A customer reaches out.
Ellis · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
Same Construction Business. More jobs, More estimates, More reviews, and More referrals.
Capture the inquiry. Follow up on the estimate. Stay connected after the job.
Your website, AI, and follow-up. Set up for you.
A garage idea. A reply still needed.
An owner wants a detached garage. Site information, plans, and questions about the build need your team’s attention.
Your construction business · Follow-up gapsTwo moments that matter
Detached garage inquiry
An idea before the plans.
An owner has an idea for a detached garage. Site details, intended use, and the project stage are spread across messages.
Your project proposal
What does the build include?
Your proposal has gone out. Questions about what the build includes still need your team’s attention.
What slips awayThe chance to answer, follow up, and keep the conversation moving.
Keep the build details with the proposal.
Keep the garage inquiry, project details, and proposal questions together while your team reviews the site and proposed build.
| Customer moment | Connected next step |
|---|---|
| Detached garage inquiry | 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.
Start with the plans.
Capture the proposed building use, site information, and owner’s contact details so your team can discuss the project.
Discuss the proposal.
Follow up on the recorded quote so questions about the building scope and inclusions reach your team.
Stay in touch after work.
After confirmed completion, eligible review requests and approved outreach help you stay in touch.
Your business. Connected. From inquiry to follow-up.
The process.
Set up around your services, your calendar, and your customers.
Built for your construction business
We do the setup.
Build your system.
We configure your website, AI answers, and customer follow-up.
Test the handoffs.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
A garage to plan.
Capture the idea.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep the proposed building use, site details, and owner’s contact information together.
- Find out where the owner is in planning so your team can discuss the assessment and documents needed.
Your team reviews site feasibility, plans, approvals, scope, pricing, and the construction schedule.
Illustrative example
Ellis’s detached garage inquiry
“We’re considering a detached garage. Can we discuss the project?”
Proposed building useFor team review
Site & access detailsFor team review
Plans & project stageFor team review
Step 02 / Convert
The build is quoted.
Discuss what’s in it.
- Help customers choose a configured estimate appointment, separate from the work itself.
- Follow up after your team records the quote and price.
- Bring the next question back to your team: “Can we go over what the garage proposal includes?”
Your team reviews site feasibility, plans, approvals, scope, pricing, and the construction schedule.
Illustrative example
Your team’s construction proposal
Garage build proposal
Plans & requirements reviewed
Build inclusions recorded
Your recorded price
Your team sets the work schedule
Ellis · A question after the quote
“Can we go over what the garage proposal includes?”
Step 03 / Compound
The garage is built.
Stay in touch.
- Start eligible review requests after your team confirms completion.
- Invite referrals, with personal follow-up from your team.
- The next building idea starts with a conversation. Reconnect through approved past-customer campaigns.
Requests depend on setup and eligibility. Customers choose whether to respond.
Illustrative example
Garage project complete
Your team confirms completion
Ask about the experience
An eligible review request. Ellis chooses whether to respond.
Invite a referral
If Ellis makes an introduction, your team follows up personally.
The next building idea starts with a conversation.Approved past-customer outreach
Your website. Your AI. Your follow-up.
One connected system.
Set up for you.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
$3,000 setup+ $300/month
Book a Setup Call Usage billed separately. View usage rates · What’s included
Questions, answered.
How SalesOS fits your construction business.
Can SalesOS collect a new-build inquiry?
Yes, configured intake can gather the proposed building use, site information, contact details, and where the owner is in planning. Your team reviews whether the project fits your services and what is needed for an estimate.
Can it confirm whether a garage can be built on a site?
No. Site feasibility, setbacks, utilities, planning requirements, engineering, and approval decisions require your team and the relevant professionals. Capturing the address is not a site assessment or permission to build.
Does SalesOS create drawings or a construction estimate?
Your business prepares plans, specifications, scope, and pricing. SalesOS can keep inquiry details and conversations together and follow up after your team records the quote and price. It does not generate an engineering package or automatic build budget.
What does the customer book through the calendar?
A configured estimate appointment. It does not reserve a construction start, subcontractor, inspection, delivery, or completion date. Your team confirms the actual project schedule and its dependencies separately.
Can it manage permits or inspections for us?
Your team manages permit submissions, approvals, and inspections through its existing process and explains the responsibilities to the customer. During setup, we review your current tools and confirm which handoffs SalesOS can support.
What if the owner changes the building size or intended use?
Your team reviews the implications for feasibility, plans, scope, price, and timing. The conversation can surface the request, but SalesOS does not approve a design change, issue a change order, or recalculate the build.
Can we ask for referrals after the build?
After your team confirms completion, eligible review requests and referral invitations can run according to setup. Customers choose whether to respond. Your team follows up personally on introductions, and approved past-customer outreach can invite a future conversation.
You handle the build.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call