A customer reaches out.
Ellis · 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.
Ellis · Website inquiry
An owner wants a detached garage. Site information, plans, and questions about the build need your team’s attention.
An owner has an idea for a detached garage. Site details, intended use, and the project stage are spread across messages.
Your proposal has gone out. Questions about what the build includes still need your team’s attention.
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.
Capture the proposed building use, site information, and owner’s contact details so your team can discuss the project.
Follow up on the recorded quote so questions about the building scope and inclusions reach your team.
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 construction 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 reviews site feasibility, plans, approvals, scope, pricing, and the construction schedule.
“We’re considering a detached garage. Can we discuss the project?”
Step 02 / Convert
Your team reviews site feasibility, plans, approvals, scope, pricing, and the construction schedule.
Your team sets the work schedule
“Can we go over what the garage proposal includes?”
Step 03 / Compound
Requests depend on setup and eligibility. Customers choose whether to respond.
Your team confirms completion
An eligible review request. Ellis chooses whether to respond.
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.
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 construction business.
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.
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.
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.
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.
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.
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.
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.
Let’s connect your inquiries, estimates, and customer follow-up.
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