HVAC Use case Agent · App

Answer the callout before a competitor does

Picks up web and phone enquiries the moment they land, qualifies the fault, and offers the first free slot.

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Ellis Service Coordinator

Clawnify Lite

Answer today's callouts and chase the quotes going cold

The user wants inbound enquiries triaged by urgency and old quotes followed up… Read Enquiries 1

Fourteen enquiries. Three are no-heat calls, so I offered today.

Send Quote 1

Message Ellis...

/ commands thinking: high Enter send · Shift+Enter new line

Callout To Booking · Triages the fault, then offers the right slot 6 steps

Webhook New enquiry
AI Read the fault
Code Check the diary
Branch No heat or hot water?
yes Agent Offer today's slot no AI Book this week

Jobs 6 records Quoted value US$10,990 Add job

Enquiry 2 US$300

No heat · domestic US$180

Oakfield Ltd Ellis Warren

Annual service US$120

Harbour Cafe Ellis Warren

Quoted 1 US$3,400

Boiler replacement US$3,400

Unit 14 Priya Shah

Booked 2 US$5,840

AC install · 3 rooms US$5,200

Meridian Offices Ellis Warren

Ductwork clean US$640

Harbour Cafe Priya Shah

Invoiced 1 US$1,450

Service contract US$1,450

Oakfield Ltd Priya Shah

Proposal Playbook Published v1 History Archive Save draft Publish v2

Proposal Playbook

A collection of proposals submitted to various clients.

Reference Auto proposals/playbooks Tags — comma-separated labels

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Purpose & Philosophy

Every strategy we build connects the work to the people who actually see it. We are not generalists who happen to work here — we are the people who do the work.

The method is the same whoever the client is: research, structured planning, and real-time correction, with both the experience and the number it moves in mind.

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Chase the quote that never came back Tracks every quote sent, follows up on the ones going cold, and tells you which are worth a call. Bring every service contract back round Knows when each unit is due, books the visit, and renews the plan before it lapses.