A customer reaches out.
Lee · 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.
Lee · Website inquiry
A customer asks about chimney work before colder weather. Property details and access questions need your team’s attention.
The property details are captured.
The requested work still needs review.
Your team sends the quote.
Access and proposed work need a reply.
SalesOS keeps the chimney request, customer details, and quote follow-up together while your team assesses the work needed.
| Customer moment | Connected next step |
|---|---|
| Planned chimney work | Contact + request captured |
| Team-prepared quote sent | Estimate follow-up |
| Job confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Property details and the requested chimney work. Keep that information with the contact details for your team.
Follow up on assessment, proposed work and price. Your team answers the technical questions and handles changes.
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 chimney sweep 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 assesses the chimney and defines the work it can undertake.
Contact details + property address
Step 02 / Convert
Your team defines the technical work and price, then sets the actual job schedule.
From configured availability
Prepared for Lee by your team
“Any questions about the proposed work?”
Step 03 / Compound
Requests depend on setup and eligibility. Customers choose whether to respond.
Your team confirms completion
An eligible request. Lee chooses whether to respond.
Your team personally follows up on introductions.
Approved customer outreach can begin another inquiry. Your team defines future work.
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 chimney sweep business.
Capture the property address, requested work, contact details and the customer’s description of the chimney or fireplace. Your team decides what assessment is needed.
No. Condition, fire safety and suitability for use require your professional assessment. SalesOS does not provide clearance to use a fireplace or chimney.
No. Customers can select a configured estimate appointment. Your team confirms the service scope, access, price and actual work date.
No. Your team assesses reported concerns and determines methods and repairs. AI can share approved information about your services and estimate process, not technical advice.
No. Your business handles any inspection documentation, qualifications and local requirements. A captured inquiry or appointment is not a certification.
Your team prices the work after collecting the information it needs. Follow-up can start after the quote and price are recorded. It does not calculate a price from a fireplace count.
Approved outreach can reopen the conversation, with slow-season campaigns launched by your team. Eligible reviews and referrals follow confirmed completion. It does not automatically book recurring sweeps. We review your existing tools during setup.
Let’s connect your inquiries, estimates, and customer follow-up.
Book Setup Call