A customer reaches out.
Logan · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
Same General Contracting 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.
Several trades. One unanswered question.
A homeowner wants several areas updated. Questions about trade responsibilities and included work need a clear path back to your team.
Your general contracting business · Follow-up gapsTwo moments that matter
Multi-trade home update
The project is spread across messages.
An owner describes changes across the home. Priorities, project boundaries, and trade responsibilities need a coordinated review.
Your project proposal
Inclusions need one clear answer.
Your proposal is with the customer. Questions about included work and exclusions are still waiting for an answer.
What slips awayThe chance to answer, follow up, and keep the conversation moving.
Keep project questions with the proposal.
Connect the owner’s priorities, your recorded proposal, and follow-up while your team manages the trades and project schedule.
| Customer moment | Connected next step |
|---|---|
| Multi-trade home update | 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.
Bring the owner’s priorities together.
Capture which areas the owner wants to update, their priorities, and their contact details for a project conversation.
Keep the full scope in view.
Follow up on the recorded quote so questions about project boundaries, inclusions, and trade responsibilities reach your team.
Stay connected after the 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 general contracting 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 home to update.
Capture the priorities.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep the areas to update, owner’s priorities, and contact details in one place.
- Bring the project stage and access information to your team before it defines the work and trade responsibilities.
Your team defines scope, trade responsibilities, approvals, pricing, sequencing, and the actual project schedule.
Illustrative example
Logan’s multi-trade home update
“We’re updating several areas of our home. Can we discuss one coordinated project?”
Areas to updateFor team review
Owner’s prioritiesFor team review
Project stage & accessFor team review
Step 02 / Convert
One project proposal.
Clarify the scope.
- Help customers choose a configured estimate appointment, separate from the work itself.
- Follow up after your team records the quote and price.
Your team defines scope, trade responsibilities, approvals, pricing, sequencing, and the actual project schedule.
Illustrative example
Your team’s general contracting proposal
Project proposal
Project boundaries reviewed
Trade responsibilities recorded
Your recorded price
Your team sets the work schedule
Logan · A question after the quote
“Can we review which parts of the home update are included?”
Step 03 / Compound
The project is finished.
Keep in touch.
- Start eligible review requests after your team confirms completion.
- Invite referrals, with personal follow-up from your team.
- A future project. An established connection. 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 about the experience
An eligible review request. Logan chooses whether to respond.
Invite a referral
If Logan makes an introduction, your team follows up personally.
A future project. An established connection.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 general contracting business.
Can SalesOS collect a project involving multiple trades?
Configured forms, chat, and AI calls can capture the areas involved, owner’s priorities, project stage, and contact details. Your team reviews the whole request and decides the scope and trade involvement. Intake is not a project-management plan.
Will it assign subcontractors or coordinate their schedules?
Your team manages subcontractors, procurement, trade sequencing, and the actual project timetable through its existing process. SalesOS offers configured estimate appointments and customer follow-up; it does not dispatch or schedule trades.
Can AI decide whether work is structural or needs approvals?
No. Structural assessment, technical design, permit requirements, qualifications, and approval decisions belong to qualified people and the relevant authorities. SalesOS handles approved business information and inquiry conversations.
How does it handle inclusions and exclusions in a proposal?
Your team defines and records the scope and price. Configured follow-up can invite questions so the customer can clarify inclusions and exclusions with your team. SalesOS does not independently expand or reinterpret the agreed work.
Does an estimate booking promise a project start?
No. It books a configured estimate appointment. Your team confirms the feasibility, scope, materials, subcontractor availability, prerequisites, and actual start and completion expectations separately.
Can SalesOS approve change orders across trades?
No. Your team evaluates the request, trade dependencies, price, and schedule, then manages the approval through your existing process. SalesOS can receive the conversation but does not authorize extra work or create a binding change order.
How do existing project tools and post-project follow-up fit?
During setup, we review your current tools and confirm which handoffs SalesOS can support. Your team confirms completion, then configured workflows can send eligible review requests and referral invitations. Your team personally follows up on any introductions.
You run the project.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call