HVAC | Regional field service
Ad Spend Is Up. Booked Hours Aren’t. Here’s Where the Job Drops
Conjai connects intake, booking, dispatch handoff, estimate follow-up, memberships, and the books so an HVAC company can take more demand without adding coordinators at the same rate.
HVAC companies with a technician bench, seasonal call volume, and an owner who is still the backup CSR.
Most HVAC Companies Don’t Have a Lead Problem.
Spring and summer bring the calls. Marketing spend rises with them. Booked hours don’t rise at the same rate — because the calls that come in after 6 p.m., the estimates nobody follows up on, and the membership offers nobody remembers to make are all leaking demand you already paid for.
We don’t run your ads. We make the demand you already pay for survive the trip from ring to invoice.
What We Look At
Intake That Creates a Job
Call and web intake that actually writes a job record — not a voicemail and a sticky note.
After-Hours That Books
Overflow and after-hours coverage that books the work directly into open slots, not just answers the phone.
Estimate Follow-Up
Unsold replacement and install estimates get a follow-up sequence, not a hope that someone remembers to call back.
Memberships as a System
Service-agreement offers happen because the workflow requires them at job close, not because a tech gave a speech.
Reviews as a Closed-Job Event
The ask goes out when the job closes. It doesn’t wait for a Friday reminder.
Source That Survives the Season
Ad click, call, job, and invoice stay connected, so next season’s budget follows booked work instead of call counts.
A Regional HVAC Company With Fourteen Technicians
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.
One After-Hours Call, Two Ways
Today
- 6:40 p.m.Call goes to voicemail
- Next dayCallback reaches a customer who already booked elsewhere
- LaterUnsold estimates wait for the owner
- Month endAgency reports calls; the books report revenue; nothing connects
After a Build
- 6:40 p.m.Call answered and booked into an open slot
- JobUnsold estimate starts a follow-up sequence
- CloseMembership offer required; review request sent
- InvoiceThe ad source stays on the job
Today: The job goes to a competitor
After a Build: The job is on tomorrow’s schedule
Straight answer
Should We Just Use ServiceTitan Harder?
Buy 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 — and we will say so when the platform alone covers it.
Representative, not a claim of completed implementation on every platform: ServiceTitan, Jobber, Housecall Pro, FieldEdge, Workiz, call tracking, review tools, QuickBooks.
Who this is for
Regional HVAC operators with real seasonal call volume, a technician bench, and enough complexity that the owner is still the backup CSR. Built for that stage, not for single-truck shops buying leads.
