ConvoAlly for trades

On the line with a customer. Price book on tap. Estimate locked.

HVAC techs, plumbers, electricians, roofers, GC owners. ConvoAlly listens to the customer's description of the job, pulls from your price book, surfaces follow-up questions that prevent surprise costs, and helps you close more estimates without calling back.

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What it sounds like, mid-call.

Service-call intake

Customer describes a leaking pipe. ConvoAlly cues the diagnostic questions your top tech asks to scope the job — water source, age of fixtures, accessibility — so the truck shows up with the right parts the first time.

Estimate over the phone

Customer asks "how much for a tankless install?" ConvoAlly pulls your price book + the model recommendations and gives you the range + the upsell trigger your team uses.

Upsell during a routine call

You're onsite for an AC check; you see a corroded water heater. ConvoAlly cues the soft-mention script + the financing options, so the homeowner takes the conversation seriously.

Subcontractor coordination

GC on the phone with a problem subcontractor. ConvoAlly cues the contract clause, the make-good options, and the de-escalation line that preserves the relationship for the next job.

What ConvoAlly does that a generic AI chatbot can't.

Your price book, instant recall

Upload your pricing, parts catalog, service-agreement templates, and warranty terms. ConvoAlly indexes everything and pulls the right line item during the call.

Scope-of-work probing

Most callbacks come from missed scope. ConvoAlly cues the right diagnostic questions for your trade so you don't roll a truck without the parts.

Phone-first design

Most trades work happens on phones, not Zoom. Ear Mode pipes ConvoAlly's suggestions to your AirPods. Tap a gesture to swap modes without putting the customer on hold.

After-hours coverage script

Customer calls at 9 PM with an emergency. ConvoAlly cues the after-hours triage flow your business uses — what's an emergency, what's morning, how to book either.

Quick-quote follow-up

Every call ends with a structured summary + the quote you discussed, ready to text the customer in two taps so the deal doesn't die overnight.

FAQ

Does this work on the truck / in the field?

Yes — it's designed for phone use. Mobile app + AirPods Ear Mode means you can run ConvoAlly while driving, while at the truck, while at the bench. No second screen required.

My trade has a specific terminology — can ConvoAlly handle it?

Yes. Upload your price book + your jargon doc and ConvoAlly indexes it. HVAC tonnage, electrical amperage, plumbing fixture types — all surface as expected.

Will the customer know I'm using it?

No. ConvoAlly is silent — text on your phone or audio via Ear Mode. The customer experiences a normal call.

Can my whole team share one price book?

Yes — Teams plan. Shared price book + scripts, individual call privacy per tech.

What if I'm a one-person shop?

Starter plan is built for solos. The biggest win for one-person shops is the on-phone quote consistency — you stop underpricing because you forgot a line item.

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