A customer reaches out.
Hayden · 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.
Hayden · Website inquiry
An owner needs a site prepared for an outbuilding. Access, ground conditions, and requested work need your team’s review.
An owner asks about excavation. Access, levels, ground conditions, and the proposed work need your team’s review.
The quote is ready, but questions about included digging, material handling, and preparation remain.
Keep the site preparation request, access information, and quote questions together while your team assesses the ground and proposed work.
| Customer moment | Connected next step |
|---|---|
| Outbuilding site preparation | 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 intended project, site location, access information, and contact details for your team’s review.
Follow up on the recorded quote so questions about preparation, material handling, and included work 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 excavation 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 evaluates ground conditions, utilities, access, engineering requirements, material handling, scope, and schedule.
“We’re planning an outbuilding. Could you look at the site preparation?”
Step 02 / Convert
Your team evaluates ground conditions, utilities, access, engineering requirements, material handling, scope, and schedule.
Your team sets the work schedule
“Which preparation and material handling are included in the quote?”
Step 03 / Compound
Requests depend on setup and eligibility. Customers choose whether to respond.
Your team confirms completion
An eligible review request. Hayden chooses whether to respond.
If Hayden makes an introduction, your team follows up personally.
A future site project. An existing connection.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 excavation business.
Configured intake can collect the proposed project, site location, customer’s description, and contact details. Your team evaluates whether the work is a fit and what site assessment is required before estimating.
No. Utility locating, clearance, excavation safety, ground stability, and digging methods belong to your team and the appropriate qualified services. SalesOS does not provide digging instructions or approve a work area.
No automatic quantities, equipment selection, or ground-condition assessment is promised. Your team reviews the site, plans, levels, access, material handling, and specifications before defining the work and its price.
No. The configured calendar is for estimate appointments. Your team separately arranges equipment, operators, transport, site readiness, and the work schedule. Selecting an estimate does not reserve machines or dispatch a crew.
Your team coordinates those requirements with the relevant professionals and authorities. SalesOS does not make engineering or approval decisions, design drainage, or certify the suitability of the prepared site.
Your team reviews the change, discusses any implications with the customer, and updates the agreed scope, price, and timing. SalesOS can surface the customer’s question but does not authorize extra excavation or reprice the work.
After your team confirms the agreed work is complete, eligible review requests and referral invitations can run under configured settings. Approved past-customer campaigns can invite another conversation. Your team handles introductions personally and launches slow-season outreach manually.
Let’s connect your inquiries, estimates, and customer follow-up.
Book Setup Call