ConciaryThe replacement quote goes quiet
A homeowner is comparing systems or waiting to decide. Find out what is holding up the next step without sending the same reminder again.
AI assistant for HVAC
Keep HVAC inquiries moving while your team is on the job.
A replacement quote needs an answer. A maintenance request needs a few more details. Explore an AI assistant that keeps those conversations moving and brings the decisions back to your team.
Founder-led setup · One useful task to start
Your team approves pricing, scope and commitments.
The work between the jobs
Sound familiar?
Your office starts with half the story
The property, equipment details or preferred visit window are missing. Gather agreed information before your team reviews the request.
A reply becomes another callback
A financing question or requested installation date needs someone with authority. Put the question and relevant quote together for that person.
Practical help, built around your team
From an open conversation to a clear next step.
Prepare a useful service request
Collect the location, system information the customer already has and preferred contact times.
Keep quote decisions visible
Find out whether the homeowner needs an answer, more time or no further contact.
Give the office a clear handoff
Return the customer question, proposal context and requested next step together.
A short conversation. A practical starting point.
Start with one useful task
Replacement quote follow-up
We start with replacement quote follow-up. Together, we agree the records, permitted replies, channel and handoffs. A small early-partner test gives your team a way to review real conversations before expanding the scope.
Judge it by useful work.
- Quotes with a clear decision or next action
- Customer questions resolved by your team
- Office time spent preparing callbacks
- Approved work and completed jobs, recorded separately
A good place to start if…
- You have recurring replacement quotes or planned service inquiries.
- The office can review equipment, finance and scheduling decisions.
- Your current process leaves replies waiting for someone to act.
Built around the tools you use
We review your current CRM and booking tools first. If their existing follow-up works well, keep it. An initial Conciary workflow does not assume a live connection to ServiceTitan, Jobber or Housecall Pro.
Work directly with the founder
Built around your business. Reviewed with you.
01
Show us one real task
Walk Yujin through a recent request, your current tools and where the work gets stuck.
02
Agree how it should run
Choose a small scope, approved information and the decisions that need your team.
03
Review the work together
Track useful next steps and time spent. Decide whether expanding the workflow makes sense.
Before we get started.
How does the free early-partner program work?
The first two selected Southern California service businesses test one agreed task free for 30 days, with founder-assisted setup and weekly feedback. These two places are shared across all industries and tasks. We confirm fit, scope and a start date together; applying does not reserve a place.
What if the first two places are already filled?
You can still tell us about your business. We'll confirm availability when we reply and ask whether you'd like to join the waitlist for a future opening. Joining the waitlist does not guarantee a place or a start date.
Will Conciary answer emergency calls or dispatch technicians?
The initial offer is a scoped messaging workflow. Live call coverage, emergency triage and dispatch are separate requirements; they are not included by default.
Can the assistant recommend equipment or promise financing?
Your team makes technical recommendations and approves pricing, finance terms and dates. The assistant collects questions and uses only the business information you have approved.
Can we start with maintenance instead of replacement quotes?
Yes. We can discuss planned maintenance inquiries or an approved customer group, then choose one task that fits your records and capacity.
Let's talk about your business
What keeps landing back on your desk?
Tell us about one recurring task. We’ll discuss the workflow, your current tools and a practical way to start.
We confirm fit and availability together. Prefer email? contact@conciary.ai