forth.
Connect a Calendar
📅
Google Calendar
Gmail, Google Workspace
● Connected
📆
Microsoft Outlook
Outlook, Microsoft 365, Teams
Connect →
🗓
Apple Calendar
iCloud, Apple devices
Connect →
🔗
Calendly
Use your existing Calendly link instead
Connect →
Default Vendor Meeting Availability
Set your default days and hours for vendor meetings. You can override these per trade below.
Available Hours Per Day
Toggle each day on and set specific hours. Each day can have different times.
Sunday
Unavailable
Monday
Unavailable
Tuesday
Unavailable
Wednesday
Unavailable
Thursday
→
Friday
Unavailable
Saturday
Unavailable
Blocked Dates
Add specific dates when you are unavailable — holidays, travel, all-hands, etc. Vendors will never see these as available slots.
July 4, 2025
Independence Day
Sept 1, 2025
Labor Day
Nov 26–28, 2025
Thanksgiving week
Leave end date blank for a single day. Add a range for multi-day blocks.
Per-Trade Overrides (Optional)
Set different days and hours for specific trades. Leave blank to use your default availability above.