A building manager reaches out.
Noel · Building manager inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
Same Elevator Services 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.
An elevator upgrade. A reply still needed.
A building manager is planning an elevator upgrade. Equipment, access, and proposal questions need your specialists’ attention.
Your elevator services business · Follow-up gapsTwo moments that matter
Elevator modernization inquiry
An upgrade to discuss.
The project goals are on the table.
The technical review still needs a next step.
Technical scope, access and proposal terms
A building contact waiting.
Your team sends the quote.
The building manager has proposal questions.
What slips awayThe chance to answer, follow up, and keep the conversation moving.
Keep building details with the proposal.
Keep the building inquiry, modernization goals, and proposal questions together while your specialists review the equipment and project requirements.
| Customer moment | Connected next step |
|---|---|
| Elevator modernization inquiry | 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.
Keep the project context.
Building contact and modernization goals. Keep that information with the contact details for your team.
Answer the next question.
Follow up on technical scope, access and proposal terms. Your team answers the technical questions and handles changes.
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 elevator services 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
An elevator upgrade.
Capture the brief.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep building contact and modernization goals with the customer’s contact information.
- Bring the elevator modernization inquiry to your team before defining the work.
Your elevator specialists assess the equipment, building and proposed work.
Illustrative example
Noel’s inquiry
Elevator modernization inquiryRequested
Building contact and modernization goals
Contact details + property address
Your team reviews the request and next step
Step 02 / Convert
The proposal is sent.
Answer their questions.
- Help customers choose a configured estimate appointment, separate from the work schedule.
- Follow up after your team records the quote and price.
- Bring questions about the proposal back to your team.
Your team defines the technical work and price, then sets the actual job schedule.
Illustrative example
Estimate appointment selected
From configured availability
YOUR ELEVATOR SERVICES BUSINESS
Elevator upgrade proposal
Prepared for Noel by your team
- Scope
- Technical scope, access and proposal terms
- Assessment
- Your specialist’s responsibility
- Price
- Recorded with your quote
SalesOS follow-up
“Any questions about the proposed work?”
Step 03 / Compound
The work is done.
Stay in touch.
- Start eligible review requests after your team confirms completion.
- Invite referrals, with personal follow-up from your team.
- Reconnect through approved past-customer campaigns.
Requests depend on setup and eligibility. Customers choose whether to respond.
Illustrative example
Project complete
Your team confirms completion
Ask for a review
An eligible request. Noel chooses whether to respond.
Invite a referral
Your team personally follows up on introductions.
STAY IN TOUCH
Stay in touch.
Approved customer outreach can begin another inquiry. Your team defines future work.
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 elevator services business.
What can SalesOS capture from a building manager?
Configured channels collect the building address, contact details and modernization goals. Your specialists determine the equipment information and site review required for an estimate.
Does this handle entrapments or emergency calls?
SalesOS is not an emergency response or dispatch service. Your business retains its emergency procedures and human assessment of urgent reports. This workflow is for planned estimate inquiries.
Can AI assess elevator compliance or condition?
No. Qualified people assess the equipment and applicable requirements. SalesOS does not diagnose faults, certify compliance or determine whether equipment can operate.
Does booking an estimate reserve installation time?
No. It selects a configured estimate appointment only. Your team arranges building access, technical surveys, work dates and any shutdown planning.
Can it manage maintenance contracts or statutory inspections?
Your team manages maintenance schedules, contracts and inspections through its existing processes. SalesOS supports the inquiry and quote follow-up. Tool compatibility is reviewed during setup.
How are modernization proposals followed up?
Your team defines the technical scope, terms and price. After the quote and price are recorded, configured follow-up can invite questions from the building contact. It does not approve specifications or change the proposal.
What happens after the agreed work is finished?
Your team records completion before eligible review or referral requests. Approved account outreach can start a later conversation. Customer introductions receive personal follow-up, and future projects require a new human scope decision.
You handle the upgrade.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call