A customer reaches out.
Logan · 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.
Logan · Website inquiry
A homeowner wants several areas updated. Questions about trade responsibilities and included work need a clear path back to your team.
An owner describes changes across the home. Priorities, project boundaries, and trade responsibilities need a coordinated review.
Your proposal is with the customer. Questions about included work and exclusions are still waiting for an answer.
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.
Capture which areas the owner wants to update, their priorities, and their contact details for a project conversation.
Follow up on the recorded quote so questions about project boundaries, inclusions, and trade responsibilities 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 general contracting 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 defines scope, trade responsibilities, approvals, pricing, sequencing, and the actual project schedule.
“We’re updating several areas of our home. Can we discuss one coordinated project?”
Step 02 / Convert
Your team defines scope, trade responsibilities, approvals, pricing, sequencing, and the actual project schedule.
Your team sets the work schedule
“Can we review which parts of the home update are included?”
Step 03 / Compound
Requests depend on setup and eligibility. Customers choose whether to respond.
Your team confirms completion
An eligible review request. Logan chooses whether to respond.
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.
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 general contracting business.
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.
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.
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.
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.
No. It books a configured estimate appointment. Your team confirms the feasibility, scope, materials, subcontractor availability, prerequisites, and actual start and completion expectations separately.
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.
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.
Let’s connect your inquiries, estimates, and customer follow-up.
Book Setup Call