HVAC
A starting workflow can capture the equipment concern, location, and availability, then route no-heat or no-cooling requests using the company's approved urgency rules. It does not diagnose equipment or promise an arrival time.
HOUSTON METRO / FIELD SERVICE
A disclosed phone workflow can capture the request, apply your service and escalation rules, and route the next step to your team. Your business controls what it may say, book, and escalate.
Start with call logs and your existing phone and field-service setup. We check your field-service software's built-in option before adding a tool.
THE CURRENT CALL PATH
After-hours calls may reach voicemail, a live answering service, a field-service assistant, or nobody. The useful question is what happened next. Was it a new request? Did someone call back? Was a booking confirmed? Did the job get done?
We start with the call records and the current handoff. If a tool you already pay for handles the gap, we configure that first. If a narrow intake flow is still needed, we build it around the rules your staff can review and change.
ONE CONTROLLED WORKFLOW
The greeting identifies the assistant as automated and states the approved recording or transcription notice.
The workflow asks for only the details the business needs to route a request.
It checks approved service, urgency, and booking rules. It does not diagnose or invent availability.
The request is handed to the on-call person, callback queue, or approved booking path. A fallback stays available.
GUARDRAILS
TRADE-SPECIFIC STARTING POINTS
A starting workflow can capture the equipment concern, location, and availability, then route no-heat or no-cooling requests using the company's approved urgency rules. It does not diagnose equipment or promise an arrival time.
A starting workflow can capture the fixture or area affected and whether water is actively escaping, then use your approved emergency route. It must not improvise shutoff instructions or dispatch rules.
A starting workflow can distinguish a routine service request from an immediate safety concern using approved questions. Fire, shock, or downed-wire reports go to the approved emergency instructions, not troubleshooting.
A starting workflow can capture whether the door is stuck open, closed, or unsafe, the service location, and a callback window. It does not advise callers to handle springs, cables, or other hazardous parts.
EXAMPLE CALL
Example call (fictional business): Bayou Comfort Heating and Air. The caller and events below are invented.
Assistant: Thanks for calling Bayou Comfort Heating and Air. I am the automated assistant. This call may be recorded and transcribed to handle your request. Is that okay?
Caller: Yes. Our AC stopped cooling about an hour ago. The fan runs but the air is warm.
Assistant: I can get that to the on-call team. What is the service address and the best number to reach you?
Caller: 1200 Example Lane in Pearland. This number is fine.
Assistant: Thank you. Your request is logged for a callback within the window your service area allows. I cannot quote a price or arrival time. May I text a confirmation to this number?
Caller: Yes, one confirmation is fine.
Confirmation text: Bayou Comfort Heating and Air: Your no-cooling request was logged for the on-call team. Reply STOP to stop texts.
If the caller reports a gas smell, fire, flooding, or carbon monoxide alarm instead: "Leave the building now. From a safe place, call 911 or your gas utility. I am handing this call to the on-call person now." The approved warm transfer is attempted. If nobody answers, the caller hears the emergency instruction again and the event is flagged for immediate staff review. No further questions are asked.
Example call for a fictional business. Each client approves its own emergency wording and on-call routing before launch.
CALL RECOVERY ESTIMATE
Change the example assumptions to match your business. Nothing you enter is saved or sent.
ESTIMATED MONTHLY OUTPUT
Loaded defaults are example assumptions: 50 calls, 40% qualified, 70% capture, 10% current recovery, 35% close rate, $1,205 job value, and 50% gross margin. Only the job value is vendor-published. A 2026 HVAC industry report lists $1,205 as the 2025 average repair job value for a subset of its data. It is not a Houston figure. Changing inputs recalculates the estimate. A negative result means your current callback process already recovers more than the modeled workflow would capture under these assumptions. Results are estimates, not a forecast. Only completed jobs and collected revenue count as outcomes.
Formula: qualified missed calls multiplied by [(capture rate x close rate) minus current recovery rate].
SETUP AND REPORTING
Reporting uses your records. A request, a booking, a completed job, and collected revenue are separate outcomes.
PLANNING RANGES
Call-Path Review: $250 to $500, credited toward setup. We review recent call records and existing software before selecting a setup tier.
Setup $750 to $1,500, then $149 to $299 per month
For shops on field-service software whose built-in phone assistant covers the need. We configure it around your hours, service area, and urgency rules, tune it monthly, and send a missed-call report.
Setup $2,500 to $3,500, then $399 to $899 per month
For shops whose software cannot do it: multiple locations, on-call emergency routing, Spanish-speaking callers, or booking into your calendar or field-service system. Monthly fee depends on call volume.
From $5,000 / 45 days
Paid pilot from $5,000 for 45 days, for larger or more complex setups.
You own and pay for the phone, voice platform, and messaging accounts directly. Usage passes through at cost. No fee is charged per booked job. Ranges are planning figures, not an exact quote. Call volume, integrations, and risk controls affect the final quote.
FAQ
No. It handles only approved call types and hours. Keep a staffed route, answering service, or voicemail fallback for exceptions and outages.
Only after a specific calendar or field-service connection is tested and the business approves the services, areas, and available slots. Otherwise it captures a callback request.
No. It records the caller's description and may share only facts or fees the business has approved. Diagnosis, uncertain pricing, and dispatch decisions stay with staff.
The launch plan includes a tested fallback to your existing voicemail or staffed route. The fallback is tested before forwarding is enabled, and you can turn the forwarding rule off.
Yes. You own and pay for the phone, voice-platform, and messaging accounts. Conaway receives scoped access for configuration. Usage and paid connectors pass through at cost.
We compare call records with callbacks, confirmed bookings, completed jobs, and collected revenue. Those are reported separately. The calculator gives an estimate, not a forecast.
Not by default. Recording or transcription is turned on only if the business approves it, callers hear a notice, and a retention schedule is set.
NEXT STEP
Bring a recent call log if you have one. We will map what happens after an unanswered call and check whether your existing field-service system already covers it.
Tell us a little about what is getting stuck and we'll reply within one business day.