A customer reaches out.
Robin · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
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Capture the inquiry. Follow up on the estimate. Stay connected after the job.
Your website, AI, and follow-up. Set up for you.
Robin · Website inquiry
A customer wants a built-in bookcase. Their storage ideas and finish questions need a conversation with your carpenter.
The customer describes a wall and a storage idea. Measurements, materials, and finish still need your team’s review.
Your quote is sent. The customer has a question about shelves and finish, but the conversation goes quiet.
Keep the room description, your bookcase proposal, and finish questions together so your carpenter can continue the conversation.
| Customer moment | Connected next step |
|---|---|
| Built-in bookcase | Contact + request captured |
| Project quote sent | Estimate follow-up |
| Job confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Capture how the customer wants to use the room, their storage ideas, and their contact details for your carpenter.
Follow up on the recorded quote so shelving, doors, and finish questions reach your carpenter.
After confirmed completion, eligible review requests and approved outreach help you stay in touch.
Your business. Connected. From inquiry to follow-up.
Set up around your services, your calendar, and your customers.
Built for your carpentry business
Your services, service area, estimate availability, and existing tools.
We configure your website, AI answers, and customer follow-up.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
Your team measures the space and confirms materials, design, fixing details, price, and installation timing.
“Could you quote a built-in bookcase for our living room?”
Step 02 / Convert
Your team measures the space and confirms materials, design, fixing details, price, and installation timing.
Your team sets the work schedule
“Does the proposal include the finish we discussed?”
Step 03 / Compound
Requests depend on setup and eligibility. Customers choose whether to respond.
Your team confirms completion
An eligible review request. Robin chooses whether to respond.
If Robin makes an introduction, your team follows up personally.
A different room. A new storage idea.Approved past-customer outreach
Your website. Your AI. Your follow-up.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
How SalesOS fits your carpentry business.
Configured forms, chat, and AI calls can gather the room, intended use, contact details, and the customer’s description. Your carpenter reviews the request and measures the space before deciding what to build. A captured idea is not an approved design.
No. Your team measures, checks the site, and prepares drawings, dimensions, material quantities, and construction details. SalesOS keeps the conversation available for your team; it does not generate technical fabrication instructions.
It can explain service information your business approves during setup. Suitability, wall conditions, fixings, finishes, and technical recommendations remain with your carpenter. Unanswered project questions need human review.
No. Customers can choose from your configured estimate availability. Your team separately confirms workshop capacity, material availability, site access, and installation dates. Selecting an estimate does not reserve production or installation time.
Your team decides the design, materials, finish, and price. A room description or measurement supplied by the customer is inquiry information, not an automatic quote. Configured follow-up starts after your team records the quote and price.
The customer can raise that question in the conversation. Your team reviews the change and updates the scope, quote, and timing where needed. SalesOS does not automatically accept a variation or revise a fabrication plan.
After your team confirms completion, configured workflows can send eligible review requests and referral invitations. Approved past-customer outreach can invite another conversation about a future project. Your team follows up on introductions and manually launches slow-season campaigns.
Let’s connect your inquiries, estimates, and customer follow-up.
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