Field service systems
Conjai connects intake, booking, dispatch, estimates, memberships, and the books so a regional service company can take more demand without adding coordinators at the same rate.
For Owners, General Managers, COOs, CFOs, and Operations Directors at regional HVAC, plumbing, electrical, roofing, and restoration companies.
Most of these companies do not have a lead problem. They have a conversion-and-coordination problem. We do not run your ads. We make the demand you already pay for survive the trip from ring to invoice.
| Stage | The informal workaround | The engineered standard |
|---|---|---|
| Intake | After-hours calls go to voicemail and a sticky note. | Every call writes a job record and books into an open slot. |
| Estimates | Unsold estimates wait for the owner to call back. | Every estimate starts a follow-up sequence on its own. |
| Memberships | Offered when a technician remembers. | A required step before the job can close. |
| Source | The agency reports calls, the books report revenue, nothing connects them. | Ad click, call, job and invoice stay connected. |
The same method we use everywhere, in the vocabulary of a dispatch board.
Every call that should become a job does.
Ring, book, dispatch, estimate, close, invoice: one path, every handoff named.
One job record the phone system, dispatch board and books all read from.
A named person and a deadline for every open estimate and every missed call.
Booking, follow-up and review requests run on their own. Pricing judgment stays with a person.
Unanswered calls and stale estimates are flagged before the week ends.
Book a 30-minute Operational Fit Review. Bring one recent call, estimate or job that should have moved further. We trace it from the ring to the invoice and tell you plainly whether Diagnose is worth doing.
No software demo. No phone number required.
Call and web intake that actually writes a job record — not a voicemail and a sticky note.
Overflow and after-hours coverage that books the work, not just answers the phone.
Unsold estimates get a system, not a hope that someone remembers to call back.
Service-agreement offers happen because the workflow requires them, not because a tech gave a speech.
The ask goes out when the job closes. It does not wait for a Friday reminder.
Ad click, call, job, and invoice stay connected so you can see which spend produces work.
Today
After a Build
Today: The job goes to a competitor
After a Build: The job is on tomorrow’s schedule
The Evidence
Between the call, the schedule, the technician tablet, and the invoice, every handoff done by hand is a place the job or callback can slip.
Across HVAC, plumbing, and electrical service fleets, average first-time fix rates sit between 75% and 80%—leaving 20% to 25% of dispatches requiring a secondary visit or follow-up handoff.
Source: Fieldpoint Field Service Benchmark | ServiceTitan Contractor PlaybookEvery secondary visit or un-resolved callback absorbs $200 to $300 in burdened fleet cost—technician labor, vehicle wear, fuel, and a displaced primary revenue slot.
Source: Aberdeen / ServiceTitan Fleet Benchmark | Burdened dispatch unit economicsAcross service organizations surveyed, 47% of appointments do not go as scheduled.
Source: Salesforce field service research, 2026 | 6,500 service professionals | SalesforceTechnicians spend 18% of their working hours, more than seven hours a week, on administrative tasks.
Source: Salesforce field service research, 2026 | SalesforceBuy the platform when the catalog and workflow fit it. We build the part the platform will not do on its own — the connections, the exceptions, the agency handoff, and the operating rhythm — If the platform alone covers it, you will hear that from us first.
This list is representative, not a claim of completed implementation on every platform: ServiceTitan, Jobber, Housecall Pro, FieldEdge, Workiz, call tracking, review tools, QuickBooks.
Plain definitions for the handoffs we trace from the first phone ring to the closed invoice.
Ad spend rises every spring. Calls after 6 p.m. go to voicemail. Large estimates wait for the owner to call back. Memberships get offered when a tech remembers. The agency reports calls, the books report revenue, and nothing connects the two.
After a Build, after-hours calls book directly into open slots. Every unsold estimate starts a follow-up sequence. The membership offer is a required step before a job closes, and closing the job sends the review request. Each job keeps the ad source that produced it, so next spring’s budget follows booked work instead of call counts.
Different industry, same system. For HEAT4YAFEAT we built one record, owned handoffs, rules for the clear cases and a person for the judgment calls. On your dispatch board, the same design answers after-hours calls and open estimates. See the real build →
Joshua Pyne designs and builds every system. Twenty years on the enterprise side; now the operator who writes the code. About Joshua and Conjai →
Owners, General Managers, COOs, CFOs, and Operations Directors at regional operators with a real call volume, a technician bench, and enough complexity that leadership is still covering dispatch and estimate follow-up. HVAC, plumbing, electrical, restoration, and commercial maintenance are the common patterns. Built for that stage, not for single-truck shops buying leads.
FAQ
Most regional service companies do not have a lead problem; they have a conversion-and-coordination problem. Calls are lost at intake, after hours, in unsold estimates, and in handoffs between the agency, dispatch, and the books.
No. Conjai makes the demand you already pay for survive the trip from ring to invoice.
Buy the platform when the catalog and workflow fit it. Conjai builds what the platform will not do on its own: the connections, the exceptions, the agency handoff, and the operating rhythm.
Intake that creates a job record, after-hours coverage that books work, estimate follow-up, membership offers built into the workflow, review requests triggered at job close, and source tracking from ad click to invoice.
Regional operators with real call volume and a technician bench. HVAC, plumbing, electrical, restoration, and commercial maintenance are the common patterns.
