04 / The list
You already paid for these names.
Every estimate that didn’t close is still in ServiceTitan, Housecall Pro, Jobber or a spreadsheet on the office computer. So is every customer who hasn’t called since 2022, and every web lead that went cold because the callback took two days. Most of those people still need the work done. They just stopped thinking about it.
| Quoted | Customer | Job | Amount | Status |
|---|---|---|---|---|
| 03/14/23 | D. AlvarezHacienda Heights | Condenser replacement, 4 ton | $8,450 | Cold |
| 07/02/23 | R. NguyenCovina | Repipe, two bath | $11,200 | Cold |
| 11/19/23 | M. OkaforRancho Cucamonga | Furnace and coil | $6,980 | Cold |
| 02/08/24 | S. TrujilloWest Covina | Tankless water heater | $4,300 | Cold |
| 05/21/24 | K. BhattChino | Comp roof, 1,900 sq ft | $17,600 | Cold |
| 09/03/24 | J. WhitfieldDiamond Bar | Duct replacement and return | $5,150 | Cold |
05 / How it works
Three steps. Two of them are ours.
STEP 01
Your sideYou export the list
Old quotes, past customers, no-shows, dead web leads. Ten minutes out of ServiceTitan, Housecall Pro or Jobber, or a spreadsheet if that’s what you keep.
STEP 02
MerkaiWe work it
A text conversation goes out across the list, written to sound like your shop. Replies get handled and the people who are ready get moved toward a time on the calendar.
STEP 03
Your sideYou run the calls
Appointments land on the calendar your team already uses. Your guys show up and do the work. Nothing about how you operate has to change.
06 / The math
Run it with your own numbers.
Drag these to whatever you actually believe. I’m not going to hand you a conversion rate off a slide deck for a list I’ve never seen.
Unclosed quotes + past customers + dead web leads
Share of the list that takes an appointment
How often your guys sell the job once they’re there
What a sold job is worth to you
- Appointments booked
- 24
- Jobs sold
- 10
- Revenue at your numbers
- $48,000
These are your assumptions, not my promises. Nobody knows what your list will do until it gets worked, which is exactly why the first fourteen days are free.
07 / Fit
Built for shops with history.
This runs on an asset you build by staying in business. A few years in and you’re sitting on it. If you opened last spring there’s nothing to reactivate yet. Call me in a year and I’ll mean it.
| Trades | HVAC, plumbing, roofing, electrical |
|---|---|
| Size | Owner-operated through 25 techs |
| List | 300+ past customers and unclosed quotes |
| Area | San Gabriel Valley & Inland Empire |
| Not a fit | Under a year in business, or no list to pull |
08 / The pilot
You pay for appointments, not promises.
I run your list for fourteen days at no cost. You pay per appointment that actually shows up. If it books nobody, you owe nothing and you’re out ten minutes exporting a file. If it works, we talk about a monthly arrangement then, with numbers off your own list in front of us instead of a slide deck.
- Setup cost
- $0
- Contract
- None
- First results
- 14 days
- You pay when
- The appointment shows
09 / Contact
You’ll deal with me directly.
Merkai is small on purpose. No account rep, no ticket queue, nobody handing you off to someone you’ve never spoken to.
| Name | Jay Moy, Owner |
|---|---|
| Phone | (626) 806-7114 |
| jay@merkaiautomation.com | |
| Based in | Rowland Heights, California |
| Hours | Mon–Fri, 8:00am — 5:00pm PT |
Merkai