HVAC Use case Agent · App

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.

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AgentsAppsKnowledge

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… Clawnify Read Enquiries 1

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

Clawnify 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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2 ready

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. Bring every service contract back round Knows when each unit is due, books the visit, and renews the plan before it lapses.