Catch the service request you could not answer
Remi watches connected email and messages for customers waiting on a reply, then prepares a response with the request and available context ready for your approval.
Industries / HVAC Services
Answer service requests, keep replacement estimates warm, and catch every unpaid job.
Remi helps HVAC businesses respond to waiting customers, follow up on replacement estimates, and prepare completed-job invoice reminders.
Use cases
More ways Remi keeps the service board moving.
From the first no-cooling call to the final balance, Remi keeps customer questions, technician context, and promised follow-through together.
Calls and estimates
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Prioritize the urgent request
Remi reads the new requests, surfaces the customer reporting unsafe or uncomfortable conditions, and prepares the next response.
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Offer the right appointment window
Remi compares the request, location, technician availability, and drive time, then drafts an appointment option for approval.
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Bring equipment history into the call
Remi gathers the model, prior visits, warranty notes, and last recommendation into a concise service brief.
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Revisit declined work at the right time
Remi finds the earlier recommendation, checks the promised follow-up date, and prepares a specific customer message for review.
Dispatch and maintenance
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Fill a gap in the service route
Remi spots an opening, checks nearby waiting requests, and proposes the best-fit call for the dispatcher to review.
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Brief the technician before arrival
Remi combines the customer's symptoms, service history, access notes, and equipment details into one field brief.
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Bring back maintenance that is due
Remi finds customers approaching their service interval and prepares a reviewable list of timely outreach.
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Resolve a reschedule cleanly
Remi connects the technician delay with affected appointments and drafts updated windows for your approval.
Replacement and installation
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Prepare the replacement decision
Remi gathers the estimate options, comfort concern, financing question, and equipment notes into a clear review.
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Confirm equipment before promising a date
Remi checks the selected system, supplier update, and install calendar, then flags any timing conflict.
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Assemble the permit and inspection checklist
Remi brings together required forms, target dates, and open responsibilities so the installation can close without a missing step.
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Gather rebate documentation
Remi organizes qualifying equipment details, invoices, and required customer information into a packet ready for review.
Billing and follow-up
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Review the same-day invoice
Remi compares the completed work, technician notes, materials, and approved estimate before the invoice goes out.
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Follow up on an open balance
Remi connects the unpaid invoice with the service record and prepares a specific reminder for your approval.
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Apply the service-agreement context
Remi checks the customer's plan, eligible credit, and completed work, then flags the invoice adjustment to review.
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Prepare the post-visit check-in
Remi brings forward the completed call and customer concern, then drafts a short follow-up for approval.
Remi for HVAC Services:
- more likely to qualify a lead when replying within five minutes instead of thirty
- 21x MIT and InsideSales lead-response research
Every service call gets a clear next step.
Keep replacement estimates from going cold
When a system replacement estimate gets no answer, Remi surfaces the last conversation and drafts a useful nudge instead of leaving the quote to disappear in the inbox.
Follow up after the work is complete
Remi ties the open invoice to the completed job and customer thread, then prepares a payment reminder for you to check before anything goes out.
Your tools, handled
Work the call. Let Remi work the service stack.
Remi watches the request, schedule, job record, supporting documents, and invoice while your team stays focused on the work in front of them.
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ServiceM8: Keep the service queue moving
Remi checks jobs, queues, notes, materials, clients, and recorded payments in ServiceM8. Remi surfaces the waiting request or completed job and proposes the next update for your approval.
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Gmail: Answer the question behind the estimate
Remi reads connected service requests, replacement-estimate threads, and customer questions in Gmail. Remi drafts a reply grounded in the job details and waits for your approval before sending.
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Google Calendar: Find the opening before the lead goes cold
Remi checks technician availability, service windows, installation dates, and maintenance visits. Remi proposes the best slot and prepares the confirmation for your approval.
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QuickBooks: Catch the unpaid job after the crew leaves
Remi checks estimate, invoice, balance, due date, and payment status in QuickBooks. Remi prepares the right reminder with the amount and job context ready for review.
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Google Drive: Keep completion proof close to payment
Remi finds commissioning forms, warranty documents, equipment photos, and signed completion records in Google Drive. Remi assembles them beside the invoice follow-up so the proof is already there.
Remi works inside the access you grant. Customer-facing sends and important record changes wait for your approval.
Questions we hear a lot.
- Do I have to replace the software I already use?
No. Remi works across the inbox, calendar, files, accounting system, and job tools you connect. Those systems remain the source of truth while Remi brings the next decision to you.
- What can Remi take off my plate?
Remi can watch for unanswered requests, quiet estimates, overdue invoices, missing approvals, schedule changes, and work that needs a written record. Remi gathers the source context and prepares the next step for review.
- Will Remi contact customers or change records without me?
No important customer-facing send or source-of-truth change happens quietly. Remi prepares the work, shows you the source, and waits for your approval.
- How does Remi learn my business?
From the sources you connect and the work already inside them. Remi builds context around customers, jobs, prices, promises, and deadlines while keeping each fact tied to its source.
- How long does setup take?
Most businesses start with a small set of core sources, such as email, calendar, files, and accounting. The exact setup depends on the tools and access you choose to connect.
- What does Remi cost?
Remi is $49 per month during Early Access, including unlimited fair usage with the default AI model.
- Is my business data safe?
Remi works only inside the access you grant. Your business data is not sold, shared for advertising, or used to train AI models, and important work keeps a visible source trail.
- What happens when Remi gets something wrong?
Remi is useful, not infallible. Drafts stay reviewable, customer-facing work waits for approval, and the source remains attached so you can correct the work before it leaves.